# WorkBoss Service Management — CRM, Schedule, Get Paid.

> CRM, Schedule, Get Paid. (iPhone/iPad app by Yab Inc.)

- Source: https://appshunter.io/ios/app/workboss-service-management/id6761737891 (this page in markdown: same URL + `.md`)
- Developer: [Yab Inc](https://appshunter.io/developer/1891192108)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 26.1 · 22 MB
- Languages: American English, French (France)
- Released: 2026-04-15
- Data updated: 2026-10-04

## What is WorkBoss Service Management?

WorkBoss is field service software built by tradespeople, for tradespeople. Plumber, electrician, HVAC tech, water treatment pro, contractor... if you run a service business, WorkBoss has what you need to get it done.
Track Every Lead. Close More Jobs.
Leads don't wait while you're on a job site. WorkBoss keeps your whole pipeline visible from first call to signed estimate so nothing slips through the cracks. Drag and drop leads through stages on a board, see the dollar value of every opportunity, and always know exactly how much revenue is in play. When a customer calls, you've got the full picture before you even say hello.
Estimates On-Site
Build a professional estimate while you're still standing in the customer's kitchen. Pull from your price book, add your parts, labour, and materials, and send it before you pull out of the driveway. Then schedule the visit right from the same screen. Pick a tech, see their real-time availability, choose a time slot, and it's booked. No back-and-forth texts, no calendar juggling.
Invoice It. Get Paid.
When the customer says yes, turn the estimate into an invoice with one tap. Every line item carries over automatically. Send it by email or share a payment link by text. Your customer pays by credit card, debit, or ACH right from their phone. No app download, no account needed. Funds hit your account within 3 business days.
Schedule and Dispatch
See your day's schedule, check job details, get directions, and update job status right from your phone. No more calling the office. Your crew sees changes the moment they happen.
Customer History
Total spend, last service call, outstanding balance, recurring plans, transaction history, contact info, and payment details all on one screen. Know what you're walking into every time you knock on a door.
Job Notes and Photos
Add notes, take photos, and attach documents to any job. Everything ties back to the customer record so your whole team stays in the loop.
Works Offline
Bad signal in the basement? No bars out in a rural area? No problem. WorkBoss keeps running. Build estimates, update jobs, and add notes without a connection. Everything syncs the moment you're back online. No lost data, no duplicate entries.
One Platform, Every Device
The office runs the schedule on desktop. Your techs update jobs from their phones. Invoices go out by email. It all lives in one place. Learn it once, use it everywhere.
WorkBoss comes included with every plan. Download the app, sign in with your existing account, and you're good to go.

## Is WorkBoss Service Management safe?

Not enough ratings yet to assess WorkBoss Service Management.

## Is WorkBoss Service Management legit?

WorkBoss Service Management has limited verification signals. The AppsHunter Legitimacy Score for WorkBoss Service Management is 48 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 1.4.0 — 2026-04-28

- Improved scheduling: reschedule jobs, estimates, and appointments with smarter availability suggestions.
- Faster workflows: better invoice and estimate filters, customer navigation, and profile updates.

### 1.3.0 — 2026-04-26

- Redesigned Profile and customer screens.
- Added preferred map app selection.
- Improved organization switching.
- Fixed bugs and improved reliability.

### 1.2.1 — 2026-04-23

- Fixes filtering users on schedule
- Fixes connecting estimates to opportunities

### 1.2 — 2026-04-20

This update makes WorkBoss faster and more polished, with smoother create flows for estimates, jobs, and invoices, easier customer management, improved scheduling and team reassignment, and a more seamless design across iPhone and iPad.

### 1.1 — 2026-04-16

Two-Factor Authentication — If your account has 2FA enabled, you'll now be prompted to enter your verification code or recovery code when signing in.
Smoother Schedule Scrolling — Resizing events on the schedule now requires a long press, so you can scroll without accidentally changing event times.
Language Switching Fix — Changing your language in settings now refreshes the entire app immediately — no more stale translations lingering on screen.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-04.*
