Job management for UK trades

Every job, from first call to paid invoice.

Worksum schedules the work, sends it to your engineers on a field app that runs offline, captures labour and materials as they happen, and turns a finished job into a VAT/CIS-ready invoice — with the compliance certificates to match.

  • No card required
  • Full data export, always
  • UK VAT, CIS & retention built in

Today’s board

This week

Certs due

3

Open jobs

12

WIP

£4.2k

JOB-2041 · EICR — Unit 12

On site

JOB-2042 · Communal lighting

Scheduled

JOB-2044 · Fire alarm service

Completed

Built for the trades that keep buildings running

ElectricalFire & securityPlumbing & HVACFacilities & maintenanceMechanical

One connected workflow, not ten apps

The office and the field share one system, so nothing gets typed twice and nothing falls through.

Time → costing → invoice, one loop

Crews clock labour and log materials on the job. It rolls into live costing — cost, charge, margin — and becomes a UK-compliant invoice in one click. No re-keying, no bolt-on time app.

A field app that works with no signal

Basements, plant rooms, rural sites — captures queue on the phone and sync the moment signal returns. Two taps to start a timer, photos and signatures on completion.

Transparent pricing, your data yours

Published prices, self-serve setup and a one-click full export whenever you want it. No sales call to see a number, no hostage negotiation to leave.

Scheduling that fits the job to the crew

Match work to the right engineer by skill, certification and SLA, with route-aware suggestions — not a cosmetic badge on a decade-old calendar.

Everything inside

The whole operation in one place

Twelve modules that run the day-to-day of a trades business — from the first quote to the signed-off certificate.

Dashboard

Certs due, open jobs and work-in-progress value at a glance.

Clients & sites

Customers, their sites, contacts and on-site access notes.

Jobs & work orders

The full lifecycle from draft to invoiced, with SLA and priority.

Dispatch board

Drag-and-drop scheduling across your team, day by day.

Quotes

Build estimates, send them, accept in a click to raise the job.

Invoices

UK VAT, CIS and retention handled — straight from the job.

Certificates

EICR, fire, CCTV, access and more as branded PDFs.

Assets & PPM

Asset registers with QR tags and recurring planned maintenance.

Defects

Log faults on site, turn them into quotes or follow-up jobs.

RAMS

Risk assessments and method statements your crews sign off.

Fleet

Weekly vehicle walkaround checks and a fleet register.

Timesheets

Weekly hours per engineer, approved and exported in seconds.

Connects with the tools you already run

Offline field appClockin GPS timeXero accounting syncMicrosoft 365 sign-in

How a job flows through Worksum

Four steps, one thread of data — the same record from enquiry to payment.

01

Quote & win

Estimate the work, send it, accept it — the job is raised automatically.

02

Schedule & dispatch

Drop it on the board and it lands on the right engineer's field app.

03

Do the work

Time, materials, photos, signatures and certificates captured on site — offline-ready.

04

Cost & invoice

It rolls into live job costing and a VAT/CIS-ready invoice in one click.

Run every job from one place — try it in two minutes.

Set up your company and explore the full system on live demo data. No card, no sales call, your data exportable from day one.