Service history that compounds
Every visit makes the customer record more useful instead of disappearing into a closed ticket.
WHY WORKQUARTER
The real value is what happens after the first job.
For maintenance businesses, customer lifetime value comes from repeat service, contracts, renewals and knowing what has already happened at each site.
Recurring contracts
Track ongoing agreements, due dates and customer/site context in one place.
Revenue Finder
Surface renewals, uncovered sites, quotes and overdue invoices that deserve action.
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.
Closed tickets lose contextKeep visits, notes, materials, assets and files tied to the customer/site.
Renewals hide in spreadsheetsBring recurring contracts and next due dates into the CRM.
Customers have multiple locationsTreat each site separately without splitting the customer relationship.
Opportunity is invisibleRevenue Finder gives office users a queue of commercial actions to review.
BUILT AROUND REAL WORK
A CRM that expects customers to come back.
WorkQuarter is designed around an ongoing service relationship, not only a one-off job pipeline.
Reactive maintenanceCapture requests, visits and resolution history.
Planned maintenanceSchedule and track recurring commitments.
Asset-led serviceUse installed equipment and warranty context during future work.
Renewals & upsellKeep upcoming recurring revenue and service gaps visible.
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.
FAQ
Before you switch.
Can one customer have many sites?
Yes. WorkQuarter supports multiple sites linked to the same customer account.
Can I track recurring service agreements?
Yes. Recurring contracts and next due dates are core WorkQuarter records.
Does Revenue Finder automatically send sales messages?
No. It surfaces opportunities for review. Automation and AI actions are designed with explicit controls and guardrails.
Can customers raise service requests?
Customer portal workflows include service request creation.