Accounting & Payments
- QuickBooks Online
Send a payment link from the job and see the transaction land in QuickBooks. No re-keying invoices at month end.
All-in-one business platform
Sell, deliver, and decide in one system.
Worknex is the operating system for customers, quotes, jobs, scheduling, inventory, and teams — so nothing slips between tools.
Watch the product moments — demos play on their own.
Built for teams that sell and deliver in the field
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What you get
Three motions that run your business.
01
Sell more
CRM, pipeline, and quotes with full customer history.
02
Deliver faster
Jobs, scheduling, routes, and inventory in one flow.
03
Decide smarter
Live dashboards and reports by branch and period.
CRM & Contacts
Create a contact in seconds.
Watch the real New Contact modal fill in — then the same create flow your team uses every day.
- Open New Contact from the live list
- Fill real fields with the product cursor
- Submit with the same Create Contact action
Quotes & E-Sign
Quotes in minutes — signed online.
Open Sign in App from the quote, then watch the customer draw and submit — the same path your team uses.
- Open Contract on the estimate
- Click Sign in App
- Draw a signature and submit
Scheduling & Dispatch
Less drive time. More jobs per day.
Open today’s appointment and see the job context — how the crew calendar works.
- Weekly crew calendar at a glance
- Open event detail with job context
- Customer, time, and notes in one place
Dashboards & Reports
See the business in real time.
Pick a location, then cycle week → month → quarter so you see how leaders actually read the business.
- Location filter (ALL / CT / RI / MA)
- Live period switching on the scoreboard
- Funnel KPIs that update with each filter
Integrations
Works with the tools you already pay for
Your crews, your bookkeeper, and your suppliers don’t want another login. We connect the systems you already run so the data moves on its own — no exports, no double entry.
- QuickBooks Online
- RingCentral
- Vapi
- Hatch
- sent.dm
- GoHighLevel
- Nearmap
- RoofScope
- Artemis Solar
- Smarty
- Mapbox
- QXO / Beacon
- Amazon S3
- OpenAI
- Your email domain
QuickBooks Online
GoHighLevel
QXO / Beacon
RingCentral
Vapi
Hatch
sent.dm
Nearmap
RoofScope
Artemis Solar
Smarty
Mapbox
Amazon S3
OpenAI
Your email domain
- Accounting & Payments
- Phone, Text & Voice AI
- Marketing & Lead Capture
- Property Data & Measurement
- Suppliers & Ordering
- Runs on your accounts, not ours
Marketing & Lead Capture
- GoHighLevel
Leads from your campaigns enter the pipeline the moment they’re created, and leads created in the CRM push back to marketing. Multiple sub-accounts supported, so each branch keeps its own.
Suppliers & Ordering
- QXO / Beacon
Browse the supplier catalog, place orders, and track deliveries against the job that needs them.
Phone, Text & Voice AI
Every conversation attached to the right customer.
- RingCentral
Calls, texts, and recordings attach themselves to the right customer and job automatically.
- Vapi
A voice AI agent that answers, qualifies, and logs the conversation into the CRM.
- Hatch
Two-way messaging workspaces with contact sync.
- sent.dm
SMS for verification codes and templated updates to homeowners.
Property Data & Measurement
Know the property before anyone drives out to it.
- Nearmap
Current aerial imagery on every property record.
- RoofScope
Order a roof measurement and get the report back inside the job.
- Artemis Solar
Measurement projects and reports for solar and roofing work.
- Smarty
Every address validated and enriched with GIS data before it becomes a job.
- Mapbox
Maps, geocoding, and property context across dispatch and address tools.
Runs on your accounts, not ours
Enterprise buyers always ask the same question: “where does my data live?” It lives with you — under your keys, in your accounts, on your domain.
- Amazon S3
Files and generated documents live in your own bucket.
- OpenAI
AI features run on your own API key, with your data staying in your account.
- Your email domain
Outgoing mail and notifications send from your address, not a vendor’s.
Don’t see what you use?
If it has an API, we’ll connect it. Building the integration is part of the system we deliver — not a change order six months later.
Integrations are enabled per company. We switch on what you actually use and keep the rest out of your way.
Ready to level up how you run your business?
Customers, sales, quotes, teams, scheduling, inventory, and finances — all in one system.