Features
One login. 73+ capabilities.
Everything below ships in WebWork today — organized the way you run your day, from the morning dispatch to the month-end close.
Drag-and-drop dispatch board
See every tech’s day side by side and move jobs in seconds.
Month planning view
Plan recurring service weeks ahead and balance load across routes.
Recurring service plans
Monthly, bi-monthly, quarterly, semi-annual, annual — set once, auto-schedule forever.
Time windows & business hours
Promise arrival windows you can actually keep.
Follow-up request queue
Callbacks and re-services tracked to closure, never lost on a sticky note.
Team tasks
Assign to-dos with priorities, due dates, and owners — overdue work surfaces on its own.
Territory management
Keep new work landing where your crews already are.
Google Calendar sync
Scheduled jobs mirror to your connected Google Calendar — WebWork stays the source of truth.
Visual route manager
Every stop on a map; cluster nearby jobs and tighten the day’s drive.
One-click route optimization
Drive-time-aware stop ordering that cuts dead miles.
One-tap parcel import
Pull the lot’s exact boundary and square footage straight from public parcel records — Florida statewide out of the box, no walking required.
GPS property mapper
Or walk a property to capture its boundaries and service zones from your phone, full-screen in the field.
Field documentation points
Drop typed points — bait, termite & rodent stations, problem areas, entry points, droppings, gnaw marks — and pin a photo to each.
Auto station placement
Lay out evenly-spaced monitoring stations around the structure in a tap — no measuring tape.
CAD-grade boundary editor
Fine-tune lot lines to legal-scale precision for bids and treatments.
Opportunity map
See customers, prospects, and revenue density on one map — sell where you already drive.
Verified visits
Every job is GPS- and time-stamped with photos and signatures. Proof, not promises.
Sales pipeline
Leads, stages, and values tracked from first contact to close.
Proposals & e-signatures
Send a proposal, customer signs on any device — or on the tech’s phone at the door.
Agreement templates
Standard contracts generated in seconds, stored on the account.
Automated follow-up cadences
Unanswered proposals chase themselves until they’re won or closed.
Field sales mode
Sales routes, lead capture, and on-site agreement signing in the mobile app.
Review requests
Completed-job emails invite happy customers to leave a review.
Estimates, work orders & invoices
One flow from quote to invoice — no retyping.
Pre-invoice service review
Approve completed jobs — photos, chemicals, signatures — before invoices go out, then release them in batches.
Card & ACH payments
Stripe-powered cards and ACH — or connect your Square account — with receipts sent automatically.
Payment in the field
Techs take card, card-on-file, cash, or check right at the job from the mobile app — checkout included in every visit.
Cards on file, three ways
Save a card at the office, at the door, or email the customer a secure add-card link — numbers never touch your servers.
Recurring billing & autopay
Subscriptions bill themselves and charge the card on file.
Statements & payment reminders
Monthly statements, overdue nudges, and collections workflows.
Credit memos, adjustments & refunds
Fix billing the right way, with a clean audit trail.
Batch operations
Generate, send, or remind on hundreds of invoices at once.
AR aging & financial reports
Know exactly who owes what, and how the month is tracking.
Bank reconciliation & vendor bills
Match deposits to payments and track the bills you owe. (Accounting+ module)
QuickBooks sync
Keep your accountant happy without double entry.
Today’s route
Stops in order with navigation, notes, and property access details at a glance.
Service execution
Checklists, photos, signatures, and completion in a couple of taps.
Chemical & material logs
Record products, quantities, and targets for compliance-ready records in chemical-applying trades.
Time tracking
Clock in/out and per-job time without another app.
Works offline
Dead zones don’t stop the day — data syncs when signal returns.
Push notifications
Schedule changes reach the field instantly.
Reviews, tips & earnings
Customer review requests, digital tips, and a technician earnings view — good work gets seen and rewarded.
White-label customer portal
Your logo, your colors — even your own domain.
Online booking
Customers request service without calling the office.
Self-serve invoices & payments
View history, download documents, pay online.
