Full Power.

No Clutter.

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

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More Leads via Service Ready
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Hours Saved Per Week
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ClaimReady+ Approval Rate
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Tired of Choosing Between Too

Simple and Too Complicated?

There’s a better way to run your trades business.

Paper Isn’t Cutting It Anymore

You’ve outgrown the basics. You need real commissioning, partner networks, and advanced reporting. Paper simply can’t meet the demands of growth & flexibility.

Nothing Has Exactly What You Need

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.

You’re Duct-Taping 6 Tools Together

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.

Turn Your Network into a Revenue Engine

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.

  • Referral Link Tracking

    Every partner gets a unique referral link. When they send you a lead, the system tracks it automatically -- from first click to closed job.

  • Automatic Commission Payouts

    Define commission structures per partner, per service, or per job type. Workforce calculates and queues payouts so you never miss a payment.

  • Transparent Earnings Dashboards

    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.

  • Skill-Based Job Matching

    Match incoming leads to the right partner based on trade, certification, service area, and availability. The right person for every job.

Transparent Comission Tracking
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More Referrals With Portals
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ServiceReady™ & ClaimReady+

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.

Your Trade Network, Customer-Facing

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.

  • Customer-facing portal to browse and book trade services

  • Verified trade profiles with ratings, certs, and service areas

  • Seamless lead flow directly into your dispatch pipeline

  • Quality control through partner vetting and reviews

Insurance Claims, Simplified

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.

  • Guided step-by-step claim workflow from incident to payout

  • Built-in photo & document upload with timestamps and GPS

  • Real-time claim status tracking for customers and your team

  • Direct coordination with insurance adjusters and carriers

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.

The all-in-one solution

for field service pros

Everything you need to dispatch, track, and profit — in one platform.

See Your Entire Operation on One Screen

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.

  • Real-time dispatch board

  • Drag-and-drop scheduling

  • Live tech locations on map

  • Automatic conflict detection

Turn Referrals into Revenue Automatically

Your subcontractors and referral partners drive real business. Workforce tracks every lead, calculates commissions, and pays out automatically — no spreadsheets, no arguments, full transparency.

  • Unique referral links for every partner

  • Automatic commission calculations & payouts

  • Transparent partner earnings dashboards

  • Skill-based lead matching & routing

Connect Customers to Your Trade Network

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.

  • Customer-facing service marketplace

  • Verified trade profiles with ratings

  • Seamless lead-to-dispatch flow

  • Quality control through vetting & reviews

Guided Insurance Claim Processing

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.

  • Step-by-step guided claim workflow

  • Built-in photo & document upload with GPS

  • Real-time claim status tracking

  • Direct adjuster & carrier coordination

Your Techs Work in the Field. Your Software Should Too

One-tap navigation. LIDAR scanning for measurements. Photo documentation with timestamps. Verification codes for arrival and completion. Everything syncs instantly.

  • Digital signatures via DocuSign

  • LIDAR scanning (iPhone)

  • Offline mode for remote jobs

  • Native iOS & Android apps

Real-Time Profitability Tracking

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.

  • Per-job profit tracking

  • Pricebook with price pressure insights

  • Commission tracking for partners

  • Financial dashboards & exports

Everything Else You Need

Built Right In!

One Platform. No Duct Tape. No Switching Between Six Different Apps.

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.

Advanced Reporting

Operational and financial dashboards. Custom filters. PDF/Excel exports.

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.

Trusted by trades

companies everywhere

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

Get Started In 4 Simple Steps

Fast data migration. 2-hour setup. Cancel anytime.

Step 1

Sign Up

Start your 30-day trial. No credit card required. Just your business info.

Step 2

Data Migration

We’ll migrate your existing data from spreadsheets, QuickBooks, or your old FSM platform. 

Step 3

Team Training

Live onboarding call plus video library. Your team is up and running in hours, not weeks.

Step 4

Go Live

Start dispatching jobs, tracking commissions, and getting paid faster. That’s it.

Frequently Asked Questions

Everything you need to know about getting started with Workforce.

What is ServiceReady™ and how does it work?

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.

What is ClaimReady+ and which plans include it?

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.

How does the partner commission tracking work?

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.

Do I need a credit card to start my trial?

No. We just need your business information to spin up your instance. No credit card, no commitment.

Do you integrate with QuickBooks?

Yes. We sync invoices, payments, and customer data with QuickBooks Online bi-directionally.

What happens after the 30-day trial?

Your trial automatically converts to a 12-month subscription at your chosen plan level. You’ll be notified before any charges.

Is there a setup fee?

No. Setup is included with every plan. You’ll be live within 2 hours.

What industries does Workforce support?

Workforce serves 50+ trades industries including HVAC, plumbing, electrical, roofing, landscaping, cleaning, painting, and more.

Ready to Stop Compromising?

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

WORKFORCE DEMO

Sign up for a demo and we’ll unlock the power of the the WORKFORCE Digital Toolbox built specifically for companies who want tools that just work.

You no longer need to choose productivity over profit!