Customers and properties
Keep customer details, property records, and maintenance history in one place so your team has context before every job.
Features
The tools small service businesses actually need in one place.
Worktap keeps the day-to-day workflow simple: manage customers and properties, run visits, complete service checklists, send reports, and handle billing without piecing together multiple tools.
Simple Product Shape
- One plan at $20/month
- Self-serve signup and checkout
- Reports and checklists included
- Self-serve setup with no sales step
Core Features
Everything here is part of the same single-plan product.
Visits and field work
Schedule visits, assign work, and keep office staff and technicians aligned on what needs to happen next.
Service checklists
Create repeatable service checklists your team can use to inspect, document, and finish work consistently.
Home Service Reports
Turn completed work into a report you can share with homeowners, property managers, or agents.
Approvals and invoices
Send approvals, create invoices, and keep the billing trail tied to the actual work record.
Simple team access
Admins, customers, and technicians each get a practical view of the product without extra clutter.
Why It Feels Useful Fast
The value is not just data entry. It is the record you end up with after the work is done.
The product helps you stay organized and look professional.
When a visit is complete, the notes, checklist results, maintenance history, and Home Service Report all stay connected. That makes follow-up easier for your team and clearer for your customers.
Know what has already been done at a property
Show customers clear documentation after the visit
Keep approvals and invoices tied to the actual work
See It First
Want a quick look before you create a workspace?
Open the screenshots page to see the dashboard, visits, checklists, and report views.