WorkCEO Review
OUR SCORE 80%
- What is WorkCEO
- Product Quality Score
- Main Features
- List of Benefits
- Awards Section
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is WorkCEO?
WorkCEO is a field service software that enables you to manage jobs, clients, and employees for field service businesses like plumbing, electrical and commercial and residential HVAC. It allows you to schedule tasks, track your team through GPS, and create estimates and invoices. It also supports mobile notifications and two-way text messages so that you can communicate with your clients. WorkCEO is equipped with a CRM function to help you centralize all client information, including their contact numbers and locations. It also allows you to manage service contracts, upload photos, and share work orders. Additionally, WorkCEO provides a client portal where your customers can update their information, access their payment history, and see open invoices. WorkCEO offers a mobile app where your employees can access job information, check their calendars, and input additional notes. The mobile app also supports communication between team members through the built-in chat.Product Quality Score
WorkCEO features
Main features of WorkCEO are:
- Scheduling
- Live Map GPS
- Estimates
- Invoicing
- Client Management
- Online Payments
- Lead Management
- Job Management
- Mobile App
- Dispatching
- Team Management
- Reports
WorkCEO Benefits
The main benefits of WorkCEO are providing job management tools, generating estimates and invoices, and helping you collaborate with your team
Provides job management tools
WorkCEO provides scheduling, tracking, and timekeeping tools. The calendar offers an overview of your team’s workload and availability. Items can be sorted based on the status of the job. You can also add location details, job notes, and relevant documents and photos. WorkCEO enables you to track your team through the map GPS and send real-time notifications for when your team is en route. It also allows your employees to log time worked in the field.
Generates estimates and invoices
WorkCEO improves your productivity and efficiency in creating estimates and invoices. It automatically calculates taxes and supports price changes, such as discounts and additional charges. It also enables you to convert estimates into job orders and invoices. Additionally, WorkCEO allows your clients to view, accept, and sign estimates and invoices through the client portal for transparency. It also supports online payments.
Helps you collaborate with your team
WorkCEO offers collaborative tools to help you and your team communicate. It provides a mobile app with an in-built chat. Their data is also synced to that of the dispatch team for on-the-go task assignments. You can control your team’s roles and permissions for better security. WorkCEO also generates actionable analytics that provide insight into your revenue, trends, and productivity, among others.
Awards Section
- Great User Experience Award
- Rising Star Award
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
WorkCEO Integrations
The following WorkCEO integrations are currently offered by the vendor:
No information available.
Video
Customer Support
Pricing Plans
WorkCEO pricing is available in the following plans:
