From First Lead to Paid Invoice.
Six clean steps. One platform. Capture the lead, quote the work, schedule the crew, complete the job, send the invoice, and report on what mattered. No spreadsheets stitching it together.
Every Lead Lands in the Same Place.
Calls, web forms, and referrals all flow into a single customer record with a complete timeline. Nothing falls between an inbox and a phone.
- Web form, phone, and email captured to the same record
- Source attribution so you know what marketing actually works
- Owner and reminder so leads do not go cold
New Leads Today
Estimates That Already Know Your Costs.
A price book with materials, labor, and margin baked in. Build a quote in minutes, send a clean PDF, and watch when the customer opens it.
- Price book with cost, markup, and tax handled
- Templated line items for the work you do every week
- Customer accepts online with a one-click signature
Estimate EST-1042
Accepted Today. On the Calendar Today.
Convert an accepted estimate into a scheduled job in one click. Crews see the work, the materials, and the address on web and mobile.
- Drag and drop the calendar without losing assignments
- Crew gets a clean list with directions and notes
- Office sees the same picture, in the same colors, at the same time
Schedule This Week
Crews Update From the Field.
Photos, notes, time, and material usage logged on a phone. The office sees status without a phone call. The customer sees progress without asking.
- Mobile capture for photos, signatures, and time
- Status changes flow to the office and the customer
- Material usage tracked back to the price book
Job JOB-882
Done Work Turns Into a Sent Invoice.
No retyping. The completed job becomes the invoice with a click. Send for online payment or print a clean PDF for the records.
- One click from completed job to sent invoice
- Online payment with full audit trail
- Recurring and progress invoicing for longer projects
Invoice Sent
Numbers You Can Act On.
Sales, jobs, and profitability sliced by crew, service, or territory. Real numbers from real activity. No spreadsheet gymnastics.
- Profitability by crew, service, and customer
- Estimate-to-close ratios so you know where to invest
- Aging, deposits, and pipeline at a glance
This Quarter Live
What Tuesday Looks Like.
Same operation. Different people. Same platform. Here is the rhythm we hear from the teams using Workflow Prodigy every week.
Crew Opens the Run
Three jobs on the day. Addresses, materials, customer notes, and the gate code. No call to the office.
Estimate Sent to a New Lead
Templated bid, branded PDF, accept-online link. Open notification arrives at 10:21.
Yesterday's Estimate Accepted
Signed online from a phone. Deposit charged. Job auto-created on the schedule for next week.
Crew Updates the Job
Photos and time captured. Office sees status flip to In Progress without a phone call.
SMS Thank-You Sent
Walkthrough scheduled for 4:30. Customer confirms over text in 8 seconds.
Invoice Paid Online
Card cleared. Sync to QuickBooks runs overnight. Margin already on the dashboard.
What Teams Ask Before Switching.
Do we have to use the whole platform?
No. Start with one part. Most teams begin with estimates or scheduling and grow into invoicing and reports. The pieces fit, but the platform does not require you to use all of them on day one.
How long does onboarding take?
A small crew can be sending estimates the same week. Full onboarding with a price book, customer import, and crew training is typically two to four weeks. We do not charge for setup time.
Can crews use it in the field?
Yes. The same login works on phones and tablets. Crews update job status, capture photos, and log material usage on the device they already carry.
What happens to our existing data?
Customer lists, price books, and historical jobs import from CSV or your previous system. We do this with you, not at you, so the migration matches how your team actually works.
Is there a free trial or demo?
We start every engagement with a working call instead of a sales call. You walk us through your operation, and we show you the platform against your real workflow. Send us a note and we will set it up.