⚡ No setup fees · 14-day free trial

Schedule Jobs, Ask Your Data, Get Paid Faster

WorkForceFSM is the all-in-one field service platform for contractors and trade businesses. Stop juggling spreadsheets and texts — run your whole operation from one place, and ask the built-in AI assistant anything about your business.

Start Free Trial →

$9 / employee / month · admins free · no credit card required · cancel anytime

★★★★★ 4.8 average rating from owners in 7 trades
Field service professional using WorkForceFSM
✨ Powered by Claude · included free

Put an AI analyst on your own business

Most software makes you dig through menus and build reports. WorkForceFSM gives every owner a built-in assistant that answers questions about your data in plain English. Just ask — no spreadsheets, no setup.

Not all AI is the same. WorkForceFSM is powered by Claude — one of the world's leading AI models — and it's included free in your plan. It reads your jobs, customers, and invoices to analyze your business in plain English. No add-ons, no per-question fees, no usage limits.
🤖
WorkForceFSM AI Assistant
Read-only · your data
What are my most profitable opportunities this month?
Your top opportunities by profit this month:
1. Generator install — Smith Office · $1,840 (62% margin)
2. AC changeout — Maple Court Apts · $1,210 (48%)
3. Panel upgrade — Johnson Res. · $760 (41%)
Want this broken down by employee or customer?
Which customer brings in the most revenue?
Riverside Property Mgmt — $12,480 across 9 jobs this quarter, and your fastest payer (avg 6 days). Your slowest is Oakridge HOA at 41 days — want me to flag their open invoices?
Ask anything about your jobs, customers, or money…
➤
📈

"What are my most profitable opportunities?"

Rank opportunities, customers, and employees by actual profit — revenue minus labor and parts — so you know what work to chase more of and what's quietly losing money.

💸

"Which invoices are still unpaid?"

See exactly what's outstanding and who owes you — totaled and listed in seconds, instead of scrolling your billing screen at the end of the month.

📅

"What's coming up this week?"

Get your upcoming scheduled jobs at a glance — pulled straight from your calendar — so you can plan crews and materials without opening five screens.

🎯

"How's my pipeline looking?"

Ask about opportunities by stage — new, quoted, won — and instantly see which ones are sitting idle and need a follow-up before they go cold.

📊

"Give me a snapshot of the business."

One question returns your opportunities, upcoming jobs, and outstanding vs. paid invoices — your whole operation summed up in a sentence, any time you want it.

Your data stays yours. The assistant only ever sees your own company's records, and it answers questions — it never changes or deletes anything.

▶ Watch the 3-minute AI demo
Built for your trade

One platform, every field service.

HVAC, plumbing, electrical, roofing and more — workflows tuned to how your crews actually work.

HVAC technicianHVACTune-ups, installs, maintenance plans PlumberPlumbingService calls, repairs, emergencies ElectricianElectricalPanels, wiring, inspections RooferRoofing & MoreQuotes, crews, multi-day jobs
2 min
Average time to schedule a job
$0
Setup fee or hidden costs
4.8★
Average customer rating
30%
Faster invoice collection on average
Technician finishing a job on site
From the truck

Run the whole job from your phone.

Your techs see their schedule, update job status, and send the invoice before they leave the driveway — no paperwork, no end-of-day catch-up.

  • ✓ See today’s route and job details at a glance
  • ✓ Mark jobs scheduled → in progress → complete
  • ✓ Build an itemized invoice and send by email on-site
  • ✓ Customers pay from a link — you get notified instantly
Everything you need

One platform. Every part of your business.

From the first customer call to the paid invoice — WorkForceFSM handles it all so you can focus on the work.

🤖

AI Assistant New

Ask plain-English questions about your own business and get answers on the spot — "Which invoices are unpaid?", "What's coming up this week?", "How's my pipeline?" No reports to build.

📅

Job Scheduling & Calendar

Drag jobs onto a visual calendar, assign the right employees by skill, and spot conflicts before they happen. Multi-day jobs supported.

👥

Employee Management

Manage skills, certifications, and availability. Color-coded crew avatars make scheduling at a glance effortless.

🧾

Invoicing & Billing

Create itemized invoices with labor, parts, and other charges. Send by email or SMS instantly. Customers pay, you get notified.

🏠

Customer CRM

Keep a full history of every customer — jobs, invoices, notes, and service needs — in one searchable place.

📈

Lead Pipeline

Track leads from first contact to won job. Send quotes, convert to invoices, and see your pipeline value in real time.

🔧

Tool Inventory

Know exactly where every tool is — in storage, with an employee, or on a job site. Track condition and movement history.

💬

SMS & Email Notifications

Automatically notify customers when a bill is ready. Send via text or email with one click from any device.

📊

Financial Reports

P&L summaries, revenue by month, and expense tracking — everything you need for tax prep and business decisions.

🌐

Multi-language Support

WorkForceFSM runs in English, Spanish, and Italian — useful for diverse teams or bilingual customer bases.

📒

QuickBooks Sync Coming soon

Push invoices, payments, and expenses straight to QuickBooks Online — no exports, no double entry. Automatic two-way sync is on the way, so your books stay reconciled while you focus on the work.

