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 One Platform. Many Industries.

Unlimited Growth.

We combine AI automation, marketing intelligence, and field team control into
one customizable system—scaling from 10 to 10,000+ workers.

Book a 1-Hour Demo

About WorkForceSync.io?

WorkForceSync.io is the powerhouse behind industry-specific SaaS solutions like LitigationSync, FinanceSync, SecureSync , RestoreSync, and RoofSync—built to automate hiring, streamline operations, and boost profits across security, restoration, roofing, and beyond.

Built for Scale

🔁 Modular SaaS architecture

🚀 Dockerized infrastructure with 10,000+ user scalability

🧩 Prebuilt vertical modules ready to deploy in days

Learn More
AI-Powered

AI-Powered by Default



ChatGPT-4 integration

Automates client comms, staff training, and smart follow-ups





GeoSync Smart 

Face recognition, geofencing, photo verification, reason logging, IP and location-based control​



Bid Booster, Profit Analyzer, EVIS 

Drive lead conversion and boost profits with real-time insights




AI Admin Portal

Ask questions like “Who missed shifts last week?” and receive instant answers

 




Document AI & Insurance Sync

Subcontractor compliance automation with built-in certificate tracking


✽   Core Capabilities

HR + Compliance


GeoSync Smart

AI-powered attendance with geofencing, GPS, IP tracking, facial recognition, and reason-based logging


HR Core

Payroll, time-off, contracts, planning, skill tracking, appraisals


Recruitment & Referrals

Candidate pipelines with InterviewSync AI

Field Ops & Services



Field Service

Track materials, labor, and time on-site


Projects & Timesheets

Task management tied to payroll, billing, and goals


Helpdesk & Scheduling

Internal workflows + client-facing appointments

Sales, CRM & Accounting


Smart CRM

GPT-4-powered pipeline automation and lead scoring


Accounting Stack

Invoices, subscriptions, payments, vendor tracking


Point of Service

On-the-go billing via Event POS

Add-Ons

Premium Add-Ons 

Business Enablement

  • Branded website builder + eCommerce storefront
  • Live chat, job boards, digital signatures, and VoIP integrations
  • Trade-specific custom estimators (roofing, restoration, etc.)

AI Marketing Suite

  • Multi-channel automation: Email, SMS, WhatsApp, Social
  • Smart tracking: Pixel-based, scroll depth, user tagging
  • Lead temperature scoring (Hot/Warm/Cold)
  • GPT-powered ad creatives + dynamic budget optimization

Outperforms tools like ServiceTitan and Jobber—not just by automating your team, but by automating your growth.

Optional Logistics Suite

  • Inventory management barcode support
  • Equipment And repair ticket workflows
  • Integrated shipping (UPS, FedEx, USPS, DHL)

Use it when needed—ideal for logistics-heavy or gear-based verticals.

Central Intelligence Hub

  • eLearning And Training: Reduce onboarding by 50% with auto-assigned video learning
  • Smart Document Vault: Auto-fill compliance, onboarding, and HR docs
  • Internal Wiki And SOPs: Centralize institutional knowledge
  • Collaborative Tools: Meetings, approvals, and task alignment

White-Label And Reseller Friendly

  • Offer your own branded solution in days
  • Fully managed backend, onboarding, and support included
  • Custom integrations and partner portals
Platform

Features

Discover the core AI operating system powering vertical workforce platforms.

🤖

Your COO

Smart AI Assistant for managers, ops, and admins



📍

GeoSync Smart 

 Face check-in, geofencing, IP + location sync

🤝

AI InterviewSync 

Candidate screening & vetting automation


📈
Bid Booster

Smart proposal generation from event/job triggers

 


📊

Profit Analyzer

Real-time margin & job profitability tracking


💵

Event POS 

Mobile billing, invoicing & task logs


✽  Architecture

Architecture

⚙️

Dockerized for elastic scaling

🔁

Modular, vertical-ready SaaS blocks

📱

Mobile App–First Experience

Powering High-Impact Verticals

Brand
Industry
Focus
Legalsyncpro.com
Law Firms
Case Load Tracking, Billing Dashboards, KPI Reporting
AssetSync.io
Financial Advisors
Portfolio Oversight, Compliance, AI Admin Tools
Financesync.io
General Finance
Multi-location teams, task reporting, document workflows
Fiduciarysync.io
Fiduciaries
Premium compliance, role-based dashboards, client security
ExecSync.io
Executive Ops
Automation for white-collar operations And consulting
SecureSync.io
Security
Scheduling, Geofencing, Event Staffing, QA
RestoreSync.io
Restoration
Estimating, Insurance Sync, Lead Conversion
RoofSync.io
Roofing
Estimators, Smart Leads, Invoicing

Why WorkforceSync.io?

