Switched on from day one
Choose “Wholesale and distribution” when you set up your workspace and your workspace starts with these 26 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
People
- BuyersCompanies and people you work with.
- WhatsApp & SMSA shared WhatsApp and SMS inbox, templates and reminders, linked to your customers.
- Customer insights & loyaltyOne customer record across till, online and bookings: spend, segments, loyalty points, store credit, abandoned carts and review requests.
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.
- Point of saleA touch till for the counter: barcode scanning, split payments, receipts, shifts and cash-ups.
- Email marketingNewsletters and campaigns to customers who opted in, with audiences from your customer data, double opt-in, unsubscribe handling and open and click results.
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.
- FulfilmentPick, pack and dispatch orders, courier tracking, driver run sheets, proof of delivery and returns.
- 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.
- 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 | Buyers |
| Companies | Accounts |
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, 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, field app, point of sale, inventory and a kiosk PIN, without a mailbox.
Also in retail & commerce
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.