Manage Your Trades Business With EASE
Simplify Quoting, Job Tracking, Invoicing, And More.
Trusted by these companies
Easy, Predictable, and Reliable
Fast Quoting
Create a quote with speed and simplicity
WorkBookPro revolutionizes quoting by enabling tradespeople to quickly generate precise, professional quotes.
- Templates
- Reuse common sections of quotes to save time and ensure consistency. Templates can be customized to suit your business.
- Preset Costs
- Build a library of preset costs for materials and labor to speed up the quoting process. Costs can be adjusted as needed. Enter costs once and use them in multiple quotes.
- Email Integration
- Send quotes directly to clients from WorkBookPro. Quotes are saved in the system for easy reference. Track when quotes are delivered and opened, follow up at the right time.
Scheduling
Calendar & Scheduling at Your Fingertips
Stay organized and on top of your workload with WorkBookPro's intuitive scheduling feature.
- Never forget a job
- WorkBookPro's calendar feature ensures you never miss a job. Easily schedule jobs and track progress.
- Scheduler View
- Schedule view allows you to see all your staff's schedules in one place.
- Real-Time Updates
- our calendar is updated in real-time, so you always have the most up-to-date information.
Job Tracking
Effortless Job Management for Tradespeople
Keep every project on track with WorkBookPro's job tracking feature.
- Job Details
- Keep track of all the details of a job in one place. Easily access job details from anywhere, on any device.
- Job Files
- Upload and store all job-related files in one place. Access files from anywhere, on any device.
- Job PnL
- Track the profit and loss of each job. Easily see if a job is profitable and where the costs are coming from.
On-Site Forms
Your Workers' can complete forms on-site saving you time and hassle.
Powerful customisable forms that your workers can complete on-site saving you time and hassle.
- Customizable Forms
- Create customizable forms for your workers to complete on-site. For example a call out sheet or a maintenance sheet.
- Word Templates
- Save your forms as Word templates so you can easily create new forms in any way you want.
- Direct Email
- Send your completed templates directly to your customers or save them as pdf's or docx files.
Profit & Loss
Financial Insight for Informed Decisions
Gain invaluable insight into your business's financial health with WorkBookPro's profit and loss tracking.
- At-a-Glance View
- Job PnL gives you an at-a-glance view of your business's financial health. Easily see which jobs are profitable and which are costing you money.
- Track Costs
- Easily track costs associated with each job. Compare your real costs to your estimated costs to see where you can improve.
- Every Bill Logged
- Every bill is logged in WorkBookPro, so you always have an accurate picture of your costs.
One-Click Invoicing
Simplify Your Invoicing Process
Easily manage your billing with WorkBookPro's advanced invoicing system.
- One Click Invoicing
- Create and send invoices with the click of a button. Invoices are saved in the system for easy reference. Track when invoices are delivered and opened.
- Direct Email
- Send invoices directly to clients from WorkBookPro, quickly and easily.
- Xero Integration
- Sync invoices with Xero to keep your accounting up-to-date. No need to manually enter invoices into your accounting software.
Everything you need
All-in-one platform
Running your business has never been easier. WorkBookPro is the all-in-one platform that helps you manage your team, track your jobs, and simplify your invoicing process.
- Login from anywhere
- Login on any device, anywhere in the world. No need to be tied to your desk.
- Quoting
- Create and send quotes to your clients in minutes. Yoy can even send a quote before you leave the job site.
- Files
- Store all your important files and photos with the quote or job. No more searching through emails for that important document.
- Customers
- Keep track of your customers and their details. Every quote, job and invoice is linked to a customer.
- Invite your team
- Invite your team to WorkBookPro and assign them jobs. Restrict what they can see and do.
- Calendar
- Keep track of your's and your employee's schedule with our advanced calendar feature.
- Jobs
- rack your jobs from start to finish, Know your profit and loss on every job.
- Invoices
- Create and send invoices with a click. Know when your client has viewed the invoice.
- Xero Integration
- Sync your invoices and payments with Xero. No more double entry of invoices.
- Dashboard
- See your business at a glance with our dashboard. Recent Jobs, Quotes and Invoices all in one place.
- Forms
- Create custom forms for your workers to complete on the job, save them as a templated PDF.
Pricing
Pricing plans for teams of all sizes
Choose an affordable plan that’s packed with the best features for engaging your audience, creating customer loyalty, and driving sales.
Basic
The essentials to provide your best work for clients.
Start 30 Day FREE Trial
- On-the-Go Access
- Effortless Scheduling
- Rapid Quote Creation
- Real-Time Profits
- Cloud Storage: 500 Mb per user
Basic Plus
Most popular
A plan that scales with your rapidly growing business.
Start 30 Day FREE Trial
- Everything in Basic plus...
- Xero integration
- AI Powered Bills
- Cloud Storage: 1 Gb per user
Enterprise
Dedicated support and infrastructure for your company.
POA
Contact- 1-hour, dedicated support response time
- Custom integrations
- Custom Features
- Custom reporting tools
WorkBookPro is just awesome. It allows us to run our entire business smoothly and more profitably. I can't imagine running our business without it!
Craig Paxton
Director at OJ Mechanical Ltd
Frequently asked questions
Can’t find the answer you’re looking for?
Reach out to our customer support team.
- Is there a free trial
- Yes! WorkBookPro offers a 30-day free trial for new users. Sign up today to get started.
- What is WorkBookPro?
- WorkBookPro is a comprehensive software solution designed to streamline operations for trades businesses. It simplifies the entire process from quoting to cash, including job tracking, invoicing, and more, specifically tailored for tradespeople.
- Who can benefit from WorkBookPro?
- Any trades business, from electricians, plumbers, and HVAC technicians to general contractors and construction companies, can benefit from using WorkBookPro. It's built to accommodate the needs of both small businesses and large enterprises.
- How does WorkBookPro simplify the quoting process?
- WorkBookPro streamlines the quoting process by allowing you to create professional quotes in minutes. You can easily add line items, and adjust quantities. You can create costing sheets and group them together to create a quote. A Simple quote can be created in less the 60 seconds and have it land in your customers email.
- Can I track jobs with WorkBookPro?
- Yes, WorkBookPro includes job tracking features that allow you to monitor job progress, assign tasks, and update statuses in real-time. This ensures that everyone on your team is on the same page and can help improve project completion times.
- Is invoicing integrated with WorkBookPro?
- Absolutely, WorkBookPro integrates invoicing directly into the workflow. You can convert quotes to invoices with a single click, send invoices electronically, streamlining the billing process and reducing the time to get paid.
- How does WorkBookPro handle scheduling?
- The software includes a dynamic scheduling tool that enables you to schedule jobs, assign team members, and update job details on the go. It's designed to optimize your team's workload and improve efficiency.
- How secure is my data in WorkBookPro?
- Data security is our top priority. WorkBookPro uses industry-standard encryption and multiple layers of security measures to protect your data and ensure that it is accessible only to authorized users.
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