Services – Work-Bench

WELCOME TO WORK-BENCH

Streamline Your Business Today

Ready to take your trade business to the next level? Work-bench CRM gives you all the tools to stay organized, win more jobs, and get paid faster – all while reducing the daily admin grind. We invite you to try Work-bench CRM and see the difference it can make in your business.

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ONE PLAN FOR TODAY, SCALABLE FOR TOMORROW

Flexible Pricing for Businesses of All Sizes

Whether you’re a solo tradesman or running a larger operation, we have a plan to fit your needs. Each package is affordably priced and packed with value – a cost-efficient alternative to patching together multiple single-purpose software tools . Choose a plan that works for you today, and know that you can always upgrade as your business grows:

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Starter

Ideal for independent contractors or new small businesses that need the essential CRM features. Manage your clients, jobs, quotes, and invoices all in one place at a budget-friendly price.

Small Business

Perfect for a growing trades business with a small team. Includes everything in Starter, plus additional tools for team collaboration and expanded capacity to handle more clients and projects.

Business

Best for established companies that require the full power of Work-bench. This plan supports larger teams and comes with advanced features, enhanced customization options, and priority support to ensure your operations run like clockwork.

Custom Enterprise

Have a bigger organization or unique requirements? We offer custom solutions tailored to your needs. From dedicated support to specialized module add-ons, we’ll work with you to build the perfect CRM system for your business – request a meeting with us to discuss your custom quote and implementation plan.

WORK-BENCH SERVICES

All-in-One Features and Modules

Work-bench CRM brings together all the tools you need to run your trade business efficiently.

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WorkBench Modules

Here are some of the key features and modules included

01.

Customer & Contact Management

Keep a centralized database of all your clients, including contact details, job history, and notes, so nothing falls through the cracks . You’ll have every interaction and service record at your fingertips for quick, personalized service.

02.

Job Scheduling & Tracking

Seamlessly schedule appointments and manage jobs from start to finish. Assign jobs to your team members and monitor progress in real time, ensuring no job is missed or forgotten . A built-in calendar gives you a clear view of all ongoing and upcoming jobs.

03.

Quotations & Estimates

Generate professional estimates in minutes and send them to customers for approval . Once a quote is accepted, you can instantly convert it into an invoice – speeding up your sales cycle and impressing clients with your responsiveness.

04.

Invoicing & Payments

Create and send great-looking invoices with a single click . Invoices can include your logo, taxes/VAT, and even multi-currency if needed. Set up recurring invoices for repeat services and let the system automate them on a schedule . You can record payments or allow clients to pay online via integrated payment gateways, with PDF receipts generated automatically for every payment.

05.

Time & Expense Tracking

Log time spent on jobs using an integrated timer or manual entries – perfect for tracking billable hours or simply understanding how long tasks take . Record business expenses (fuel, materials, etc.) and even set recurring expenses (e.g. monthly tool rentals) to be logged automatically . You can mark expenses as billable to specific projects or clients, ensuring you never forget to charge for reimbursable costs.

06.

Team Collaboration & Tasks

Working with a crew? Assign tasks to one or multiple staff members and add followers or observers to each task for transparency . Team members can update task status, leave comments, and attach photos or files (like before-and-after job photos) from the field. Everyone stays in the loop, which means fewer calls back to the office and more getting done.

07.

Client Portal & Communication

Give your customers a seamless experience with a self-service client portal. Clients can log in to view or approve quotes, check their invoices, and even confirm completed jobs with a digital e-signature for sign-off . For long projects or maintenance contracts, you can share daily progress reports (with notes and photos) through the portal, keeping clients informed every step of the way . The system also supports automated notifications and reminders – for example, it can send appointment confirmations or payment reminders via email/SMS, so your clients are always kept up-to-date.

08.

Mobile Access on the Go

Use Work-bench anytime, anywhere – in the office or on a job site. The platform is mobile-friendly, allowing you to manage your business from your phone or tablet with ease. Schedule new jobs, update task statuses, or communicate with clients and team members in real-time, right from your device . You’ll have your entire business in your pocket, whether you’re on the road to the next client or picking up supplies.

09.

Reporting & Insights

Make smarter decisions with built-in reports and dashboards. Track key metrics like total sales, outstanding invoices, job completion rates, and more . You can quickly generate reports (e.g. revenue by month or by customer) to get actionable insights into your business performance . These real-time analytics help you identify trends and opportunities – whether it’s seeing which services are most profitable or ensuring your team’s productivity is on track.

OUR PACKAGE BENEFITS

Full Work-Bench CRM Packages

Module	Starter	Small Business	Business	Business Plus	Custom
Billing	✔	✔	✔	✔	✔
Ticket / Support System	✔	✔	✔	✔	✔
Timesheets	✔	✔	✔	✔	✔
Project Management	✔	✔	✔	✔	✔
Job / Task Management	✔	✔	✔	✔	✔
Client Management & Client Zone	✔	✔	✔	✔	✔
Proposals	✔	✔	✔	✔	✔
Email Templates	✔	✔	✔	✔	✔
Reporting	✔	✔	✔	✔	✔
Staff Management	✖	✔	✔	✔	✔
HR / Attendance	✖	✔	✔	✔	✔
Expense Management	✖	✔	✔	✔	✔
Complete Accounting System	✖	✖	✔	✔	✔
Stock Management	✖	✖	✔	✔	✔
Warehousing	✖	✖	✔	✔	✔
Booking System	✖	✖	✔	✔	✔
Supplier Management	✖	✖	✔	✔	✔
Asset Management	✖	✖	✖	✔	✔
SMS / Email / PBX Integration	✖	✖	✖	✔	✔
Complete Point of Sale (POS)	✖	✖	✖	✔	✔
Sales Commission Module	✖	✖	✖	✖	✔
BI Tool	✖	✖	✖	✖	✔
Training Platform & Knowledge Base	✖	✖	✖	✖	✔
Wallet & Loyalty	✖	✖	✖	✖	✔
Integrated Website & E-commerce	✖	✖	✖	✖	✔
Contract Management	✖	✖	✖	✖	✔
Orders / Deliveries	✖	✖	✖	✖	✔
Client Portal / Mobile App	✖	✖	✖	✖	✔