Every feature, on every plan

Every WorkHoist plan includes every feature below. Plans differ only by how many paid seats you need and the onboarding and support that come with them.

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123 rows

Billed monthly
Crew1–5 seats$199/monthBilled monthlyStart free trial
Most popularTeam6–15 seats$399/monthBilled monthlyStart free trial
Business16–40 seats$499/monthBilled monthlyStart free trial
Growth41–75 seats$799/monthBilled monthlyStart free trial
Enterprise76+ seatsTalk to usPriced for your teamStart free trial
CRM & pipeline
Lead pipelineEvery lead with its stage, value, contact and how long it has sat in that stage.
Kanban boardDrag leads from stage to stage on a board.
Your own pipelines and stagesSet up the pipelines and stages your company sells through.
Add a lead, with duplicate checkCreates or links the company and contact, and asks first when a name is close to one you already have.
Lead detail panelNotes, linked emails, activity, estimates and files for a lead in one panel.
Pipeline analyticsWin rate, average deal, days to close, conversion by stage, lead sources and stale deals.
Win hand-offMoving a lead to a win stage opens the hand-off that launches its project.
Won lead becomes a projectThe won lead's details carry straight into its new project.
Converted leads link to their projectA won lead's card links straight to the project it became.
AccountsClient and partner companies, each with its own page.
ContactsPeople, linked to their company and to the projects they work on.
Contact notesKeep notes against a contact.
Contact emailsSee the emails linked to a contact.
Lead documentsAttach drawings, photos and files to a lead.
Estimating & proposals
Estimates with sectionsBuild an estimate in sections, each with its own line items.
Detailed line itemsDescription, cost type, quantity, unit, unit cost and markup on each line, or a lump sum.
Overhead and profitOverhead and profit percentages on the whole estimate, with a live cost summary.
Estimate templatesSave estimates you build often as reusable templates.
Load a templatePull a template's sections, overhead and profit into an estimate.
Duplicate an estimateCopy an estimate to start the next one.
Estimate from a leadStart an estimate from the lead, with its company, contact, site address and notes filled in.
Proposal settingsTitle, cover text, valid-until date, line items or section totals, markup shown or folded in, signature block.
Proposal preview and PDFPreview the proposal under your company header and save it as a PDF.
Proposal statusRecord when a proposal was sent, accepted or rejected, with the dates kept.
Proposals listEvery proposal by status, with a pipeline view of what is out.
Convert to projectThe accepted estimate becomes the project: contract value, client, address and template phases and tasks.
Lead files carry overThe lead's attachments land in the new project's documents.
Email the estimate as a PDFSend the estimate as a PDF attachment from the project.
Projects & scheduling
ProjectsEach job with its own page and tabs for everything on it.
Projects boardHealth, contract value, percent complete, target end and overdue tasks for every job; list and calendar views.
Job headerPhases, contract, percent complete, dates and schedule health at the top of every job.
PhasesBreak a job into phases.
TasksTasks with phase, assignee, dates, status and priority.
Task dependenciesLink a task to the ones it waits on; the Gantt draws the arrows.
Gantt timelineThe job schedule as a Gantt chart.
RFIsRequests for information as their own records, with status.
SubmittalsSubmittals as their own records, with status.
Project documentsDrawings, contracts and files stored on the job.
ChecklistsChecklists on a job, from templates you set up once.
Work Plan calendarEvery task across the company by month, week or day; drag to move or resize.
Team workloadEach person's scheduled hours, week by week; drag to move or reassign work.
Capacity at a glanceUtilisation, who is overallocated, available capacity and hours scheduled.
Project staffingHours per week per person on each job, and where a job is short.
Field & time
Daily logsCrew, weather, work done, deliveries, equipment, delays, safety and notes for each day on site.
Daily log photosSite photos attached to the day they were taken.
Punch listPunch items with location, assignee, priority and photos, and a close-out percentage.
My WorkEach person's tasks across every job: open, due this week, overdue, and hours this week.
Log hours on a taskRecord time against the task it was spent on.
Logged timeHours by person, project and task over the last 7, 28 or 90 days.
Time entriesEvery hour logged, kept as a record.
Field crew log their own hoursField users log time on the tasks assigned to them, on a free seat.
Equipment
Equipment registerEvery asset with live counts of what is available, checked out or in maintenance.
Asset detailsCategory, serial, make, model, condition, location, purchase date and cost, a photo and its parts.
Asset recordDetails, parts and checkout history, with photos from each checkout and return.
Check out to a person and jobWho has it, on which job, its condition, when it is due back, and photos.
What is outEverything checked out, with overdue returns flagged.
ReturnsCheck equipment back in with its condition, notes and photos; admins are notified.
Equipment on a jobSee the equipment out on each project.
Checkout historyThe full history of every checkout.
RepairsFlag an asset for repair to move it to maintenance and alert admins.
Subcontractors & compliance
