CRM Software with Scheduling and Dispatch
ProFlow360 connects your customer pipeline to a live dispatch board. Book jobs, assign crews, route field teams, and track progress from lead to invoice — in one platform.
What is a CRM with scheduling?
A CRM with scheduling lets service businesses manage appointments, dispatch field crews, and track job progress from one platform. ProFlow360 combines a full CRM pipeline with drag-and-drop scheduling and GPS-enabled dispatch.
Without CRM-integrated scheduling
- Leads and jobs live in the CRM; appointments live in a separate calendar or whiteboard
- Dispatchers make phone calls or texts to assign jobs — no single source of truth
- Customers call to confirm appointments because they got no automatic notification
- Field crews have no visibility into job notes or customer history before arriving on site
- Time logged in the field never makes it into invoices accurately
With ProFlow360
- When a quote closes, the job flows directly into the scheduling queue
- Dispatch board shows every technician's current job and real-time status
- Customers receive automatic confirmations and day-of reminders
- Technicians see full customer history and job notes from their phone before arrival
- Clock-in and clock-out times feed directly into work orders and invoices
Scheduling and dispatch built for field service teams
Every scheduling tool in ProFlow360 connects to the customer record, the job history, and the invoice — so nothing falls through the cracks.
Drag-and-drop calendar
Schedule jobs and appointments with a visual calendar. Drag to reschedule, resize to adjust duration. See your full week or day by technician or crew.
Crew dispatch
Assign jobs to individual technicians or whole crews. Dispatchers see real-time availability and current job status for everyone on the team.
Route optimization
Group jobs by geographic area to cut drive time. ProFlow360 sequences stops to minimize travel on multi-job days for each crew member.
Customer appointment notifications
Customers receive automatic email confirmations and reminders when jobs are scheduled, rescheduled, or when a technician is on the way.
Recurring appointments
Set up weekly, biweekly, or monthly recurring visits for maintenance clients. Appointments auto-populate on the calendar and trigger crew assignments.
Time tracking
Technicians clock in and out on the job from their phone. Logged hours flow directly to work orders and invoices — no manual entry.
Mobile check-in and check-out
Field crews update job status, log notes, and capture photos from any device. Job progress is visible to dispatchers in real time.
From booked appointment to closed invoice
Lead converts, job gets scheduled
When a quote is accepted, the job moves into the scheduling queue. A dispatcher assigns a technician and time slot — the customer gets an automatic confirmation.
Crew works, dispatcher tracks
Technicians see their day's jobs on their phone. They check in on arrival, update status during the job, and check out when done. Dispatch watches job progress live.
Job closes, invoice sends
When the technician marks the job complete, the work order closes and an invoice generates automatically. The customer can pay online the same day.
Field service businesses that run on scheduling
If your business dispatches crews to customer locations, CRM-integrated scheduling reduces coordination overhead and improves on-time performance.
Scheduling is included in every plan
ProFlow360 starts at $29/month and includes calendar scheduling on all plans. Field dispatch, work orders, and route optimization unlock on Professional at $79/month. SMS notifications and the customer portal are available on Enterprise at $149/month.
Common questions
Questions about ProFlow360's scheduling and dispatch features.
- Does ProFlow360 CRM include a scheduling calendar?
- Yes. Every ProFlow360 plan includes a calendar and scheduling tools. You can schedule jobs, assign technicians, and view availability by crew member or day. Drag-and-drop rescheduling is available on all plans.
- Can I dispatch multiple technicians to different jobs at the same time?
- Yes. Dispatch is built into ProFlow360's scheduling view. You see all active technicians and their current assignments. Jobs can be assigned to individuals or crews, and you can reassign on the fly from the dispatch board.
- How do customers get notified about their appointments?
- ProFlow360 sends automatic email notifications when a job is scheduled, rescheduled, or when a technician is en route. On Enterprise plans, SMS notifications are also available. Customers can view their upcoming appointments through the customer portal.
- Can field technicians use ProFlow360 on a phone?
- Yes. ProFlow360 is fully mobile-optimized. Technicians can view their job list, check in and out, log notes, upload photos, and update job status from any smartphone browser. Touch targets are sized for gloved or on-site use.
- Does ProFlow360 support recurring appointments for maintenance clients?
- Yes. You can set up recurring visit schedules for maintenance contracts — weekly, biweekly, monthly, or any custom interval. Appointments auto-populate on the calendar and can trigger automatic crew assignments and customer reminders.
- What plans include dispatch and scheduling features?
- Basic scheduling and calendar are available on all plans starting at $29/month. Work orders and field dispatch unlock on the Professional plan at $79/month. SMS notifications and the customer portal are available on Enterprise at $149/month.
Put your CRM and schedule in the same place
Start a 14-day free trial. No credit card required. Full scheduling, dispatch, and CRM pipeline access from day one.