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Booking Page + QR Code
Every account gets a branded customer-facing booking page at your own link. Share the URL or print the QR code on a truck wrap, invoice, or fridge magnet - customers tap it to request service or book an appointment directly, any time of day.
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Tech Safety Photo on Dispatch
When your tech is dispatched, customers get a text with their photo and name. They get another text when the tech is on the way and again when they arrive. Builds trust, reduces status calls, and keeps homeowners comfortable letting someone in.
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Manual J Load Calculator
The only HVAC software with a built-in Manual J calculator for all 50 states. Size equipment correctly, document your load calculations, and stop using a separate tool.
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Digital Maintenance Agreements
Send agreements for digital signing - no printing, no scanning. Track active, expired, and upcoming renewals automatically. Auto-schedule the next service date when one is signed.
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AI Lead Assistant (24/7 Lead Capture)
Your AI Lead Assistant handles new inquiries on your website around the clock, qualifies leads, and helps book appointments. Every conversation is logged so you can follow up with full context.
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Customer Portal
Every customer gets a branded portal with magic-link login - no app, no password. View invoices, pay online, check agreements, request service. Reduces inbound calls dramatically.
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Parts & Inventory Tracking
Track parts per job, get low-stock alerts, and auto-deduct inventory on job completion. Know what's on your truck and what to reorder - no spreadsheet required.
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QuickBooks Online Sync
Invoices, payments, and client records sync directly to QuickBooks Online. No double entry, no CSV exports, no reconciliation headaches at the end of the month.
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Satellite Measuring Tool
Measure any roof, structure, or property directly from satellite imagery - right inside WerkOps. Get accurate square footage for load calcs and equipment sizing without a site visit.