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About Workatool
What is Workatool?
Workatool is an operating system for service businesses, combining leads, jobs, rosters, invoices, AI, and a public website in one platform. It is designed for field service companies that need to manage the entire job lifecycle—from first enquiry to paid invoice—without juggling multiple disconnected tools.
What problem does it solve?
Service businesses often struggle with fragmented workflows: quoting in one app, scheduling in another, and invoicing in a third. Workatool solves this by providing a single, calm interface where you can quote, schedule, dispatch, invoice, and report. Its AI draft quotes, automates follow-ups, and handles repetitive tasks, saving time and reducing errors.
Who is it for?
Workatool is built for businesses that send teams out into the field, such as cleaning companies, maintenance providers, landscapers, removals firms, specialist trades, and multi-site operations. It is ideal for owners who want visibility into revenue, jobs, and team utilisation. It may be overkill for solo freelancers who only need basic invoicing.
Real use cases
For a cleaning company, Workatool automates quote generation from a one-line job brief, schedules recurring contracts, and sends client reminders. A landscaping firm can use the AI quote engine to create on-brand proposals, track jobs live, and get paid faster with automatic invoice chasing. The client portal lets customers approve quotes and pay invoices online, reducing admin.
Key features
- AI quote engine — Draft quotes from a one-line job brief, with on-brand, editable templates.
- Automated workflows — Automatically send confirmations, reminders, and payment chase-ups.
- Unified inbox & client portal — Manage customer chat, internal notes, and a self-serve portal in one place.
- Live reporting & insights — Track revenue, MRR, win-rate, and utilisation in real-time with AI-flagged anomalies.
- Branded website builder — Create a public site with online booking, careers page, and SEO, wired to your CRM.
- HR & team management — Manage recruitment, training, announcements, and staff vetting.
- Integrations with popular tools — Connect Stripe, GoCardless, QuickBooks, Xero, Google Calendar, Slack, and more.
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Workatool Pricing
Workatool pricing: from £10/mo.
For comparison: the median starting price in CRM is $39.95/month, measured across 105 tools we track. See the full SaaS Pricing Index →
Business Starter — £10/month
The essentials for a small trade or service business. Includes up to 50 clients, 100 jobs, and 3 staff seats. Full CRM, scheduling & invoicing, basic automations (reminders, thank-yous), up to £3/mo of transactional emails, client portal & online booking, and standard reports. 7-day free trial available (card required, no charge until day 8).
Business AI — £25/month
Everything in Starter, plus AI tools. Includes up to 100 clients and 500 jobs. AI quote, proposal & follow-up writer, AI pricing & task suggestions, AI client message generator, up to £15/mo AI + £5/mo emails included, and better reporting & automation. No free trial; billed immediately.
Business Pro — £50/month
The full operating system — unlimited clients, jobs, and staff. Full CRM, finance, recruitment, up to £30/mo AI + £10/mo emails included, workflow automations, contractor & multi-location management, advanced analytics, UK-based support, and no setup fees. No free trial; billed immediately.
Yearly billing saves 2 months per year.
Frequently asked questions
Is Workatool free?
Workatool is not free, but Business Starter offers a 7-day free trial with full access. After the trial, it costs £10/month. Business AI and Business Pro require payment upfront with no trial.
How much does Workatool cost?
Workatool has three plans: Business Starter at £10/month, Business AI at £25/month, and Business Pro at £50/month. Yearly billing gives you 2 months free each year.
What is Workatool best for?
Workatool is best for field service businesses like cleaning, maintenance, landscaping, removals, and trades that need to manage leads, jobs, scheduling, invoicing, and AI-assisted workflows in one place.
Can I switch between monthly and yearly billing?
Yes, you can toggle between monthly and yearly billing at any time from your billing settings. Yearly saves 2 months per year.
What are the top alternatives to Workatool?
Top alternatives include Jobber, Housecall Pro, ServiceTitan, and Method CRM. These also target service businesses, but Workatool differentiates with its AI quote engine and integrated website builder.
Does Workatool have a client portal?
Yes, Workatool includes a branded client portal where customers can approve quotes, pay invoices, and track jobs online. This is available on all plans.
