WorksThing is a productivity software from WorksThing that provides tools for project management and team collaboration. It includes task tracking, deadline reminders, and document sharing so teams can stay organized and meet their goals. WorksThing is designed to improve communication and simplify workflows by allowing users to assign tasks, set priorities, and share files in one central location. It supports integration with other tools, enabling users to customize their workflows according to their specific needs. Key capabilities: task tracking deadline reminders document sharing team collaboration integration support Best for: project managers and teams that need to manage tasks and collaborate effectively.
WorksThing, developed by Grafenia plc, is an impressively engineered workflow and CRM suite specifically tailored to meet the needs of service-oriented businesses, particularly those in the signage, print, design, and installation sectors. Rather than following the traditional route of delivering a monolithic CRM system, WorksThing stands out by offering a modular suite of interconnected applications, allowing businesses to build a customized ecosystem that precisely fits their operational needs. This approach gives companies the flexibility to subscribe to only the apps they require, from lead management and surveying to proposals, scheduling, production, invoicing, and customer communications. The concept is particularly effective for businesses that span multiple service verticals or require high levels of project coordination, such as signage companies handling multi-site installations or design studios managing client work from concept to delivery. The core advantage here is integration—not just within the system itself, where all apps work seamlessly together under a single sign-on, but also with key external platforms such as accounting tools like QuickBooks and Xero and payment gateways like Stripe and GoCardless.
The Surveyor is specifically designed for use on tablets, allowing surveyors to conduct precise, efficient surveys directly on-site, including uploading pictures and making digital notes as they go. This streamlines the data collection process and reduces manual errors.
The software creates a real-time timeline for each survey and installation project, enabling users to track multi-site progress, bookings, and sign-offs dynamically. This provides immediate oversight and coordination for complex projects.
Surveyors can complete questionnaires, upload photos, and add notes digitally from the site, while the office team can simultaneously access this live data to prepare proposals without delay. This fosters real-time teamwork and accelerates project initiation.
It offers an online booking system that shows live availability for surveyors and installers, allowing for instant booking and confirmation. This eliminates the traditional back-and-forth communication, making scheduling much more efficient.
The system facilitates the recording of completion milestones for each project daily, ensuring that all stakeholders are continuously informed about the progress. This promotes transparency and accountability throughout the installation process.
Designed for conducting surveys directly on a tablet device.
Allows for uploading photos taken on-site directly into the survey.
Enables users to make notes digitally during the survey, replacing handwritten notes.
Allows real-time sharing of survey data and notes with the team.
Establishes a live timeline for each new survey and installation project.
Keeps track of the progress of installations across multiple locations in real-time.
Monitors the status of project bookings.
Provides immediate updates on project sign-offs.
Offers real-time monitoring for peace of mind.
Records completion milestones for projects on a daily basis.
Allows for booking services online based on live availability.
Shows the real-time availability of surveyors and installers.
Provides immediate confirmation of bookings.
Enables setting rules to block out specific days and times for team members.
Generates documented confirmations for bookings.
Allows team members to sync and view bookings across their individual calendars.
Facilitates completing survey questionnaires digitally on-site using a tablet.
Enables capturing site images using a phone or tablet.
Immediately shares captured photos with the team.
Allows the office team to work on proposals concurrently while surveyors are still on-site.
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WorksThing is a productivity software from WorksThing that provides tools for project management and team collaboration. It includes task tracking, deadline reminders, and document sharing so teams can stay organized and meet their goals. WorksThing is designed to improve communication and simplify workflows by allowing users to assign tasks, set priorities, and share files in one central location. It supports integration with other tools, enabling users to customize their workflows according to their specific needs. Key capabilities: task tracking deadline reminders document sharing team collaboration integration support Best for: project managers and teams that need to manage tasks and collaborate effectively.
Does WorksThing have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
N/A
GBP (£)
Email Address
hello@worksthing.comContact
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