More Jobs. Less Work.
Workflo is the operating system for modern service businesses. It captures every lead, supports your CSRs through every conversation, increases revenue and tracks marketing spend, conversions, and ROI-- giving you a complete, real-time view of the entire customer journey.
My Dashboard
Real-time metrics for your service business.
Opportunity Counts
Revenue Over Time
Appointment Source
Appointment Status
Total Contacts
Tags Breakdown
Source Breakdown
From First Call to Lifelong Customer
A seamless flow that connects marketing to revenue, ensuring no lead is ever left waiting.
Lead Comes In
Phone, form, chat, Google, or referrals. Every lead is captured instantly in one dashboard. Attribution tracked.
Instant Response
AI responds immediately via text/email. No lead is left waiting while your team is busy.
Booked & Verified
Leads are qualified and routed to your team or booked directly. Clean info for your CSRs. Full visibility into your conversion data.
Long-Term Loyalty
Automated review requests/responses, warranty reminders, and re-engagement keep them coming back.
Everything You Need. All in One Place.
Replace scattered tools with a single operational powerhouse.
Lead Capture & Response
Instant replies to Facebook, Google, Yelp, and website leads.
Benefit: Capture every opportunity
AI Messaging
24/7 SMS, email, and chat conversations until the lead is booked.
Benefit: 24/7 booking machine
Social Media Automation
Auto-reply to comments and DMs with booking info.
Benefit: Convert followers to clients
Website Widget + Reviews
Chat widget + aggregated 4⭐+ reviews build trust instantly.
Benefit: Instant trust builder
Missed Call Auto-Text
Workflo texts back within 1 minute if you miss a call.
Benefit: Save $1000s in lost jobs
CSR Notifications
Alerts your team instantly when a human touch is needed.
Benefit: Seamless team handoff
Recording & Transcription
Every call recorded + transcribed for context. Plus, call analysis & coaching for ongoing improvement.
Benefit: Train your team faster
Review Requests
Automated SMS/Email asks sent after every job completion.
Benefit: Rank #1 on Google
AI Review Responses
Fast, professional, on-brand replies to every review.
Benefit: Maintain 5-star reputation
Referral Program
Happy customers (4⭐+) are automatically offered encouraged to refer friends/family.
Benefit: Lower acquisition costs
Thank-You Cards
Automated post-job appreciation cards sent physically.
Benefit: Increase lifetime value
Reactivation & Renewals
Warranty reminders and seasonal tune-up offers.
Benefit: Consistent monthly revenue
Yelp AI Agent
Optional Add-on: Auto-respond to Yelp inquiries instantly to capture more local leads.
Benefit: Dominate local search
Connect to Call
Optional Add-on: Instantly bridge new web leads to a live phone call with your team.
Benefit: Talk to leads in seconds
AI Phone Agent
Optional Add-on: Human-like voice AI handles inbound calls, qualifications, and booking 24/7.
Benefit: Scale without headcount
Web Scheduling Widget
Optional Add-on: Let customers book appointments directly from your website in real-time.
Benefit: Wake up to booked jobs
Lead Capture & Conversion
Instant Lead Response
Every lead from Facebook, Google, Yelp, or your website gets an immediate text + email. Benefit: Book more jobs while competitors are still calling back.
Website AI Assistant
Your website gets a 24/7 chat agent that answers questions, shares reviews, and schedules jobs. Convert browsers into booked jobs—even at 2 AM.
Reputation & Loyalty
Automated Review Requests
Texts and emails sent to customers immediately after job completion. Grow your Google rating quickly and consistently without lifting a finger.
Referral Program
4⭐+ reviewers automatically receives referral program offer. Turn satisfied customers into your best salespeople.
Great Service!
"Technician was on time and fixed the issue quickly. Highly recommend!"
Retention & Reactivation
Database Reactivation
SMS, email, and voicemail drops sent to dormant customers. Win back old customers without expensive advertising.
Maintenance Agreement Renewals
Automated outreach begins 30 days before contracts expire. Keep membership revenue consistent and reduce churn.
Why Workflo?
Save Time: Save 200+ Hours of Busywork Every Month. Save Money: Save $6,600–$8,800 per month compared to juggling multiple tools and extra admin staff.
- Name
- 💬Instant Lead Response (SMS/Email)
- 📥Social Media Inbox Automation
- ⭐Review Requests
- 🤖AI Review Responses
- 🎁Referral Program Automation
- 💬Website Chat + Review Display
- 📞Missed Call Autoresponder
- 🎙️Call Recording & Transcription
- 💌Thank-You Cards/Gifts
- 📆Warranty/Seasonal/Anniversary Campaigns
- 📚Database Reactivation
- 🔁Maintenance Agreement Renewals
- 📊All-in-One Dashboard
Save 200+ Hours of Busywork Every Month
- Lower payroll costs
- Faster responses (instant)
- CSRs focus on closing jobs
The hidden cost of manual follow-up
Most service businesses bleed 135–210 hours every month on manual messaging, chase-ups, and reviews. At $20/hour, that's $2,700–$4,200/month in labor just to tread water.
One Platform. Every touchpoint.
Between tool savings and man-hours replaced, contractors save {span} every month with Workflo, all while booking more jobs and building stronger customer relationships.
Compare PlansNo credit card required. See how it fits your operation.