FAQ
Frequently Asked Questions
Whether you’ve got a question, need help getting started, or want to talk to our team,
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What is WorkLinkers?
WorkLinkers is an all-in-one quoting, scheduling, invoicing, and payment software designed specifically for small trade businesses like HVAC, electricians, plumbers, and general contractors.
Who is WorkLinkers for?
Solo contractors, small teams, or growing trades businesses with up to ~20 technicians who want to look professional and get paid faster.
Is WorkLinkers easy to set up?
Yes, you can complete our guided setup within minutes without technical skills.
Do I need special equipment to use WorkLinkers?
Absolutely. WorkLinkers is fully mobile-responsive and works seamlessly on any modern device.
How does WorkLinkers save me time?
By consolidating quoting, scheduling, invoicing, and payments into one workflow, avoiding double entry and endless phone calls.
Does WorkLinkers work for solo operators and teams?
Yes, it’s built to handle workflows for individuals or crews.
How much does WorkLinkers cost?
Plans start around $39/month, with higher tiers offering more features and support.
Do you offer annual pricing?
Yes, annual billing saves up to 20% compared to monthly
Is there a free trial?
Yes, a 14-day free trial with no credit card required.
Are there hidden fees?
No, only your monthly or annual subscription fee, plus standard Stripe processing fees for payments.
How is pricing structured?
Pricing is per company, you can add your whole team without per-user charges, each plan has a max number of users.
Do you offer refunds?
We don’t provide refunds, but you can cancel anytime to stop future charges, access will still be provided until the end of the term.
Can I pause my subscription?
Not currently, but you can cancel and reactivate later.
What forms of payment do you accept?
Major credit and debit cards through secure Stripe processing
Are there contracts or commitments?
No, WorkLinkers is pay-as-you-go with no long-term contracts.
Will early adopters keep their pricing?
Yes, your price is locked in even if prices rise later.
What does “quote-to-job flow” mean?
You can create a quote, get approval, schedule the job, and send an invoice, all in one streamlined process.
Can I customize quotes and invoices?
Yes, add your logo, terms, custom line items, and even photos.
Can I schedule jobs for multiple technicians?
Yes, assign jobs on a shared calendar and track progress for your team.
Does WorkLinkers send automatic reminders?
Yes, automate texts or emails for appointment reminders and overdue invoices.
Can customers accept quotes online?
Yes, one-click approvals directly from email or text.
Does WorkLinkers support recurring jobs?
Yes, set up repeating jobs on a schedule.
Can I add taxes and discounts?
Yes, apply taxes or discounts to quotes and invoices.
Can customers pay deposits?
Yes, request deposits and get paid faster.
How do I resend invoices or reminders?
Easily with one click in your dashboard.
Can I add job notes or attachments?
Yes, include internal notes or documents like insurance certs.
What reports are available?
See revenue, overdue invoices, paid jobs, and scheduling insights.
Can I export data?
Yes, export customer lists, invoices, and reports as CSV or PDF.
Can I earn rewards for referring WorkLinkers?
Yes, every subscriber can join our referral program to earn a commission on new signups.
How are referrals tracked?
Each partner gets a unique referral link and QR code.
How do I join the affiliate program?
Opt-in directly from your WorkLinkers dashboard.
Is there a referral limit?
No, refer as many as you like.
When do I get paid?
Commissions are paid based on the plan the referral signs up for via Stripe or as account credits.
How do I update payout info?
Update it securely in your affiliate dashboard.
What devices does WorkLinkers work on?
Desktops, laptops, tablets, and smartphones.
Do you have a mobile app?
WorkLinkers is fully mobile-optimized; a dedicated app is on the roadmap.
Does WorkLinkers work offline?
No, you need an internet connection.
What integrations do you offer?
Currently QuickBooks Online and Stripe. Other integrations are on the roadmap.
Can I embed WorkLinkers in my website?
Yes, embed “Request a Quote” or booking forms on your site.
Can I manage multiple locations?
Yes, manage multiple teams or offices from one account
What financial reports can I access?
Revenue, overdue payments, and profitability reports.
Can I track technician performance?
Yes, see who’s completing jobs on time.
Can I see revenue by customer or service?
Yes, filter by customer, service, or date.
Can I download reports?
Yes, export reports as PDF or CSV.
Is my data safe?
Yes, bank-level encryption and secure U.S.-based servers.
Will my data be backed up?
Yes, your data is automatically backed up and recoverable.
Do you share my data?
No, we never sell or share your personal or business data.
How do I change my password?
Update anytime from your account settings.
Can I delete my account?
Yes, contact support for permanent deletion.
Is WorkLinkers GDPR-compliant?
Yes, we follow data privacy regulations, including GDPR.
What support channels do you offer?
Email, live chat, and phone support for premium plans.
How quickly do you respond?
We aim for under 24 hours on business days.
Do you provide training?
Yes, online tutorials on social media platforms.
Can I cancel anytime?
Yes, no contracts; cancel whenever you need.
How do I start my free trial?
Sign up at WorkLinkers.com, no credit card needed.
What happens after my trial ends?
Choose a plan to continue uninterrupted service.
How do I set up my business profile?
Complete our easy onboarding wizard.
Can I import customer lists?
Yes, upload via CSV.
Do I need to install software?
No, WorkLinkers runs in your browser.
Still Have Questions?
Reach out to our support team or browse the full help center.
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