01
Turn opportunity into a pipeline.
Organize customer records, opportunities, follow-ups, and marketing activity in your CRM.
Scope & activation confirmed in demoWORKTEC. Built for the people who keep America working.
Product artwork supplied by WORKTEC. Core access is available by application; pictured mobile and other upcoming capabilities are subject to your demo and agreed scope. Payments require activation.
WORKTECWorkspace / Project overviewILLUSTRATIVE PRODUCT PREVIEW
PROJECT / MECHANICAL INSTALLATION
CONCEPT VIEWEvery detail. In your hands.
Proprietary blueprint & mechanical set editing
ONE SYSTEM. FROM OPPORTUNITY TO OUTCOME.Explore the platform ↓
01 / THE PLATFORM
Less disconnect.
More forward motion.
Your tools should follow the way you work. WORKTEC brings the contractor journey into a connected platform, with modules shaped around your business.
PRODUCT AVAILABILITY
Core workflows are offered now, with configuration and scope confirmed in your demo. Payments and selected integrations require setup and testing. A native mobile app, route optimization, online booking, and phone answering are in development.
02
Build the estimate behind the bid.
Build Good, Better, and Best proposals from vendor cost references, material catalogs, and labor pricing.
Scope & activation confirmed in demo03
Put your crew in the right place.
Organize service calls, job calendars, and technician assignments. Route optimization is in development.
Scope & activation confirmed in demo04
Keep every job moving.
Connect project progress, photos, purchase orders, documents, and change orders.
Scope & activation confirmed in demo05
From approval to payment.
Create, sign, and store contracts and PDF documents. Manage deposits, progress invoices, and receivables.
Scope & activation confirmed in demo06
See the business behind the work.
Review job profitability, labor and materials, revenue, and outstanding receivables with owner-restricted financial reporting.
Scope & activation confirmed in demo07
From plans to a priced estimate.
Drop in plans and specs, or work without prints, and get a draft scope and materials list that points back to the source pages. A person reviews and approves it before it can be sent. Add-ons stay as separate lines, and a target margin shows the price needed.
Scope & activation confirmed in demo08
Purchase orders from the estimate.
Turn an estimate’s materials and equipment into one purchase order per supplier, priced at cost. Owner approval is required before an order can be emailed. Edit, print, and track status.
Scope & activation confirmed in demo09
Catch a losing job early.
Every approved estimate becomes a job budget for materials, equipment, and labor. Profit watch compares recorded costs to it and shows the jobs heading to a loss first.
Scope & activation confirmed in demo10
A field app that keeps working offline.
Technicians see their calls, update status, log parts and hours, view call history, and quote on site, even without signal. Customers get on-my-way texts with an arrival estimate, and a dispatch week view lets the office move jobs and notify the customer.
Scope & activation confirmed in demo11
Customers pay the way they want.
Send payment links, save a card on file, run plan memberships, and let customers apply for financing from the quote screen. Back-office approval then records the payment. Each company connects its own processor.
Scope & activation confirmed in demo12
Know every contact.
Keep notes on customers, general contractors, subcontractors, and vendors, with who wrote each one and when. Store position, website, and a separate accounts-payable email, and see how many days a customer or general contractor usually takes to pay. Track subcontractor insurance and license expiry with warnings.
Scope & activation confirmed in demo13
Share documents like a shared drive.
Send estimates, contracts, and plans from your own connected Google account, share folders by link with access you control, and back files up to Google Drive.
Scope & activation confirmed in demo14
Your company, your brand.
Each company gets its own logo, colors, public pages, sign-up link, and texting setup, with English and Spanish in the app. Website connection is a custom add-on set up by an admin.
Scope & activation confirmed in demo15
Bring your data with you.
Import jobs from a spreadsheet, move jobs between general contractors and clients, and work follow-ups from a tracker that shows every category and a day-by-day schedule, also on your dashboard home.
Scope & activation confirmed in demoPayments: BTEC Financial offers processing for WORKTEC customers. Connect approved estimates, deposits, progress payments, and receivables to the job. A provider is enabled only after configuration and integration testing.
A CLOSER LOOK AT THE WORK
From plans on screen.
To progress on site.
Explore the workflows behind the platform. These visuals from the WORKTEC sales sheets illustrate the product vision; your demo confirms the tools available for your business.
01 / PLAN & COORDINATE
Put your plans to work.
Review mechanical sets and keep drawing decisions close to the project.
Explore in your demo
02 / ORGANIZE & DELIVER
Keep the next step clear.
Connect job information, project activity, and the people doing the work.
Explore in your demo03 / ESTIMATE & UNDERSTAND
Know what goes into the job.
Bring material, labor, and vendor pricing into the estimating conversation.
Explore in your demoBUILT BY WORKTEC
Your plans.
Our technology.
Your advantage.
Proprietary blueprint &
mechanical set editing.
Plan review and editing belong inside the workflow. WORKTEC’s core tools are proprietary, including blueprint and mechanical set editing.
Optional integrations connect the external tools you choose. They are not a dependency for the core WORKTEC product. Payments and communications may require external providers and activation.
