--- title: "WorkBalance Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WorkBalance Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/10040849/WorkBalance/" page_type: "product" language: "en" --- # WorkBalance Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) WorkBalance ## What is WorkBalance? WorkBalance is job costing and project management software built for contractors and project-based businesses that need real-time visibility into profitability. Track expenses, labor, and payments directly against projects to instantly see profit or loss on every job. WorkBalance connects projects, tasks, budgets, and invoices in one platform, eliminating disconnected tools and manual processes. Manage tasks and teams across multiple jobs, control budgets before costs get out of hand, and generate financial reports including profit & loss and cash flow. Create estimates, convert them into invoices, and accept payments online with Stripe integration. Whether you're running a few projects or scaling your business, WorkBalance helps you stay organized, control costs, and maximize profit with complete financial clarity. ## What is WorkBalance used for? [Business Management](https://www.capterra.com/business-management-software/)[Project Management](https://www.capterra.com/project-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WorkBalance?[Manage this product listing](https://www.g2.com/products/workbalance/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WorkBalance 0.0 VS. [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $29 Flat Rate, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (1,540) Value For Money 0.0 (0) Value For Money 4.4 (1,174) Customer Service 0.0 (0) Customer Service 4.6 (1,073) ## WorkBalance alternatives Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about WorkBalance Overview ### What company size and specific industries is WorkBalance built for? WorkBalance is designed for contractors, construction companies, service businesses, property managers, consulting firms, IT providers, legal services, and creative professionals. It fits small to mid-sized organizations in project-based and client service sectors that need a tool for managing work across professional services and operational teams. Features and Usability ### What are the key features of WorkBalance? WorkBalance includes accounting and financial management for tracking business finances, plus CRM, client management, and vendor management for contact records. It also offers project management and task management for work organization, employee management for staffing, quotes and estimates for sales, and reporting and statistics with an activity dashboard. Pricing ### How much does it cost and what fees or limitations are included? WorkBalance offers a free version and a free trial, plus a Starter Plan with price not listed. The Professional Plan costs $29 per month flat rate, and the Business Plan costs $89 per month flat rate. Professional includes unlimited invoices and estimates, while Business adds unlimited team members, contractors, customers, and storage. Getting Started and Support ### What training and onboarding options does WorkBalance offer? WorkBalance provides webinars, documentation, and videos to help teams get started. Webinars support guided, instructor-led learning, documentation offers written reference materials for setup and feature review, and videos provide visual walkthroughs for learning at a self-paced pace. Getting Started and Support ### What customer support options does WorkBalance offer? WorkBalance provides email/help desk, FAQ/forum, knowledge base, and chat support. No reviewer feedback about support experience is available, so only the listed channels can be confirmed. Users seeking help can use the written resources or chat option for product guidance and issue resolution. ## Features AI summary Based on 6,813 Project Management reviews Capterra data shows that buyers of Business Management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) WorkBalance includes **Client Management** and **Task Management**, giving teams a clear way to organize customer relationships and keep daily work on track. However, it does not offer **Workflow Management**. Its support for **Client Management** and **Task Management** helps businesses maintain better visibility into client needs, assign responsibilities clearly, and complete work more consistently. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Client Management Manage contact details and communication with clients CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Branding Add customized logos and colors to align with company branding Employee Management Track employee schedules, availability, and performance across projects and tasks WorkBalance 12 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Client Management: Manage contact details and communication with clients - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Task Management: Create, manage and track all task activities and progression - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10040849/WorkBalance/pricing/) Professional Plan $29.00 Flat Rate,Per Month It includes: - Unlimited projects - Unlimited customers - Manage up to 15 projects - Up to 20 contractors - Up to 5 team members - Up to 3 business workspaces - Ability to create selling links - Unlimited invoices & estimates - Project budgets & job costing - 5 GB document storage - Invoice & payment reporting - Payment processing via Stripe Business Plan $89.00 Flat Rate,Per Month It includes: - Everything in the Professional Plan - Unlimited team members - Unlimited business workspaces - Unlimited customers - Unlimited contractors - All financial reports - Unlimited document storage - Payment processing via Stripe Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.