Everything included

Every feature your field team needs

No add-ons. No feature gates. Every WorkForceFSM plan includes everything — from scheduling to invoicing to reporting.

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📅

Scheduling & Dispatch

Assign the right person to every job, on time, every time.

🗓️

Drag-and-Drop Calendar

Visual calendar view of all jobs across your team. Schedule, reschedule, and reassign by dragging jobs between employees.

Instant Job Creation

Create a job in seconds — customer, location, date, time, assigned employee, and description all in one form.

👷

Employee Assignment

Assign jobs to specific employees and track who's doing what. See each employee's workload at a glance.

📍

Job Status Tracking

Track every job from Scheduled → In Progress → Completed → Invoiced. Always know where each job stands.

🔁

Recurring Jobs

Set up recurring maintenance contracts and service agreements that automatically populate your calendar.

📋

Job Notes & Details

Attach notes, special instructions, and job requirements so your crew arrives prepared every time.

👥

Customer CRM

Build lasting customer relationships with full job and billing history.

🗂️

Customer Profiles

Store customer contact info, address, and notes. Every job and invoice is linked to their profile automatically.

📊

Job History

See every job ever done for each customer — dates, employees, notes, and status — in one place.

🎯

Lead Pipeline

Track prospects from first inquiry to closed job. Never let a potential customer fall through the cracks.

🔍

Quick Search

Find any customer, job, or invoice in seconds with full-text search across your entire database.

💰

Invoicing & Billing

Get paid faster with professional invoices sent directly from the field.

📄

Professional Invoices

Create itemized invoices with labor, parts, materials, and custom line items. Includes your company branding.

📧

Email & SMS Delivery

Send invoices by email or SMS with one click. Customers get a branded link to view and pay online.

💸

Tax Rates

Configure custom tax rates per invoice. Totals calculate automatically — no manual math.

📈

Revenue Tracking

See monthly revenue, outstanding invoices, and payment status across all customers at a glance.

🔗

Public Invoice Links

Every invoice gets a unique shareable link. Customers can view their invoice without logging in.

Payment Status

Track invoice status from Draft → Sent → Paid. Mark invoices paid and keep your books clean.

👷

Employee Management

Manage your whole crew from one dashboard.

🧑‍🤝‍🧑

Employee Profiles

Store employee contact info, skills, and certifications. See their full job history and performance.

🏷️

Skills & Certifications

Tag employees with skills so you always dispatch the right person. Filter jobs by skill requirements.

📱

Employee Portal

Employees log in to view their assigned jobs, update status, and submit billing — from any device.

🔔

Job Notifications

Employees receive SMS and email notifications when jobs are assigned, updated, or rescheduled.

🔧

Tools & Reporting

Track your equipment and understand your business performance.

🧰

Tool Inventory

Track every tool, vehicle, and piece of equipment. Know what you own, where it is, and its condition.

📉

P&L Reports

See your revenue, costs, and profit by month. Understand which jobs and customers are most profitable.

📊

Dashboard Overview

At-a-glance view of today's jobs, upcoming schedule, open invoices, and monthly revenue.

🌍

Multi-Language

Full support for English, Spanish, and Italian. Each user sets their own preferred language.

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