All in one Billing, CRM, and projects.

Core features

: Capture and report on every dollar coming in and going out of your business. View all unbilled charges across your business at a glance.
: Collect & manage leads, collaborate with clients & team members on projects, bill clients, and manage everything else your business is doing from the same web app.
: Track work activities, update current items, lookup information, and create new activities via Gmail and our mobile apps.
: Turn timesheets, quotes, estimates, leads, expenses, and other items into invoices instantaneously.

Why this is good for your business

WORKetc puts CRM, project management, billing, time tracking, and support into one Google Apps integrated collaborative suite, allowing you to manage your client’s entire lifecycle in one place.

: Every billable item across your business can be tracked and pushed through to invoicing. For example, go to a client’s profile, view all unbilled charges associated with that client, and turn them into an invoice.
: View all unbilled charges from a single screen and convert them into invoices. This allows you to see who’s late to pay, send out automated reminders, and integrate with third party merchant gateways.
: You can create invoice templates, set recurring/subscription billing, and attach products to invoices. Set permissions for control of who gets access to what.
: Our software allows you to group items together across your business. For example, group a timesheet, an invoice, an expense, a Google Doc, and a support case with a project.

How it works

: Capture leads; send out quotes/estimates/invoices.
: Convert a won lead into a project, and invite team members, clients, and contractors to collaborate.
: Set your billing model for a project: fixed, timesheet, milestone, materials, etc.
: Set a budget and group other activities with your project: timesheets, expenses, to-dos, events, and other items.
: Track all finances related to your project, monitor progress, run reports, and view all unbilled charges.
: If collaborating with a contractor, use their timesheet/milestone data to create an invoice and compensate them.
: WORKetc dashboards will summarize all current work projects, to-dos, reminders, events, overdue payments, incoming payments, and other items.
: Upon completion of your project, convert your current quote into an invoice, or create a new one. Add all relevant products, expenses, timesheets, and other billable items to your invoice.
: Print, PDF, or fax your invoice. Set up shipping, local taxes, discounts, and manage commissions.
: If you have an ongoing relationship with a client, set subscription billing to automatically bill at time intervals you set.