For trades businesses comparing ERP systems
Looking for an ERP to run your trades business? You need less than they’re selling you.
Full ERP systems are built for factories and 500-person enterprises. If you run a 3 to 30 person HVAC, plumbing, electrical, or contracting shop, MyWorkbelt gives you the one thing an ERP promises and rarely delivers at your size: a clear answer to whether each job made money.
Scheduling & jobs
HOW IT WORKS
An ERP is the wrong tool for a shop your size
ERP software was built to run supply chains and multi-entity finance. A trades shop with 3 to 30 people runs on something much simpler. The mismatch is the point.
What an ERP is built for
- Multi-entity, multi-currency accounting
- Manufacturing and warehouse supply chains
- Procurement departments and purchase-order approval chains
- A dedicated IT team or a paid integrator
- 6 to 12 month rollouts before the system is usable
What a trades shop actually runs on
- Leads coming in the door
- Quotes that get sent, accepted, or forgotten
- A schedule and a work order for each tech
- An invoice and a payment
- One month-end number: did the jobs make the margin the quotes promised
THE OFFER
What an ERP actually costs a small shop
The license fee is the smallest number on the invoice. The real cost is time, headcount, and the seats you keep adding.
Before it works
Typical enterprise ERP implementation timeline before the system is configured and your team is trained.
Every hire raises the bill
ERP pricing scales by user and by module. MyWorkbelt is flat-rate with no per-user fees.
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You configure nothing yourself
ERPs assume in-house IT or a paid integrator. With MyWorkbelt, your Client Success Manager builds it around your operation.
THE TRADES-SPECIFIC ANSWER
THE TRADES-SPECIFIC ANSWER
MyWorkbelt covers the full job lifecycle for the trades in one field service platform, configured for
your shop before you go live. No modules to buy piecemeal, no integrator to hire.
CRM, call tracking, estimates
Every customer, every incoming call, and every quote with automatic follow-up on the ones sitting in limbo.
Scheduling, work orders, job completion
Assign the tech, send the work order, capture photos and sign-off at closeout. The record feeds straight into your numbers.
Invoicing and payments
Send the bill, take the payment, post it to QuickBooks. Card and ACH included.
QuickBooks stays your books
Two-way sync with QuickBooks Online and Desktop, validated by a ProAdvisor. You do not migrate your accounting into a new system.
SIDE BY SIDE
Full ERP vs MyWorkbelt
Same question, two very different tools. One was built for enterprises. One was built
by an operator who ran a service business for twenty years.
| Full ERP | MyWorkbelt | |
|---|---|---|
| Built for | Enterprises, manufacturers, multi-entity finance | Trades shops, 3 to 30 people |
| Setup | 6 to 12 months, consultant-led | Done for you, live in about 8 weeks |
| Who configures it | Your IT team or a paid integrator | Your CSM builds it around your operation |
| Pricing model | Per seat, plus per module | Flat-rate, no per-user fees |
| Accounting | Replaces your books, migration required | Keeps your QuickBooks, two-way sync |
| Profit per job | Rarely job-level for trades work | Budget vs Actual, included on every plan |
| Trades fit | Generic, configured to fit | Built for HVAC, plumbing, electrical, contracting |
| Risk on you | None standard | 60-day money-back guarantee |
FOR THE BOOKKEEPER IN THE ROOM
You keep your books. We do not touch
them without your bookkeeper’s sign-off.
Please add an image- Job cost data flows into QuickBooks with no duplication and no rounding errors.
- Your existing Chart of Accounts maps to MyWorkbelt during setup. You do not restructure your books to fit the platform.
- The sync is two-way. Every action is logged, and your bookkeeper can audit and reverse any change.
- We do not go live until your bookkeeper validates the sync. If they have concerns after validation, we do not migrate.
A person who has read your numbers, every month
This is the part an ERP does not have. Once a month, a Client Success Manager who has spent time in your data sits with you for 60 minutes and tells you what to act on. The analysis is done before the meeting starts. You are not being handed a report to interpret alone. You are being handed the answer.
ASSET PLACEHOLDERGrowth Review photo (pending from Sree)
BUILT BY SOMEONE WHO LIVED IT
We know what it’s like to finish your best revenue month and still wonder where the money went.
“Every operator I knew had the same problem. The work got done. The bills got paid. Nobody knew which jobs were actually profitable. So I built the software I needed.”
Sree Kaluva ran a service business for 20 years before he built My Workbelt. He never had software that could tell him which of his jobs had made money. The Budget vs Actual feature exists because he needed it. The monthly Growth Review exists because he knew that data without a conversation about what to do with it was just another report nobody read.
More profit from every job.
Not just less paperwork.
Twenty minutes. We’ll show you what Budget vs Actual would look like on your trade
and your job mix. Not generic demo data. Your data.
60-day money-back guarantee. One Dedicated CSM. Setup configured for your operation.