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Built for the people who keep America working

One Platform. Every Job. Total Control.

From the first service call to the final payment, WORKTEC brings your entire contracting business together. Manage service calls, estimates, crews, construction projects, documents, customers, and financial performance in one connected platform.

The Platform

Run your entire operation. From one command center.

01

Scheduling & Dispatch

Organize service calls, manage job calendars and assign technicians.

02

Estimates & Proposals

Build professional Good, Better and Best estimates from organized pricing catalogs.

03

Job & Project Tracking

Follow every job and construction project, with documentation, purchase orders and change orders.

04

Contracts & E-Signatures

Create, review and electronically sign contracts and PDF documents.

05

Payments & Receivables

Manage deposits, progress billing and receivables. Payment processing requires activation.

06

CRM & Business Intelligence

Track customers and follow-ups, and monitor revenue and job profitability.

Service Meets Construction

Built for service. Engineered for construction.

WORKTEC supports both everyday service operations and complex, multi-stage construction projects, in one connected platform.

Everyday service

Keep every call, crew and customer moving.

From the first service call to the final invoice, WORKTEC keeps daily service operations organized: schedules, technicians, estimates and follow-ups in one place.

  • Service calls and job calendars
  • Technician assignment
  • Good, Better and Best estimates
  • Customer follow-ups

Complex construction

Run multi-stage projects with the paperwork they demand.

Manage commercial mechanical and construction projects from the first estimate to the last change order, with documentation and approvals kept together.

  • Project progress tracking
  • Purchase orders and change orders
  • Multi-page blueprint markups
  • Contracts and e-signatures

Core Capabilities

Every tool your business needs. Finally connected.

Scheduling & Team Management

Organize service calls, manage job calendars, assign technicians and keep every crew on the same page.

Estimates & Vendor Pricing

Build professional Good, Better and Best estimates from organized pricing catalogs and vendor cost references.

Project Management & Blueprints

Track project progress and documentation, purchase orders, change orders and multi-page blueprint markups.

Contracts & Digital Signatures

Create, upload, review and electronically sign contracts, purchase orders and PDF documents.

Payments & Job Profitability

Manage deposits, progress billing and receivables, and compare job costs, labor and materials against profit. Payment processing requires activation.

CRM & Marketing

Organize customer records, track opportunities, manage follow-ups and coordinate marketing campaigns.

For all service industries:
  • HVAC
  • Plumbing
  • Electrical
  • Contractors
  • & More

Business Intelligence

Know your numbers. Control your growth.

  • Job profitabilitySee what each job really earns.
  • Materials and labor costsCompare actual costs against the estimate.
  • Change ordersTrack approved changes as they affect the job.
  • Outstanding receivablesKnow what is owed and what is overdue.
  • Revenue trackingWatch revenue as work is completed and billed.
  • Owner-restricted financial reportingKeep sensitive financials visible to owners only.
Owner dashboardIllustrative example · sample data
Revenue (month)$186,400
Outstanding receivables$42,750
Approved change orders$18,900
Gross margin31.4%

Revenue tracking

Job cost breakdown

  • Labor 38%
  • Materials 46%
  • Other 16%
Sample figures for illustration only. Not real customer data.

Integrated Payments

From approved estimate to final payment.

BTEC Financial offers payment processing for WORKTEC customers. The intended workflow keeps every payment connected to the job it belongs to.

  1. 1

    Approved estimate

    The customer approves the work and signs.

  2. 2

    Deposit

    Collect the deposit up front.

  3. 3

    Progress payments

    Bill by stage as the project moves.

  4. 4

    Payment links & receivables

    Send payment links and track what is still owed.

Payment processing requires activation. A payment provider is enabled only after its integration has been configured and tested. Nothing on this page means a provider is already active on your account.

Available Now

The future of contracting starts here.

Less software. Less paperwork. More control over your business.

Available
Now
Request WORKTEC Info

Selected communication, payment, and integration capabilities require setup or activation. Additional mobile, dispatch, booking, and customer portal features are in development.

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