Dashboard & financial overview
Start each day with a clear view of active work, quote progress, invoices and the numbers that need attention.
Features
Every part of the job, connected.
A practical contractor CRM and job management system for the work between winning a customer and getting paid.
One operational hub
Less chasing. Less retyping. More visibility.
Westlink keeps the commercial, scheduling, field and financial sides of the business connected, so the next action is easier to see.
Lead & client management
Move prospects into customers without retyping details. Keep contacts, sites, conversations and job history connected.
Jobs, recurring work & scheduling
Plan one-off and repeat visits, assign staff and make schedule changes visible to everyone who needs them.
Quotes, templates & approvals
Build professional quotes from reusable content, share customer approval links and know what needs a follow-up.
Invoices & payment tracking
Turn completed work into polished PDF invoices, record payments and keep outstanding balances easy to find.
Tasks & team calendar
Keep the small but important actions around every job visible, assigned and connected to the wider schedule.
Worker sessions, photos & expenses
Capture time, travel, job photos, notes, receipts and expenses while the details are still fresh.
Products, pricing & service items
Maintain consistent service items, product costs, prices and markups for faster quoting.
Reports & operational visibility
See how work, labour, expenses and revenue fit together so decisions are based on the full picture.
Role-based staff access
Give office staff and field workers access to the information and actions appropriate to their roles.
Cleaning estimators & assessments
Build consistent site assessments and cleaning estimates around the way your team prices real work.
Designed around the full job lifecycle
Keep the details moving forward with the work.
A lead becomes a client. An approved quote becomes a scheduled job. Field updates support the invoice. Each stage builds on the one before it.
- Fewer handoffs between disconnected tools
- A shared source of truth for office and field teams
- Clearer operational and financial follow-through
1Capture lead
2Prepare quote
3Schedule job
4Complete work
5Send invoice
6Track payment
See how Westlink fits your workflow.
Tell us how your team currently handles enquiries, scheduling and field updates. We’ll help you identify a practical starting point.
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.