Switched on from day one
Choose “Rental agent or property manager” when you set up your workspace and your workspace starts with these 24 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
- TasksEverything assigned to you across projects.
- PropertiesProjects, 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
- TenantsCompanies and people you work with.
- WhatsApp & SMSA shared WhatsApp and SMS inbox, templates and reminders, linked to your customers.
- Intake & consentIntake forms, consent and KYC checklists, with sensitive answers encrypted.
- Client portalA branded portal where your clients see quotes, invoices, jobs and bookings, and upload documents.
Sales
Operations
- ViewingsAppointments, resources, working hours and a public booking page with deposits.
- Work ordersJobs 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.
- UnitsEquipment, 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.
- Maintenance requestsCustomer tickets from email, WhatsApp and the portal, with SLAs, business hours and time against prepaid hours.
- PropertyProperties and units, leases with escalations and deposits, mandates, rent and levy invoicing with arrears, inspections with photos, owner statements and body-corporate tools.
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Tenants |
| Projects | Properties |
| Jobs | Work orders |
| Bookings | Viewings |
| Assets | Units |
| Tickets | Maintenance requests |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, WhatsApp & SMS, intake & consent, client portal, 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 viewings, work orders, field app, compliance and a kiosk PIN, without a mailbox.
Also in property
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.