Workflow Pros

About Workflow Pros

Deep Dive with Clara AI

24/7 AI call answering — an AI voice assistant picks up inbound calls, books appointments, and captures job details automatically, day or night. Automated lead follow-up — new inquiries are captured, qualified, and followed up on so no opportunity slips through the cracks. Smart scheduling & dispatch — a visual dispatch board assigns and reschedules jobs across your entire team from one screen. Multi-technician, multi-time-zone calendar — coordinate crews and appointments across regions without double-booking. Built-in CRM — customer profiles, contact details, service addresses, and full job history in one place. End-to-end job management — track every job through its statuses, from first booking to completion. Invoicing & billing — turn completed work into invoices and get paid without leaving the platform. Real-time operations dashboard — see jobs, schedules, and team activity at a glance. Mobile app for the field — technicians access their schedule, job details, and customer info on-site. Analytics & reporting — use your own job data to forecast demand, fine-tune pricing, and balance technician workloads.

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Pricing

Free Trial Not Available
Starts at $600.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours

Workflow Pros Features

Show Feature Explanation

Show Missing Features

Field Service Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%

Reporting

Sends instant status reports about the task with customer feedback

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Invoice Management Features

Tax & Compliance Management

Payment Tracking & Reconciliation

Automated Invoice Capture (OCR)

Invoice Creation & Processing

Approval Workflow Automation

Reporting & Analytics

Integration with Accounting Systems

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

CRM Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Appointment Scheduling Features

Payment Processing

Helps to manage automated transactions across various online channels

Online Scheduling

Helps in automating and monitoring the scheduling tasks virtually automatically

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Reservations

Helps in making as well as canceling reservations online and also assist in rescheduling them (if necessary)

Meeting Room Booking

Helps managing meeting room schedules and offers a simple interface to book the appropriate booking room

Group Scheduling

Helps in scheduling group meetings with multiple numbers of attendees

Employee Scheduling

Helps in creating, processing and automating the employee schedule

Class Scheduling

Helps tutors or educational institutes at large to schedule academic and or vocational training classes

Workflow Pros Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Up to 3 trucks $600.00 $600.00 per month

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

Start Free Trial

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Workflow Pros FAQs

Who are the main user groups of this service?

Field service businesses and their teams — HVAC, plumbing, electrical, roofing, appliance repair, handyman, and moving companies, as well as larger commercial and multi-crew operations. Within each business it's used by owners and operators, office and dispatch staff, and field technicians.

What is this service generally used for?

Running a field service operation end to end. Businesses use it to capture inbound calls and leads through a 24/7 AI assistant, schedule and dispatch jobs across their technicians, manage customer records and job history (CRM), track jobs from booking to completion, and handle invoicing. The built-in analytics are also used to forecast demand, refine pricing, and balance technician workloads.

What platforms does this service support?

Web-based — it runs in any modern browser on desktop and laptop with no installation required. A mobile app gives field technicians access to their schedule, job details, and customer information on site.

Does this service offer multi-user capability (e.g. teams)?

Yes. The platform is built for teams: multiple technicians and office staff work in the same system, sharing a schedule and dispatch board across the entire crew, with support for large teams and many technicians. Owners, dispatchers, and field techs all operate in one shared environment.

What is Workflow Pros used for?

Workflow Pros is Field Service Management Software. Workflow Pros offers the following functionalities: