Werkli - 2026 Pricing, Features, Reviews & Alternatives

Werkli is a cloud-based administration and invoicing software solution designed specifically for Swiss tradespeople and construction businesses. The system integrates field operations with office administration to manage projects from initial quotation through final payment collection. The platform caters to Swiss craftspeople and construction companies requiring streamlined workflows between job sites and back-office processes while minimizing duplicate data entry and ensuring that all services are billed. The solution supports data capture without network connectivity constraints to maintain uninterrupted information flow across locations.

The software centralizes project management by registering customers, sites, and schedules once for system-wide accessibility. Quotations and field reports include time tracking, material documentation, photographs, and notes. Offline functionality preserves data locally on mobile devices and synchronizes seamlessly when connectivity is restored. A direct conversion workflow transforms approved quotations or completed field reports into QR-invoices in one step, eliminating manual transcription and intermediate processing.

Financial management capabilities comprise accounts receivable tracking, payment posting, and automated dunning for overdue invoices. Role-based access controls allow administrators to define user permissions for viewing or modifying data. Additional features include calendar scheduling for team planning, customer relationship management for client data organization, document management, and basic accounting functions integrated with the invoicing workflow.

The platform operates on smartphones, tablets, and desktop computers without specialized IT infrastructure. Data export functionality facilitates collaboration with Swiss fiduciaries and integration with external accounting systems. Hosted on Swiss servers with daily backup protocols, the infrastructure ensures that all customer data resides within the national jurisdiction and adheres to local data protection standards.