The only FSM platform with built-in partner networks, referral commission tracking, and insurance claim processing. Easy to use, simple to scale — growing the bottom line immediately.
ServiceReadytm Network
ClaimReady+ Insurance Management
Partner Commission Tracking
Instant Profit Tracking
There’s a better way to run your trades business.
You’ve outgrown the basics. You need real commissioning, partner networks, and advanced reporting. Paper simply can’t meet the demands of growth & flexibility.
Sure, there are a lot of tools, but either they are too complicated to setup and manage or too simplistic to meet the demands of your business.
Very few tools in business are built to work together. You want to work on the business, not in it. A digital toolbox is the essential requirement.
Most FSM tools ignore the reality that trades businesses run on relationships. Workforce treats your partner and subcontractor network as a first-class feature — not an afterthought.
Every partner gets a unique referral link. When they send you a lead, the system tracks it automatically -- from first click to closed job.
Define commission structures per partner, per service, or per job type. Workforce calculates and queues payouts so you never miss a payment.
Partners log in and see exactly what they've earned, what's pending, and what's been paid. Full transparency builds trust and drives more referrals.
Match incoming leads to the right partner based on trade, certification, service area, and availability. The right person for every job.
Two powerful networks that set Workforce apart from every other FSM platform. Connect customers to trusted trades professionals — and guide them through even the most complex insurance claims.
ServiceReady™ is a curated network that seamlessly connects new and existing customers to your trusted trade professionals. Customers browse available services, see verified credentials, and book directly — driving new leads straight into your Workforce pipeline.
ClaimReady+ is a guided, step-by-step insurance claim processing feature built directly into Workforce. Customers no longer have to navigate confusing paperwork alone. From photo documentation to adjuster coordination, ClaimReady+ walks them through every stage.
Why ClaimReady+ matters?
Insurance work is high-value but complex. ClaimReady+ reduces back-and-forth, speeds up approvals, and ensures your customers feel supported through the entire process. That means faster job starts and happier homeowners.
Everything you need to dispatch, track, and profit — in one platform.
ServiceReady™ is a curated network that seamlessly connects new and existing customers to your trusted trade professionals. Customers browse available services, see verified credentials, and book directly — driving new leads straight into your Workforce pipeline.
Your subcontractors and referral partners drive real business. Workforce tracks every lead, calculates commissions, and pays out automatically — no spreadsheets, no arguments, full transparency.
ServiceReady™ is a customer-facing portal that lets homeowners browse your trusted trade network, see verified credentials, and book services — sending new leads directly into your dispatch pipeline.
ClaimReady+ walks customers through every step of an insurance claim — photo evidence, document upload, adjuster coordination, and status tracking. Faster approvals, happier homeowners, higher-value jobs.
One-tap navigation. LIDAR scanning for measurements. Photo documentation with timestamps. Verification codes for arrival and completion. Everything syncs instantly.
No one will track profitability for you, so we did. Know your margins on every job, every tech, every service category. Make smarter decisions with real data.
One Platform. No Duct Tape. No Switching Between Six Different Apps.
Build estimates in seconds with catalog pricing. Convert to invoices with one click. Get paid faster.
Stripe integration with instant payment links. ACH support. Automatic receipt generation.
Capture every inquiry. Auto-follow-ups. Lead-to-project workflows with no gaps.
Operational and financial dashboards. Custom filters. PDF/Excel exports.
Real-time stock levels. Auto low-stock alerts. Per-job material tracking.
Grievance management. SLA timers. Convert feedback to action items automatically.
See why service pros choose Workforce over legacy tools.
“The partner commission tracking alone saved us 10 hours a week. We manage 20+ referral partners and Workforce handles every payout automatically. No more arguments about who sent what lead.“
Marcus Rivera
Owner, Rivera HVAC Solutions
“ServiceReady changed our business. Homeowners find our trade network online, book directly, and the job drops into our dispatch board. We’ve added 30+ new customers a month without a single cold call.”
Sarah Chen
Operations Manager, Apex Electrical
“ClaimReady+ is a game-changer for storm season. Our customers used to struggle with insurance paperwork for weeks. Now the guided workflow gets claims approved in days. Higher-value jobs, happier homeowners.”
David Kowalski
CEO, Kowalski Plumbing & Restoration
Fast data migration. 2-hour setup. Cancel anytime.
Step 1
Start your 30-day trial. No credit card required. Just your business info.
Step 2
We’ll migrate your existing data from spreadsheets, QuickBooks, or your old FSM platform.
Step 3
Live onboarding call plus video library. Your team is up and running in hours, not weeks.
Step 4
Start dispatching jobs, tracking commissions, and getting paid faster. That’s it.
Everything you need to know about getting started with Workforce.
ServiceReady™ is a customer-facing marketplace built into Workforce. It connects homeowners directly to your vetted trade network. Customers browse services, see verified credentials, and book online — and the job flows straight into your dispatch pipeline as a new lead.
ClaimReady+ is a guided insurance claim processing feature that walks your customers through every step — photo evidence, document upload, adjuster coordination, and claim status tracking. It’s available on the Professional plan and above.
Every referral partner gets a unique link. When they send you a lead, Workforce tracks it from first click to closed job. You define commission structures per partner, per service, or per job type, and Workforce calculates and queues payouts automatically. Partners see their earnings in a transparent dashboard.
No. We just need your business information to spin up your instance. No credit card, no commitment.
Yes. We sync invoices, payments, and customer data with QuickBooks Online bi-directionally.
Your trial automatically converts to a 12-month subscription at your chosen plan level. You’ll be notified before any charges.
No. Setup is included with every plan. You’ll be live within 2 hours.
Workforce serves 50+ trades industries including HVAC, plumbing, electrical, roofing, landscaping, cleaning, painting, and more.
Partner commissions. ServiceReady™ leads. ClaimReady+ insurance processing. Join the trades companies who refuse to settle for less. Start your 30-day trial today.
• Fast data migration • 2-hour setup • Cancel anytime