What is WorkCase?

WorkCase delivers an integrated platform specifically designed for construction and field service businesses seeking to centralize and automate their operations. Built to manage everything from project planning and asset tracking to invoicing and client communication, the platform ensures greater control and visibility across all aspects of business activities. Users can assign and track tasks, streamline work orders, manage team timesheets, and maintain full oversight of both assets and financials in real time.

WorkCase’s suite of customizable features supports scalability—serving small contractors to large enterprises with advanced integrations, compliance monitoring, and automated notifications. Powerful analytics, real-time project updates, connected CRMs, and seamless collaboration tools enable teams to stay informed and responsive while maximizing efficiency, improving customer satisfaction, and maintaining profitability throughout every project lifecycle.

Features

Centralized Project Management: Plan, execute, and monitor construction projects with real-time tracking and milestone management.
Automated Work Order Management: Create, schedule, and dispatch jobs with automated notifications and progress indicators.
Asset & Inventory Tracking: Real-time GPS and utilization tracking of equipment and materials, with automated stock alerts.
Comprehensive CRM: Store and manage client information, service histories, and communications in a unified repository.
Contract & Compliance Management: Secure document storage, compliance tracking, and automated contract renewals.
Advanced Task Management: Assign, prioritize, and monitor tasks with Gantt and Kanban boards and role-based assignments.
Integrated Invoicing & Billing: Generate branded invoices, automate payment reminders, and sync with accounting software.
Timesheets & Payroll Integration: Real-time employee timesheets linked to jobs and remote logging for field staff.
Service Request & Ticketing: Real-time intake, assignment, and resolution tracking for service requests and customer issues.
Team & Subcontractor Coordination: Scheduling, instant messaging, onboarding, and performance monitoring in one platform.

Use Cases

Managing complex construction projects across multiple sites
Coordinating field service operations and dispatching technicians
Tracking asset usage, location, and maintenance schedules in real-time
Automating invoice generation and tracking project billing
Maintaining up-to-date compliance and safety documentation
Monitoring team productivity and employee timesheets
Centralizing communication between clients, teams, and subcontractors
Generating and tracking project estimates, proposals, and bids
Handling service requests and tracking customer support tickets
Optimizing resource allocation and controlling project budgets

FAQs

What industries does WorkCase support?

WorkCase is designed for a wide range of service industries, including heavy construction, property management, HVAC, plumbing, electrical contracting, technology providers, and utility services, with solutions tailored to each sector’s specific needs.
How does WorkCase improve team communication?

WorkCase provides in-app messaging, real-time notifications, and client portals, keeping teams, clients, and subcontractors connected and informed throughout every project phase.
Can WorkCase help with compliance and safety tracking?

Yes, WorkCase offers tools for monitoring certifications, documenting safety inspections, and managing compliance documents to help businesses adhere to industry standards and safety regulations.
Does WorkCase offer real-time job and resource tracking?

Absolutely. WorkCase provides real-time tracking for jobs, technicians, and resources such as equipment and materials, optimizing resource allocation and keeping projects on schedule.
How does WorkCase help with financial management?

WorkCase offers detailed cost tracking for labor, materials, and overheads, allowing managers to compare budgets against actual spending. Customizable reports help monitor profitability, analyze expenses, and support data-driven financial decisions.