Five clear steps and a real human alongside you. Most teams are live in a week.
Each step is short and supported. You'll never be staring at an empty screen wondering what's next.
A quick form — your name, your area, how you operate today. Takes about 5 minutes.
Set up the workspace for your business — your brand, your services, your team.
Invite your team, add your services, import customers and contracts. We help every step.
Start quoting, scheduling and invoicing from day one. Your team works from one shared source of truth.
Use built-in reports and AI tools to win more work, retain more clients and keep margins healthy.
Your onboarding specialist walks you through every step over Zoom or phone.
We import your customers, jobs and history from spreadsheets or your old CRM.
Most teams send their first invoice from Workatool within 7 working days.