Workatool

Platform

Every tool you need to run a service business — in one place.

Designed for the messy reality of field operations. Whether you're a Partner scaling fast or an independent business finding your rhythm — it just fits.

Lead & sales pipeline

Capture enquiries, qualify, quote and convert — with reminders so nothing falls through the cracks.

Jobs & rostering

Plan the week visually, assign your team, track shifts, and keep customers in the loop automatically.

Invoicing & payments

Send branded invoices, accept card payments, reconcile expenses — closing the loop on every job.

Client messaging

Centralised conversations with customers and team — with the full job history one click away.

AI tools suite

Draft quotes, proposals, follow-ups, job instructions and performance insights in seconds.

Reports & insights

Revenue, MRR, win-rate, utilisation — the numbers that actually move your business, live.

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