WorkHoist: One Platform to Run the Whole Build, from Pipeline and Projects to Crew and Cash
The Challenge
Most construction businesses don’t run on one system. They run on many. Leads live in a spreadsheet or someone’s inbox. Projects are tracked on a whiteboard, a shared sheet and a group chat. Crew scheduling sits in one tool, invoices in another, and the client calls to ask “where are we?” Every one of those handoffs is a place where information falls through the cracks.
What Running on Disconnected Tools Means
- The same job info gets re-entered across a sheet, a scheduler and an accounting tool, over and over.
- The office and the field are looking at two different versions of the truth.
- Clients can’t see their own project, so the team fields “any update?” calls all week.
- Deposits, invoices, expenses and POs live apart from the work that earns them, so nobody sees the real financial picture in time.
Key Challenges Faced
- Scattered tools
- Pipeline, projects, crew, equipment and money each live in a different app.
- No single source of truth
- Ask three people the status of a job and you get three answers.
- Office and field gap
- Schedules set in the office don’t reach the crew cleanly, and site updates don’t make it back.
- Invisible pipeline
- Leads and quotes sit in inboxes, so it’s never clear what needs a follow-up.
- Manual financials
- Invoices, deposits, expenses and POs are tracked by hand, apart from their projects.
- Owner-dependent
- The operation lives in the owner’s or PM’s head, which caps how much work the business can take on.
The Solution
WorkHoist replaces the spreadsheets, chat threads and disconnected apps with a single platform built for construction. The sales pipeline, active projects, crew schedule, equipment, financials and the client’s own view all live in one place and stay in sync. It’s a product, not a project: you sign up and you’re live the same day.
Approach and Strategy
- Pipeline
- Every lead, quote and opportunity tracked through clear stages.
- Projects
- Tasks, timelines, documents and status for every active job in one board.
- Work Plan & Crew Scheduling
- People and work assigned across jobs, so office and field see the same plan.
- Financials
- Invoices, deposits, expenses and purchase orders tied to their projects, with approval workflows.
- Client Portal
- A secure, branded view of each client’s own project.
- Emails & Communication
- Project conversations kept alongside the work, not in a personal inbox.
- Equipment
- What you own and where it is, tied to the jobs using it.
- Crew app
- WorkHoist Field, a downloadable app (on Google Play, iPhone coming) where site teams log in, see their tasks, clock in and out, and add photos and daily logs.
- Total Ownership
- For businesses that want it, a WorkHoist instance built to their spec and fully theirs, in about six weeks.
Technology Stack
Results & Outcomes
- One place for everything
- Pipeline, projects, crew, equipment and financials in one system.
- One version of the truth
- Office, field and client all see the same current status.
- Field and office in sync
- Schedules and site updates flow both ways.
- Clients who stop chasing
- The portal answers “where are we?” before anyone asks.
- Money tied to the work
- A real-time financial picture with approvals built in, not a month-end scramble.
Strategic Impact
- Take on more work without adding an admin layer to keep tools in sync.
- One platform replaces a stack of subscriptions and the manual glue between them.
- The operation lives in the system, not in one person’s head.
- A professional client portal makes a growing contractor look established.
- Live the day you sign up, with a path to full ownership.
Who This Applies To
Construction businesses that:
- Run pipeline, projects and scheduling across a handful of disconnected tools.
- Re-enter the same job information into more than one system.
- Field “any update?” calls because clients can’t see their projects.
- Track money apart from the work that earns it.






