Workatool

Workatool is an all-in-one operating system for service businesses that brings leads, jobs, rostering, invoicing, AI-quoting, and a public website into a single platform — built for cleaning, maintenance, trades, and field service teams.

What is Workatool?

Workatool is a cloud-based platform that unifies CRM, job management, staff scheduling, quoting, invoicing, payroll, client communication, automation, and a website builder. It takes data from leads, job briefs, and recurring contracts as input, and produces quotes, schedules, invoices, and live reports as output. Built by Workatool, the platform runs on any device (web, iOS, Android) and connects with Stripe, GoCardless, QuickBooks, Xero, Google Calendar, Outlook, Slack, WhatsApp, Mailchimp, Twilio, Zapier, and Notion.

Key Features

• AI quote engine — Generates quotes from a one-line job brief, with on-brand templates and editable results.
• Automated workflows — Triggers confirmations, reminders, invoice chases, and review requests based on pipeline events.
• Unified inbox + client portal — Customer chat, internal notes, and a self-serve portal for quote approval, invoice payment, and job tracking.
• Jobs, roster & recurring contracts — Schedule and dispatch teams; recurring contracts automatically spawn jobs and billing cycles.
• Live reports & audit log — Real-time metrics on revenue, MRR, win-rate, utilisation, and per-user activity.
• Branded website builder — Public site with online booking, careers page, and SEO — wired directly to the CRM.
• HR & recruitment hub — Training, knowledge base, payroll, expenses, and staff vetting in one section.

Who is it for?

Workatool is designed for service businesses that send teams into the field: cleaning companies, landscaping firms, maintenance contractors, removals specialists, and multi-site operations. Owners use it to run daily operations from a single dashboard; field staff rely on the mobile app (iOS, Android, web) for clock-in, job sheets, photos, and chat; and clients get a branded portal to approve quotes, pay invoices, and track upcoming jobs.

What can you do with Workatool?

• End-of-tenancy cleaning teams — Automate quoting, confirmations, and invoicing; cut admin time by 60% and reduce invoice lag from a week to 24 hours (as documented in a Manchester case study).
• Commercial cleaning firms — Scale headcount from 8 to 24 cleaners without adding admin staff, leveraging recurring contracts and automated scheduling (as documented in a London case study).
• Domestic cleaners — Switch from bespoke quoting to banded recurring packages, double MRR, cut churn by 40%, and lift quote close rate from 31% to 52% (as documented in a Birmingham case study).

How does Workatool work?

Workatool watches your pipeline and handles the next step automatically: AI drafts quotes from a job brief, then triggers confirmations, reminders, and invoice chases. Field updates land in your inbox in real time. You stay in control while the platform handles repetitive typing. Set up in minutes by importing existing data; a free start is available.

Pricing

Workatool operates on a freemium model with paid plans. A free start is available; detailed pricing tiers are listed on the plans page.