The base your crew runs on.
Jobs, takeoffs, invoices, scheduling, materials and your website — one system for trades and field service businesses. We set it all up; you run the business.
How you get to your base
Tell us about your business
A short call, not a form marathon. We learn what you do and who you serve.
We set everything up
Website, domain, email and CRM — configured in two days. You build nothing yourself.
You run the show
Jobs, measurements, materials and invoices run through one app from day one — at the desk and on the jobsite.
Not a pile of tools. One system for the whole business.
From takeoff to final invoice, from the jobsite to your website — here is how deep it actually goes.
Take measurements, send the estimate — in minutes
Enter areas and quantities right on the jobsite. Waste factors and markups calculate themselves. One tap turns the takeoff into a clean estimate — no scraps of paper, no Sunday-night math.
- Capture areas and quantities on mobile
- Waste and markup applied automatically
- One tap: takeoff becomes an estimate
Invoices and progress billing that hold up under audit
From estimate through progress billing to final invoice — one unbroken chain. Every change is recorded with who, what and when, so your books survive an IRS review or a client dispute.
- Complete audit trail on every document
- Progress and final invoicing
- Sales tax handled per jurisdiction
Know what you have before the crew is short on site
Stock levels, reorder points and what is staged on which job — at a glance. The status light warns you before the wire, the panels or the fixtures run out.
- Stock levels and reorder points
- Alert before you run short
- Assign materials to a job
| Item | On hand | Reorder | Status |
|---|---|---|---|
| 12/2 NM-B wire, 250 ft | 3 rolls | 5 rolls | |
| EV charger, 48Aneeded for Miller job · arriving Thu | 0 units | 1 unit | |
| Breaker, 20A single-pole | 42 units | 20 units | |
| Wire duct 2"×2" | 12 sticks | 20 sticks |
Plan crews and PTO without wrecking the schedule
Time off, remaining balances and availability in one crew calendar. WorksiteBase flags the weeks where you are short-handed — before jobs start slipping.
- PTO and balances in the crew calendar
- Short-staffing warning by week
- Plan around your busy season
Hours and time-and-material tickets straight from the field
Your crew logs hours and extra work where it happens — on the jobsite. T&M tickets get signed off on the spot, so nothing goes missing when you bill.
- Log hours on mobile
- T&M tickets signed on site
- Nothing lost between field and invoice
A website that gets you found locally
A professional company website with your own domain and email — built for you. Leads land straight in your CRM, and you show up where your customers actually search: in your service area.
- Website, domain and email included
- Leads straight into the CRM
- Found in your service area
More work from the customers you already have
Remind past customers about maintenance, inspections or seasonal service — targeted by segment. A handful of clicks turns your customer list into booked jobs.
- Reach customers by segment
- Automatic maintenance reminders
- Turn your list into new work
Built for the way your trade works
Every trade runs differently. WorksiteBase speaks the language of your jobsite.
Fair, month to month, no fine print
Start free and visible — upgrade whenever you are ready.
- Company profile with photos
- Up to 3 services listed
- Contact form
- No contract, no card
- Your own website and domain
- Hosting, SSL and email included
- Job management and CRM
- Estimates and invoicing
- Scheduling and dispatch
- Mobile app for the crew
- Priority support
- Everything in Professional
- Progress billing and retainage
- Customer portal
- Crew and PTO management
- Job costing and reporting
- Dedicated account contact
Common questions
Do I need to be technical?
No. Setup, hosting and maintenance are on us. You manage jobs, customers and invoices through one straightforward app — at the desk and on the jobsite.
Which businesses is WorksiteBase built for?
Trades and field service: electrical, HVAC, plumbing, roofing, landscaping, general contracting, painting, flooring, concrete, drywall, solar and excavation.
Will my records hold up in an audit?
Yes. Every estimate, invoice and payment carries a complete audit trail — who changed what and when. Documents cannot be silently altered after the fact, which is exactly what an IRS review or a client dispute turns on.
How does sales tax work?
Tax is calculated per jurisdiction based on where the work is performed, and it stays attached to the invoice so your filings match your books.
Can I cancel anytime?
Yes. Month to month, no minimum term.
Ready to get your business in order?
Start free and visible — or let us set the whole thing up in two days.