The Sales Hub puts every lead and follow-up in one spot, so deals don't go cold and you actually know what's coming in next month.
Build branded quotes in as little as two minutes, with pricing pulled straight from your inventory so the numbers are always current.
Timesheets, stock, purchases, and labour all in one place, so you can see forecast vs actual costs in real time instead of three months too late.
Raise any kind of invoice in seconds and have it sync straight to Xero, MYOB, or QuickBooks. No double entry, no reconciliation surprises.
Custom dashboards and drag and drop reports put the numbers you care about at your fingertips, while the Ops Hub flags anything at risk before it becomes a problem.
Invoices, bills, and COGS journals sync automatically, no double entry. You run operations in WorkGuru, financials in your accounting software.
Via the Mobile App on their own phone, or a shared Kiosk App in the workshop where staff clock in/out with a PIN.
Every project has a real-time profit widget showing forecast vs. actual for labour, materials, purchases, and margin, colour-coded so overruns are obvious instantly.
Yes. Track all your detailed costs internally, and use the "billable tick" to show the client a single clean line item.
Basic product and purchasing tracking is built in. The optional Stock Module ($300/month) adds full perpetual inventory with FIFO, serial/batch tracking, multi-warehouse, and landed costs.
Raise POs directly from a quote or project, costs hit the job immediately. When you receive and enter the supplier invoice, actuals update and the bill pushes to your accounting software.
Five methods: percentage of forecast, completed tasks, remaining balance, custom amount, or actual usage. Covers deposits, milestones, and finals.
Upload files directly to any quote, project, or client. CC your dedicated WorkGuru email with the project number in the subject and it saves automatically.
Gantt charts for project timelines, drag-and-drop staff scheduling, and Kanban boards for tracking jobs through stages.
No. WorkGuru tracks operational project time and pushes hours to your accounting software. For award interpretation, it integrates with apps like Tanda.
3 to 6 weeks. Choose free self-onboarding, remote implementation with the WorkGuru team, or full-service setup through a partner.
In-house Brisbane team via phone, tickets, 1,200+ support articles, and twice-weekly open Q&A sessions with the founders.
Yes. Role-based permissions let field staff log time and materials without seeing margins, cost rates, or invoicing.
Yes. The Assets module logs every project, service, timesheet, and material against a specific asset with full history and profitability tracking.
Add a variation phase inside the existing project, or raise a formal variation quote that groups with the original for consolidated management and invoicing.
Yes. Build custom forms for field data, signatures, and photos. All documents use customisable Word templates with tokens that auto-populate project data.
Yes. Documented open API, built-in lightweight CRM, and native HubSpot integration for deeper marketing and sales functionality.
Yes. Create internal projects for things like clean-up or sick leave, and staff clock on as normal so you see exactly where non-billable hours go.
