About WorksThing
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.
Pros & Cons
- +Streamlines survey and installation projects with live tracking and real-time updates.
- +Enables easy online booking and scheduling with calendar synchronization.
- +Digital note-taking and image uploads enhance survey accuracy.
- +Facilitates collaboration by allowing office teams to work on proposals remotely.
- +Simple and transparent pricing structure with a free online demo available.
- −Limited to signage survey and installation industries, restricting broader application.
- −Extra user fees could make scaling expensive for larger teams.
- −No mention of AI-driven automation for process optimization.
- −Might require adaptation for businesses unfamiliar with digital project management.
Features
Key features
- Tablet-Optimized On-Site Surveys
- 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.
- Live Project Timeline
- 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.
- Online Survey & Instant Collaboration
- 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.
- Live Booking & Availability Management
- 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.
- Automated Daily Updates for Milestones
- 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.
Additional features
- Tablet Usage for Surveys
- Designed for conducting surveys directly on a tablet device.
- Picture Upload
- Allows for uploading photos taken on-site directly into the survey.
- Digital Note-Taking
- Enables users to make notes digitally during the survey, replacing handwritten notes.
- Live Sharing
- Allows real-time sharing of survey data and notes with the team.
- Project Timeline Creation
- Establishes a live timeline for each new survey and installation project.
- Multi-Site Progress Tracking
- Keeps track of the progress of installations across multiple locations in real-time.
- Booking Tracking
- Monitors the status of project bookings.
- Real-time Sign-off Tracking
- Provides immediate updates on project sign-offs.
- Live Tracking (General)
- Offers real-time monitoring for peace of mind.
- Daily Project Updates
- Records completion milestones for projects on a daily basis.
- Online Booking System
- Allows for booking services online based on live availability.
- Live Availability Display
- Shows the real-time availability of surveyors and installers.
- Instant Booking Confirmation
- Provides immediate confirmation of bookings.
- Booking Availability Rules
- Enables setting rules to block out specific days and times for team members.
- Documented Confirmations
- Generates documented confirmations for bookings.
- Calendar Integration/Sync
- Allows team members to sync and view bookings across their individual calendars.
- Online Surveys
- Facilitates completing survey questionnaires digitally on-site using a tablet.
- Photo Capture
- Enables capturing site images using a phone or tablet.
- Instant Photo Sharing
- Immediately shares captured photos with the team.
- Live Collaboration
- Allows the office team to work on proposals concurrently while surveyors are still on-site.
Pricing
Countries & Languages
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Billing currencies
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About WorksThing
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 Details
WorksThing's In-App Market Place
Does WorksThing have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
GBP (£)
Pros & Cons
- Streamlines survey and installation projects with live tracking and real-time updates.
- Enables easy online booking and scheduling with calendar synchronization.
- Digital note-taking and image uploads enhance survey accuracy.
- Facilitates collaboration by allowing office teams to work on proposals remotely.
- Simple and transparent pricing structure with a free online demo available.
- Limited to signage survey and installation industries, restricting broader application.
- Extra user fees could make scaling expensive for larger teams.
- No mention of AI-driven automation for process optimization.
- Might require adaptation for businesses unfamiliar with digital project management.
WorksThing's Support Options
Email Address
hello@worksthing.comContact
0808 16 99 101WorksThing's Alternatives
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