INVESTORS

WorkCEO Summary

WorkCEO helps thousands of field service businesses like plumbers, electricians, HVAC professionals and general contractors be more organized and grow their business. From the office or in the field, quote, schedule and invoice jobs; optimize routes, track and dispatch teams; alert and communicate with clients; and track your team and projects in real-time using Live GPS tracking.

Business Description (Short)

WorkCEO is a cloud-based, all-in-one, SaaS B2B Field Service Management (FSM) platform optimizing SMB Service Company Field Team Operations

Business Description (Long)

WorkCEO is a B2B cloud-based, all-in-one, SaaS Field Service Management (FSM) platform combining CRM,GPS Mapping/Live dispatch, project management, client billing tools to help service companies grow and succeed. This solution includes a native mobile app (iOS and Android) and complementary web portal and serves a wide range of industries, such as plumbers, electricians, HVAC professionals, carpet cleaning, window cleaning, HVAC, general contractors and more.

Problem WorkCEO Solves

Service Companies are missing out on time, productivity and opportunities to make more money. 52% of of service companies still do things manually
 (Source: Field Technologies Online) Too many: processes done by paper, service calls per service fix, difficulties coordinating calendars and customer service, imbalances of service workforce utilization, Inability to track service status and collect data is making it impossible for some businesses to grow.

Competitive Advantage – Better for Small to Medium-sized Businesses

1) WorkCEO cloud software doesn’t require an IT person to support it – You can Onboard in 1 hour
2) All-In-One In-app tools are super intuitive for all Techs and Admins
3) Our All-in Pricing scales with their growth

One-Pager Investor Brochure

Investor Pitch Deck

1) Problem & Solution
2) Customers
3) Features
4) Market Size & Growth
5) Go-To-Market Strategy
6) Customer Acquisition Strategy
7) Our Team

WorkCEO Videos & In The News

Investor Intro Video

WorkCEO Product Features: All-In-One Solution for Service Companies

Richmond, VA Lighthouse Labs Accelerator Investor Pitch

Press & News

WorkCEO Fall 2021 Lighthouse Labs Accelerator

Richmond Business Journal & Lighthouse Labs 

The ComeUp Minority Accelerator Finalist

F6S Startup Founder Profile

Field Service Software Future and Potential

Brochures

Cloud Field Service Management Best Practices

Field Service Management Process

Team Management Software for Field Service Business Operators

Selecting a Field Service Management Software Provider

Field Service Software Future and Potential

Our Team

Our Founder and three experienced Advisors (1 Founder + 3 Strategic Advisors) have passions and expertise partitioned on the lines of operations, sales and marketing.

Malcolm Brown (Founder) University of Pennsylvania (BA, Communications) University of Pennsylvania (BA, Fine Arts) Drexel University (MBA, Marketing, International Business) London Institute, Central St. Martins College of Art & Design (Advertising) NYU Stern College of Business (Marketing Management Certification)

Jason Brown (Chief Marketing Officer & Advisor) University of Pennsylvania (BA, Communications) University of Pennsylvania (BA, Fine Arts) St. Joseph’s University (MBA, Marketing, International Business) London Institute, Central St. Martins College of Art & Design (Certificate of Studies, Advertising)

Jodel Felix (Chief Sales Officer & Advisor) Alabama State University, Montgomery, AL (BA, Communications) University of Phoenix, San Diego, CA (MBA, Marketing, International Business) 2007, 2011 Salesperson of the Year, Lexmark

Charles Grau (Chief Technology Officer & Advisor) Chief Information Officer and Corporate Compliance Officer, Nordis Technologies, Inc., 2015 – Cybersecurity: Technology, Application, and Policy, MIT 2010 – Master of Business Administration, Keller Graduate School of Management, 2008 – Six Sigma Green Belt Lean Certification 2008 – Finance and Accounting, The Wharton School, UPenn 2004 – Master of Information Technology, American Intercontinental, Weston, FL 2003 – Bachelor of Information Technology, (Summa cum Laude), American Intercontinental University, Weston, FL

CUSTOMERS

WorkCEO Website

WorkCEO Subscription Login

WorkHIRE B2C Website

Industries

MAIN FOCUS: Pool Cleaning, Janitorial & Residential Cleaning, HVAC, Landscaping, Roofing

Contracting: Handyman, Roofing, Painting, Pest Control
Maintenance: HVAC, Electrical, Plumbing, Locksmith
Cleaning: Residential, Janitorial, Pool & Spa, Carpet Cleaners
Green Care: Lawncare, Tree Care, Landscaping, Snow Removal

Customer Company Size

Optimal Company size is 5-30 Employees/Technicians

Go-to-Market Strategy

1) Our go-to-market strategy starts with focusing on the right industries. We’re going after industries where we can be most impactful. For Us that’s Electricians, Plumbers & Contractors. They have the Greatest Need for Automation and the Best Chance for WorkCEO to Meaningfully Transform their Business.

2) Then we’re focusing on the right markets. Over 50% of service companies are concentrated in just 5 states/locales. Systematically learning as we grow, WorkCEO will scale with insight.

3) Once we’ve demonstrated success in targeting Electricians Plumbers and Contractors, we will automate the client acquisition process for other industries.

