Mail, projects and AI
The smart team mailbox Workpool started as, with projects, chat, calendar and an AI assistant on every plan.
Smart team mailbox
Shared email with AI sorting, summaries and drafted replies, turned into tasks and projects, with team chat, contacts and a calendar beside it.AI assistant
Summaries of long threads, replies drafted in your tone and tasks pulled out of email, with a daily AI allowance on every plan or your own provider.Time, billable hours and retainers
Log time against tasks, bill unbilled hours with rate cards, run prepaid hours and retainers, and see workload and portfolio health.
Win the work
Follow up every enquiry, send the quote, get it approved and signed.
Leads and deal pipeline
Every enquiry in one pipeline, from first contact to won, with where it came from, follow-up reminders and one step into a quote, project or job.Quotes, invoices and credit notes
VAT-ready quotes, tax invoices and credit notes from your price list, as branded PDFs with a link your customer can accept or pay from.E-signatures
Send quotes, leases, mandates and other PDFs for signature by email, with a one-time code, a tamper-evident audit trail and a signed certificate.Proofing and approvals
Share a design or document version with a client for pinned comments and a recorded approval, version after version.
Get paid
Invoices with VAT, pay-now links through your own gateway, and reminders that go out by email and WhatsApp.
Sell in store and online
A till that keeps selling when the internet drops, an online shop on the same stock, and one record per customer.
Till and point of sale
A touch till with barcode scanning, split payments, receipts, shifts and cash-ups that keeps selling offline and syncs when the line comes back.Online store
Your own online shop selling stock from your branches, with delivery or collection, card or EFT payment, and WooCommerce and Shopify stock sync.Customer insights, loyalty and memberships
One customer record across till, online and bookings, with segments, loyalty points, store credit, abandoned carts, memberships and gift vouchers.Inventory, purchasing and branches
Stock per branch and location from one ledger, with transfers, counts, reorder points, purchase orders, approvals and goods receiving.
Do the work
Jobs in the field, appointments, production runs and the properties you manage.
Jobs and the offline field app
Schedule and dispatch jobs, then work them on the phone, offline: navigate, on-my-way messages, checklists, photos, materials and signatures.Bookings, calendar sync and lodge channels
A public booking page with deposits, staff and resource calendars, two-way sync with Google, Outlook and Apple calendars, and iCal sync with Airbnb and Booking.com.Production
Bills of materials and recipes, routings and work centres, work orders that use up stock, a capacity planner, a shop-floor screen and job costing.Property management
Properties and units, leases with escalations and deposits, rent and levy invoicing with arrears, inspections with photos, owner statements and body-corporate tools.
Move it
Pick, pack and dispatch, your own drivers on a live map, and the vehicles behind them.
Fulfilment and deliveries
Pick, pack and dispatch orders, courier tracking and returns, plus your own drivers with route planning, live tracking and proof of delivery.Fleet
Vehicle and driver compliance, pre-trip inspections that raise repair jobs, service by odometer, fuel and cost per km, traffic fines, rate cards and trip sheets.
Run the team
Rosters, clock-ins and timesheets for every branch, with low-cost logins for shift workers.
Rosters, time clock and staff logins
Weekly rosters per branch, clock-ins by phone or kiosk with optional geofencing, timesheets with BCEA checks, and staff logins from R6 a month.Assets and compliance
Equipment and installed units with QR tags, meter readings and service intervals, plus an expiry register for certificates, licences and signed checklists.
Talk to customers
WhatsApp, SMS, newsletters, social posts, a service desk and a portal of their own.
WhatsApp and SMS inbox
A shared WhatsApp and SMS inbox linked to your customers, with templates, invoice and appointment reminders, quiet hours and opt-outs.Email marketing
Newsletters and campaigns to customers who opted in, with audiences from your customer data, double opt-in, unsubscribe handling and open and click results.Social media scheduling
Plan, approve and publish posts to Facebook, Instagram, LinkedIn, TikTok and more from one calendar, with results per post.Service desk
Customer tickets from email, WhatsApp and the portal, with SLAs, business hours, satisfaction surveys and time against prepaid hours.Client portal and intake
A branded portal where clients see quotes, invoices, jobs and bookings and upload documents, plus intake forms and consent with sensitive answers encrypted.
Know your numbers
Dashboards built for your kind of business, and an assistant that answers questions about them.
Across the platform
What every workspace gets, whichever tools it uses.
Phone and desktop apps
Workpool on Android and iPhone, and a desktop app for Windows, macOS and Linux that keeps notifications coming.
WordPress plugin
Booking, products, forms, newsletter signup, client portal, pay links and a WhatsApp button on your WordPress site, with WooCommerce sync.
Bring your data
Import contacts, companies, your price list, open invoices and opening stock from CSV or Excel, with Xero, Sage and QuickBooks layouts recognised, and undo within the import window.
Multiple branches
Several branches in one workspace, with stock, rosters, bookings and reports per branch.
Speaks your language
A clinic sees Patients and Appointments, a workshop sees Job cards. Labels follow your kind of business and can be changed.
Open source where it counts
WhatsApp, newsletters, social posting and maps run on open-source software and open standards, so there are fewer accounts to pay for.
Try every feature free for 7 days
No card needed. Pick your kind of business and Workpool switches on the tools it needs. After the trial you stay on the free Starter plan unless you choose a paid one.