Installation management software for UK service businesses
Installation management software from survey to sign-off
WorXflo™> manages your installation projects from initial survey through to commissioning, asset registration and final invoice — keeping every engineer, every site and every client joined up.
Work Smarter, Flow Faster.
Prefer to call? | Sales@WorXflo.com
WorXflo™>
Trusted by UK businesses
Manage every installation project from quote to handover
One platform. One monthly fee. Replace your spreadsheets, siloed apps and paper trails with a single source of truth.
WorXflo is built for installation businesses — whether you fit fire and security systems, HVAC, electrical infrastructure, specialist equipment or building services. It connects your sales pipeline, project planning, engineer scheduling, on-site data capture and invoicing in one platform, so nothing falls through the gaps between survey and sign-off.
Project managers break installations into stages and tasks, assign them to the right engineers and track progress in real time. Engineers receive their jobs on the mobile app, complete digital commissioning sheets and snagging forms on site, and collect customer signatures digitally. Every asset installed is registered automatically for future maintenance and service work.
Clients track progress through the customer portal, approve stages and access all handover documentation without calling the office. Stage invoicing fires automatically when milestones are hit — keeping cash flow moving on longer projects. All of this at one flat monthly fee, with no per-module add-ons.
One Platform. One monthly fee. Built for UK SMEs.
Key WorXflo modules for your business
Job Management
Schedule and manage every installation job from survey through to commissioning. Assign engineers, track progress and capture sign-off on completion.
Project Management
Break complex installations into stages and tasks. Coordinate multiple trades, track dependencies and share progress with clients via the customer portal.
Asset Management
Record every asset installed at a customer site — model, serial number, warranty, maintenance schedule and service history — linked to future jobs automatically.
Inspections & Forms
Digital commissioning sheets, handover certificates and snagging forms — engineers complete them on-site, clients sign digitally, records are stored instantly.
Document Management
Manage technical drawings, installation manuals, warranties and compliance certificates — all stored centrally and accessible from the field.
Integrated Accounts
Stage invoicing, retention management and final account — all automated from completed job milestones and connected to your accounting software.
Sales CRM
From survey and quote through to contract award — track every prospect, issue professional quotes and convert enquiries to installation projects seamlessly.
Customer Portal
Clients track installation progress, review snagging lists, approve stages and access all handover documentation — reducing site visit queries significantly.
Every installation stage tracked. Every asset registered. Every client informed.
From first survey to final handover certificate — every step connected and documented.
- Project and stage management with real-time progress tracking
- Digital commissioning, snagging and handover forms
- Automatic asset registration and stage invoicing
WorXflo™>
Simple, transparent pricing
One flat fee. All features. No per-user surprises.
£300/month
Up to 25 users — that’s just £12 per user
Compare: most competitors charge £45–£60 per user, per month.
- All 15+ features included — no add-ons
- CRM, HR, Job Management, Accounts & more
- Real-time mobile app (iOS & Android)
- AI assistant included
- 6 languages supported
- Cloud-hosted, automatic updates