Built for a specific kind of contractor.
myWorkflow isn't a general-purpose business tool. It's built for project-based contractors on QuickBooks Online who've outgrown a spreadsheet and don't want an ERP. Here's how to tell if that's you.
Are You The Right Fit?
-
Commercial and specialty trades
Fencing, electrical, HVAC, general commercial. Project-based work with contract values, change orders, and phases — not one-off retail service calls.
-
Already on QuickBooks Online
The QBO connection is the on-ramp. If you’re not on QuickBooks Online, myWorkflow isn’t a fit yet.
-
10 to 200+ concurrent jobs
Enough active work that maintaining a WIP spreadsheet has become somebody’s real job.
-
$2M to $50M in revenue
Big enough to need job-costing discipline. Small enough that a heavy construction ERP is overkill.
What Each Seat Gets.
You want a backlog number you can act on instead of an estimate, and you want to stop being surprised at project close. myWorkflow gives you a live read on every open job’s margin and a real backlog figure, without asking anyone to build you a report.
You own the QuickBooks connection and the monthly WIP ritual nobody enjoys. myWorkflow syncs read-only — your books stay yours — and keeps the WIP current so you’re not rebuilding it. Underbilled jobs and backlog gaps surface on their own.
You’re running five to fifteen jobs and you need to know which ones need attention before Friday’s status call. myWorkflow shows accumulated cost against budget per job, so problems surface while margin still exists, and your tasks live on the same record.
You want to know how the jobs you bid actually performed. myWorkflow keeps historical job performance in one place so the next bid is informed by the last twenty.
Trades We Work With.
myWorkflow is trade-agnostic within commercial and specialty contracting, and today's users concentrate in a few areas.
If your work is bid, scheduled in phases, and billed against a contract, the model fits.
When we’ll tell you no.
We'd rather be direct up front. myWorkflow isn’t for you yet if:
You're not on QuickBooks Online. The sync is the foundation. Come back when you've migrated.
Your work is mostly residential service calls. There's no contract-versus-cost story to report on.
You run a handful of jobs a year. A spreadsheet is genuinely fine at that volume.
You already have a working construction ERP. If it's installed and your team uses it, don't rip it out for this.