Skip to content
WorkFlow OSHVACby Trade Workflows
Features

What WorkFlow OS does today, and what's next.

A focused set of tools for the moment a job leaves the office and reaches the truck. We're early, so this page separates what's live from what's still ahead.

Live today

Five tools, built around one handoff.

▤

Work orders in one flow

Create a work order with a title, priority, date, time and technician, and assign it in the same step. No separate note, text and calendar entry to keep in sync.

✓

Qualification-aware assignment

Before you confirm who takes a job, you can see each technician's certifications. It's a quick check at the moment it matters, instead of a memory or a phone call.

▣

The full job on the technician's phone

Technicians see their assigned jobs and the details they need in one place: the issue, the site contact and the address. Fewer calls back to the office to confirm.

⛁

License and certification tracking

Each technician's licenses and certifications live in the app, kept current by the techs themselves. The office can see who holds what without digging through files.

☎

Site contact and issue capture

Record who to talk to on site and what the problem is when the job is created, so that information travels with the work order instead of living in someone's head.

Easier to see than to read about.

A 20-minute walkthrough on screen shows all five tools on a real phone.

Book a Free Trial
On the roadmap, not live yet

What we plan to build next.

None of these are available today, and we're not committing to dates. The order depends on what our first shops need most.

Scheduling and dispatch

A view of who is where and when, so the office can plan the day.

Field invoicing and payments

Invoice from the job and collect payment without paperwork.

QuickBooks sync

Keep the books in step without re-entering numbers.

Compliance checklists

Checklists and inspection forms captured in the field.

Reporting

A clearer picture of jobs and the shop at a glance.

AI estimating and job summaries

Help with estimates and job write-ups.

Need one of these first? Tell us on a walkthrough and it will help decide what we build next.

See it on your own jobs.

Book a Free Trial. We'll ask how work orders move through your shop today and show you how WorkFlow OS handles it.

Book a Free Trial