Switched on from day one
Choose “Building contractor or renovator” when you set up your workspace and your workspace starts with these 23 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
- TasksEverything assigned to you across projects.
- SitesProjects, tasks, boards, templates and dependencies.
- Team ChatChannels, direct messages and threads.
- CalendarEvents, meetings and scheduling.
- DocsShared documents and wiki with live co-editing.
- FilesFiles across projects, tasks, chats and emails.
- ApprovalsRequest and record sign-off on tasks.
- E-signaturesSend quotes, leases, mandates and other PDFs for signature by email, with a one-time code, an audit trail and a signed certificate.
People
- ClientsCompanies and people you work with.
- Time clockClock in and out of the working day.
- WhatsApp & SMSA shared WhatsApp and SMS inbox, templates and reminders, linked to your customers.
- RostersWeekly rosters per branch, open shifts and swaps, timesheets with BCEA checks, payroll export and commission.
Sales
Operations
- JobsJobs and work orders: schedule, dispatch, checklists, photos, materials and sign-off.
- Field appToday's jobs on the phone, offline: navigate, on-my-way, checklists, photos, materials and signatures.
- InventoryStock per branch and location from one ledger: receiving, transfers, counts, adjustments, reorder points and low-stock alerts.
- PurchasingSuppliers, purchase orders with approval, goods receiving and supplier prices.
- ComplianceExpiry register for certificates and licences, recurring obligations, and signed opening, closing and safety checklists.
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Clients |
| Projects | Sites |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, WhatsApp & SMS, jobs, field app, need the Professional plan (R299 a month) or higher. Mail, projects, chat, calendar and AI work on every plan, and every workspace starts with a 7-day trial of everything.
- Can I change which tools are switched on?
- Yes. These are the starting set for this kind of business. An owner or admin can switch any tool on or off in Settings, and the labels can be renamed too.
- Do shift workers need a full login?
- No. A staff seat costs R6 a month on paid plans and covers time clock, jobs, field app, inventory and a kiosk PIN, without a mailbox.
Also in trades & construction
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.