One Platform for Service and Project Work
Mechanical contractors juggle service calls, maintenance contracts, new installs, and retrofit projects. WorkSkedge handles both divisions in one connected platform -- schedule certified techs, track labor costs per job, manage POs for equipment, and invoice with real margins.
Built for mechanical and HVAC contractors with 20-150 employees running dual service + project operations.
Service + Projects = Two Worlds, One Platform
Most mechanical contractors run separate tools for service dispatch and project management. Your techs work both sides. Your tools should too.
The Disconnected Way
✗ Can't see if a tech is on a service call before scheduling a project
✗ Job costing misses labor from the other system
✗ Certification tracking not connected to scheduling
The WorkSkedge Way
✓ Unified schedule across both divisions
✓ Certifications gate who gets assigned
✓ True job cost with labor burden across all work
Connected Modules for Mechanical Teams
Whether it's an emergency chiller repair or a 6-month rooftop unit replacement project, every workflow runs through the same connected system.
Unified Scheduling
Schedule service calls and project work from one board. See every tech's availability across both divisions. Conflict detection prevents double-booking.
- Service and project work on one timeline
- Emergency priority scheduling
- Working hours and overtime visibility
Certification Management
Track EPA certifications, refrigerant handling licenses, and trade qualifications. Only show qualified techs when scheduling specialized work.
- EPA 608/609 certification tracking
- License expiry alerts and renewal reminders
- Skill-based scheduling filters
Daily Timesheets
Daily timesheets auto-populate from the schedule. Techs confirm hours and add notes. Four-stage workflow: Draft, Submitted, Locked, Processed.
- Auto-populate from scheduled assignments
- Configurable time rounding (5/10/15 min)
- Payroll export ready
Field Reports & Photos
Techs document work from their phones. Before/after photos, equipment readings, parts used. Completion reports trigger invoicing workflows.
- Photo documentation with unlimited uploads
- Scope checklists for systematic verification
- Works offline in mechanical rooms
Equipment POs & Job Costing
Create POs for compressors, coils, ductwork. Track delivery against purchase orders. Every cost tied to the specific job for real profitability.
- POs tied to specific work orders
- Price book with materials and labor rates
- Budget vs. actual per project
Invoicing & Progress Billing
Invoice service calls immediately. Progress-bill long projects monthly. Labor hours and material costs pre-populated from timesheets and POs.
- Same-day invoicing for service calls
- Progress billing for multi-month projects
- QuickBooks/Xero sync
How Data Flows for Mechanical Operations
See how one work order connects scheduling, certifications, timesheets, and billing with zero duplicate entry.
Certs to Scheduling
Chiller repair requires EPA 608 Type III certification. System only shows certified techs when scheduling. Expired certs are excluded automatically.
Schedule to Timesheet
Tech assigned to RTU replacement from 7am-4pm. Timesheet pre-populates with job details. One tap to confirm hours at end of day.
Labor to Job Cost
8 hours at $45/hr burdened rate = $360 labor cost on this work order. Combined with $2,400 compressor PO, you see true job cost instantly.
Completion to Invoice
Completion report approved by manager. Generate invoice with labor hours, equipment cost, and markup pre-calculated. Email to customer same day.
Built for Every Mechanical Trade
Commercial HVAC
Rooftop units, split systems, VRF installations. Service contracts and new construction installs on one schedule.
Industrial Refrigeration
Cold storage, process cooling, ammonia systems. Track EPA compliance and specialized certifications per technician.
Controls & Automation
BMS integration, DDC controls, energy management. Track software certifications and specialized programming skills.
Sheet Metal Fabrication
Ductwork fabrication, custom fittings, installation. Coordinate shop work with field crews on the same schedule.
Piping & Process
Hydronic systems, steam piping, chilled water loops. Track welding certs and pressure vessel qualifications.
Energy Retrofits
Equipment upgrades, efficiency improvements, rebate programs. Multi-phase projects with vendor coordination and documentation.
Real Mechanical Workflows
See how WorkSkedge handles service calls and project work from dispatch to invoice.
Emergency Chiller Failure
Emergency work order created
Office creates high-priority work order for chiller failure at commercial building. Skill requirement: EPA 608 Type III certification.
Certified tech scheduled
Scheduler sees only EPA-certified techs available today. Assigns nearest qualified tech. Calendar invite sent automatically to tech's phone.
Diagnosis, parts order, repair
Tech diagnoses compressor failure. Office creates PO for replacement compressor tied to this work order. Tech documents work with photos.
Complete and invoice
Tech submits completion report with before/after photos. Timesheet confirms 6 hours on site. Invoice generated: 6 hrs labor + compressor + markup. Sent same day.
Rooftop Unit Replacement Project
Project setup with phased work orders
Create project for 12-unit RTU replacement. Work orders for each phase: old unit removal, curb/structural prep, new unit setting, piping, electrical, controls, commissioning.
Schedule crews with crane coordination
Assign sheet metal crew, piping crew, and controls tech across phases. Custom bookings for crane days. Draft schedule reviewed with PM before publishing.
Track progress and costs
Site lead submits daily progress reports. POs track equipment orders and deliveries. Timesheets accumulate labor cost per phase. Real-time budget vs. actual.
Progress invoicing
Invoice monthly based on completed phases. Labor, materials, and equipment costs pre-populated. See margin on the project before sending the bill.
Run Your Mechanical Business from One Platform
Stop splitting your operation across disconnected tools. Get service dispatch, project management, and job costing in one connected platform. 30-Day Free Demo Site, no credit card required.