WorkBook Pricing & Support
WorkBook’s modular functionality allows you to create the perfect system for your team.
Users with this license type have access to the to-do list, time sheet and a general read access to customer and job information.Get Started Now
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.Get Started Now
Start with the Basic Plan
Clients & Projects
Keep track of important client information, add contacts, create projects and apply billable, non-billable and internal time.
Centralize your client and project communications, streamline review workflows and receive approval and warning notifications.
Connect WorkBook to your local file server, Google Drive or Dropbox 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, vacation requests and holidays.
Customize 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.
Create branded price quotes and send them directly to the client.
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.
Raise POs that you can match to supplier invoices and store within the appropriate project.
Create branded invoices and send them directly to clients.
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.
Integrate with WorkBook’s Open API
Go even farther to customize 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, Google Drive, Dropbox and more than 50 online banks to create the best agency management solution for your team.