Schedule
Every visit, crew and route on one calendar, one-time or recurring.
- Drag and drop to reschedule
- Crew availability at a glance
- Routes planned for you
All features
Everything you run, in one place
The same places you’ll find in the app, from the first request to the last payment. Each one picks up where the last one left off.
Clients
Every client and property in one place, with the whole history.
- Several properties per client
- Site notes and photos
- Client portal to book, approve and pay
Requests
Requests from your website, phone and texts land in one list.
- Online booking and quote requests
- Nothing gets lost in your inbox
- One click to turn a request into a quote
Quotes
Professional quotes, approved and signed online.
- Prices by service, property and frequency
- E-signatures
- Automatic follow-ups
Jobs
Approved quotes become jobs, with everything your crew needs.
- One-time, recurring and seasonal work
- Checklists and before and after photos
- Crew mobile app, even offline
Invoices
Finished jobs turn into invoices without retyping anything.
- Invoice straight from the job
- Deposits and installments
- GST, HST, QST and PST by province
Payments
Get paid online and stop chasing balances.
- Card and online payments
- Automatic payment reminders
- Every payment matched to its invoice
Reports
See what’s booked, what’s done and what actually pays.
- Revenue and jobs at a glance
- Profitability by job and service
- Custom reports
Expenses
Keep track of what each job costs.
- Snap receipts from your phone
- Costs tied to jobs
- Sorted by your accounting codes
Timesheets
Crews clock in and out from the app, and hours add up on their own.
- Time per job and per crew member
- Approve hours in a few clicks
- Ready for payroll
Websites
Build your contractor website from the app, connected to everything else.
- Your domain, hosting and SSL included
- Service and service-area pages
- Requests flow straight into the app
Marketing
Bring clients back and get the next job, without the busywork.
- Email campaigns
- Review requests after each job
- Automatic follow-ups
Your customers stay yours
Import your existing customers, contracts and routes, export everything whenever you want, and never pay a commission on customers you bring.
Built for the field, not just the office
The crew app keeps routes, site notes and photos available offline, so work doesn’t stop when the signal does.
No double entry, ever
A quote request becomes a customer, a contract, a route and an invoice without being typed again.
Replace your patchwork
Your app drawer can retire now
Every separate tool has its own login, its own bill and its own copy of your customer list. WorkAllSet replaces them with one connected system.
| Instead of… | With WorkAllSet |
|---|---|
| A separate website builder | A website generated from your services and connected to your CRM, or your current site, connected in minutes |
| Spreadsheets of customers and addresses | A CRM with customers, properties, notes and full history |
| Word and PDF quote templates | Professional quotes with online acceptance and e-signatures |
| A shared calendar and group chats | Scheduling, dispatch and a dedicated crew app |
| Paper maps or a separate route planner | Built-in route optimization and live tracking |
| Standalone invoicing software | One-click invoices from your jobs, online payments and reminders |
| Calling and texting every customer | Automatic email and text notifications |
| Paper timesheets and texted hours | Timesheets crews fill in from the app |
| A shoebox of receipts | Expenses tied to each job |
One platform
Three apps. One source of truth.
Owners, crews and customers each get an experience designed for them, all working from the same live data.
Contractor admin
Run the business from one place: schedule, clients, requests, quotes, jobs, invoices, payments and reports.
Crew mobile app
Daily routes, GPS navigation, site instructions, before and after photos and an offline mode for the field.
Customer portal
Customers book services, track arrivals, sign contracts, pay invoices and rate the work, without calling you.
Built for you
Built for how you work
Whether you work alone or run several crews, WorkAllSet grows with your organization instead of holding it back.
- Solo operators
- Small teams
- Multi-crew operations
- Recurring service contracts
- One-time jobs and projects
- Residential and commercial clients
Long-term customers
One customer. Every job.
Keep the same customer, properties and history while contracts, schedules, crews and billing change through the year.
- Recurring work
- Weekly, monthly or seasonal plans that renew automatically.
- One-time jobs
- Quotes and projects that fit into the same schedule and history.
Free trial
Everything on this page, ready for your jobs today.
Your website, customers, quotes, schedule and invoices in one place, so nothing gets typed twice. Try it on real work, free.
- Every Starter feature, unlocked
- Quotes, jobs and invoices already connected
- Bring your existing customers
- No credit card needed
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