More Jobs. Less Work.
Workflo is revenue infrastructure for modern service businesses. We don't fix missed calls. We fix what happens next — capturing every lead, supporting your CSRs through every conversation, and tracking every dollar from marketing to revenue in real time.
My Dashboard
Real-time metrics for your service business.
Job Boards
Appointment Activity
Revenue Tracking
From First Call to Lifelong Customer
A seamless flow that connects marketing to revenue, ensuring no lead is ever left waiting.
Before the Job:
Phone, form, chat, Google, or referrals. Every lead is captured instantly in one system. Source tracked. CSR notified only when human help is needed.
During Sales:
Estimates get followed up automatically until the job is booked or the lead says no. No CSR memory required. No follow-ups slipping through.
After the Job:
Review asks, referral invites, and thank-you cards fire automatically the moment a job is marked complete. Every customer ends on a high note.
Long-Term:
Dormant customers reactivated. Warranties reminded. Maintenance renewals automated. Your database becomes an asset, not a spreadsheet.
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
Optional Add-Ons
Powerful extensions available on any plan.
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?
The math behind "revenue infrastructure": $1,956 — the blended value of a single missed opportunity. ~$52,800/mo — what a typical contractor loses from 3 missed calls a day at a 45% close rate. $40k–$100k+/yr — additional revenue Workflo captures from a 5–10% lift across the pipeline. $1,300–$1,500/mo — saved by replacing your disconnected tool stack. ~$5,000/mo — saved by reclaiming 200+ hours of manual follow-up labor.
- 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 system. Every touchpoint.
Between tool savings and labor recaptured, contractors save $6,300–$6,500 every month with Workflo — while booking more jobs and building stronger customer relationships.
No credit card required. See how it fits your operation.