WorkBoss Service Management

WorkBoss is field service software built by tradespeople, for tradespeople. Plumber, electrician, HVAC tech, water treatment pro, contractor... if you run a service business, WorkBoss has what you need to get it done. Track Every Lead. Close More Jobs. Leads don't wait while you're on a job site. WorkBoss keeps your whole pipeline visible from first call to signed estimate so nothing slips through the cracks. Drag and drop leads through stages on a board, see the dollar value of every opportunity, and always know exactly how much revenue is in play. When a customer calls, you've got the full picture before you even say hello. Estimates On-Site Build a professional estimate while you're still standing in the customer's kitchen. Pull from your price book, add your parts, labour, and materials, and send it before you pull out of the driveway. Then schedule the visit right from the same screen. Pick a tech, see their real-time availability, choose a time slot, and it's booked. No back-and-forth texts, no calendar juggling. Invoice It. Get Paid. When the customer says yes, turn the estimate into an invoice with one tap. Every line item carries over automatically. Send it by email or share a payment link by text. Your customer pays by credit card, debit, or ACH right from their phone. No app download, no account needed. Funds hit your account within 3 business days. Schedule and Dispatch See your day's schedule, check job details, get directions, and update job status right from your phone. No more calling the office. Your crew sees changes the moment they happen. Customer History Total spend, last service call, outstanding balance, recurring plans, transaction history, contact info, and payment details all on one screen. Know what you're walking into every time you knock on a door. Job Notes and Photos Add notes, take photos, and attach documents to any job. Everything ties back to the customer record so your whole team stays in the loop. Works Offline Bad signal in the basement? No bars out in a rural area? No problem. WorkBoss keeps running. Build estimates, update jobs, and add notes without a connection. Everything syncs the moment you're back online. No lost data, no duplicate entries. One Platform, Every Device The office runs the schedule on desktop. Your techs update jobs from their phones. Invoices go out by email. It all lives in one place. Learn it once, use it everywhere. WorkBoss comes included with every plan. Download the app, sign in with your existing account, and you're good to go.