werkflow is business automation software for trade businesses that integrates with existing systems to streamline quotes, invoicing, project management, and administrative tasks. The software captures inquiries from email, phone, or websites and generates quote drafts for approval. Follow-up communications are automated if clients don't respond within a specified timeframe. Field technicians can capture delivery notes and photos via mobile devices, which auto-populate invoice drafts. A dashboard tracks hours, materials, and labor costs in real time, offering profitability insights before invoicing occurs. Accounting integration organizes incoming invoices and prepares payment reminders and financial data for accounting software. Time tracking allows employees to log hours via mobile devices. Business dashboards display profit margins, revenue, productivity, and resource utilization. Implementation takes two to four weeks, with configuration, training, and support provided.