Subcontractor registryEvery sub's insurance and workers' comp expiry, limits and cover gaps at a glance.
Add a subcontractorAdding a sub creates its company and contact with it.
Sub compliance pageA compliance card for each sub and a banner listing anything that needs fixing.
Compliance documentsUpload COIs, W-9s, licences and other documents, stored privately.
Expiry trackingExpiry dates on every document, with expired ones flagged.
Cover gapsSpots insurance that is valid today but lapses before the job ends.
Expiry alertsEmail and in-app alerts to admins 30, 14 and 7 days before cover lapses, and when it does.
Payment protectionStops a PO being approved to a sub whose insurance or workers' comp has lapsed.
Subs on projectsAssign a sub to a job with phase, scope, contract amount and dates.
Financials & billing
Company financialsActive value, billed, collected, outstanding, forecast margin, margin by project and six months of cash flow.
Job financialsContract, budget, committed, actual and billed on each job, with retainage held.
Job budgetsEstimated, approved changes, revised, actual, committed, projected final and variance, by category or cost code.
Budget from the estimateThe job budget starts from the estimate, one row per line, at cost.
Cost codesTrack budgets and costs by your own cost codes.
Change ordersCost and markup give the owner price and margin as you type; approval updates the budget.
Purchase ordersNumbered POs against the job, with lines tied to budget items and approval.
Expenses with receiptsExpenses with a receipt photo, approved before they count against the job.
Company expensesOverheads recorded at company level as well as on jobs.
Progress billingInvoice this period against the schedule of values, with retainage and net payable.
AIA G702/G703 invoicesSchedule-of-values invoices laid out as AIA G702/G703, with retainage.
Retainage releaseInvoice the retainage held when it is released.
Profit and lossP&L for any period, against the prior period or the budget, exported to a workbook.
WIP scheduleWork-in-progress for every job, exported to CSV.
Projected marginThe margin each job is heading for, from its budget.
Bank transactionsBring in bank transactions and code them to jobs and costs.
Email & messaging
Gmail and OutlookConnect your own Gmail or Outlook mailbox.
Inbox in the appRead, send and sync your mail inside WorkHoist.
Link email to a job or dealFile an email against a project or a lead, where the team can see it.
Job emailEvery email linked to a job, on the job, with compose from there.
Attach from a project or ticketAttach estimates, invoices, POs and change orders as PDFs, a Service ticket's invoice, ticket PDF and files, or uploaded files.
Send from your own mailboxMail goes out from your address with your signature.
Email signatureSet your signature once for every email you send.
Channels and direct messagesTeam channels and one-to-one messages.
Job chatA chat for every project, with @mentions, threads and attachments.
Client & contractor portals
Client project viewYour client sees their job in their own portal.
Client timelinePhases and tasks on a timeline, with the task list.
Client invoicesClients see their invoices and download the PDF.
Client RFIsClients see RFIs and answer them in the portal.
Client change ordersClients see the change orders on their job.
Client change requestsClients request a change with a description, amount and days; it lands on the job.
Client task requestsClients ask for work to be done from the portal.
Shared documentsChoose which documents the client sees.
Client uploadsClients upload documents to their job.
Portal invitationsInvite clients and subcontractors by email to set their own password.
AI
Bob, the in-app assistantAsk questions about your own jobs, leads and numbers in plain English.
Assistant settingsAdmins set how the assistant is configured and used.
Claude and ChatGPT connector (MCP)Connect Claude or ChatGPT to your WorkHoist data.
Read and write from your AI assistantYour AI assistant can look things up and create or update records.
Guided connectionStep-by-step connection in Settings, with the server address to paste.
Sign in to connectConnect an AI assistant by signing in, or with an API key.
Receipts from your AI assistantSend a receipt from your assistant; it becomes an expense waiting for approval.
Draft estimates from your AI assistantStart a draft estimate from your assistant, then add the lines in the app.
Admin & security
Activity historyA record of what changed and who changed it.
Team access per projectChoose who works on each job; field users are added when they are given a task.
Clients see only their jobA client login reaches its own project only.
API keysRead-only or read-and-write keys for your own integrations.
Approve AI accessAdmins approve each connection as read-only or read-and-write.
Connected appsSee every connected AI app and its access, and revoke it.
Scoped AI accessA connection reaches only its own company, and a project manager's only their projects.
Service
Seat bandPaid seats are admins, project managers and finance users. Field crew, clients and subcontractors are free.1–5 seats6–15 seats16–40 seats41–75 seats76+ seats
Onboarding (annual plans)Help getting set up, included when you pay annually.Annual plans onlyAnnual plans onlyPriority (annual)Dedicated manager (annual)Dedicated manager (annual)
SupportHow quickly your questions are picked up.StandardStandardPriorityPriorityPriority
Account managerOne named person who looks after your account.————Dedicated

See the feature pages for how each part works, or compare plans on the homepage.