Powerful Features

The all-in-one solution for field service businesses

Everything you need to run, grow, and scale your trades business - from dispatch to payments to profitability tracking.

See Your Entire Operation On One Screen

Drag-and-drop scheduling with automatic conflict detection. Color-coded job status. Real-time sync between dispatch and mobile.

Drag-and-Drop Scheduling

Assign jobs by dragging them onto your team's calendar. Automatic conflict detection prevents double-booking.

Live Tech Locations

See where every technician is on a real-time map. Assign nearby jobs to reduce drive time.

Smart Notifications

Automated reminders for upcoming jobs, schedule changes, and assignment updates sent directly to your team.

Time Tracking

Clock in/out per job automatically. Track billable hours and prep payroll without spreadsheets.

See Your Entire Operation On One Screen

Turn Your Network Into A Revenue Engine

Most trades companies rely on subcontractors and referrals. WORKFORCE turns them into a revenue channel with automated lead tracking, commissions, and transparent payouts.

Referral Link Tracking

Every partner gets a unique referral link. Track every lead from first click to closed job - automatically.

Automatic Payouts

Define commission structures per partner, service, or job type. WORKFORCE calculates and queues payouts automatically.

Transparent Earnings Dashboards

Partners log in to see what they've earned, what's pending, & what's been paid. Transparency builds trust.

Skill-Based Lead Matching

Match incoming leads to the right partner based on trade, certifications, service area, and availability.

Turn Your Network Into A Revenue Engine

Connect Customers Directly To Your Trusted Trade Pros

ServiceReady© is a customer marketplace that connects homeowners to your vetted trade network - letting them browse services, verify credentials, and book directly into your WORKFORCE dispatch pipeline.

Customer-Facing Service Portal

A branded marketplace where customers browse your trade network, compare services, and book directly online.

Verified Trade Profiles

Each trade pro has a profile with ratings, certifications, service areas, and verified credentials. Trust is built-in.

Seamless Lead-to-Dispatch Flow

When a customer books through ServiceReady©, the job flows directly into your dispatch pipeline. No manual entry.

Quality Control & Vetting

Control who appears in your network with partner vetting, performance reviews, and customer feedback loops.

Connect Customers Directly

Guided Insurance Claim Processing, Built Right In

ClaimReady+ guides customers through the insurance claim process - from documentation to payout tracking - helping secure faster approvals and higher-value jobs.

Guided Step-by-Step Workflow

Customers follow a clear, simple workflow from incident report to final payout. No confusion, no missed steps.

Photo & Document Upload

Built-in photo documentation with GPS stamps and timestamps. Attach damage reports, receipts, and estimates directly.

Real-Time Claim Status Tracking

Both your team and the customer see exactly where the claim stands - submitted, under review, approved, or paid out.

Adjuster & Carrier Coordination

Coordinate directly with insurance adjusters and carriers from within WORKFORCE. Fewer phone calls, faster approvals.

Insurance Data Processing

Real-Time Profitability Tracking

No one will track profitability for you, so we did. Know your margins on every job, tech, and service category.

Financial Dashboards

Revenue, expenses, margins, and cash flow at a glance. Filter by date, crew, service type, or customer.

Pricebook Intelligence

Your pricebook teaches you price pressures. See which services are under-priced and where margins are strongest.

Per-Job Profit Tracking

Automatic calculations of revenue vs labor, materials, and overhead for every single job.

Custom Reports & Exports

Build custom reports with the filters you need. Export to PDF or Excel for accountants and stakeholders.

Profitability Tracking

And so much more

Every tool you need, built into one platform.

Estimates & Invoicing

Build estimates in seconds with catalog pricing. Convert to invoices with one click. Get paid faster.

Payment Processing

Stripe integration with instant payment links. ACH support. Automatic receipt generation.

Lead Management

Capture every inquiry. Auto-follow-ups. Lead-to-project workflows with no gaps.

Inventory Tracking

Real-time stock levels. Auto low-stock alerts. Per-job material tracking.

Ticketing & Quality

Grievance management. SLA timers. Convert feedback to action items automatically.

Digital Signatures

DocuSign integration for contracts, change orders, and completion verification. Paperless from start to finish.

Integrations that fit right into your stack

Connect WORKFORCE with the tools you already use for seamless workflow automation.

QuickBooks Online

Sync invoices, payments, and customer data bi-directionally.

Stripe

Accept credit card payments online, in-person, or via instant payment links.

DocuSign

Digital signatures for contracts, change orders, and job verification.

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