01 · Capture
Lead lands
Web form, phone, referral. One timeline.
CRM
Workflow Prodigy · Operations Platform
Run Your Whole Operation.
Run Your Whole Operation.
From One Login.
The operations platform for trade contractors and project teams. Sales, production, scheduling, inventory, communications, invoicing, and reports from one secure login. Built and run by senior engineers, so it ships, scales, and stays out of your way.
Sales·
Production·
Scheduling·
Inventory·
Invoicing·
Reports
Built for teams from 2 trucks to 200 employees. Residential, commercial, service, and project work.
Connected
QuickBooks
Stripe
DocuSign
Twilio SMS
Branded Email
API & Webhooks
How It Works
From First Lead to Final Invoice.
Six steps. One platform. Each handoff is a click, not a tab switch.
02 · Quote
Estimate sent
Price book pulls cost, labor, and margin.
EST03 · Sign
Customer accepts
Signed online. Deposit charged. Audit trail logged.
SIG04 · Schedule
Crew dispatched
Drag, drop, and the field opens the run.
SCH05 · Complete
Job closed
Photos, time, materials. Office knows the moment.
JOB06 · Invoice
Paid & reported
Invoice sent, payment cleared, profit on the dashboard.
INV0
Tools replaced on day one
CRM · Estimate · Schedule · Invoice · Comms
0
Estimate to job, after acceptance
Signed online. Materials carried. Schedule populated.
0
Spreadsheets stitching it together
No copy-paste. No reconciliation. No drift.
Platform
Everything Your Operation Runs On
One secure system across the field and the office. Role based access, activity logging, and encrypted transport on every request.
Sales & Bidding
Estimate templates with materials, labor, and margin baked in. Online accept & signature in one click.
Learn more →Production
Job jackets, daily reports, work orders, pullsheets, RFIs, submittals, permits, change orders.
Learn more →Scheduling
Drag-drop calendar, crew dispatch, recurring service, multi-day phases. Field and office on the same page.
Learn more →CRM & Follow-Up
Leads, customers, communication history, source attribution, territories, and follow-up reminders.
Learn more →Email, SMS & E-Sign
Branded email, customer SMS via Twilio, online signature. Customers respond, you stay in one tool.
Learn more →Inventory & Procurement
Multi-location inventory, purchase orders, vendors, move orders, and demand forecasting.
Learn more →Invoicing & Books
Branded invoices, online card and ACH, deposits and progress billing, QuickBooks sync, AR aging.
Learn more →Reports
Sales pipeline, job profitability, cash and aging. Sliced by crew, service, or territory.
Learn more →Secure Access
Role based access, two factor, activity logging, IP visibility, and encrypted transport on every request.
Learn more →
The Before
Stop Stitching Tools Together.
Most teams we meet are running their operation across five tools that almost talk to each other. Workflow Prodigy is the one login that replaces the duct tape.
Today5 tools, 5 logins
- CRMPipedrive or a spreadsheet
- ESTWord doc + email + PDF
- SCHWhiteboard + group text
- INVQuickBooks, retyped
- SMSPersonal phone numbers
- RPTEnd-of-month spreadsheet
With Workflow Prodigy1 login
- CRMLeads, customers, and timeline
- ESTTemplated estimates with margin built in
- SCHDrag-drop calendar the field actually uses
- INVInvoiced, paid, synced to QuickBooks
- SMSBranded SMS routed through one number
- RPTLive profitability and aging
Our Standard
Every feature has to survive our own client work before it ships to yours.
In production daily
Same platform across the field, the office, and the customer. The same engineers on call.
Real integrations, not promises
QuickBooks, Stripe, DocuSign, and Twilio working in production today.
Same humans, day one to year five
One mailbox reaches the team. No agency handoffs. No support tier escalations.
About the Team
The Team Picks Up the Phone.
The same senior engineers that build Workflow Prodigy answer your support email and join your onboarding call. We use the platform every day to run our own work, so when something is off, we feel it before you do.