Your CRM doesn't know about your jobs. Your jobs don't know about your invoices. Your invoices don't know about your crew. Every handoff costs you time, and you're paying Zapier to stitch it all together.
My ClickWerxs is configured around your operation and keeps everything in one place — no integrations, no manual re-entry, no blind spots.
Built for field service contractors in Canada and the US
Active Jobs
12
AR Outstanding
$34.2k
Crew On-Site
8/11
Quotes Out
5
Wall Saw — Parkade P3
Core Drill — Underground Utility
Wire Saw — Transit Station
Flat Saw — Hospital Slab
CRM + jobs + invoices + schedule + equipment + safety — one login
The integration tax
Disconnected tools don't just cost subscriptions. They cost your team hours every week moving data between systems — and most contractors pay Zapier on top of that just to automate the copy-paste.
Enter a new job
CRM, job software, and schedule all get manual data entry — every single time a new job comes in.
Generate an invoice
Job closes in DSM. Someone opens QuickBooks, types in the line items that already exist in the job record, downloads the PDF, attaches it to an email.
Weekly equipment update
Crew submits paper timesheets. Someone transcribes hours into a spreadsheet. Equipment hours stay wrong until Monday.
Month-end reporting
Pull data from four different tools, paste into a spreadsheet, reconcile discrepancies, wonder why the numbers don't match.
What disconnected tools actually cost
My ClickWerxs eliminates this entirely. No integrations to build. No Zapier plan. No manual transfer. Your tools already share the same data because they're the same tool.
My ClickWerxs isn't a template you fill in. It's configured around your operation — your crew, your job stages, your services — before you log in for the first time.
Every contractor runs differently. Your job stages, your service types, your crew structure, your approval workflows. We set up the platform around your operation — not a generic default you have to adapt to.
Job pipeline — configured for your operation
Your stages. Your names. Set up before you go live.
A customer record isn't just a name and number. It's every job you've done for them, every invoice, every piece of equipment used at their sites, every safety incident. Pull up any account and see everything — not a fragment of it.
Account record — all data connected
LiveJob history
Every job, quote, and site visit — linked
Invoices & AR
Open, paid, and overdue — all in view
Equipment used
What ran on which job, how many hours
Safety records
JHA and incident log per job site
Every field links to the full record — no switching apps
From the first lead to the final payment — your CRM, jobs, schedule, dispatch, invoices, equipment, safety records. All of it in one place. No Zapier. No manual export. No spreadsheet that's two weeks out of date.
What gets replaced — week one
A GC calls asking about margin on their last three jobs. In My ClickWerxs, one search returns every job, every invoice, every cost, and every margin — linked, live, ready to share. No tabs. No exports. No 'let me check with the office.'
Your business — one search
12 jobs matched
Core drilling — April through June 2026
Total revenue
Across 12 jobs in Q2
Total job cost
Labour + equipment + materials
Net margin
vs. 24.1% Q1 — trending up
No spreadsheet. No export. This answer exists already.
Eight modules. One platform. Each one set up around your business before you go live.
Configured to your actual job stages — not a generic template. Every stage, status, and field matches how you move a job.
From first contact to closeout. Quotes, crew, photos, documents, costs — all attached to the job record.
Your crew, your equipment, your regions. Drag-drop assignments on a visual board. Dispatch board shows who's where in real time.
Schedule changes reflect on crew phones instantly. No phone calls to update assignments. No whiteboard that's already wrong.
Job closes. Invoice generates from the completed line items — your line items, your template, your payment terms. No re-entry.
35 minutes re-entering job data into QuickBooks — gone. Invoice sends automatically. Payment link by email and SMS.
WorkSafeBC requirements built in, not bolted on. JHAs, incident investigations, certifications — all linked to specific jobs.
JHA gates the start of every job. Certifications tracked with expiry alerts. Safety record is searchable across every site.
Reads your incoming email requests and drafts a quote from your price book. The output looks like your estimates because it's built from them.
Email arrives. Specs are parsed. Line items from your catalog populate the quote. You review, adjust, send — in minutes, not an hour.
Built for gloved hands at 6am. Today's job, JHA safety gate, GPS clock-in, photo capture, daily report — submitted before they leave the site.
Field crews don't carry paper. Office gets the daily report before the crew drives home. Safety gate can't be skipped.
Your fleet, your blade inventory, your maintenance schedules. Service history and blade hours tracked per operator and per job site.
PM alert before failure, not after. Blade footage per operator tells you where your costs are hiding.
Ask your business a question in plain English. Margins by service type, crew utilization, AR aging, equipment costs — real answers.
"What's our margin on core drilling this quarter?" Returns the number, the breakdown, and the trend. No report to dig through.
For your whole team
Same data. Office staff see what they need. Field crews see what they need. Owners see everything.
Office Staff & Estimators
One tab. Every answer.
Field Crews
Works on a phone, gloves on, 6am.
Business Owners
The number you need, without digging.
1
login
Replaces 5+ tools — no Zapier needed to connect them, no manual transfer between them
10+
hrs/month recovered
Eliminated from manual data transfer, reconciliation, and spreadsheet maintenance
$581+
monthly overhead replaced
Tool subscriptions plus integration costs your operation no longer needs
100%
configured for you
Your job stages, your services, your crew — set up before you log in the first time
A direct comparison — including the integration costs most platforms don't mention.
CRM & Contact Management
AI Quote Builder
Job Pipeline Management
Scheduling & Dispatch Board
Field Mobile App
Invoicing
Equipment & Blade Tracking
Safety & Compliance (WorkSafeBC)
AI Business Insights
Zapier / Make integration layer
Manual data transfer between tools
All data connected in one place
Configured to your operation
Total monthly cost
Typical stack costs based on publicly listed starting prices. Zapier costs based on 5,000+ tasks/month at mid-tier contractor volume. My ClickWerxs covers all modules — no per-module fees, no per-seat charges on field crew.
My ClickWerxs isn't a template you fill in. We set up your job stages, your crew structure, your price book, and your workflows. You go live with a platform that already feels like yours — and no Zapier required.
1 login
entire operation
8 modules
all connected
$0
integration costs
Configured
to your business