Messaging

Grow Your Business With the #1-Rated Field Service Software. The world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses.

WorkCEO helps businesses with estimates, job management, and dispatching. Features of the platform include GPS tracking, job status notifications, sales and lead management, online payments, dispatching, scheduling, and reporting.

VALUE TO CUSTOMERS

Value Proposition

Tools

Boost Productivity

Automated Invoicing & Follow-Ups
Scheduling & Dispatching
Mobile App & Business Continuity
Client Relationship Management (CRM)

Grow Revenue

Lead Management & Convert to Client
Online Client Portal
Client Communications & Notifications
Online Booking & Online Payments

Optimize Operations

Easy Estimates, Invoicing, and Payment Collection and Status Tracking
Easy Scheduling and Dynamic Job Views
Real-time Employee Management & Dispatch
Live Map GPS and Tracking

Gain Real-Time Insights

Job Status and 360° Process View
Job, Employee, Client and Lead Management Systems
Customizable & Personalized Dashboard
Advanced Quantitative & Qualitative Reporting

Win Customers

Build Rapport with Project History and Notifications Build Rapport with Project History and Notifications Win Customers Client Portal & Communications Client Portal & Communications Win Customers Proposal & Contract Tools Proposal & Contract Tools Win Customers Project Notes, Details & Attachments Project Notes

RESOURCES

WorkCEO Help Center

Working hand-in-hand with building the WorkCEO Community, having a Help Center, a central repository for Clients, Administrators, and Technicians alike to provide questions, feedback, tips and tutorials where there is Self-help.

Video Customer Support

1. How-To Videos Learn how to grow your service business, organize your field team and win more clients with WorkCEO

2. WorkCEO Features at a Glance Learn about the Features that makes your work easier, and faster, and more connected. See the WorkCEO platform and all of its tools.

3. WorkCEO Podcast – Everything Your Service Business Needs to Succeed Get more jobs. Deliver better service. Improve your leadership. Learn how WorkCEO can help your service business grow.

4. Discover More from our WorkCEO & Industry Experts Get industry and business advice from the experts. See your business grow.

5. Professionals at Work – WorkCEO Testimonials WorkCEO is a job scheduling, tracking and team management software for home service businesses.

Blog

Categories:

1. Marketing

2. Business Insights

3. Technology

4. Cleaning & Janitorial

 

INDUSTRY INFORMATION

Field Service Management (FSM)

The Field Service Management (FSM) Industry is an amalgamation of CRM technologies and GPS Mapping/Live tracking technologies. WorkCEO acquires and harnesses the most profitable data from its users and turns it into visual analytics with actionable insight. FSM was valued at $2.8B in 2019, and it is expected to reach $10B by 2026 with Compound Annual Growth Rate (CAGR) of 16%

Fleet Management Software (FMS)

Fleet management refers to the overall actions that take place to keep a fleet running efficiently, on time, and within budget. Responsibilities include vehicle maintenance, overseeing fuel consumption and fuel costs, driver management, asset utilization, route planning. It helps companies ensure compliance, improve efficiency, and reduce costs. This fleet management definition applies to any organization that uses five or more vehicles.

Examples: Verizon Connect, Fleetio, Samsara, KeepTruckin, TitanGPS

 

 

Enterprise Resource Planning (ERP) Software

Refers to a type of software that organizations use to manage day-to-day business activities such as accounting, procurement, project management, risk management and compliance, and supply chain operations.

Examples: Oracle NetSuite, Microsoft Dynamics 365, Oracle ERP Cloud, Sage Intacct

 

 

Asset Monitoring Solutions (AMS)

Asset tracking, in its simplest definition, is the method used to track a company’s physical assets either by scanning barcode labels attached to the assets or by using tags using GPS or RFID, which broadcast their location.

Examples: Asset Panda, JIRA Service Management, UpKeep, Freshservice

COMPETITORS

Founded in 2013, Housecall Pro helps home service professionals thrive. We offer an industry-leading SaaS operating platform combined with modern financial services and supporting business solutions, helping Pros run all aspects of their business.

www.housecallpro.com

 

 

 

Organize your service business and impress your clients Manage your business and back-and-forth with customers from one place. Estimate, quote, schedule, invoice, get paid—no software experience required.

www.getjobber.com

Workiz helps field service teams grow by giving them a platform to scale their business with no extra work. With Workiz, you can manage your pros, leads, jobs, workflows, and payments and deliver the highest quality service to your customers.

www.workiz.com

Competitor Map

Go-To-Market Target

5-Locals make up 50% of All US Service Businesses

California

67,696

Florida

65,272

New York, New Jersey,
Pennsylvania

70,823

East Coast

41,405

Texas

45,794

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Positioning for Small Businesses

We aim to be the All-In-One FIeld Service Business Tool, that is:

1) Most Affordable for Small to Medium Sized Businesses

2) Easiest & Fastest to Adopt for Small to Medium Sized Businesses

3) Most Actionable Data, Most Valuable to Admins & Dispatchers

4) Most Automated Processes

MARKETING COLLATERAL

Blog

Help Center

FAQ

Product Tour

Company

Press & Media

Careers

Contact