No add-ons. No feature gates. Every WorkForceFSM plan includes everything — from scheduling and invoicing to private, read-only AI answers from your own business data.
Start Free Trial →Ask plain-English questions about your own business and get answers on the spot.
No reports to build or filters to set. Just type a question — "Which invoices are unpaid?", "What's coming up this week?" — and get a clear answer.
The assistant reads your real opportunities, jobs, customers, and invoices — so every answer reflects your actual business, not generic advice.
"Give me a snapshot" returns opportunities, upcoming jobs, and outstanding vs. paid invoices in one sentence — a pulse check any time you want one.
It only ever sees your own company's records, and it answers questions without changing or deleting anything in your account.
Assign the right person to every job, on time, every time.
Visual calendar view of all jobs across your team. Schedule, reschedule, and reassign by dragging jobs between employees.
Create a job in seconds — customer, location, date, time, assigned employee, and description all in one form.
Assign jobs to specific employees and track who's doing what. See each employee's workload at a glance.
Track every job from Scheduled → In Progress → Completed → Invoiced. Always know where each job stands.
Set up recurring maintenance contracts and service agreements that automatically populate your calendar.
Attach notes, special instructions, and job requirements so your crew arrives prepared every time.
Build lasting customer relationships with full job and billing history.
Store customer contact info, address, and notes. Every job and invoice is linked to their profile automatically.
See every job ever done for each customer — dates, employees, notes, and status — in one place.
Track prospects from first inquiry to closed job. Never let a potential customer fall through the cracks.
Find any customer, job, or invoice in seconds with full-text search across your entire database.
Get paid faster with professional invoices sent directly from the field.
Create itemized invoices with labor, parts, materials, and custom line items. Includes your company branding.
Send invoices by email or SMS with one click. Customers get a branded link to view and pay online.
Configure custom tax rates per invoice. Totals calculate automatically — no manual math.
See monthly revenue, outstanding invoices, and payment status across all customers at a glance.
Every invoice gets a unique shareable link. Customers can view their invoice without logging in.
Track invoice status from Draft → Sent → Paid. Mark invoices paid and keep your books clean.
Sync invoices, payments, and expenses to QuickBooks Online automatically — no exports, no double entry. Two-way sync is on the way to keep your books reconciled without lifting a finger.
Manage your whole crew from one dashboard.
Store employee contact info, skills, and certifications. See their full job history and performance.
Tag employees with skills so you always dispatch the right person. Filter jobs by skill requirements.
Employees log in to view their assigned jobs, update status, and submit billing — from any device.
Employees receive SMS and email notifications when jobs are assigned, updated, or rescheduled.
Track your equipment and understand your business performance.
Track every tool, vehicle, and piece of equipment. Know what you own, where it is, and its condition.
See your revenue, costs, and profit by month. Understand which jobs and customers are most profitable.
At-a-glance view of today's jobs, upcoming schedule, open invoices, and monthly revenue.
Full support for English, Spanish, and Italian. Each user sets their own preferred language.