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Pick a Plan Later.

Start Free Trial

Starter

For small teams trying out WorkCEO for an unlimited period of time.

Free

Up to 3 users ($30/mo/additional user)

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Premium

Connect your team, impress your customers and leverage tools for accelerated growth.

$49/month

Up to 5 users ($30/mo/additional user)

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Professional

The basics tools you need to build your business and track your growth.

$129/month

Up to 10 users ($30/mo/additional user)

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Job Management

Starter

Premium

Professional

Routing & Mapping

Availability of maps on smartphones or on pre-installed geo tracking devices provides technicians with route direction towards their job location along with en route traffic details, alternate routes, and more.

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Scheduling

This feature enables you to receive job requests from your customers, assign request orders to your staff and field agents, prioritize and schedule daily activities, and manage every aspect of your field service business to provide better customer service.

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Job Notes & Attachments

Project notes can be used by business managers to leave service related comments for the field agents or to highlight any special request or feedback made by the customer about the service.

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Time & Expense Tracking

Capability to track both time and expenses incurred by the field staff while completing the assigned service request and use that information during final billing.

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Job Forms & Reports

Set of tools for tracking and assigning jobs, managing every aspect related to job handling and gain insights from pre-built reporting documents.

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Client Management

Starter

Premium

Professional

Client Manager CRM

CRM solution to seamlessly transfer customer details and service history to improve customer engagements and provide better service quality.

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Client Portal

Client portal, also known as self-service portal, is a dedicated portal for customers to perform basic administrative activities such as making service requests, tracking job progress, making payments, giving feedback, import/export documents, communicating with service agents and more.

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Online Booking

Multiple devices allow customers to schedule jobs on the spot via the WorkCEO App or on the desktop through the Client Portal.

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Auto Client Notification

Allows users to automatically send notifications and alerts to both office staffs and field agents about job updates via email, SMS or push notifications.

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Two-way Text Messaging

The feature allows field service providers to make both inbound and outbound communications to customers, the dispatch administrator and even communicate with other mobile employees.

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Auto Client Notifications

Leverage customer contact information for job reminders and notifications. Also refers to maintaining contact between back offices and mobile employees in the field.

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Estimates & Invoices

Starter

Premium

Professional

Quoting & Estimates

Enables service managers to receive and analyze customer requirements and quote a suitable service cost to them based on the estimated time and resource consumption.



Online Payments

The feature allows your field agents to generate and send invoice just after completing the job and accepting payments from the customer through various non-cash payment modes such as bank cards, ACH and eChecks.

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Automatic Payments

Manages customer balances and send invoices for payments. Also enables mobile payments, allowing customers to make payments instantly after the service request is complete.



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Automated Invoicing

This feature deals with managing the financial part of your service, such as billing customers, accepting payments, generating invoices, and sharing service receipts with customers.



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Estimates Convert to Jobs

Create and send estimates in seconds with pre-populated product and service line items. Convert estimates to jobs with one click.

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E-Signatures

This feature allows your field agents to get bills, invoices and other documents digitally signed by the customer.

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Team Management

Starter

Premium

Professional

Mobile App

This feature offers mobile employees the capability to access all or limited set of functions on their mobile device, using the dedicated mobile apps or through the native mobile browsers.



Employee Management

Assists in monitoring and tracking technicians’ activities, assigning daily requests, updating them with service requests, tracking their location, and communicating with them in real-time.



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Advanced Reporting

Allows users to create custom reports related to service times, contacts, revenue, customer history, and a lot more. These reports can be used to generate business insights and make informed business decisions.





Employee Custom Portal

Tracks and monitors the progress of Employee details, minor HR functionality and jobs from scheduling to assignment to beginning and throughout the work to completion and payment.





Start Free Trial

Full WorkCEO Software Feature List

▸ Scheduling

▸ Live Map GPS

▸ Estimates

▸ Team Management

▸ Reports

▸ Mobile App

▸ Job Management

▸ Invoicing

▸ Client Manager

▸ Online Payments

▸ Dispatch

▸ Lead Generation

▸ Mobile App

▸ Client Portal

▸ Time Tracking

▸ Task Automation

▸ Expense Tracking

▸ Metrics Dashboard

▸ Jobs Notes & Attachments

Try WorkCEO for Free.

