Workflow Pros field service CRM dashboard showing jobs, bookings, revenue, and AI-answered calls
    AI-Assisted Field Service Management Software

    The platform we built to run our own companies

    Four home service companies. HVAC, plumbing, electrical, appliance repair. Forty-plus trucks. Five hundred jobs a week — all run on our own field service management CRM software.

    We needed one platform that answered every call, ran every job, coached every dispatcher, and never missed a booking. We built it. Now it's yours.

    Built by contractors
    40+ trucks
    Live right now

    No setup fee · Live in 30 min

    “No other software company runs four trades businesses on their own product. We do. That's the difference.”
    — WorkflowPros founder·HVAC·Plumbing·Electrical·Appliance Repair·Ontario

    Four outcomes. One platform. $600.

    Every feature in WorkflowPros field service CRM exists because we needed it to run our own companies. Nothing is theoretical. Everything has been tested on 500 live jobs a week.

    01

    AI Dispatcher

    Answer & book 24/7

    You were asleep. The AI wasn't. It answered, qualified the lead, booked the furnace emergency, and texted your on-call tech. Speaks HVAC, plumbing, electrical, and appliance—because we built it inside our own companies.

    • Calls, web chat, every lead source
    • Books straight to your dispatch board
    • Emergency detection & escalation
    AI Dispatcher software answering calls 24/7 and booking field service jobs automatically
    02

    Command Board & CRM

    Run the whole operation

    Every tech, every job, every gap — visible and moveable in real time. The CRM for field service that gives your office full customer history, equipment records, and self-renewing service agreements. Stripe integration, zero double entry.

    • Drag-and-drop dispatch + smart routing
    • Automated ETAs to customers
    • Stripe payments — no double entry
    Command dispatch board CRM showing 40+ trucks scheduled with drag-and-drop routing and live map
    03

    Field App & Payments

    Techs arrive prepared

    A tech who walks in blind gives one price. A tech with full history, Good-Better-Best pricing on his phone, and a payment terminal in his pocket closes 35% more — without selling harder.

    • Customer history before first knock
    • Good-Better-Best option presenting
    • On-site card, ACH & financing
    Field service mobile app with Good-Better-Best pricing options and on-site card and ACH payments
    04

    Win Back & Grow

    Recurring revenue

    Reactivate dormant customers. Lock in recurring memberships. Close 40% more big-ticket jobs with point-of-sale financing. Three revenue problems most contractors ignore — solved inside your field service software.

    • Reactivation SMS — fill slow weeks
    • Memberships on autopilot
    • Financing → +40% close rate
    Reactivation SMS campaign dashboard showing $9,400 in recovered revenue and recurring memberships
    Everything included

    One platform. One price.

    $600/ month

    Up to 3 trucks · No seat fees · +$90 / extra truck · Cancel anytime

    Answer & Book

    Convert every lead
    • AI Dispatcher — 24/7 inbound
    • Smart Scheduler — self-serve booking
    • Two-Way SMS — automated sequences
    • Reputation & Reviews — auto-request
    • Speed-to-Lead — every source

    Fill Boards & Win Back

    Grow recurring revenue
    • Reactivation Campaigns — SMS
    • Memberships & Service Plans
    • Customer Financing — point of sale
    • Automated appointment reminders
    • Estimate follow-up sequences

    CRM & Field Ops

    Run the operation
    • Command dispatch board
    • Full customer CRM & history
    • iOS & Android field app
    • Option presenting — Good-Better-Best
    • On-site payments — card, ACH, finance
    • Pricebook & timesheets

    Intelligence & Coaching

    Know what works
    • AI call scoring — every CSR call
    • Revenue intelligence — by channel & tech
    • Job costing — real-time margin
    • Tech leaderboards
    • GPS tracking & ETAs

    All plans include

    • Unlimited users
    • No seat fees
    • No setup fee
    • Month-to-month
    • Free data migration
    • Financing included
    • Auto review requests
    • Canadian-native (HST, TSSA)
    • Live in 30 minutes
    • Free onboarding & support

    No setup fee · Live in 30 min

    Replace All Your Tools With One Platform

    Most contractors stitch together 6–8 different tools to run their business. Here's what each one costs separately versus what's included in WorkflowPros.

    ToolAvg. monthly costIn WorkflowPros
    AI receptionist & call answering$399 / mo
    Field service CRM & dispatch$398 / mo
    Estimating & quoting software$129 / mo
    SMS & customer communication$289 / mo
    Review management$119 / mo
    Payment processing & invoicing$89 / mo
    Customer financing platform$149 / mo
    Membership & service plan tool$179 / mo
    GPS tracking & routing$96 / mo
    Total cost of separate tools$1,847 / mo
    WorkflowPros — all features, one platformUp to 3 trucks · No seat fees · +$90 / extra truck$600per month
    Industries

    Built for the Trades You Actually Run

    We didn't add HVAC support as an afterthought. We own an HVAC company. Same for plumbing, electrical, and appliance repair. The AI speaks every trade fluently because it was built in the field — not in a boardroom.

    HVACPlumbingElectricalSepticLandscapingPest ControlLocksmithConstructionGarage DoorWater TreatmentPaintingAppliance RepairLawn Service

    Don't see your trade? We work with any business that takes service calls. Talk to us →

    One Missed Call Pays for a Full Year of WorkflowPros

    No setup fee · Live in 30 min

    The average emergency job is worth $400–800. The AI answers while you sleep. Get started and be live before your next job tomorrow. No setup fee. No onboarding process. Thirty minutes.

    No setup fee · Live in 30 min

    Canadian-built · HST & TSSA-ready · 40+ trucks running on it today