FIELD SERVICE CRM WITHOUT THE ENTERPRISE PROJECT

Run the field team, customer history and revenue from one workspace.

WorkQuarter is for service businesses that have outgrown a basic job diary but do not want a heavyweight field-service rollout. Keep the work connected from first quote to the next renewal.

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Customers & sitesJobs & diaryQuotes & invoicesServiceRecurring revenueCustomer portalRevenue Finder
WHY WORKQUARTER

More capable than a basic job app. Lighter than enterprise field-service software.

The sweet spot is a team that needs proper customer history, permissions, finance workflow, service and recurring revenue — without months of implementation.

See the whole customer

Sites, jobs, quotes, invoices, assets, service and files stay tied to one account.

Find missed revenue

Surface overdue invoices, ageing quotes, upcoming renewals and uncovered customer opportunities.

Control the AI

Search and navigate immediately; data-changing commands are previewed and auditable.

THE PROBLEM

Less chasing the software. More running the business.

WorkQuarter is designed to keep the commercial and operational picture connected without forcing a service company into an enterprise implementation project.

Too many disconnected toolsReplace the diary + spreadsheet + quote app + file folder shuffle with one operating history.
Follow-up depends on memoryRevenue Finder turns forgotten commercial actions into a visible queue.
Field staff see too much or too littleRole-based access keeps operational work available without exposing office finance.
Customers keep emailing for documentsGive customers their own portal for quotes, invoices, service and account information.
BUILT AROUND REAL WORK

Built for installation, maintenance and service teams.

Whether work is reactive, scheduled, project-based or recurring, WorkQuarter keeps the customer and commercial context attached to it.

InstallationsQuote, schedule, complete, invoice and retain the installed asset history.
Reactive serviceLog requests, visits, notes and materials without losing the customer context.
Recurring maintenanceTrack agreements, due dates and renewal opportunity.
Multi-site customersKeep sites separate while retaining one customer-wide view.

See WorkQuarter with your workflow.

Start the 14-day trial yourself, or book a short founder demo and show us how your team currently handles jobs, quotes, service and recurring work.

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FAQ

Before you switch.

Can WorkQuarter replace a job scheduling app?

It includes jobs, diary, service requests and team workflows, but is designed to cover more of the customer and commercial lifecycle than scheduling alone.

Can engineers use it without seeing finance?

Yes. Field roles can be restricted from financial and administrative areas.

Does WorkQuarter have a customer portal?

Yes. Customer portal workflows cover quotes, invoices, service requests and account information.

Is there a free trial?

Yes. WorkQuarter currently offers a 14-day trial without a card during early access.