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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 Taskrol?

Taskrol is an all-encompassing CRM and field service management platform tailored specifically for appliance repair companies, addressing the requirements of business owners, dispatchers, and technicians. This solution streamlines the administration of customers, job assignments, scheduling, estimates, invoices, payments, and technician workflows via user-friendly web and mobile applications. A key feature of the platform is its calendar, which allows teams to effortlessly manage their assigned and unassigned tasks, allocate technicians efficiently, and reserve time for breaks or other obligations. Furthermore, Taskrol supports diagnostic authorization prior to starting any work, ensuring that diagnostic fees and customer approvals are integrated with the job and accurately reflected on the invoice. The system also offers flexibility in technician payroll calculations, allowing for compensation based on either an hourly wage or a percentage of the job’s profit margin. In addition, Taskrol presents a free Solo plan for solo practitioners, while more comprehensive paid plans are available to support growing service teams, making it a versatile option for businesses of any size. This flexibility not only meets the current demands but also positions Taskrol to adapt seamlessly as a service team’s needs evolve over time. Thus, Taskrol stands out as a holistic solution that fosters growth and efficiency within the appliance repair industry.

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Integrations Supported

Integrations Supported

Stripe
Twilio

API Availability

API Availability

Pricing Information

$600/month

Pricing Information

$0/month
Solo — $0/month, free forever: 1 company, 1 technician, unlimited jobs and customers; scheduling, map, parts, invoices and card payments. Not a trial, no credit card to start.

Basic — $29/month, 1 seat: everything in Solo plus AI-generated invoices, appliance manuals and exploded diagrams on the job, warehouse inventory with low-stock reminders, unlimited contractors, margin and inventory reports, call recording.

Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse, company-wide shopping list, technician scheduling and assignment, team roles and permissions, reporting by technician.

Paid plans include a 7-day trial. Card processing on customer payments: 3.4% + $0.30 per successful transaction.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone

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

Taskrol

Company Location

United States

Company Website

taskrol.com

Categories and Features

Categories and Features

Appliance Repair

Taskrol is a specialized software solution designed specifically for appliance repair businesses. Each service task includes detailed information about the appliance, including its brand, model, and serial number, which can be easily scanned using the camera. Technicians have immediate access to a parts catalog tailored to the specific model, allowing them to quickly locate OEM part numbers and check both van and warehouse inventory without stepping away from the job site. Customers are required to sign off on the diagnostic fee before any assessment takes place, after which they can choose from various estimate options. Once an estimate is approved, it seamlessly transforms into an invoice that can be settled on-site. For warranty-related return visits, these are linked to the original job and excluded from overall job counts. Service manuals can be accessed directly from the job within paid subscription plans. The Solo plan is available at no cost indefinitely for a single technician, without the need for a credit card or trial period, while paid subscriptions start at $29 per month, including a 7-day trial option.

Not specified

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