Start Free Trial

Try WorkCEO Free Now. Pick a Plan Later.

Starter

For small teams trying out WorkCEO for an unlimited period of time.

Premium

Connect your team, impress your customers and leverage tools for accelerated growth.

Professional

The basics tools you need to build your business and track your growth.

Job Management

Starter

Premium

Professional

Routing & Mapping

Availability of maps on smartphones or on pre-installed geo tracking devices provides technicians with route direction towards their job location along with en route traffic details, alternate routes, and more.

Scheduling

This feature enables you to receive job requests from your customers, assign request orders to your staff and field agents, prioritize and schedule daily activities, and manage every aspect of your field service business to provide better customer service.

Job Notes & Attachments

Project notes can be used by business managers to leave service related comments for the field agents or to highlight any special request or feedback made by the customer about the service.

Time & Expense Tracking

Capability to track both time and expenses incurred by the field staff while completing the assigned service request and use that information during final billing.

Job Forms & Reports

Set of tools for tracking and assigning jobs, managing every aspect related to job handling and gain insights from pre-built reporting documents.

Client Management

Starter

Premium

Professional

Client Manager CRM

CRM solution to seamlessly transfer customer details and service history to improve customer engagements and provide better service quality.

Client Portal

Client portal, also known as self-service portal, is a dedicated portal for customers to perform basic administrative activities such as making service requests, tracking job progress, making payments, giving feedback, import/export documents, communicating with service agents and more.

Online Booking

Multiple devices allow customers to schedule jobs on the spot via the WorkCEO App or on the desktop through the Client Portal.

Auto Client Notification

Allows users to automatically send notifications and alerts to both office staffs and field agents about job updates via email, SMS or push notifications.

Two-way Text Messaging

The feature allows field service providers to make both inbound and outbound communications to customers, the dispatch administrator and even communicate with other mobile employees.

Auto Client Notifications

Leverage customer contact information for job reminders and notifications. Also refers to maintaining contact between back offices and mobile employees in the field.

Estimates & Invoices

Starter

Premium

Professional

Quoting & Estimates

Enables service managers to receive and analyze customer requirements and quote a suitable service cost to them based on the estimated time and resource consumption.

Online Payments

The feature allows your field agents to generate and send invoice just after completing the job and accepting payments from the customer through various non-cash payment modes such as bank cards, ACH and eChecks.

Automatic Payments

Manages customer balances and send invoices for payments. Also enables mobile payments, allowing customers to make payments instantly after the service request is complete.

Automated Invoicing

This feature deals with managing the financial part of your service, such as billing customers, accepting payments, generating invoices, and sharing service receipts with customers.

Estimates Convert to Jobs

Create and send estimates in seconds with pre-populated product and service line items. Convert estimates to jobs with one click.

E-Signatures

This feature allows your field agents to get bills, invoices and other documents digitally signed by the customer.

Team Management

Starter

Premium

Professional

Mobile App

This feature offers mobile employees the capability to access all or limited set of functions on their mobile device, using the dedicated mobile apps or through the native mobile browsers.

Employee Management

Assists in monitoring and tracking technicians’ activities, assigning daily requests, updating them with service requests, tracking their location, and communicating with them in real-time.

Advanced Reporting

Allows users to create custom reports related to service times, contacts, revenue, customer history, and a lot more. These reports can be used to generate business insights and make informed business decisions.

Employee Custom Portal

Tracks and monitors the progress of Employee details, minor HR functionality and jobs from scheduling to assignment to beginning and throughout the work to completion and payment.

Full WorkCEO Software Feature List

▸ Scheduling

▸ Live Map GPS

▸ Estimates

▸ Team Management

▸ Reports

▸ Mobile App

▸ Job Management

▸ Invoicing

▸ Client Manager

▸ Online Payments

▸ Dispatch

▸ Lead Generation

▸ Mobile App

▸ Client Portal

Try WorkCEO Free Now.
Pick a Plan Later.