Switched on from day one
Choose “Courier, delivery or freight” when you set up your workspace and your workspace starts with these 20 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
People
Sales
- Products & servicesYour price list of services, products, materials and fees.
- Quotes & invoicesQuotes, tax invoices and credit notes with VAT and PDFs.
- PaymentsPay-now links through your own PayFast, Yoco, Ozow, Paystack or Stripe account, and payment records.
- DealsLeads and a deal pipeline from enquiry to won, with follow-up reminders.
Operations
- DeliveriesJobs 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.
- VehiclesEquipment, installed units and vehicles with QR tags, meter readings, service intervals that create jobs, and warranty dates.
- ComplianceExpiry register for certificates and licences, recurring obligations, and signed opening, closing and safety checklists.
- Deliveries & fleetDispatch deliveries to your own drivers with route planning, live tracking, proof of delivery, and vehicles with maintenance and service zones.
- FleetVehicle and driver compliance, pre-trip inspections that raise repair jobs, service by odometer, fuel and cost per km, traffic fines with driver nomination, rate cards and trip sheets.
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Customers |
| Jobs | Deliveries |
| Assets | Vehicles |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, deals, WhatsApp & SMS, deliveries, 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, deliveries, field app, compliance and a kiosk PIN, without a mailbox.
Also in logistics & fleet
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.