Your phone is the card reader
Customer taps their card or phone to yours — paid before you leave the driveway. No extra hardware to carry or charge.
Home service business software
Workly takes a job from the first message to the final payment: quote it in minutes, get the estimate signed, schedule the visit, turn it into an invoice in a tap, and take the card before you leave the driveway. All from your phone — no laptop, no admin night.
No more napkin math and text-message quotes. Put together a clear, itemized estimate on site, send it in a tap, and get a yes before the competition even replies.
Save your services and prices to your pricebook once. Next time, tap to drop them into any estimate or invoice — no retyping, no guessing what you charged last time.
Most pros charge less than they could. Workly’s AI checks the service and your location and shows what the job should actually cost — so every estimate makes you money and still wins the customer.
Instant auto-replies, estimates and invoices sent right into Thumbtack, and a clear cost per lead. Close more of the leads you pay for, and finally know which ones were worth the money.
The moment a customer views your estimate or invoice, you get a notification and the status flips to Viewed. Follow up while the job is still fresh in their mind — not three days later, when they’ve already hired someone else.
Have the customer sign your estimate right on your phone, or send it and let them sign from theirs. Either way, the price and scope are agreed before you pick up a tool — no “that’s not what we talked about” when the bill comes.
Open the estimate the customer approved, tap Convert, and it’s an invoice — same line items, same prices, ready to send with a pay link. No retyping, no “that’s not the number you quoted.”
Your logo, your business details, clean itemized lines and a Pay Now button. Customers don’t question a professional invoice, and they don’t haggle with it either.
Take a card right on your phone when the job’s done, or send an invoice with a pay link and let the customer pay from theirs. Either way, no more waiting on checks or chasing “I’ll send it Friday.”
Customer taps their card or phone to yours — paid before you leave the driveway. No extra hardware to carry or charge.
Every invoice goes out with a Pay Now button. The customer pays by card from their phone in seconds, and you see it the second it lands.
Contacts, addresses, and the full history of estimates, invoices and payments for each customer. No more digging through your phone, your truck, or your memory to figure out what you did and what you charged.
Put every appointment on the calendar and see all your stops on one map. Line up the jobs that are close to each other, skip the back-and-forth, and show up when you said you would.
Every estimate and job in one list, each with a status — sent, viewed, approved, in progress, done, paid. The customers who went quiet are right there, so you follow up before they hire someone else. Finished a job? Mark it done and move on.
Reviews
Workly keeps our estimates and invoices in one flow. We save time on every job and customers get cleaner paperwork right away.
The AI estimate suggestions help my team quote faster without missing line items. It feels built for busy field work, not office admin.
Scheduling, invoicing, and job notes all live in one app now. That alone has cut down a lot of back-and-forth for our small crew.
Workly is for solo handymen and independent service pros who handle the customer, the work, and the paperwork themselves.
Yes. Workly is designed for mobile work, including preparing estimates, updating schedules, and sending invoices from your phone.
Visit the product overview for estimates, invoicing, payments, scheduling, and the other tools in Workly.