WorkHelm

WorkHelm

AI BUSINESS OPERATING SYSTEM FOR LOCAL SERVICE BUSINESSES

Run Your Business
Not Your Day

Capture every lead, send estimates, automate follow-ups, and keep every job moving from one simple dashboard. Built specifically for plumbers, electricians, HVAC, roofers, landscapers, cleaners, painters, and other local service businesses.

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  • Setup in Under 5 Minutes
  • No Credit Card Required
  • Built for Local Service Businesses
  • Cancel Anytime

Simple Steps. More Jobs Won.

WorkHelm makes it easy to capture leads, follow up, and close more work—all in one simple platform.

  1. 1

    Capture Every Lead

    Add a new lead manually or from a contact form. All new leads are stored in one place.

  2. 2

    Send Professional Estimates

    Create and send estimates in minutes. Track when they are sent and viewed.

  3. 3

    Automate Follow-Ups

    Schedule follow-ups or let WorkHelm remind you. Never let an estimate go cold.

  4. 4

    Keep Customers Organized

    Store customer information, notes, estimates, and history. Everything is searchable and easy to find.

  5. 5

    Track Your Pipeline

    View every opportunity from New Lead to Won. Instantly see what needs attention.

  6. 6

    Win More Jobs

    Better follow-up leads to more accepted estimates. More organization means more revenue.

Ready to stop losing leads?

Start Your Free Trial

See WorkHelm in Action

Why WorkHelm?

Stop losing jobs because a follow-up slipped your mind. WorkHelm keeps every lead, estimate, and customer organized in one simple tool.

Never forget a lead

Every lead lands in one place. No more sticky notes, missed calls, or lost messages.

Track every estimate

Know exactly which estimates are out, when they expire, and who needs a follow-up.

Know who needs follow-up

Your Today dashboard shows exactly what needs attention — follow-ups due, overdue, and new leads.

Keep customer details organized

Names, addresses, history, estimates — everything about a customer in one searchable place.

See your opportunities in one place

A simple pipeline view shows every job from new lead to won — so nothing slips through.

Turn more estimates into jobs

Better follow-up means more accepted estimates. Our customers win more work, plain and simple.

Simple, predictable pricing

Start your 14-day free trial. Upgrade anytime.

Free

Try it out — no credit card.

$0/month

  • 1 user
  • Up to 50 leads & customers
  • Lead & customer tracking
  • Today dashboard
Get Started Free

Starter

For solo operators getting organized.

$29/month

  • 1 user
  • Up to 250 leads & customers
  • Lead & customer tracking
  • Estimate tracking & follow-ups
  • Today dashboard & pipeline
Start Free Trial
Most Popular

Pro

For growing teams that need more.

$59/month

  • Up to 5 users
  • Unlimited leads & customers
  • Team assignments
  • Custom templates & expanded reports
  • Priority support
Start Free Trial

Take Control of Your Follow-Up and Win More Jobs

Stop letting follow-up slip through the cracks. Start your free trial and see how WorkHelm helps you close more work.

Start Your 14-Day Free Trial