Features
What WorkHoist does
One system from first lead to final invoice. Every feature is on every plan — the plans differ by how many people log in, not by what the product does.
CRM & sales pipeline
Track work from first call to signed contract, then turn the win into a live job without typing it twice.
Estimating & proposals
Estimates and proposals built where the lead already is
Projects & scheduling
Schedule, tasks, daily logs, RFIs and submittals per job
Work plan & crew capacity
Who is on which job, and where capacity runs short
Equipment & assets
An asset register with check-outs, parts and photos
Job financials
Budgets, change orders, POs, SOV billing and a live P&L per job
Subcontractor compliance
Every sub’s documents, with expiry flagged before site
Email hub & messaging
Gmail and Outlook, with every email tied to its job
Client & contractor portals
A restricted view for clients and subs, at no extra seat cost
Bob (AI agent)
Answers from your own data, read-only
AI connector (MCP)
Let Claude or ChatGPT read and update WorkHoist