WorkflowPro is a hosted platform for trade businesses. Log in from any browser, any device. Every feature below is designed to help your business look and run more professionally. Click through the live demos to see exactly how it works.
A branded PDF quote with your logo, line items, and clear pricing - sent with one click. Your client gets a secure link where they can review the job, read your terms, and accept or decline. No more "did you get my quote?" calls.
The Hub is the first screen you see. Stat cards surface what needs action - new enquiries, quotes awaiting response, installs ready to invoice, overdue payments. Nothing slips through.
Add a measurement row for each area. Each row gets its own finish type, add-on, and product selection. Toggle rows on or off to build alternate pricing scenarios. The RRP guide and product quantities update live.
Automated reminders for quote visits, installations, and review requests - or flip to manual control if you prefer to decide when they go. Every SMS is logged to the job activity feed. Send custom messages to any client at any time.
Each job gets a unique token-based upload URL. Send it to your client, your installer, or use it yourself on site. Photos go straight to cloud storage and appear in the job page instantly - no login required.
Quote visits and installs on a visual calendar. Each scheduled job shows a live weather badge geocoded from the job address - colour-coded by condition. Click an install day to see product quantities, measurements, and full weather detail.
Set a button keyword - like "quote" - and any button on your site containing that word triggers a contact form popup instead of navigating away. Leads land straight in your CRM the moment they submit.