What it does
- Price list
- Services, products, materials, labour and fees with cost and selling prices and tax rates.
- Online accept and pay
- Customers open a quote or invoice from a private link, accept the quote or pay the invoice there.
- Statements and reminders
- Monthly statements and reminder steps per invoice, sent by email, WhatsApp or SMS within your quiet hours.
- Accounting export
- Export invoices and payments as CSV in the formats Xero, Sage Business Cloud and QuickBooks Online import.
Switched on from the start for
- Marketing, digital or creative agency
- Consultancy or professional services
- Law firm or attorneys
- Accounting, bookkeeping or tax practice
- IT support or managed services
- Architects, engineers and designers
- Photographer or videographer
- Trades and field service
- Building contractor or renovator
- Car repair workshop or panel beater
- Cleaning or security services
- Retail shop
- Online store or marketplace seller
- Wholesale and distribution
- Manufacturing or workshop
- Food or beverage producer
- Print, signage or branding
- Medical, dental or allied-health practice
- Veterinary practice
- Hair, beauty, spa or barber
- Gym, studio or personal trainer
- Tutor, school or training centre
- Restaurant, cafe or takeaway
- Caterer, event planner or venue
- Guesthouse, B&B or small lodge
- Rental agent or property manager
- Body corporate or HOA
- Estate agent
- Courier, delivery or freight
- Fleet operator
- Non-profit, church or community organisation
Any other workspace on a qualifying plan can switch it on in Settings.
More in 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.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.
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.