Details live in too many places
Customer notes, schedules and job updates become harder to find just when someone needs them.
CRM + job management, working as one
Run every job, team, and payment from one place.
Westlink CRM brings leads, clients, schedules, jobs, quotes, invoices, workers and expenses into one clear platform—so work keeps moving wherever you are.
Built for service teams that need the office and field working from the same information.
Good morningBusiness overview
+ New jobActive jobs24This week
Quotes awaiting reply08Follow up
Invoices due06On track
Today’s scheduleOctober 7
Office cleanNorthbridge House
In progressSite assessmentRiverside Apartments
ScheduledHVAC maintenanceCedar & Co.
ScheduledRevenueLast 6 months
$48,620Paid invoicesWednesday, Oct 7Your jobs
08:30
Office cleanNorthbridge House
Now11:00
Site assessmentRiverside
✓
All details, on siteNotes, photos & time
✓
Quote approvedQ-1048 · just now
◷
Team checked inNorthbridge House
Stop running work in fragments
When information is scattered, every job takes more effort.
Spreadsheets, paper, inboxes and message threads can each hold part of the answer. Westlink keeps the full customer and job story together.
Changes create avoidable confusion
A moved visit or missed update can leave the office, customer and field team with different expectations.
Paperwork delays the next step
Slow quotes, manual invoices and forgotten follow-ups hold up work and make cash flow harder to manage.
A calmer way to stay in control
Everything your team needs to keep work moving.
Replace disconnected admin with one practical system built around the way service businesses actually operate.
Win and organize more work
Keep every new inquiry, follow-up and customer detail in one reliable pipeline.
Schedule teams with confidence
See availability, assign the right people and keep changing plans visible.
Quote and invoice professionally
Create consistent documents, share them quickly and track every response.
Track work and costs
Connect time, receipts and expenses to the jobs that created them.
Keep customers informed
Make follow-ups and customer history easier to see and act on.
Manage the business anywhere
Move between desktop and mobile without losing the latest job information.
One connected workflow
From first enquiry to final payment.
Each stage carries the right details forward, so your team can spend less time copying information and more time moving the job ahead.
01Capture lead
02Prepare quote
03Schedule job
04Complete work
05Send invoice
06Track payment
Operational clarity, built in
See the work. Know what happens next.
Westlink brings daily operations and financial progress into one shared view, from the first lead to the final balance.
Operations overviewThis month
42Jobs completed+8 in progress
$18.4kInvoiced$4.1kJob costs12Quotes open
01
Start with a clear view of the business.
See active jobs, upcoming work, quotes awaiting a response and invoices that need attention without piecing together separate reports.
- CRM dashboard and financial overview
- Reports and operational visibility
- Role-based staff access
Lead pipeline12 open opportunities
New enquiryBrighton Offices
$2,480Quote preparedHarbour View
$5,920Follow-up dueGreenfield Estates
$1,86002
Turn enquiries into scheduled work faster.
Keep contacts, sites, notes, quote history and follow-ups together. When a quote is approved, the details are already there for the job.
- Lead and client management
- Quotes, templates and customer approval
- Products, pricing and service items
Team scheduleOctober 5–11
MonTueWedThu08:00Office cleanMaintenance11:00Site surveyWindow clean14:00Service call
03
Keep schedules, teams and job details aligned.
Plan one-off and recurring work, assign staff and share changes without relying on someone to relay the latest version.
- Jobs, recurring jobs and scheduling
- Tasks and team calendar
- Cleaning estimators and service assessments
INVOICEINV-1048
WestlinkOffice cleaning service$1,240.00Materials$86.00
Total$1,326.00
✓ Sent to customer
04
Close the loop on time, costs and cash flow.
Keep field activity attached to the right job, then produce accurate customer documents and track balances without a separate reconciliation process.
- Invoices, PDFs and payment tracking
- Worker sessions, job photos and expenses
- Customer reminders and communications history
Westlink on mobile
Your business goes wherever the work takes you.
Give field teams the job information they need without sending another spreadsheet, message thread or paper pack. Updates made on site stay connected to the office workflow.
✓ View jobs and schedules✓ Update job status and notes✓ Capture job photos✓ Track worker sessions and time✓ Record travel and expenses✓ Upload receipts
Job detailsNorthbridge House
Today · 08:30Office cleaningIn progress
3 team members
4 service tasks
Wednesday, Oct 7Your schedule
Office cleanNorthbridge House
NowSite assessmentRiverside Apartments
Maintenance visitCedar & Co.
✓
Photo uploadedAttached to job
Built around service work
Flexible enough for the way your team operates.
Westlink keeps the core workflow consistent while giving different service businesses room to manage their own sites, staff and job details.
Cleaning companies
Plan recurring work, complete site assessments and keep crews aligned across customer locations.
Contractors
Move enquiries from quote to scheduled work, then invoice from the same job record.
Property maintenance
Coordinate responsive work, planned visits, job evidence and costs across managed properties.
Field-service teams
Give workers clear schedules and job details while the office retains full operational visibility.
Multi-site businesses
Keep contacts, locations, service history and recurring requirements organized by customer and site.
Simple, transparent pricing
Choose the level of control your team needs.
Every price is shown in USD per user, per month. Plan content can be adjusted as Westlink’s commercial offering evolves.
Lite
For contractors who want the essentials.
$47
Start Free TrialUSDper user/month
- Lead, client and site management
- Job management, notes and tracking
- Team scheduler
- Quotes and invoices
- Products, pricing and markups
- Customer quote and invoice links
- Payment recording and balance tracking
- Web and mobile access
Pro
For professional service businesses ready to grow.
$51
Start Free TrialUSDper user/month
- Everything in Lite
- Recurring jobs
- Job photos and files
- Tasks and team calendar
- Quote and invoice templates
- Quote and invoice follow-ups
- Worker sessions and time tracking
- Staff scheduling
- Cost and expense tracking
- Customer communications history
- Custom branding
Plus
For teams that need complete operational control.
$61
Start Free TrialUSDper user/month
- Everything in Pro
- Advanced dashboards and reporting
- Service calculators and assessments
- Cleaning estimation workflows
- External and miscellaneous expense management
- Worker activity history
- Role-based permissions
- Review-request workflows
- Advanced operational controls
Taxes may apply. Trial duration and billing terms are confirmed when you sign up.
Questions, answered
Know what to expect before you start.
Need to talk through your workflow? Contact the Westlink team for a practical conversation.
Westlink CRM is designed for contractors, cleaning companies, property maintenance businesses and other teams that coordinate customers, office administration and work in the field.
Setup depends on the size of your team and the information you want to bring across. Start with your core customer, service and pricing details, then add workflows as your team becomes familiar with the platform.
Yes. Westlink CRM connects office and mobile workflows so schedules, job information and field updates stay together. Role-based access can limit what each person can view or change.
Web and mobile access is listed with every plan. Store availability and download links can vary, so contact the Westlink team for the current mobile access options.
Plan changes are intended to support teams as their operational needs evolve. Contact Westlink before purchasing if you need confirmation about billing changes or feature availability.
The listed price for each plan is in USD per user, per month. No annual discount, setup fee, user limit or trial duration is implied unless it appears in your final service agreement.
One platform. One clear next step.
Ready to run your service business with less admin?
Bring your customers, jobs, team and cash flow into one connected workflow.