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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 Sercom?

Sercom is a user-friendly platform designed for scheduling both residential and commercial services, making it suitable for individual users as well as larger enterprises. The software boasts an intuitive calendar, offers scheduling suggestions, and sends notifications, providing all the essential tools necessary for managing a field service operation effectively. Users can organize their schedules in alignment with their company's specific requirements. Key features include: • Request and assessment capabilities • Quote generation and time slot booking • Efficient job planning and dispatch services • A dashboard highlighting tasks that need attention • Follow-up features and checklists • Seamless integration with accounting software • SMS notifications for timely updates • Customizable roles and permissions for users. This comprehensive suite ensures that both small and large operations can enhance their efficiency and service delivery.

Media

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Integrations Supported

Integrations Supported

QuickBooks Online

API Availability

API Availability

Pricing Information

$600/month

Pricing Information

$20 per month

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
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

Abex Technologies

Date Founded

2021

Company Location

Canada

Company Website

www.sercom.io/en

Categories and Features

Categories and Features

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