Workatool
Features

Every tool. One calm system.

Sales, ops, finance and growth — wired together for tradespeople, contractors and service businesses of every size.

Sales & pipeline

Win the work

From first enquiry to signed contract — without dropping the ball.

Leads kanban

Drag-and-drop pipeline, AI lead scoring, conversion tracking and per-stage analytics.

Clients & contacts

Full client records, sites, history, attachments and a self-serve client portal.

Quotes (static + AI)

Pick from the industry template catalogue or generate a polished quote with AI.

Contracts & templates

Reusable templates, token resolution, e-sign-ready contracts in two clicks.

Services catalogue

Price your services once, reuse everywhere — quotes, jobs, invoices, website.

Operations

Run the day

Dispatch, deliver and document the work as it happens.

Jobs & dispatch

Job sheets, status flow, photo proof, attachments and staff assignment.

Live jobs broadcast

Push open jobs to the team and let the right person claim them in real time.

Recurring jobs

Weekly/monthly contracts auto-spawn jobs, invoices and reminders on schedule.

Roster & calendar

Drag-friendly schedule across staff, availability, leave and shift patterns.

Timesheets & tasks

Clock-in, breaks, mobile timesheets and task lists tied to jobs.

Staff vetting

Right-to-work, DBS, references and document expiry tracking, all in one place.

Finance

Get paid

Automate the boring side so cash lands faster.

Invoicing

Auto-generate from jobs, recurring billing, late-payment reminders and one-tap pay links.

Stripe & GoCardless

Card, BACS and direct debit built in. Customers pay from the portal in a tap.

Expenses & wallet

Capture spend, categorise, attach receipts and see true margin live.

Payroll

Hours, rates, overtime and per-staff payouts — calculated from timesheets.

Credit notes

Refunds and adjustments tracked properly, with audit trail.

Bank accounts

Connect accounts, reconcile and surface cash position in reports.

People & growth

Scale the team

Hire, train and retain — without HR headaches.

HR hub

Departments, designations, leave, attendance, holidays, appreciations and skills.

Recruitment pipeline

Job posts, applications, interviews and offers — candidate flow end-to-end.

Training & knowledge base

Onboarding courses, SOPs, policies and searchable internal documentation.

Announcements & notice board

Push updates to the whole company or specific teams; track who's read what.

Team & roles

Granular permissions per role, secure invites and impersonation for support.

Tools & intelligence

Everything else inside

AI, automations, marketing, website and commerce — wired into one system.

AI tools & insights

Quote, follow-up, pricing and daily insight drafting — included on every Business plan.

Automations engine

Trigger-based workflows for invoices, reminders, thank-yous, lifecycle emails and more.

Marketing Hub

Campaigns, broadcasts, review requests and growth playbooks in one place.

Unified inbox + moderation

Customer chat, internal notes, templates, approvals, audit log and block lists.

Website + client portal

Branded public site, online booking, careers page and a self-serve client portal.

Reports & activity log

Revenue, MRR, win-rate, utilisation and a full per-user audit trail.

Commerce

Products and orders for businesses that sell alongside services.

Projects

Long-running engagements with milestones, tasks and dedicated reporting.

AI built in

AI that drafts. You decide.

Generate quotes, follow-ups, pricing suggestions and daily task plans — every output stays editable, on-brand, and grounded in your data.

Unlock AI plans

The operating system, start to finish.

Try every feature free for 14 days. No card needed.

UK-based support Cancel anytime GDPR compliant