Features
Everything in Workview Portal
Every feature in the base plan, plus the add-ons you can switch on when you need them.
Win and run the work
From the first enquiry to the last task on a job.
Leads and sales
Every enquiry tracked by source and outcome. A signed lead becomes a case in one click.
Cases
Every job on one page, with its customer, site, status, people, notes, tasks and files, in a list or on a board you drag across.
Workflows and plan steps
Your own statuses and the steps for each one. Required steps are done before a case moves on.
Tasks
On a case, a contact or on their own, in a list, on a board or in a calendar, with reminders and a daily digest.
Diary
Appointments, site visits, meetings and time off in one company calendar.
Search
Find any case, contact, task, file or address from one search box, or press Ctrl or Cmd + K.
People and access
Everyone involved, entered once and shown only what they need.
Contact directory
People and organisations stored once and linked to every case by role.
Duplicate, sanctions and consent checks
Duplicate warnings and merging, plus sanctions checks and marketing consent on every contact.
Customer portal
Customers see their own cases, read what you share with them, send a note and add files.
Subcontractor access
Subcontractors and other outside parties see only the cases they're assigned to.
Roles and permissions
Six starting roles you can copy and adjust to fit your team.
Two-factor sign-in
Every user signs in with an authenticator app, and a sign-in from a new device sends an email alert.
Email and calendars
Your inbox and calendar, joined up with the case.
Email on every case
Every case has its own email address. Email sent or forwarded to it is filed on the case, threaded, with its attachments.
Email from your own mailbox
Link your Google or Microsoft 365 account and send from the case, so the replies come back onto it.
Calendar connection
Your Google or Microsoft 365 calendar next to your tasks, and a team view of who is free.
Documents and sign-off
Paperwork done on the job, not after it.
Files and library
Photos and documents in case folders and a company library, previewed without downloading and searchable by what's in them.
Form builder
Build your own audits, contracts and risk assessments, with scores and warnings, and fill them in on site.
Electronic signatures
Signed in the app, on a phone or by email link, with identity checks and an evidence trail.
PDFs on your letterhead
Finished forms saved as PDFs in your own letterhead, with an evidence page for signed ones.
Check a signed document
Anyone can check a signed PDF on our verify page and see that it hasn't been changed.
Works on site
Everything core works on a phone on site as well as at a desk, in a light or dark theme.
Money and reporting
Know what each job is worth and what needs attention.
Costs and payment requests
Costs, values and fees on every case, with VAT, and payment requests that can be paid in parts.
Dashboard
What needs attention today, your tasks, the week's diary and six-month trends.
Reports
Leads by period, source and person, plus a claims review for insurance work.
Security
Your data stays yours.
Your data kept apart
Each company's data is kept separate in the app, the database and file storage.
Audit log
Who changed what and when, including any support access by our staff.
Nightly encrypted backups
Your data is backed up every night, encrypted.
Add-ons
Switch these on for the work that needs them. Ask us for a price.
Insurance claims
Peril, policy, excess and liability status, with insurers, adjusters and brokers on the case.
More about Insurance claimsProject management
Estimates from your own rate library, variations, purchase orders, a programme chart and snagging.
More about Project managementAI assistant
Ask the case assistant about any case and get answers from its notes, files and emails, or describe a form and get a draft. You check everything first.
See it working with your kind of cases
Book a demo and we will show you the features that matter to your team. Plans start from £200 per month excl. VAT.