WorkflowPros

WorkflowPros is field service software and CRM built for trades like HVAC, plumbing, electrical, and appliance repair. It helps you capture more calls, schedule work faster, and keep your team aligned—so the right job reaches the right technician without phone tag.

The platform’s AI receptionist answers incoming calls when your office is busy or closed. It collects job details and books appointments directly onto the dispatch board. Dispatchers can then see new bookings alongside the technicians’ schedules and assign work in a single workflow.

On the job side, WorkflowPros keeps daily work organized for technicians. Their tech app shows today’s jobs and route details, with tasks accessible on iPhone and Android. Customers’ information and job history live in one place, supporting a smooth flow from initial booking to invoicing and payments.

WorkflowPros is offered as a demo followed by a free trial. You get a 30-minute demo set-up by the team, then 14 days free (no credit card needed). Pricing is a single software fee plus a per-tech fee for technicians using the app; everyone in the office logs in free. The AI receptionist is included with your plan and includes 1,000 call minutes per month, with unused minutes not rolling over.

What does the AI receptionist do in WorkflowPros?

It answers incoming calls when your office is busy or closed, gathers job details, and books appointments directly onto your dispatch board so work can be scheduled and assigned.

How does dispatching work after a call is booked?

Dispatchers view the technician schedule alongside new call bookings on the dispatch board, then assign jobs to technicians to keep the day running smoothly.

Do technicians get job details on their phones?

Yes. Technicians use the tech app to view today’s jobs and routes, and they can start the route from their phone. It’s available on iPhone and Android.

Is WorkflowPros a CRM too?

Yes. Every call and job is tied to the customer’s file, helping you follow a job from the first ring through invoicing and payments.

How do trials and setup work?

You get a 30-minute demo, then setup before your trial starts. After you’re set up, you receive 14 days free and you don’t pay before the trial ends (no credit card needed).

What’s included with the AI receptionist plan and call minutes?

The AI receptionist is included as long as you’re a customer and includes 1,000 call minutes per month. Unused minutes don’t roll over, and extra minutes are billed at the contract rate.