The CRM that helps local service businesses respond faster and grow loyalty

Local service businesses depend on answering the phone first. ProFlow360 centralizes Facebook Messenger, Google Business messages, and website forms in one dashboard, assigning the right coordinator instantly.

Custom qualification forms capture equipment models, access instructions, and urgency levels. Use AI-assisted notes to summarize conversations so technicians arrive prepared with parts and context.

• Unified lead inbox with SLA timers and automated follow-up sequences
• Call tracking that ties marketing spend to booked jobs and revenue
• Instant calendar booking links for consultations and urgent service calls

Drag-and-drop scheduling accounts for travel time, technician certifications, and job duration. When emergencies arise, the system proposes the best reroute while notifying affected customers.

Technicians receive mobile job briefs including previous work orders, photos, and parts lists. They can update status, log time, and capture signatures even when cell service drops.

• Real-time technician location sharing and capacity tracking
• Automated appointment reminders by SMS, email, or voice call
• Equipment barcode scanning that syncs with inventory and warranty data

Service businesses win when customers feel informed. Send stage-based updates—from technician en route to job completion—and empower clients to approve estimates or request add-ons through the portal.

Consolidated timelines mean any team member can jump in to answer questions, schedule follow-ups, or adjust invoices without asking customers to repeat themselves.

• Customer portal for approvals, payments, and communication
• Automated NPS and review campaigns after every visit
• Warranty tracking that triggers renewal reminders and cross-sell offers

Close the loop by generating invoices the moment a job is completed. Connect Stripe, QuickBooks, or Xero so payments reconcile instantly and office staff avoids double entry.

Set up recurring billing for membership plans, service bundles, or seasonal contracts. Customers can pay online, set up autopay, or finance larger projects through integrated partners.

• Digital payment links embedded in follow-up emails and texts
• Automated reminders for overdue balances and expiring cards
• Revenue dashboards segmented by service type, technician, and geography

Replace clipboards with checklists that ensure technicians capture photos, measurements, and compliance notes. Completed forms attach directly to the customer record for future reference.

Automations trigger supply restocking, follow-up quotes, or maintenance reminders based on service outcomes. Teams spend more time solving customer problems and less time on manual CRM data entry.

• Digital forms for inspections, estimates, and maintenance logs
• Conditional automations that create follow-up tasks when thresholds are met
• Template library covering HVAC, plumbing, electrical, cleaning, and more

Dashboards highlight booking rates, job profitability, and technician utilization so you know exactly where to invest. Compare performance across locations or franchises in seconds.

Forecast revenue by combining scheduled work, pending estimates, and membership renewals. Confident planning lets you staff up before busy seasons and run targeted campaigns when capacity is available.

• Service-level dashboards showing response time, completion rate, and customer satisfaction
• Pipeline reports that connect marketing channels to conversion and revenue
• Capacity planning tools aligned with technician shifts and service plans