Every request has a home.
Organize homeowners, builder POs, addresses, products and installation notes.
SOFTWARE FOR INSTALLATION TEAMSA clear day.
A clear day.
For every crew.
Bring jobs, schedules and field updates into one place. Shape the workflow around the way your company actually works.
$799 one time. Full software package. Preview before purchase.
Office + fieldYour crews. Your process.
ONE WORKFLOW. EVERY INSTALL.01 / THE OFFICE
YOUR CREWS, IN SYNC
September, in view.
Sept 21–25
18 Willow Lane
Mailbox installation
8:00 AM
AssignedCrew A
42 Oak Ridge
Fireplace installation
10:30 AM
AssignedCrew B
7 Meadow Court
Final installation visit
1:00 PM
AssignedCrew C
September 22 · All crews
The field keeps the office in the loop.
Photos. Notes. Completion updates.
Interactive product illustration · sample jobs
Built with installation work in mindMailboxesFireplacesBuilder workHomeowner jobs
YOUR SOFTWARE. YOUR WAY.
Try it your way. Get the full package.
Choose your colors, shape your workflow, and see your setup in action before you buy.
$799one timeCustomize & try it Approve your preview before purchase.
FROM FIRST REQUEST TO FINAL PHOTOThe whole job.
The whole job.
Without the guesswork.
Keep the details attached to the work—so your office and installers can see what needs to happen next.
See the month. Move the work.
Assign crews, plan visits and review assigned and completed jobs together.
Give crews a clear next step.
Open jobs on a phone. Get directions, upload photos and update the checklist.
Know the last shared location.
See opt-in crew locations with timestamps and accuracy while the crew screen is open.
The right access for each role.
Keep office controls separate from assigned crew work and shared job documents.
Bring the office up to date.
Download monthly visit reports and review completed jobs for accounting.
Available in the working demo. Installable web app for phones and computers; internet is required for updates. No background GPS tracking.
OFFICE ↔ FIELDOne job record.
A better handoff.
A better handoff.
BUILT AROUND YOUR TEAMYour company.
Tell us about your team
Your company.
Your way of working.
Start with a practical installation workflow. Then tailor the setup to your products, crews and office process.
01
Show us how your jobs move.
From the builder’s PO or homeowner request to the final handoff.
02
Shape your company workspace.
Company details, crews, access and the workflow changes your team needs.
03
Plan the connections that matter.
Scope accounting, customer communication and voice assistance around your setup.
THE NEXT CONNECTION · PLANNED INTEGRATIONA helpful first answer.
A helpful first answer.
Even when the office is busy.
Plan an AI receptionist that takes installation inquiries, answers approved questions and routes callers to your team.
- New mailbox and fireplace inquiries
- Verified appointment questions
- Office transfers and callback requests
A custom voice can be explored with the voice owner’s consent and provider approval. Phone answering is not live in this demo.
Explore AI for my setupYour future front desk
AIExample call flow · not a live call
AI ASSISTANT
Hi, you’ve reached the installation team. I’m the AI assistant. How can I help?
CALLER
I need a new mailbox installed at my house.
AI ASSISTANT
I can take the details for the office. What’s your name and the installation address?
New installation inquiry → office review
Introduces itself as an AI assistant. Keeps a human handoff.
A SETUP THAT FITSStart with your team.
Start with your team.
Build from there.
Choose your colors, name your company, and try the workflow with sample jobs. Review your exact setup before purchasing the $799 full package.
YOUR TOOLS. A MORE CONNECTED WORKDAY.Keep the tools you know.
Keep the tools you know.
Connect the work between them.
From the builder’s PO to the office, the crew and accounting. Explore a setup built around how your company actually works.
Connections planned around your company. Browse available provider pathways and choose what you need. API access, builder permission and integration work are confirmed before purchase. These are not active connections in this demo.
QBConnector setup
QuickBooks Desktop
Keep your Desktop company file as the accounting record. A Windows connector and field mapping are required.
QBAPI integration
QuickBooks Online
Plan customer, invoice and payment updates through an authorized accounting connection.
SAPI integration
Stripe
Hosted payments and verified payment events, with a merchant account and payment setup.
SPProvider approval
SupplyPro / SupplyPro Connect
Explore purchase-order and schedule exchange using the builder’s supported connection and permissions.
BTAccess review
TradeTopia / BuildTopia
Bring your trade-partner workflow into the setup review. Access and exchange options depend on the builder.
ECIProvider approval
ECI home builder systems
Review available integration and API options for the specific ECI product your builder uses.
PO import templates & report exports in the softwareProvider names identify compatibility requests, not partnerships or endorsements.
A CLEAR PRICE. A DIFFERENT WAY TO BUY.A full package.
A full package.
One software purchase.
Compare the billing model, then try your own setup. Choose the workflow that fits your business.
One-time purchase · US dollars
- Jobs, purchase orders & crew scheduling
- Crew phone workflow, photos & notes
- Office reports & company administration
- Your brand, crews and approved setup
100% happy with your preview.See it. Customize it. Approve it before buying.
Software price only. Hosting, provider fees, AI/phone usage and requested custom development are scoped separately. Purchase terms and company activation must be ready before checkout opens.
Compare software charges over
WorkizContact sales for current pricing
Illustrative software charges, not total ownership cost or a feature-for-feature comparison. Jobber Core and Housecall Pro Basic are entry plans for one user. Rates held constant for the selected period; taxes, hosting, add-ons, service usage and setup are excluded.
Prices checked September 6, 2026. Jobber · Housecall Pro · Workiz
A FEW PRACTICAL QUESTIONS