Frequently Asked Questions

Group Email send email, in confidence, to multiple vendors with one click
Work Form Email use Work's powerful email forms to keep a copy of all communication from within Work
Email Templates create custom email templates with custom fields
Mailto Email send email from your local email client (ex Outlook, Gmail)
Job Management
Work Email History view all email sent and received through Work
Job Management multi-featured job management solution for team collaboration
Job User Management assign users to specific jobs
Job File Storage integrated file manager
Job Photos store job specific photos of completed jobs and surveys
Job Notes keep job specific notes
Job Data Import import customers, locations and jobs from spreadsheet templates
Job Data API Synchronization automatically synchronize customers, locations and jobs via API
Quickbooks Online Integration import QBO customers into Work, display transactions in Work and export Work customers to QBO
Dashboard view a snapshot of recent job activity and current week's events
Calendar custom team / resource calendars eliminate scheduling headaches
Mobile Friendly Interface access job details, calendar of events and easily upload job files and photos from your phone
Reporting powerful reporting interface
Phone/Email Support 8/5 live telephone and email support
Referral Rewards earn Gift Cards2 for referring vendors to Work
Popup Messaging disable popup messaging that's not related to your account
Communication Preferences opt out of surveys and marketing email
Job Searches1 51 per rolling 30 days
Vendor Profiles1 51 per rolling 30 days
Users 3 each additional user is $5/month
File Storage 25GB* * can purchase additional storage

1 User activity is subject to the Terms of Use.
2 Restrictions apply, see

The Work subscription is $35 per month for up to three (3) users. Each additional user is $5 per month. Highlights of Work include:

  • Simple and effective customer and job management
  • Dashboard snapshot of recent job activity as well as currrent week's events
  • Shared calendar to eliminate scheduling headaches
  • Integrated file manager to store job files where all users can find them
  • Access job details, calendar and easily upload files & photos from your phone
  • Up to three (3) users (each additional user is $5 per month)
  • View all email sent and received through Work
  • Integrate with QuickBooks Online
  • Create and use email templates for simple and consistent emailing
  • Up to fifty (50) searches1 per company per rolling 30 day period
  • Up to fifty (50) vendor profiles1 per company per rolling 30 day period
  • Free trial

1 User activity is subject to the Terms of Use.

Work subscriptions are limited to fifty (50) searches and fifty (50) vendor profile views per company per 30 day period. If the combined total usage of all of your company's users reaches either the search or vendor profile limit, all of your users' ability to access vendor features only within Work will be suspended until such time as your company's rolling 30 day activity reset window is reached. All vendor features for your user accounts will be automatically reinstated and your usage counts will be reset on the eve of your rolling 30 day activity reset window.
Yes, Work can be integrated with your QuickBooks Online account. Connecting your QuickBooks Online and Work accounts will allow you to import QuickBooks Online customers into Work as new customers, display transactions in Work for QuickBooks Online customers and export Work customers into QuickBooks Online as new customers.
You can export an Excel spreadsheet of most anything you dream of. A detailed list of your vendors, customers, locations and jobs!
When logged into Work, click on the Help icon (?), then select Feature Request from the dropdown. We love building stuff (boring software code to most people), so let us know what you're thinking!
YES and it's free. Totally Free Support.
Yes. Very secure. All of the data is stored on secure servers with SHA-2 and 2048-bit encryption, the same encryption financial institutions use.
As a security measure, your Work session will automatically timeout after 120 minutes of inactivity. This security feature is intended to prevent another individual from accessing your personal Work account while your computer is unattended. If you have timed-out of your session, you will be prompted to login again with your email and password.

Please note that it's always considered best practice to log out of Work (and any other login protected service) anytime you expect to be away from your the application for any significant period of time.