The CRM built for tradespeople
Dispatch, quotes, invoices, AI receptionist, and customer portal — everything your HVAC, plumbing, or electrical shop needs in one platform.
Trusted by trades companies across Canada
Everything you need to run your shop
Replace ServiceTitan, Housecall Pro, and other legacy CRMs with one platform — at a fraction of the cost.
Jobs & Dispatch
Drag-drop scheduling, calendar + map views, technician assignment. Never double-book again.
Quotes & Invoices
Good/better/best proposals, one-click payment collection, AR tracking built in.
AI Receptionist
Answers calls 24/7, books appointments, sends confirmations — while you stay in the field.
Smart Dispatch
Map-based job distribution, lasso-select for bulk assignment, route optimization.
Live Reports
Revenue, close rate, AR aging, tech leaderboard — dashboards your whole team can use.
Phones & SMS
Built-in calls, screen pops, threaded SMS inbox. Every conversation tracked.
Customer Portal
Clients approve quotes, pay invoices, request service, and book appointments online.
Enterprise Security
Row-level security, role hierarchy, audit logs. SOC 2 ready from day one.
Why trades companies switch to Workify
Set up in minutes, not weeks
Import your clients, set up your first job, and dispatch a tech — all in under 5 minutes.
AI that actually works
Our receptionist answers calls, books appointments, and sends confirmations. No missed leads, ever.
Pay as you grow
Start free. No contracts, no setup fees. Enterprise features unlock as your team grows.
Built for the field
iOS app for technicians, customer portal for homeowners, dispatch board for the office.
"We switched from ServiceTitan and cut our monthly software cost by 70%. The AI receptionist alone paid for itself in the first week — we haven't missed a call since."
Simple, transparent pricing
No hidden fees. No contracts. Cancel anytime.
Pro
Growing teams
- Everything in Starter
- AI Receptionist
- Timesheets
- Phone & SMS
- Priority support
Enterprise
Large operations
- Everything in Pro
- Custom integrations
- SSO / SAML
- Dedicated success manager
- SLA guarantee
Ready to run your shop smarter?
Join hundreds of trades companies who switched to Workify. Set up in under 5 minutes.
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