📱

Works on Any Device

Phone in the truck, tablet on site, laptop at the office — the same fast experience everywhere, with nothing to install.

See it in action

See your profitability for your company, employees, customers, and jobs

Under two minutes to see exactly where the money is coming from and where it's going.

✨ 4 minutes — AI Assistant

Ask your business anything — in plain English

Watch the built-in AI assistant answer real questions about your own jobs, customers, opportunities, and invoices.

▶ Managing opportunities

Work your pipeline from first contact to paid

Track every opportunity from new lead to won and paid — send quotes, create jobs, and never let a deal go cold.

📅 Job Scheduling
May 2026 + New Job
AC Tune-Up — Johnson Residence
9:00 AM · Mike D.
Scheduled
Leak Repair — 44 Oak St
11:30 AM · Sarah K.
In Progress
Panel Upgrade — Smith Office
2:00 PM · James T.
Pending
👷 Employee Dispatch
📱 Mike's Jobs — Today
AC Tune-Up — Johnson Residence
123 Maple Ave · 9:00 AM
📋 Job Notes Check refrigerant levels and clean filters. Gate code: 4821.
✅ Mark as Complete
🧾 Invoicing
Invoice #1042 Send Invoice
Labor (2 hrs)$180.00
Refrigerant R-410A$85.00
Filter replacement$24.00
Tax (8%)$23.12
Total$312.12
Amount Due$312.12
📊 Business Dashboard
Overview
This Month
$8,420
Open Jobs
12
Unpaid Invoices
3
Today's Jobs
5
See Full Walkthrough →

Step-by-step demo with every feature explained

Simple by design

Up and running in minutes

No training required. No IT department needed. Just sign up and go.

1

Create your company

Sign up in 60 seconds. Add your company name, choose a unique ID, and you're in. No credit card required.

2

Add your team & customers

Import or add employees with their skills and contact info. Add customers with service addresses and notes.

3

Schedule jobs & send invoices

Schedule a job in under 2 minutes. When work is done, create and send a professional invoice by email or SMS.

⭐ Real customers

Businesses that run on WorkForceFSM

★★★★★

"We cut the time we spend on scheduling and billing in half. I used to spend Sunday nights doing invoices — now it takes me 10 minutes at the job site."

MR
Mike R.
Owner, Metro HVAC Services
★★★★★

"My crew knows their schedule without me texting them every morning. Customers get a link to their invoice instantly. It just works."

SL
Sandra L.
Owner, Lighthouse Electrical
★★★★★

"The lead pipeline alone was worth it. I can see exactly where every potential job is, create a quote in minutes, and convert it to a real job when they say yes."

DP
David P.
Owner, Peak Roofing Co.
Simple pricing

Pay only for what you use

No seat tiers. No feature gates. One plan — your bill scales with your team size.

Starter
Free
14-day trial · no card required
Full access to every feature. No limits. See if WorkForceFSM is right for your business — on us.
  • Unlimited jobs & customers
  • All features included
  • Email & SMS notifications
  • Invoice creation & sending
  • 14 days free, then $9/employee/mo
Start Free Trial
Most Popular
Pro
$9
per active employee / month
Your monthly charge adjusts automatically. Add or remove employees anytime — your bill follows.
  • Everything in Starter
  • AI Assistant for plain-English business questions
  • Job scheduling & dispatch
  • Customer CRM & lead pipeline
  • Invoices with email & SMS delivery
  • Tool inventory tracking
  • Financial reports & P&L
  • Multi-language (EN / ES / IT)
  • Priority support
Get Started →

Questions? Email us — we're a real team that answers.

FAQ

Common questions

How does pricing work?

You pay $9 per active employee per month. If you have 4 employees, that's $36/month. If you hire a 5th, your next invoice is $45. Terminate someone and it drops back automatically. No contracts, no minimums.

Is there a free trial?

Yes — 14 days with no credit card required. You get full access to every feature, unlimited jobs, and all integrations from day one.

What does the AI Assistant do?

The WorkForceFSM AI Assistant helps answer plain-English questions about your own company data — including opportunities, jobs, customers, and invoices. Ask about unpaid invoices, this week's jobs, your pipeline, or a quick business snapshot. It is private and read-only: it answers questions without changing or deleting records.

What trades and industries is WorkForceFSM built for?

Any business that sends workers to job sites: HVAC, plumbing, electrical, roofing, landscaping, cleaning, pest control, general contracting, and more. If you schedule crews and invoice customers, WorkForceFSM is built for you.

Can I send invoices directly from the app?

Yes. Create an itemized invoice with labor, parts, and other charges, then send it by email or SMS with one click. Customers receive a branded invoice with a shareable link — no login required on their end.

Does my whole team need to log in?

No. The admin (that's you) manages everything. You can optionally give employees a login so they can view their own schedule. It's flexible — you decide how much access each person gets.

Can I cancel anytime?

Yes. No cancellation fees, no long-term contracts. Cancel from the billing page and your account stays active until the end of the billing period.

Is my data secure?

Yes. Each company's data is completely isolated (multi-tenant architecture). All connections are encrypted. We never share your customer or business data with third parties.

Ready to take control of your schedule?

Join field service teams that run their business on WorkForceFSM. Start free today — no card required.

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