How to use @WorkBookSoftwr #WebToolsWiki

- Last Update:


WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.

WorkBook contains a lot of features as well as being extremely user friendly. It runs equally great on both Mac’s and PC’s.

Activity tracking
Pipeline progress
Converting Pipelines to Projects
Email integration

Task lists and resource scheduling
Gantt chart planning
Time sheet + iPhone app for time entry
Expense & Mileage entry
Cost estimation/quotes
Purchase orders
Document Management

Accounts Payable/Receivable
Chart of Accounts
Work in progress
Accounts Payable voucher approval workflow
Finance budgeting
US/Canadian Sales Tax
Cheque payments
Bank payments
Bank Reconciliation
Subscription Management Module (automated billing)

WorkBook can also be integrated to other finance systems if you prefer to use an existing system instead of the built-in accounting system.

WorkBook is complying with SOX regulations.

Securing the next generation of clients and making sure that your sales funnel is populated with new projects is key to succeeding.

Project Management is the discipline of planning, organizing, motivating, and controlling resources to achieve specific goals. We believe it’s a matter of having the right software to help you define the scope, time, quality and budget.

The integrated Finance & Accounting module is really what separates WorkBook from the thousands of other Project Management systems out there.

There is of course a lot more to us than just the business system! Here you can read about help, support & hotline, feature requests, software updates, technical information, Integrations and API, SaaS & hosting.

We take great pride in delivering the best and most integrated software solution for your project-driven business you have ever seen.

Do you have any tips for using Please add them to this list.
Please vote up or down any tips that are already here. Thank you!

Do you know any alternatives?
Please add the names of each tool to this list and help others to find them and try them out.
Please vote up or down any alternative so we find the most popular ones. Thank you!

We hope you enjoy To search for any other online tool please use our search box at the top of the page.
If you have benefited from what you have learned here we hope you will consider sharing this page with your social media friends by using one of the sharing buttons out on the left. Thank you!

If you have any questions about please ask in the comment boxes below either Google+ or click over to Facebook. If you know lots about or any other tool featured in The Web Tools Wiki then please let us know in the comments as well. We will connect with you and give you editing rights. We often pay regular editors for their time.

Loading Facebook Comments ...

Leave a Reply

Your email address will not be published. Required fields are marked *