Mobile-ready, cloud-native, modular

AI-first, automation-focused architecture

Horizontally scalable across multiple brands, teams & geographies


Built for resellers, white-label partners, and enterprise operators

WorkforceSync.io is more than a platform.
It’s the engine for an ecosystem.

From security to restoration to legal and financial ops, our verticals keep expanding—and you can launch your own.

Want to launch your own powered-by platform 

Or deploy instantly with SecureSync, RestoreSync, or RoofSync? 


Outbound Appointment Setting

We Make the Calls. You Take the Appointments.

Appointment setting and inbound inquiry handling for businesses — either fully done for you, or powered by AI agents your team can run.

Calls, DMs, messages, and inquiries — handled end-to-end.

How It Works

Behind the scenes, intelligent AI agents handle the talking so calls don’t fail in the first 10 seconds.

1

We contact prospects on your behalf.

Outreach starts immediately with clean, consistent call behavior.

2

Conversations are handled clearly and professionally.

Keeps people engaged and prevents early hang-ups.

3

Prospects are qualified and appointments are booked.

Only real, interested prospects reach your calendar.

4

You show up and close.

No chasing leads. Just focused sales conversations.

BEYOND CALLS: DMs & MESSAGES → APPOINTMENTS

Replies Are Easy.
Appointments Are Not.

Meta and TikTok already reply to comments, and that’s great.

But replies don’t book appointments.

We turn DMs, calls, and messages into scheduled appointments — automatically.

No inbox watching No missed leads Just booked calendars

When someone:

  • Sends a DM
  • Comments on a post
  • Messages your business

WFS:

  • Responds instantly
  • Continues the conversation
  • Qualifies interest
  • Books an appointment or call
  • Adds everything to your CRM

Supported Channels

Always-on booking flow
Social DMs (Instagram, Facebook, TikTok in progress, LinkedIn) Website inquiries Inbound calls (optional add-on)

Every conversation ends in one place: your calendar and your CRM.

TWO WAYS TO WORK WITH US

Choose the model that fits your team

Same appointment engine. Two ways to deploy it, depending on whether you want fully done-for-you or team-controlled execution.

A

Appointment Setting as a Service (Premium)

For business owners who want results without managing callers.

  • We run outbound calling for you
  • We explain your service
  • We qualify prospects
  • We book appointments directly to your calendar
You don’t manage agents.
You don’t manage systems.
You just take appointments.

👉 This replaces hiring a call center.

B

Operator Mode (Lower Cost)

For agencies and teams who want control and scale.

  • We provide AI calling agents
  • We train your team
  • AI handles the conversation
  • Calls transfer to your agents when ready
Same engine. Shared infrastructure
More responsibility. Team-controlled
Lower cost. Cost-efficient

WHO THIS IS FOR

  • Tax & accounting firms
  • HVAC, roofing, contractors
  • Legal & professional services
  • Agencies and lead-gen teams 
  • Franchises/multi-location businesses

If your goal is appointments, not talk time, this is for you.

TRUST & TRANSPARENCY

  • Review calls anytime
  • See summaries and booked appointments
  • Full visibility into activity

We act on your behalf — but you’re always in control.

Two Ways to Work With Us

Pick the model that fits your team: fully done-for-you appointment setting, or operator  mode where your team runs campaigns with AI agents.

• Premium
Appointment Setting as a Service

For business owners who want results without managing callers.

“You don’t run anything. We handle it.”

Plan Ideal For Price
Starter Local / small teams $$$
Growth Scaling businesses $$$$
Enterprise High volume / multi-location Custom
  • Outbound calling
  • Conversation & qualification
  • Appointment booking
  • Call summaries & reporting
  • Industry-specific setup
This is a full replacement for hiring callers or call centers.
• Lower Cost
Operator Mode (Run It Yourself)

For agencies and teams who want control and scale.

“We give you the system and train your team.”

Plan AI Agents Price
Operator Starter 1–3 agents $$
Operator Scale 5–10 agents $$$
Operator Pro 20+ agents Custom
  • AI calling agents
  • CRM or spreadsheet integration
  • Agent training
  • Call transfer & automation
  • Optional add-ons (QA, summaries)
Lower cost = you manage the operation.

