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How Does It Make Your Job EasierWorkflow Management at your finger tips. See what My Workbench can do for you and your business.

Job Management
Job Management

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.

Tickets
Tickets

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.

Quotations
Quotations

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.

 
Invoices
Invoices

Create professional invoices with your company branding and terms. Export your invoices to your accounting package of choice.

Recurring Invoices/Job Cards
Recurring Invoices/Job Cards

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.

Projects
Projects

Create and maintain all linked Project Quotes, Jobs, Invoices and Purchase Orders.

EAZY CONVERSIONS

Converts from one work flow state to next easily and efficiently. Job Cards to Invoices, Quotes To Invoices, Quotes to Job Cards. The list goes on.

The software keeps track and links between each conversion keeping you in the loop at all times.

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AUTOMATION

Schedule automation for each workflow step keeping your customers in the loop through Email and SMS messages.

Create your own reports and visual dashboards that can be published and viewed by your clients.

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INTEGRATION

Integration at your finger tips with full access to API functionality.

Send data between software packages and your version of My Workbench.

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