Switched on from day one
Choose “Print, signage or branding” when you set up your workspace and your workspace starts with these 18 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
- TasksEverything assigned to you across projects.
- OrdersProjects, tasks, boards, templates and dependencies.
- Team ChatChannels, direct messages and threads.
- FilesFiles across projects, tasks, chats and emails.
- ProofingShare a design or document version with a client for pinned comments and a recorded approval.
- 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
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.
- Social mediaPlan, approve and publish posts to Facebook, Instagram, LinkedIn, TikTok and more from one calendar, with results per post.
Operations
- JobsJobs and work orders: schedule, dispatch, checklists, photos, materials and sign-off.
- InventoryStock per branch and location from one ledger: receiving, transfers, counts, adjustments, reorder points and low-stock alerts.
- ProductionBills of materials and recipes, routings and work centres, work orders that use up stock, a capacity planner, a shop-floor screen and job costing.
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 | Orders |
| Work orders | Production jobs |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, WhatsApp & SMS, client portal, jobs, 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 jobs, inventory, production and a kiosk PIN, without a mailbox.
Also in manufacturing & production
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.