Same AI engine. Different levels of involvement.

Sales Qualification Questions

Use these on discovery calls to route buyers correctly.

Q1 — What’s the main result you want? +
Q2 — Do you want to manage callers or have us handle everything? +
Q3 — How are you currently handling outbound calls?
  • In-house callers
  • Call center
  • Not doing it / struggling
Q4 — Which industry are you in, and what’s your monthly appointment target?
Industry (dropdown or text)
  • Tax / Accounting
  • HVAC / Contractors
  • Legal / Professional Services
  • Agency / Lead Gen
  • Other
Monthly appointment goal (select one)
  • 10–20
  • 20–50
  • 50–100
  • 100+
Q5 — What industry are you in and volume target?

Speed and simplicity — I want this handled fast and clean
Lowest possible cost — we’re willing to manage more internally

Q6 — What usually happens to inbound calls or messages?
  • We answer most of them live
  • We miss calls or reply late
  • We’re not sure
INDUSTRY-SPECIFIC APPOINTMENT SCRIPTS

First-30-Second Appointment Scripts

Designed to keep people on the line and move directly to scheduling.

TAX / ACCOUNTING
Best for: consult-first services
💼

Hi, this is calling on behalf of [Firm Name].

We’re reaching out because many individuals are reviewing their tax situation for this year and wanted to see if speaking with a tax professional would be helpful.

I’m not calling to sell anything — just to see if you’d like a quick consultation.

If so, I can schedule that for you now.

Goal Book consultation
HVAC / CONTRACTORS
Best for: estimates + service visits
🛠️

Hi, this is calling on behalf of [Company Name].

We’re reaching out to homeowners in your area to see if anyone needs service, maintenance, or a quote.

If you’re open to it, I can schedule a quick appointment with a technician to take a look.

Goal Book service visit / estimate
LEGAL / PROFESSIONAL SERVICES
Best for: consultation-driven firms
⚖️

Hi, this is calling on behalf of [Firm Name].

We’re reaching out to see if you’d like to speak with an attorney about your situation.

There’s no obligation — just a consultation to understand your options.

Would you like me to schedule that for you?

Goal Book consultation
AGENCY / OPERATOR (TRANSFER SCRIPT)
Best for: warm transfers
🤝

Hi, this is calling regarding [Offer].

I just want to confirm whether this is something you’re open to discussing briefly.

If so, I can connect you with a specialist now.

Goal Warm transfer to agent
FINAL STRATEGIC NOTE (IMPORTANT)

You didn’t build “another SaaS.”

You built modern outbound infrastructure: calls + DMs + inbound routed into booked calendars and CRM.

You’ve now built
What this system actually is (in plain English)
  • Call-center replacement
  • Premium DFY service
  • Lower-cost operator platform
  • Clear industry expansion path
  • Future avatar demo system
This is not a SaaS company.
This is modern outbound infrastructure.
If you want next, I can
Pick one and we finalize it end-to-end
1
Turn this into actual web sections (HTML / Odoo blocks)
2
Create industry landing pages (tax, HVAC, legal)
3
Write avatar demo scripts
4
Build sales decks or onboarding flows
Just tell me what to finalize next.
I’ll keep the same site colors, buttons, and styling like your current homepage setup.
Optional Add-On

Never miss a call — we answer, identify needs, and book or route next steps.

Inbound calls are handled professionally — from appointment booking to product or inventory assistance.

Add-Ons

INBOUND CALL HANDLING

What This Add-On Does

In addition to outbound appointment setting, WFS can also handle inbound calls on your behalf.

When someone calls your business:

  • A real conversation happens
  • The caller is helped immediately 
  • Their need is identified (service, product, availability, or visit)
  • Appointments are scheduled based on availability
  • You receive a clear summary in your CRM 

This works for any inbound inquiry — not just emergencies.

From booking appointments to answering product and availability questions — inbound calls are handled for you.

Example (Plumber / Home Services)

Someone calls your plumbing business.

Instead of voicemail or missed calls:

  • WFS answers the call
  • Understands the issue
  • Checks available appointment slots
  • Schedules the job
  • Sends you the details

You don’t pick up the phone.

You just see a booked appointment.

