The CRM built for UK trades to stop profit from slipping through the cracks.
Quote, schedule, deliver, and invoice from one connected job record. WorkBookPro tracks your real margins while the job is still live, giving you total control of your bottom line.
No credit card required. Set up in minutes with one real job.
Quote, schedule, deliver, invoice and see profit by job.
Generated from the live app workflow screens.
30 days
Free trial
Start without a card and test WorkBookPro with a real job.
1 plan
All core features
Quoting, scheduling, jobs, invoices, expenses, forms and profit reporting included.
UK built
Trades focus
Built from real HVAC, refrigeration and field-service operations experience.
Trusted by growing trades teams
"WorkBookPro gives us a clearer view of jobs, costs and paperwork without splitting the team across spreadsheets." Craig, OJ Mechanical
Built to protect your profit.
very job has moving parts—labour, materials, site visits, and expenses. When they are scattered across different apps or paper diaries, your margin slips away. WorkBookPro brings your entire workflow into one place:
Create professional quotes from reusable items, site details and customer records.
Plan team availability, jobs and follow-up visits from one live calendar. Monthly, Scheduler and daily views.
See labour, materials, expenses, invoices and profit while the job is still live.
Turn completed work into invoices and keep the finance trail connected to the job.
Ditch the spreadsheet margin checks.
WorkBookPro is more than just a diary or an invoicing tool. It gives your entire team—from the owner to the engineers—a single, shared record where the profit margin is always front and centre.
Log labour, materials, and supplier expenses directly against the job as they happen.
Link every approved quote straight through to the final invoice without losing a penny in between.
OKeep your site engineers and office staff working from the exact same live job data.
Spot a slipping job immediately, giving you time to act before the final invoice goes out.
Built for your specific trade.
Job management software for HVAC and refrigeration teams
Keep reactive callouts and planned maintenance running profitably. Manage PPM schedules, track site assets, and turn complex commercial quotes into paid invoices from one connected system.
Job management software for heating engineers and plumbers
Stop losing margin on unbilled materials and forgotten hours. Quote faster, schedule multi-day installs or quick callouts, track parts costs, and keep every invoice tied directly to the work.
Job management software for electricians
Keep jobs, site visits, and profit margins wired together. Get a single workspace for customer records, test certificates, scheduling, material costs, and phased invoicing.
Job management software for builders and project teams
Control build costs before they eat your margin. Manage complex project quotes, track on-site expenses, store drawings, and handle job variations without losing track of your profit.
Job management software for maintenance teams
Manage hundreds of site visits without losing the job history. Organise recurring contracts, track reactive callouts, log asset data, and automate your invoicing so nothing falls through the net.
Pricing as clear as your margins.
Try WorkBookPro free for 30 days, then just pay for the seats you need. No "Basic" tiers or locked features—every user gets the full toolkit, including Xero sync and live job-profit reporting.
From
£20
per month for the first user
A system you can trust, built by people who know the trade.
WorkBookPro wasn’t designed in a boardroom. It was built by a UK air conditioning contractor to solve the exact profit-tracking headaches you deal with every day. Join other real trades businesses taking back control of their margins.
Your customer data, quotes, and financials are locked down with automatic backups and strict access controls. You decide exactly what your office staff and field engineers can see—no IT degree required.
No lengthy sales calls or complicated setup training. Start your 30-day trial, add your first job, and see your live profit margin on the very same day.
Practical resources
2026-05-15 · Cash Flow
Late payments can drain a trades business even when the diary is full. Learn a practical WorkBookPro workflow for deposits, same-day invoicing, reminders, evidence and escalation.
2026-05-13 · Compliance
Making Tax Digital for Income Tax has started for the first sole trader and landlord cohort. Here is what UK trades businesses need to know about thresholds, deadlines, records and software.
2025-07-14 · Business Tips
It’s Friday evening. The van is parked up, the tools are down, but your work isn’t finished. Now it’s time for the mountain of paperwork, starting with the quotes you promised to send out. You find yourself staring at a notepad, trying to remember the price of a length of copper pipe, second-guessing your day rate, and wondering if you’ve forgotten something crucial. Sound familiar?
No credit card required. Plans start from £20/month after trial.