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What is Workflow Pros?

Workflow Pros is a cutting-edge platform that harnesses the power of AI to deliver extensive Field Service Management and CRM solutions specifically designed for trade contractors and professionals in the home services sector, including HVAC, plumbing, electrical work, appliance repair, and roofing. Created by industry entrepreneurs, Workflow Pros unifies multiple essential functions such as dispatching, invoicing, marketing, and communication into a single, streamlined platform, thereby eliminating the need to juggle various separate tools. Notable features encompass: A 24/7 AI Dispatcher & Answering Service that adeptly handles incoming calls, prioritizes urgent requests, and integrates jobs into your scheduling system without any hassle. Smart Scheduling & Route Optimization tools that offer visual oversight of technician calendars, improve travel routes, and keep customers informed with automated live ETA updates. A specialized Mobile App for Technicians that empowers field workers to create multi-option estimates, manage payments, and capture job-related photos on-site. Automated Invoicing & Marketing functionalities that simplify post-job billing, promote the collection of online reviews, and facilitate SMS marketing campaigns, making sure every aspect of the process is addressed. With these powerful features, Workflow Pros not only boosts operational efficiency but also significantly enhances customer satisfaction and engagement, ensuring that businesses can thrive in a competitive landscape. Additionally, the platform's user-friendly interface allows for easy onboarding and quick adaptation, making it an ideal choice for professionals looking to optimize their service delivery.

What is Field Ascend?

Field Ascend provides an all-inclusive field service management solution that aims to optimize and automate critical processes for businesses focused on services such as HVAC, plumbing, electrical work, elevator maintenance, and facilities management, among others, by merging features like job scheduling, work order management, dispatch automation, customer relationship management (CRM), and self-service portals into one cohesive cloud-based system. This innovative software boosts productivity through smart job scheduling and automatic task assignments that match the skills and locations of field engineers, while also enabling real-time GPS tracking, timesheet management with GPS auditing, and a powerful mobile application that allows field engineers to access and modify job details, take photographs, collect digital signatures, complete checklists, and log equipment conditions without needing a signal. Additionally, Field Ascend supports automated scheduling for preventive maintenance, enhances route optimization for increased efficiency, and offers comprehensive reporting and analytics dashboards, along with tools for managing purchase orders, inventory, CRM, and site-related data. By consolidating these diverse functionalities, the platform significantly enhances operational workflows and fosters improved communication and service delivery across various sectors, ultimately driving better customer satisfaction and business performance as a whole.

Media

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Integrations Supported

Google Sheets
Microsoft Excel
QuickBooks Online
Sage 100
Xero

Integrations Supported

Google Sheets
Microsoft Excel
QuickBooks Online
Sage 100
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$600/month
Free Version
Free Trial Offered?

Pricing Information

$13.53 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workflow Pros

Date Founded

2010

Company Location

Canada

Company Website

workflowpros.io

Company Facts

Organization Name

Field Ascend

Company Location

United States

Company Website

field-ascend.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Categories and Features

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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