Workflow Management at your finger tips. See what My Workbench can do for you and your business
Create and manage job cards for call-outs and work to be performed. Assign Job Cards to Technicians and track Jobs by status. Easily convert to an invoice when work is completed.
Create and manage tickets or use the email to ticket function to allow your clients to create support tickets, Create Job Cards on the fly from submitted tickets.
Create and manage quotes and easily turn them into invoices when the work is done. My Workbench keeps a record of inventory items and pricing so you never need to worry about under quoting again.
Create professional invoices with your company branding and terms. Export your invoices to your accounting package of choice.
Create weekly, monthly or annual Invoices/Job Cards to save time on admin. Schedule Invoices/Jo Cards to be automatically emailed when the process triggers.
Create and maintain all linked Project Quotes, Jobs, Invoices and Purchase Orders.
Converts one Work Flow to the next easily and efficiently. Job Card to Invoice, Quote To Invoice, Quote to Job Card. The list goes on.
The software keeps track and links between each conversion keeping you in the loop at all times.
MORE INFORMATION
Schedule automation for each Work Flow keeping you and your customers in the loop through Email and Messages.
Create your own Reports and Dashboards with a built in Report and Dashboard Designers that can be published and viewed by your clients.
Integration at your finger tips with full access to built in API functionality.
Send data between Software Packages and your version of My Workbench. Integrate with your Accounting Package of choice.
Boost your customer communications and workflow process
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This software is extremely user friendly. It is so easy to create and send invoices to our clients. This has saved me hours each day processing and sending invoices and statements to clients Vera GeelBrothers United Construction (Pty) Ltd
This software is extremely user friendly. It is so easy to create and send invoices to our clients. This has saved me hours each day processing and sending invoices and statements to clients
Our call outs have never been easier to manage thanks to My Workbench. I never loose track of a job and generating an invoice is never missed. It has helped our cash flow tremendously Adele BroughtonLegedo Projects (Pty) Ltd
Our call outs have never been easier to manage thanks to My Workbench. I never loose track of a job and generating an invoice is never missed. It has helped our cash flow tremendously
Select a support package that suits your business needs, or request a once off customization quote