What We Handle on Inbound

  • Answer incoming calls
  • Understand the reason for the call
  • Ask the right qualifying questions
  • Check availability or provide next-step information
  • Schedule appointments when applicable
  • Route urgent or complex calls if needed
  • Capture notes and call summaries

What You Control

  • Business hours
  • Appointment rules
  • Available time slots
  • Emergency vs non-emergency handling
  • When calls should transfer to you

Who This Is Perfect For

  • Plumbers
  • HVAC & contractors
  • Medical offices
  • Law firms
  • Any business missing inbound calls
  • Any business tired of answering the phone
Outbound brings opportunities. Inbound captures them.

💰
Pricing Structure (Add-On)

Inbound Call Handling Add-On

Add-on to any WFS plan

Tier Ideal For Price
Inbound Starter Low to moderate call volume $500–$750 / month
Inbound Growth High inbound demand $1,000–$1,500 / month
Inbound Pro 24/7 or multi-location Custom
 
Tip: If you’re unsure, start with Inbound Starter and scale as call volume increases.

Includes

Add-On
  • AI answering inbound calls
  • Identifying the caller’s need
  • Appointment scheduling
  • Call summaries
  • CRM/calendar sync
Replaces missed calls, voicemails, and front-desk overload.

How Inbound Fits With Your Setup

Inbound call handling complements both ways you work with WFS.

We handle inbound for you. 

Inbound calls are answered, understood, and resolved on your behalf — whether that means booking an appointment or helping the caller with their request.

Nothing slips through. 

Outbound fills your calendar.

Inbound makes sure every call, question, or follow-up is handled and routed correctly.


Your phone operation, handled end-to-end.

Add-On

Social Media Automation & DM Replies

Turn Social Conversations Into Booked Appointments

Replies are easy. Booking appointments is not.

The Reality

Meta and TikTok already reply to comments — and that’s great.

But replies don’t:

  • Qualify interest
  • Follow up properly
  • Schedule appointments
  • Capture leads into your CRM

Most conversations stop at “Thanks for reaching out.”

That’s where leads are lost.

WHAT WFS DOES DIFFERENTLY

We turn DMs, calls, and messages into scheduled appointments — automatically.

No inbox watching. No manual follow-ups. No missed opportunities.

When someone:

The moment a prospect reaches out, WFS picks it up.

  • Comments on a post
  • Sends a DM
  • Asks a question

Instant response window matters — we prevent the drop-off in the first 10 seconds.

WFS:

Clear, professional conversations that lead to a booked calendar.

  • Responds instantly and clearly
  • Continues the conversation
  • Identifies intent
  • Books an appointment or routes the lead
  • Adds everything to your CRM
No inbox watching.
No manual follow-ups.
No missed opportunities.

How It Works

We turn everyday social interactions into real appointments — without inbox work, follow-ups, or manual routing.

  1. We publish and schedule social posts (optional)
  2. Comments or DMs trigger a real conversation
  3. Questions are answered automatically
  4. Interested leads are qualified
  5. Appointments are scheduled or calls are booked
  6. The lead is added to your CRM with full history

Every conversation ends in one place: your calendar and your CRM.

Platforms Supported

  • Instagram
  • Facebook
  • LinkedIn
  • Messenger / WhatsApp (optional)
  • TikTok (coming soon)

What Gets Added to Your CRM

  • Contact details (name, handle, platform)
  • Full message history
  • Interest level & tags
  • Appointment status
  • Notes and summaries
No more leads stuck in DMs.

Example: Local Business

“Do you service my area?”

  • Replies instantly
  • Confirms service area
  • Offers to schedule
  • Books the appointment
  • Adds the lead to your CRM
You only see the result — not the back-and-forth.

Example: Agency / Operator

  • Comments trigger DM conversations
  • AI qualifies the lead
  • High-intent leads go to the sales queue
  • Appointments or calls are booked automatically

How This Fits With WFS

Appointment Setting as a Service (Premium)

  • We manage posts
  • We handle DMs
  • We book appointments 
  • We qualify interest
  • You don’t manage anything
👉 Fully done-for-you lead capture.

Operator Mode

  • Automated posting & replies
  • CRM lead creation
  • Your team follows up or takes calls
👉 Lower cost, more control.

Replies don’t book appointments. We do.

Pricing (Add-On)

Social Media Automation & DM Replies

Tier Best For Price
Social Starter Basic posting + instant replies $300–$500 / mo
Social Growth DM qualification + appointment booking $750–$1,000 / mo
Social Pro Multi-platform booking, routing, and reporting $1,500+
All plans focus on converting conversations into booked appointments or next steps.

  This avoids “social media manager” confusion.

Stop replying. Start booking.

Turn every comment, DM, and message into a scheduled next step — automatically.