Workatool

Workatool is a comprehensive operating system for service businesses, designed for field service companies such as cleaning, maintenance, landscaping, removals, and specialist trades. It solves the problem of juggling multiple disconnected tools by integrating leads, jobs, rosters, invoicing, payments, AI-powered automation, and a public website into a single platform.

What Makes Workatool Stand Out

• All-in-one platform: Replace spreadsheets and separate tools with a unified system covering CRM, scheduling, invoicing, payments, AI, and a website—everything in one place.
• AI-powered quote engine: Automatically draft quotes from a one-line job description, with AI-generated pricing and daily insights that save hours of manual work.
• Built-in automations: Automate repetitive tasks like sending confirmations, reminders, and invoice chases, so work moves forward without manual intervention.
• Real-time live dashboard: See revenue, MRR, jobs, leads, win-rate, and team utilisation updated live, with AI-flagged anomalies for proactive management.
• Integrated client portal and staff app: Offer customers a branded self-serve portal for approvals and payments, while field staff get a mobile app for clock-in, job sheets, and real-time updates.
• Multi-site and recurring revenue support: Handle contracts, recurring jobs, and multi-team operations with ease, from one-person crews to large enterprises.

Who Should Use Workatool

• Field service business owners looking to streamline operations, reduce admin time, and gain real-time visibility into their business performance.
• Operations managers in cleaning, maintenance, landscaping, removals, and other trades who need efficient scheduling, dispatch, and team coordination.
• Growing service companies aiming to scale headcount and revenue without adding administrative burden, leveraging automation and a unified workflow.

Frequently Asked Questions

What is Workatool?

Workatool is a cloud-based operating system that combines CRM, job management, rostering, invoicing, payments, AI automation, and a built-in website for field service businesses.

How does Workatool integrate with existing tools?

Workatool connects with popular tools like Stripe, GoCardless, QuickBooks, Xero, Google Calendar, Outlook, Slack, WhatsApp, Mailchimp, Twilio, Zapier, and Notion, allowing seamless data flow.

What types of businesses benefit most from Workatool?

Workatool is ideal for service businesses with field teams, such as cleaning, maintenance, landscaping, removals, specialist trades, and multi-site operations—especially those seeking to automate workflows and centralise operations.