Work Order App for Solo Contractors

Every job you’ve got going, in one list, each with a status. Know what’s booked, what you’re in the middle of, and which estimate went quiet — without a whiteboard in the truck.

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Today’s jobs in Workly on an iPhone, one list with a status on each: Sarah Mitchell, faucet replacement at 1407 Bluebonnet Ln, In progress; Robert Nguyen, roof repair at 2904 Pecos St, Scheduled; Tom Becker, drywall repair at 611 W 32nd St, Completed. A card counts 1 in progress, 1 scheduled and 1 completed.

Know what the next job is for

Tap tomorrow’s visit and the agreed scope and price are right there in the signed estimate — not in a text thread from two weeks ago.

The estimate is the work order

“Faucet replacement” means nothing at 7 AM. “Remove old faucet, install customer-supplied faucet, leak check” does. The itemized estimate the customer signed is your checklist on site.

Tomorrow’s visit in Workly on an iPhone: Sarah Mitchell, 1407 Bluebonnet Ln, Austin, TX 78704, Wednesday 8:00 to 9:30 AM, status Scheduled, with signed Estimate #1038 for $280.00 linked to it. A tap opens the signed estimate from Bayside Renovation: Remove old faucet $60.00, Install customer-supplied faucet $160.00, Leak check $60.00, total $280.00, the checklist on site.

Mark the work as it moves forward

Scheduled → In progress → Completed, one tap each. The list keeps the jobs you still owe someone at the top, and the finished ones out of the way.

Finished a job? Mark it Completed and move on — the invoice is one tap away.

Today’s jobs in Workly on an iPhone. Sarah Mitchell’s faucet replacement goes from Scheduled to In progress to Completed, one tap each, and its status pill changes colour from blue to cyan to green. The completed job moves down to the Completed group under Robert Nguyen’s scheduled roof repair, and shows a Create invoice button.

Know who to follow up with today

Every estimate and invoice carries its own status — Sent, Viewed, Signed, Deposit collected, Paid. An estimate stuck at Viewed for three days, an invoice still not Paid: you see it in the status, open the customer, and call or text them from their record before they hire someone else.

From Completed to Paid without retyping

Convert the signed estimate into the invoice — same lines, same prices — and send it with a Pay Now button before you leave the driveway.

Left, an iPhone shows one Workly list of estimates and invoices, each with a status: Sent, Viewed, Signed, Deposit collected, Paid. David Chen’s Estimate #1036 has been Viewed for 3 days; a tap opens his record and its Call button. Right, Sarah Mitchell’s Invoice #1042, converted from Estimate #1038 with the same lines, totaling $280.00 with a $100.00 deposit collected, is paid through its Pay Now button and turns Paid.

Questions about work orders

Is Workly built for solo contractors?

Yes. It tracks the jobs you do yourself. There’s no crew dispatch or employee assignments — and for a one-person business there doesn’t need to be.

How is this different from scheduling?

Scheduling is when you’ll be there. Work orders are where each job stands — Scheduled, In progress, Completed — and where each estimate and invoice stands, from Sent to Paid.

Is a work order the same as an estimate?

In Workly, the signed estimate is the agreed scope, and the job’s status tracks where that work stands. One document, start to finish.

Know what’s finished, what’s next, and who to call — before the first cup of coffee.

Get Workly for iPhone