# WorkBoss

> WorkBoss is an all-in-one field service management platform built by tradespeople, for tradespeople. With 30+ years of real-world field service experience behind it, WorkBoss helps trade businesses manage customers, estimates, invoices, payments, scheduling, dispatch, and inventory — all from one app.

## By the Numbers

- 37% average increase in jobs completed per week
- 3 days average time to get paid with WorkBoss Pay
- 5 hours saved per week on admin and paperwork

*Based on aggregate data from active WorkBoss customers, 2025.*

## Features

### All Plans

- **Customer CRM** — Unlimited customers with complete profiles, service history, payment status, property details, and pipeline views (Kanban or list)
- **Estimates & Invoices** — Build professional estimates on-site, convert to invoices with one tap, automatic tax calculation, and real-time status tracking
- **Products & Services (Price Book)** — Save and reuse line items across estimates and invoices
- **Task Management** — Track jobs and tasks, assign to team members, and update statuses
- **WorkBoss Pay** — Accept credit cards, debit cards, ACH, and Apple Pay. Payment links for customers, real-time notifications, and funds deposited within 3 business days
- **QuickBooks Online Integration** — Two-way sync of invoices, payments, and customer data at no extra cost
- **Mobile App** — iOS and Android apps with offline sync, on-site estimates, real-time schedules, customer details, and payment collection

### Scheduling & Dispatch (DispatchBoss and RetailBoss)

- **Jobs & Scheduling** — Visual calendar with drag-and-drop job assignment, week/day views, and color-coded technician availability
- **Dispatch Board** — Kanban-style board for assigning and tracking jobs across your crew in real time
- **Technician App** — Daily schedules, job details, navigation, time tracking, and real-time updates from the office

### Retail & Inventory (RetailBoss)

- **Point of Sale** — In-store transaction processing with integrated card reader (included)
- **Inventory Management** — Track stock levels, link inventory to estimates and invoices, and get low-stock alerts

## Industries Served

WorkBoss serves trade businesses across these industries with tailored workflows and dedicated resources:

- [Plumbing](https://workboss.com/plumber/)
- [Electrical](https://workboss.com/electrician/)
- [HVAC](https://workboss.com/hvac/)
- [Water Treatment](https://workboss.com/water-treatment/)
- [Landscaping](https://workboss.com/landscaping/)
- [Cleaning Services](https://workboss.com/cleaning-business/)
- [Handyman](https://workboss.com/handyman-software/)
- [General Contracting](https://workboss.com/contractor/)

## Pricing

All plans include a 14-day free trial (no credit card required), unlimited customers, unlimited estimates and invoices, WorkBoss Pay, QuickBooks sync, mobile app access, and free onboarding support. Save 15% with annual billing. Cancel anytime.

- **WorkBoss** — $79/month for 1–5 users. The essentials: customer CRM, estimates, invoices, payments, and task management. Additional users $12/month each.
- **DispatchBoss** — $129/month for 1–5 users. Everything in WorkBoss plus job scheduling, dispatch board, and technician app. Additional users $12/month each.
- **RetailBoss** — $269/month for 1–10 users. Everything in DispatchBoss plus point of sale, inventory management, and a card reader included. Additional users $12/month each.

[Full pricing details](https://workboss.com/pricing/)

## Languages

The WorkBoss website and application are fully available in English and French.

- English: [workboss.com](https://workboss.com/)
- French: [workboss.com/fr](https://workboss.com/fr/)

## Partner Program

WorkBoss offers a partner program with 20% recurring revenue share (no caps) across three partner types:

- **Referral Partners** — Tracking dashboard and co-branded landing pages
- **Reseller Partners** — Wholesale pricing, volume discounts, white-label options, and dedicated partner manager
- **Technology Partners** — Full REST API access, sandbox environments, and marketplace listing

[Partner program details](https://workboss.com/partners/)

## Key Pages

- [About](https://workboss.com/about/) — Our story and values
- [Customers](https://workboss.com/customers/) — Customer success stories
- [Webinars](https://workboss.com/webinars/) — Live training and on-demand replays
- [Help Center](https://workboss.com/help/) — Support articles
- [Guides](https://workboss.com/guides/) — How-to guides
- [Contact](https://workboss.com/contact/)

## Product Pages

- [Field Service CRM](https://workboss.com/field-service-crm/)
- [Estimates](https://workboss.com/estimates/)
- [Invoicing](https://workboss.com/invoicing/)
- [Scheduling](https://workboss.com/scheduling/)
- [Mobile App](https://workboss.com/mobile/)

## API

WorkBoss provides a REST API for mobile apps and third-party integrations.

- Base URL: `https://app.workboss.com/api`
- Authentication: Bearer token. Include `Authorization: Bearer {token}` and `Accept: application/json` headers.
- Content-Type: `application/json` for all requests and responses.
- IDs: All resource IDs are UUIDs.
- Money: All monetary values are returned as floats in USD (e.g., `125.50` means $125.50). Send monetary values as floats when creating or updating resources.
- Pagination: List endpoints return `{ "data": [...], "links": {...}, "meta": {...} }`. Use `?per_page=N` to control page size (default 15).
- Errors: Validation errors return `422` with `{ "message": "...", "errors": { "field": ["..."] } }`. Unauthorized returns `401`. Forbidden returns `403`.

### Resources

- **Auth** — Login, social login (Apple/Google), password reset, logout
- **Dashboard** — Aggregated stats, recent jobs, invoices, tasks, upcoming appointments
- **Customers** — List (search), view, update, archive/unarchive
- **Estimates** — CRUD, accept, close, reopen, schedule, send to customer, manage line items
- **Invoices** — CRUD, send to customer, mark paid, void, manage line items
- **Jobs** — CRUD, complete, schedule, manage line items
- **Pipelines & Opportunities** — View pipelines with stages, CRUD opportunities
- **Tasks** — List (filter by today/upcoming/completed), view, toggle complete
- **Appointments** — CRUD with date range filtering
- **Items (Price Book)** — List (search) and view catalog items
- **Profile** — View/update user profile, change password
- **Team** — List organization members

### Full Documentation

- [Complete API Reference](https://app.workboss.com/llms-full.txt): All 65 endpoints with request parameters and response shapes