Talk through your workflow02 / BUILT FOR YOUR TRADE
Different trades.
Same drive to build.
From specialty crews to general contractors. Tell us how your business runs, and we’ll map the right WORKTEC setup with you.
BUILT FOR THE PEOPLE DOING THE WORK
In the office.
Out on the job.
Moving together.
One connected view of the work ahead, shaped around your trade.
WORKTEC brand concept artworkEVERYDAY SERVICE
Keep every call moving.
Connect service calls, job calendars, technician assignments, estimates, and customer follow-ups.
- Organize appointments and assignments
- Keep customer and job history together
- Follow through from estimate to invoice
COMPLEX CONSTRUCTION
Keep every stage connected.
Bring multi-stage projects, mechanical sets, commercial documents, and approvals into the same workflow.
- Review multi-page blueprints and markups
- Track purchase orders and change orders
- Connect progress billing to the job
03 / YOUR BUSINESS. YOUR BUILD.
Pay only for what you need.
Built to grow with you.
Start with a conversation, not a fixed bundle. Base, Advanced, and Pro are customizable starting points. Final modules, availability, and pricing are agreed in your proposal.
Base
Build your foundation.
For teams organizing the essentials.
- Leads & CRM
- Estimating & scheduling
- Basic project management
- Documents & e-signatures
- Reports
Advanced
Connect more of the work.
For businesses coordinating more moving parts.
- Base workflows, plus tailored scope
- Blueprint & mechanical set editing
- Advanced project management
- Change orders & vendor management
- Financial reporting
Pro
Shape your next stage.
For teams with broader operational requirements.
- Advanced workflows, plus tailored scope
- Custom workflows & team permissions
- Multi-location management
- Advanced reporting & analytics
- API & optional integrations
- Dedicated support scope
04 / FROM APPLICATION TO ACTION
A clear path to getting started.
Tell us about your business
Share your trade, team size, and the workflows you want to improve.
Walk through the fit
Review the platform, module availability, and your requirements in a demo.
Define your setup
Agree on your package, pricing, integrations, and implementation scope.
Get your team moving
Plan configuration, migration, training, and rollout together.
05 / FUNDING FOR CONTRACTORS
Capital to grow the work.
WORKTEC already sees your jobs, invoices and receivables, so funding conversations start from real numbers instead of paperwork. Choose what fits.
See what you could access.
Enter your last three months of bank deposits or receivables. We take the average and show up to 150% of it as a working-capital estimate.
ESTIMATED WORKING CAPITAL, UP TO — Enter all three months to see an estimate.
Request working capital Get the equipment on the job.
Vehicles, tools, machinery and equipment for a crew that is growing. Tell us what you need and the timeline, and we’ll come back with options.
Ask about equipment financingLet your customers pay over time.
Offer payment plans or financing options on larger jobs, at several price points, right from the invoice or estimate you send. More jobs close when the total isn’t one lump sum.
Ask about customer financingThis is an estimate only, not an offer, approval or commitment to lend. Any amount, price and terms depend on eligibility, underwriting, lender requirements and review of your documents, such as your three most recent bank statements. Product availability varies, and merchant cash advances are distinct from traditional loans. Financing is not guaranteed. For approval we’ll ask for your three most recent bank statements. Please don’t send statements or account numbers through this site; we’ll tell you how to share them securely. Funding requests are coordinated with BMA Closes (NMLS ID 307778); see their privacy and disclosures.
LET’S BUILD WHAT’S NEXT
Your next chapter
starts here.
Tell us what your business needs. Apply for access or request a guided demo tailored to your trade. For all inquiries, contact Hanna at Hanna@btecfinancial.com.
- A setup shaped around your operation
- Clear scope and pricing before commitment
- A conversation about fit
Illustrative product concept · Mobile feature availability confirmed during demo
A FEW THINGS TO KNOW
Before you apply.
Is WORKTEC a collection of third-party tools?
WORKTEC’s core product is proprietary, including blueprint and mechanical set editing. Optional integrations can be scoped around your requirements.
Can I customize my package?
Yes. Base, Advanced, and Pro are starting points for a tailored scope. Pricing and module availability are confirmed before you commit.
What is live and what is upcoming?
Core service and construction workflows are offered now. Payment processing and selected communications or integrations require configuration and testing. A native mobile app, route optimization, online booking, and phone answering are in development. Your demo and proposal confirm your exact scope.
Does applying give me immediate access?
No. Applications are reviewed for fit. Access, onboarding, pricing, and timing are agreed separately.
Privacy & application consent
We collect the business and contact information you submit to evaluate your request, prepare a demo, and discuss onboarding. Requests are stored in this website’s hosted database for authorized WORKTEC review and are emailed for follow-up by Hanna at Hanna@btecfinancial.com. Submission does not subscribe you to unrelated marketing. No payment information is collected here.
Do not submit confidential documents or sensitive personal information. For inquiry follow-up, correction, or deletion, email Hanna@btecfinancial.com and quote your reference. A retention period must be finalized by the operator before public launch.