WorkBook contains key functionalities for the Professional Services Industry and especially target Architects, Advertising, Consultancies and Engineering companies. It is used by many organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource capacity, billing as well as integrated accounting. Users can choose what modules to include in their system and only pay for what they use.
PROJECT & RESOURCE MANAGEMENT
Task lists and resource scheduling
Gantt chart planning
Time sheet + iPhone app for time entry
Expense & Mileage entry
FINANCE & ACCOUNTING
Chart of Accounts
Work in progress
Accounts Payable voucher approval workflow
US/CAN sales tax
Subscription Management Module (automated billing)
WorkBook can also be integrated to other finance systems if the user prefers to use an existing system instead of the built-in accounting system.
WorkBook is complying with SOX regulations.
Primary Use Cases
CRM, Project & Resource Management, Accounting.
CX teams should be composed of members from across the organization, who bring a wide variety of skills.
Most risk and compliance tasks require experience and judgment, and can’t be automated at scale.
In your role as a leader, you need to maintain your emotional equilibrium, be calm to help your teams maintain focus.