WorkWiseSoft

Everything in WorkWiseSoft today

A single platform for office staff, field teams, and your customers — we switch modules on to match your business.

Core workflow

Operations & delivery

  • Jobs & orders

    Create and edit work with client details, pricing, scheduling, status workflow, assignment, and file attachments.

  • Calendar view

    Visual schedule for planning the day and spotting gaps.

  • Team & fleet

    Manage people, documents, portal magic links, and push notification subscriptions.

  • Team portal

    Mobile schedule, full job details (phone, email, address), status updates, notes, and photo uploads.

  • Job costing

    Labour entries and cost items per job for margin analysis.

  • Inventory

    Track items assigned to jobs and mark them returned or used.

  • Daily work PDF

    Download a PDF run sheet for a selected day.

  • Address lookup

    Geocoding when creating jobs or deliveries.

Win work faster

CRM, sales & quoting

  • Leads

    Pipeline with statuses, follow-up dates, summary metrics, and one-click convert to client + job.

  • Estimates

    Line-item quotes, PDF generation, send by email, and public accept/reject links.

  • Price book

    Product and service catalogue with durations, tiers, and bookable flags.

  • Quote templates

    Reusable line sets for fast quoting.

  • Online booking

    Public config, services, slots, instant quote, and booking submission with rate limits and optional Turnstile CAPTCHA.

  • Booking embed

    Iframe widget for your website with configurable allowed origins.

  • Catalogue

    Structured products or services linked to pricing and booking.

  • Public branding

    Logo, colours, and company details on booking, estimates, and PDFs.

Get paid and stay organised

Finance & clients

  • Clients

    CRM records with history, portal links, and subscription management.

  • Client portal

    Secure link for customers to view estimates, accept quotes, and see invoices.

  • Invoices

    Create from jobs, PDF download, status tracking, and payment links.

  • Stripe payments

    Card checkout on public invoice pay pages and client portal.

  • Expenses

    Record costs with categories for P&L reporting.

  • Service plans

    Recurring service definitions with billing settings.

  • Subscriptions

    Per-client subscriptions, pause/resume, auto-invoice, and renewal reminders.

  • QuickBooks export

    Export invoices in QuickBooks-friendly format.

Numbers you can act on

Reports & exports

  • Revenue & profit

    Monthly revenue vs expenses and profit charts.

  • Team revenue

    Daily totals and date-range breakdown by person or team.

  • Job margin

    Revenue against recorded job costs.

  • Lead conversion

    Funnel metrics from lead to won work.

  • Orders & completions

    Status breakdowns, monthly volume, and completed-order analysis.

  • Top clients & expenses

    Ranked lists for account management and cost control.

  • Outbound comms

    Report on automated and manual messages sent.

  • Google Ads CSV

    Scheduled customer-list exports for Google Ads audiences.

  • PDF report pack

    Download combined report PDF for a date range.

Less manual follow-up

Automation, comms & AI

  • Automation rules

    Trigger-based email/SMS with daily caps, test send, and run history.

  • Message templates

    Reusable SMS and email templates with merge fields.

  • Outbound messaging

    Send one-off messages from the office with limits and logging.

  • Communication log

    Audit trail of messages sent to clients and leads.

  • Webhooks

    Outbound HTTP notifications with delivery log and test ping.

  • AI assist

    Suggest outbound message text and summarise job notes (when configured).

  • Booking notifications

    Email alerts to office and confirmation to customer on new bookings.

  • Reputation settings

    Configure post-job review requests and public review page.

Control who sees what

Admin & security

  • Roles & users

    Super admin, admin, office, manager, field staff — menu access by role.

  • Audit log

    Track sensitive changes across the system.

  • JWT authentication

    Secure API with token refresh for the web app.

  • Login rate limiting

    Brute-force protection on authentication endpoints.

  • Calendar ICS feeds

    Subscribe staff to their schedule in Google/Apple Calendar.

  • Data exports

    CSV export for jobs, clients, and invoices.

  • Settings hub

    Central place for branding, payments, booking, webhooks, and messaging.

  • Health endpoint

    API health check for monitoring and uptime tools.

Want a guided tour of these modules?

We will walk through your workflow and map it to WorkWiseSoft.

Get in touch