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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 Fieldman?

Boost the effectiveness of your field service activities using Fieldman's intuitive and flexible software tailored for technicians. This adaptable platform enables your business to efficiently manage a wide range of assets, oversee inventory, and coordinate the efforts of technicians, resources, and field contractors with ease. With Fieldman, you can enhance the durability of your assets, optimize appointment scheduling, automate the distribution of work orders, and gather vital field data, even in areas without Internet access. Start with a simple field service initiative and progressively expand at a speed that aligns with your organization’s growth. Recognizing the significance of scalability in infrastructure endeavors, Fieldman streamlines the administration of multiple daily appointments, effortlessly tackling issues like customer no-shows. It also supports the management of projects of any size, improves routing efficiency, and enables data collection in offline locations. In addition, you can plan and generate job orders across different departments, while the mobile application allows for straightforward documentation in the field and the ability to modify goals based on performance analytics. Overall, Fieldman stands out as a holistic solution designed to cater to the varied needs of your field service operations, ensuring that your organization remains agile and responsive in a dynamic environment. This comprehensive approach ultimately leads to improved productivity and enhanced service delivery across the board.

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Integrations Supported

Amazon Web Services (AWS)
AutoCAD
ClickSend
GE ADMS
Gmail
GovQA
IBM Maximo Application Suite
Leica GeoMoS
Microsoft Azure
Munis
Zapier

Integrations Supported

Amazon Web Services (AWS)
AutoCAD
ClickSend
GE ADMS
Gmail
GovQA
IBM Maximo Application Suite
Leica GeoMoS
Microsoft Azure
Munis
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$600/month
Free Version
Free Trial Offered?

Pricing Information

$79 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

Fieldman

Company Location

United States

Company Website

fieldman.co

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

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

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