Switched on from day one
Choose “Trades and field service” 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.
- ProjectsProjects, tasks, boards, templates and dependencies.
- Team ChatChannels, direct messages and threads.
- CalendarEvents, meetings and scheduling.
- FilesFiles across projects, tasks, chats and emails.
- FormsPublic intake forms that create 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
Sales
Operations
- BookingsAppointments, resources, working hours and a public booking page with deposits.
- 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.
- AssetsEquipment, 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.
Insights
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Customers |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, WhatsApp & SMS, bookings, 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 time clock, bookings, jobs, field app 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.