WorkDash
All-in-one business management software for small to medium service businesses
About WorkDash
WorkDash is an Australian cloud-based business management platform for service businesses such as trades, construction, cleaning, security, and engineering firms. It combines job management and scheduling, automated quotes and invoices, digital forms, workforce and contractor management, CRM, asset tracking, and compliance in one modular system that syncs with accounting software like Xero and MYOB.
Pros & Cons
Pros
- Free plan includes job management and unlimited quotes and invoices for a single user
- Covers jobs, quoting, invoicing, workforce, CRM, assets, and compliance in one system, replacing several separate tools
- Modular design lets businesses use the whole platform or only the parts they need
- Syncs with Xero and MYOB and supports card payments, so staff can take payments without accounting system access
- Built for Australian service businesses, with WHS and contractor compliance tooling
Cons
- Very small review base (a couple of reviews on Capterra), so there is little independent evidence of reliability
- Inventory, compliance, and marketing modules are paid add-ons on Free and Premium
- Free plan is limited to a single user and 1GB of storage
- Focused on the Australian market; the vendor's marketing site is geo-restricted in some regions
- Third-party listings note that initial setup can take time
Key Features
Job Management & Scheduling
Record job details, notes, photos, and timesheets in one place, and schedule workers and equipment across jobs, including multi-scheduling.
Automated Quotes & Invoices
Generate quotes and invoices automatically with job costing, markups and margins, cost centres, and automated statements.
Accounting Integration & Card Payments
Sync with accounting packages such as Xero and MYOB, and accept credit card payments so customers can pay invoices directly.
Digital Forms
Drag-and-drop form builder with standard and advanced fields, custom branding, PDF exports, and sharing and access controls for paperless operations.
Workforce & Contractor Management
Manage staff and contractors with personnel files, onboarding, performance management, time tracking, and credential management.
Compliance Management
Centralise worker credentials, supplier compliance, and workforce training records, with renewal reminders and an audit trail of user activity (add-on on Free and Premium).
CRM & Customer Portal
Contact, lead, and interaction tracking with email and SMS integration, plus portals that give customers, workers, and suppliers their own dashboards.
Asset Management
Track assets with service history, lifecycle management, and maintenance scheduling.
Inventory Management
Stock management, purchase orders, supplier management, and barcode scanning, available as add-ons or included on Enterprise.
Built-in Chat and Branded SMS
Converse chat function for internal communication and branded SMS messaging (SMS credits required).
Pricing
- 1 user only
- 1GB data storage
- Email support
- Task and job management
- Unlimited quotes and invoices
- Inventory, compliance, and marketing modules as add-ons
- Billed annually (monthly billing available at a higher rate; annual saves 17%)
- Unlimited users
- 30GB data storage
- 24/7 email and chat support
- Custom branding
- Third-party integrations
- Unlimited quotes and invoices
- 30-day free trial
- Unlimited data storage
- Custom features and customised development
- Unlimited add-ons
- Dedicated account manager
- Third-party integrations
- Tailored software configurations
Best For
Trades and field service businesses
Plumbers, electricians, and builders schedule jobs, capture site notes and photos, and turn completed work into invoices synced to Xero or MYOB.
Contractor and WHS compliance
Construction, security, and cleaning companies track worker and contractor credentials, training, and supplier compliance with renewal reminders and audit trails.
Paperless operations
Teams replace paper checklists and job sheets with branded digital forms filled in on tablets and phones in the field.
Small business back office consolidation
SMBs combine CRM, quoting, invoicing, staff management, and asset tracking in one platform instead of paying for several tools.
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