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

Issue every compliance certificate your trade needs — 30+ types, all to current standards

EICRElectrical Installation CertificateMinor WorksEV Charge PointPAT TestingFire Alarm · BS 5839Emergency Lighting · BS 5266Smoke Control / AOVCCTVAccess ControlIntruder AlarmFire Risk AssessmentFire Extinguisher ServiceSprinkler · BS EN 12845Dry / Wet RiserFire Door InspectionGas Safety RecordBenchmark CommissioningUnvented Hot Water · G3Legionella Risk AssessmentF-GasAir Conditioning · TM44Ductwork · TR19Solar PV · MCSHeat Pump · MCSDNO G98 / G99COSHH AssessmentPermit to WorkEICRElectrical Installation CertificateMinor WorksEV Charge PointPAT TestingFire Alarm · BS 5839Emergency Lighting · BS 5266Smoke Control / AOVCCTVAccess ControlIntruder AlarmFire Risk AssessmentFire Extinguisher ServiceSprinkler · BS EN 12845Dry / Wet RiserFire Door InspectionGas Safety RecordBenchmark CommissioningUnvented Hot Water · G3Legionella Risk AssessmentF-GasAir Conditioning · TM44Ductwork · TR19Solar PV · MCSHeat Pump · MCSDNO G98 / G99COSHH AssessmentPermit to Work

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

Fifteen modules run the whole day-to-day of a trades business — from the first quote to the signed-off certificate, and every part of the back office in between. No add-ons, no per-feature upsells.

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.

Scheduling & dispatch

Drag-and-drop day board, week planner and route-aware suggestions.

Quotes & price book

Multi-option estimates from a saved rate card; accept to raise the job.

Invoices & payments

UK VAT, CIS and retention — with deposits, staged billing, and card or Direct Debit paid straight to you.

Contracts & SLAs

Recurring service agreements with auto-invoicing and SLA tracking.

Certificates

30+ compliance certs — electrical, gas, fire, HVAC, renewables — as branded PDFs.

RAMS & custom forms

Risk assessments, method statements and your own on-site forms, signed off.

Assets & PPM

QR-tagged asset registers with recurring planned maintenance.

Stock & purchasing

Parts inventory, reorder alerts and purchase orders fed into job costing.

Defects

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

Fleet & workforce

Vehicle checks & MOT/tax reminders, timesheets, leave and expenses.

Reporting & KPIs

Margin, first-time-fix, utilisation, SLA and quote win-rate — live.

Portal & online booking

Customers view jobs, pay invoices and request work through your own link.

Connects with the tools you already run

Xero & QuickBooksStripe & GoCardless paymentsMicrosoft 365 calendar & TeamsClockin GPS time

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.

Why trades choose Worksum

Priced in the open. Built for UK compliance. Yours to leave.

Worksum is a Pixrweb product, built with working UK trades firms. We’re new — and deliberately transparent: published pricing, a live demo you can try right now, and your data exportable from day one.

Transparent pricing

Every price is published. No “talk to sales” to find out what it costs.

No setup fees

Set up yourself in an afternoon — while rivals charge £1,000–£5,000 to onboard.

No data lock-in

One-click full export of your jobs, clients and invoices. Leave whenever you like.

UK compliance built in

VAT domestic reverse charge, CIS deductions, retention, and BAFE / SSAIB / PSA certificates.

Everything included

Certificates, contracts, stock, RAMS, fleet — no per-feature upsells.

Offline-first field app

Engineers keep working with no signal; captures sync the moment they’re back online.

Don’t take our word for it — explore the live demo and see the whole system on real data before you sign up.

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.