Workflow
The Workflow page is designed to give you and your team full visibility of what needs to be done. Easily assign responsibility for requests to your team so its clear what each team member needs to do
- Clearly identify what stage each job is at
- Assign responsibility to your team so everyone knows what to do
- Use divisions to keep your service sectors separated
Schedule & Routing
Scheduling has never been easier with our all in one scheduling page. Quickly identify what jobs need to be scheduled and routed.
- Integrated mapping allows quick visualization of each crews route
- Optimize your routing through simple drag and drop functionality
- Included drive time estimator to reduce windshield time.
Quoting & Invoicing
Professional looking quotes and invoices allow you to stand out from the competition. Conveniently get customer approvals in person or online so you can get in, get out and get paid faster.
- Quickly generate quotes and invoices from any device
- Create packages for your most common products and services
- Get paid in person, online or automatically
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Client Communications
Great customer service starts with quick and efficient communication with your customers. That's where our built in conversations allow you to keep your communications documented and easily accessible for you and your customers.
- Keep conversations organized within each job
- Set clear expectation with your clients in writing so everyone knows what to expect
- Communicate with your clients in their preferred method using email/text.
Timesheets
Tracking your teams time doesn't have to be hard. Easily check time and efficiencies using the Time page within ProWorkflow.
- Crews and Staff can clock in/out each day for accurate time tracking
- Track both billable hours and total working hours
Accounting
Not only is getting paid is the best part of the job, It's critical to maintaining healthy cash flows for your business. The Accounting page gives you full visibility of the status of your invoices.
- Collect payment for multiple invoices at once
- Filter invoices to clearly see who still owes you money
- Sync'd with Quickbooks Online to always maintain current reporting
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Integrations
While ProWorkflow is designed to be a complete solution to simplify, manage and grow your business sometimes it helps to create partnerships. Integrations allow us to provide our clients with the best tools available to grow your business. Were constantly looking for strategic integrations to support our clients while also making sure ProWorkflow continues to be a complete solution for our clients.
- Real time QuickBooks Online Sync
- Payment Processing Integrations to collect payments Anytime, Anywhere
- Integrated client communications to provide next level customer service
Automations
Automations allow you to stay engaged with your customers while your staying focused on what's important. Limit your busy work while getting more done. From automatic follow ups for quotes and invoices
- Automatically follow up with quotes and invoices to stay in front of your clients
- Create automated communications via email/text with your clients
- Create follow up funnels that combine both automated and manual communications
- Collect payments automatically when work is completed
Need More Information?
Were always looking to connect with those in the service industry. If you have additional questions dont hesitate to contact us so we can get your questions answered.
Frequently Asked Question
YES! Everyone gets a 14 Day Free Trail. Just select the plan you want and enter your billing information before your free trial ends to enjoy uninterrupted access.
Never! ProWorkflow is a pay as you go service so you can cancel your subscription at any time. You will keep access until the end of your billing cycle.
Yes, You can change you plan at anytime. However, if you are downgrading your plan you will lose any features associated with the higher plan.
Yes, ProWorkflow can sync wih your QuickBooks Online account.
Yes! Not only is ProWorkflow designed to me mobile responsive we have also created an App to better support users who primarily are working from mobile devices.
Even if you are not using the ProWorkflow app we have made sure ProWorkflow is fully functional with mobile responsive pages to make sure you can get work done no matter the device you are using.