Pay now with any card or wallet
One-off card payments plus Apple Pay and Google Pay straight from the invoice link — saved card optional.
Communications center
Email and SMS conversations logged on the account.
Automated notifications
Reminders, on-the-way texts, completion summaries, receipts.
Full account history
Properties, agreements, documents, notes, and balances in one view.
Chemicals & products catalog
EPA numbers, formulations, and categories in one place.
Usage tracking
Every application logged to the job, the tech, and the property.
Stock management
See levels before the truck rolls, not after the callback.
Termite bait station tracking
Every station on the account — status, activity, and due-for-inspection flags at a glance.
WDO & station inspection logs
Log findings per inspection — evidence, live termites, station condition — and export the history as CSV.
Compliance-ready records
Pull complete treatment histories when the regulator asks.
EPA & Florida DEP reports
Run pesticide-usage and DEP annual reports, exportable as inspector-ready PDFs.
Ask your data anything (AI)
Type a question in plain English — “who owes us money?” or “how many jobs did each tech do last month?” — and the AI queries your business and answers with numbers, charts, and exports. No SQL, no spreadsheets.
AI Support Assistant
A chat assistant branded to your company that does the office work — creates leads, customer accounts, and follow-ups — and answers “how do I…” questions about the CRM, 24/7.
Secure analytics warehouse
Questions run against a read-only, tenant-isolated copy of your data — the AI can only ever read your company’s numbers, never write or reach another account.
Live dashboards
Revenue, AR, today’s schedule, and team performance at a glance.
Reports library
Revenue, route efficiency, services, payments — with CSV export.
Scheduled reports
The numbers you care about, emailed on your schedule.
AI churn predictions
Know which customers are at risk before they cancel.
AI schedule suggestions
Best appointment times suggested from the property’s history and each tech’s availability.
AI service recommendations
Upsell suggestions based on property and history.
Roles & permissions
Granular access for owners, office, sales, and techs.
Multi-branch
Run multiple locations under one roof with branch-level views.
Automations engine
Trigger emails, SMS, and tasks from business events — no code.
API, Zapier & webhooks
Connect WebWork to the rest of your stack.
Import & export
CSV in, CSV out — your data is never held hostage.
Audit & activity logs
Who changed what, when — always answerable.
Two-factor authentication
MFA for privileged accounts, encrypted credentials at rest.
Tenant isolation
Your data is structurally separated from every other company’s.
À la carte
Power-up modules, only when you need them
Core operations are included on every plan. These modules switch on per plan — or individually, so you never pay for shelf-ware. See what each plan includes →
Communication
Triggered Automations
Automated emails & SMS on business events (invoice overdue, appointment reminders, follow-ups).
Operations
Chemicals & Products
Material tracking, stock levels, and usage reporting.
Route Optimization
Route manager with drive-time optimized multi-stop routing.
Customer Experience
Customer Online Portal
Self-service portal: invoices, payments, appointments, documents.
Online Booking
Customers can request/schedule service from the portal.
Insights
Scheduled Reports
Recurring report generation delivered by email.
AI Insights
Churn predictions, schedule suggestions, and service recommendations.
AI Analytics Assistant
Ask questions about your business in plain English and get answers, charts, and exports.
AI Support Assistant
An in-app AI teammate, branded to your company: creates leads, customers, and follow-ups by chat, and answers "how do I…" questions 24/7.
Integrations
API & Zapier Access
API keys, OAuth apps, and the Zapier integration.
Sales
Property Mapper
Map estimation tools: draw boundaries, measure areas, price from the map.
Opportunity Map
Geographic prospecting around existing customers.
Sales Pipeline
Leads, opportunities, proposals, and pipeline reporting.
Back Office
Accounting+
Vendor invoices (AP) and bank reconciliation.
Organization
Multi-Branch
Multiple branches with per-branch users and territories.
Team
Applause (Reviews & Tips)
Post-service customer reviews and tips, 5★ Google review bonuses, and technician earnings tracking.
See all of it on your own data
Book a demo — we'll import your customers for free and walk your workflows.