NewAI quote engine + automated workflows

The operating system
for service businesses.

Workatool brings leads, jobs, rosters, invoices, AI and a public website into one calm, modern platform — built for the rhythm of field work.

Start free See how it works

0×Faster quoting

0Hub for everything

0.0★Operator rating

app.workatool.com

MRR

£8.4k+12%

Live jobs

37+4

New leads

12+3

Rating

4.9★

Revenue this week+18.4%

Quote sent — Manchester M14

£680/mo

Automated

Job confirmed

Quote drafted

Site live

spacecleaner.co.uk

Connects with the tools you already use

Stripe

GoCardless

QuickBooks

Xero

Google Calendar

Outlook

Slack

Mailchimp

Twilio

Zapier

Notion

Stripe

GoCardless

QuickBooks

Xero

Google Calendar

Outlook

Slack

Mailchimp

Twilio

Zapier

Notion

Automations

Work that moves itself forward.

Workatool watches your pipeline and quietly handles the next step — drafting quotes, sending confirmations, chasing invoices, reminding your team. You stay in control, the platform does the typing.

AI drafts quotes from a one-line job brief
Confirmations, reminders and reviews trigger themselves
Late invoices nudge clients automatically
Field updates land in your inbox in real time

Explore automations

New lead

AI drafts quote

Job booked

Auto-confirm

Paid

Built for the field

If you send teams out, Workatool fits.

Cleaning

Maintenance

Landscaping

Removals

Specialist trades

Multi-site ops

Everything inside

One platform.
Every part of the day.

Stop stitching tools together. Quote, schedule, dispatch, invoice and report — from a single calm interface, on any device.

Leads → invoices

One pipeline from first enquiry to paid invoice. Nothing slips through the cracks.

Jobs, roster & recurring

Schedule the week, dispatch the team and let recurring contracts spawn jobs automatically.

AI quote engine

Quotes, follow-ups, pricing and daily insights — drafted in seconds, on-brand, editable.

Unified inbox + portal

Customer chat, internal notes and a self-serve client portal in one calm thread.

Live reports & insights

Revenue, MRR, win-rate, utilisation and a per-user audit log — visible the moment they change.

Branded website built in

Public site, online booking, careers page and SEO — all wired to your CRM.

Also inside

HR hubRecruitmentTrainingKnowledge baseAnnouncementsProjectsMarketing HubAutomationsLive jobs broadcastStaff vettingPayrollExpenses & walletCommerce (products + orders)See all features

Live operations

See the whole business at a glance.

Office, field, customers and finances — connected in real time.

Owner view

Your operating dashboard

Revenue, jobs, leads and team utilisation — refreshed live, with AI-flagged anomalies.

Revenue

£42,180

Jobs

137

Win-rate

68%

Client portal

Your customers, self-serve.

Quotes to approve, invoices to pay, jobs to track — all on your branded portal.

Approve quote£420

Pay invoice£1,180

Next jobThu 9am

Staff app

The day, in their pocket.

Clock-in, job sheets, photos and chat — your team always knows what's next.

iOS · Android · Web

Payments

Get paid, faster.

Stripe & GoCardless built in. One-tap pay links and automatic reminders.

Card · Direct debit · BACS

Website

Your site, built in.

A branded public site, online booking and a careers page — wired to your CRM.

Custom domain · SEO ready

Built for trades

Every screen shaped around how field work actually runs — not a generic CRM bent into shape.

Recurring-revenue ready

Contracts, recurring jobs and predictable billing baked in from day one.

Multi-site, multi-team

From a one-person crew to multi-region operations — the platform scales with you.

Operators

Quietly running better businesses.

"It feels like the platform was built around how I actually run my days. Quotes go out faster, jobs land where they should, and I always know what's coming."

S. A. Damian — Operator

"We replaced four tools with this. The team picked it up in an afternoon and our admin time has dropped by more than half."

Amelia Anika — Business owner

Case studies

Real operators, real results.

All case studies

End-of-tenancy · Manchester

How a Manchester end-of-tenancy team cut admin by 60% and got their evenings back

Replacing four disconnected tools with Workatool unlocked two extra hours per day, cut invoice lag from a week to 24 hours, and pushed recurring revenue up 38% inside one quarter.

How a London commercial cleaning firm tripled headcount without adding a single admin

Clearway grew from 8 to 24 cleaners and 3.1x'd MRR in three years — all on the same two-person office team. Here's the operational backbone that made it possible.

Domestic · Birmingham

How a Birmingham domestic cleaner doubled recurring revenue in six months

By moving from bespoke quoting to three banded recurring packages — all managed inside Workatool — Sparkle & Co. doubled MRR, cut churn by 40%, and lifted quote close rate from 31% to 52%.

From the blog