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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 ShopBoard?

ShopBoard is an all-encompassing scheduling and dispatch solution aimed at small enterprises in the HVAC, plumbing, electrical, and related sectors. Its user-friendly drag-and-drop interface provides office staff with a clear view of all technicians' tasks alongside a segment for jobs that have yet to be assigned, facilitating easier schedule management and modifications. Technicians in the field have the capability to access job details via their mobile devices, receive real-time notifications while traveling to job sites, and upload photos and customer signatures pertaining to their work. The platform includes customizable quoting features, allowing businesses to offer customers tiered pricing options—good, better, and best—through convenient links, as well as job-specific invoicing and integration with Stripe for payments. Furthermore, ShopBoard presents outstanding invoices and quotes in straightforward dollar amounts, giving business owners a comprehensive overview of pending approvals and payments. Designed for operations with roughly one to eight service vehicles, it follows a SaaS subscription model. By optimizing processes related to scheduling, estimates, technician communications, and invoicing, the software significantly boosts the efficiency of managing service jobs. This cohesive system not only simplifies daily operations but also enhances customer service, leading to increased satisfaction with the services provided. Ultimately, ShopBoard empowers small businesses to operate more effectively while maintaining a high level of service quality.

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$600/month

Pricing Information

$59/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Workflow Pros

Date Founded

2010

Company Location

Canada

Company Website

workflowpros.io

Company Facts

Organization Name

ShopBoard, LLC

Company Website

useshopboard.com

Categories and Features

Categories and Features

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