WorkBook Pricing & Support

WorkBook’s modular functionality allows you to create the perfect system for your team.

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Pricing

BASIC

Starting at

$ 19

USD/user/month

Users with this license type have access to the to-do list, time sheet and a general read access to customer and job information.

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ADVANCED

Starting at

$ 24

USD/user/month

Users with this license type have access to all features that are selected in your plan. It's possible to modify the access role so only specific features are shown.

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Start with the Basic Plan

WorkBook Basic Plan

Clients & Projects
Keep track of important client information, add contacts, create projects and apply billable, non-billable and internal time.

Collaboration
Centralise your client and project communications, streamline review workflows and receive approval and warning notifications.

File Sharing
Connect WorkBook to your local file server or Microsoft OneDrive and save all client and project-related files where they belong.

Time Sheet + iOS & Android Apps
Log time against any job and get reminders to submit your hours. Also keep track of absence entries and holiday requests.

 

Customise your WorkBook System with Additional Modules

Calendar & Email Integration
Connect your Outlook or Gmail to import or automatically sync emails and calendar information.

Mileage, Expense & Materials Entry
Apply additional expenditures to projects.

CRM & Pipeline Management*
Track new business activities, opportunity pipelines and pipeline forecasts.

Price Quotes*
Create branded price quotes and send them directly to the client.

Client Portal*
Invite clients and brand managers to communicate with the team, share files and access just as much project information as you deem necessary.

Gantt Charts & Resource Planning*
Create beautiful looking Gantt charts and assign resources to tasks for detailed project planning views at-a-glance.

Purchase Orders*
Raise POs that you can match to supplier invoices and store within the appropriate project.

Invoicing*
Create branded invoices and send them directly to clients.

Subscription Billing*
Set up regular billing schedules and have invoices sent to clients automatically.

Finance & Accounting*
Integrate project costs with operational costs to get a better view of your agency’s overall performance. Manage your AR & AP, monitor cash flow and forecast net revenue across offices and currencies.

(*Available for Advanced Users only)

 

Get the App

Stay connected and productive from anywhere with the WorkBook apps. Access your inbox, view your task list, communicate with the team, upload expense receipts and enter your time - all from the convenience of your mobile device.

Available on the App Store

Integrate with WorkBook’s Open API

Go even farther to customise your agency management system by connecting additional software tools via an open API. Link legacy tools to your WorkBook system or use prefab plug ‘n play APIs for common tools such as Google Mail & Calendar, Microsoft Outlook, ActiveCampaign, MagPeople, Microsoft Business Solutions, Deep Dive, SAP, Microsoft OneDrive and more than 50 online banks to create the best agency management solution for your team.

Integration Partners