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.
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
Approved estimate
The customer approves the work and signs.
2
Deposit
Collect the deposit up front.
3
Progress payments
Bill by stage as the project moves.
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.
Selected communication, payment, and integration capabilities require setup or activation. Additional mobile, dispatch, booking, and customer portal features are in development.
Get Started
Ask about WORKTEC
Tell us about your business and a BTEC specialist will reach out with the details. No pressure, no obligation.
Request WORKTEC info
Everything below is optional except how to reach you.