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Version 8.3.4

All New Features

worksuite now

Overview

Workflow, Projects, & Tasks

Create any workflow, add members, track progress, and more

Sales, Invoicing, & Billing

Everything from lead intake to sending recurring invoices on time

HR, Attendance, & Time Tracking

Add employees, track attendance, and manage leaves

Alerts, Notifications, & Messaging

Real-time notifications, built-in internal messaging, and third-party
integrations

Analytics, Dashboard, & Reports

Manage your organization under one space with stunning visualizations

Calendar, Notice Boards, & Events

Send company wide notices, share important news, and calendar events



Feature Highlight

Weekly Timelogs



8hrs This Week

Mo

Tu

We

Th

Fr

Sa

Su

Duration: 45 mins

Break: 15 mins

Automatic Clock-in / Clock-out

Enable your team to clock in and out automatically when logged in

Custom Roles & Permissions

Create roles with custom permissions for your team

Data & Security Settings

Two-Factor Authentication using Google Authenticator

Learn More

Enhanced Security (2FA)

Add an extra layer of security and protection to your workspace

Learn More

Features 

Pricing

Login



Sign Up


WORKFORCE MANAGEMENT
FOR ANY BUSINESS

Workforce Management



Manage your work more effectively with custom workflows & popular integrations.

Customizations

Integrations

Rest API



Feature highlight

  Custom Workflows

  Roles & Permissions

  Quickbooks Support

  Third-Party Integrations

Create any workflow with ease and manage your work like never before.

Learn More

All-In-One HR, CRM, & Finance

Attendance, Shift Assignments, Leaves & Absences, & Employee Appreciation.

Scheduling

Meetings

Analytics

Reporting




Leads

Sales, Invoicing, & Billing

Everything from lead follow-up tools to processing recurring invoices on time.

Invoicing

eSignatures

Payments





WORKFORCE MANAGEMENT
TO GROW YOUR BUSINESS



Automated billing with mailing system for recurring invoices to clients.

Learn More

Workforce Management

Manage your work more effectively with custom workflows & popular integrations.

Customizations

Integrations

Rest API



All-In-One HR, CRM, & Finance

Attendance, Shift Assignments, Leaves & Absences, & Employee Appreciation.

Scheduling

Meetings

Analytics

Reporting



Sales, Invoicing, & Billing



Everything from lead follow-up tools to processing recurring invoices on time.

Leads

Invoicing

eSignatures

Payments



Feature highlight

  Lead Management

  Accept with eSign

  Estimates & Invoices

  Payment Processing


WORKFORCE MANAGEMENT
TO EMPOWER YOUR TEAM

The simplest and most powerful way to collaborate with your team.

Learn More



Workforce Management

Manage your work more effectively with custom workflows & popular integrations.

Customizations

Integrations

Rest API



All-In-One HR, CRM, & Finance



Attendance, Shift Assignments, Leaves & Absences, & Employee Appreciation.

Scheduling

Meetings

Analytics

Reporting



Feature highlight

  Integrated Messaging

  Alerts & Notifications

  Time & Task Tracking

  Dashboards & Analytics

Leads

Sales, Invoicing, & Billing

Everything from lead follow-up tools to processing recurring invoices on time.

Invoicing

eSignatures

Payments




Trusted by teams Everywhere.




MANAGE YOUR WORK MORE EFFECTIVELY WITH CUSTOM WORKFLOWS & POPULAR INTEGRATIONS.

Worksuite Workforce Management

Custom workflows for large or complex processes

RILEY ADJUSTMENT BUREAU




Worksuite






Johnny Appleseed











Contracts

Projects

Tasks

Timesheet

















Projects

Home  •  Projects













21



Start typing to see results

Start Date to End Date



All




Add Lead

Add Process

Import

Export





New Lead





9

James Miller



$200.00

Vehement Capital Partners



J

10-12-2023



Matthew Robinson



$200.00

Massive Dynamic



A

10-12-2023



Thomas Moore



$200.00

Initech



J

10-12-2023



Jessica Lavender



$200.00

Vehement Capital Partners



J

10-12-2023



John Miller



$200.00

Vehement Capital Partners



Quote Submission



3



Alexander Hill



$200.00

Acme Corporation



G

10-12-2023



Mary Miller



$200.00

Globex Corporation



J

10-12-2023



Maria Martinez



$200.00

Umbrella Corp



G

10-12-2023



Additional Contact





2

David Hernandez



$200.00

Hooli



J

10-12-2023



J

Eliza Samuel

Soylent Corp

$200.00

10-12-2023





Customer Acquisition





4

Ann Brown



$200.00

NovaWave



G

10-12-2023



Clark Wilson



$200.00

BlueSky Solutions



A

10-12-2023



Jane Wilcox



$200.00

BrightBridge



J

10-12-2023



Miles Tupft



$200.00

Maverick Technologies



A

10-12-2023





ATTENDANCE, SHIFT ASSIGNMENTS, LEAVES & ABSENCES, & EMPLOYEE APPRECIATION.

All-In-One HR, CRM, & Finance

Powerful tools to easily collaborate with your team

JR

Schedule update. Your shifts have been assigned.
Just now

Notifications

Mark as Read | Show All

GB

Task updated. Lead qualified. Estimate sent to Thomas Moore.
2 day ago

GB

A new task has been assigned to you. Prepare quote for Thomas.
2 day ago

JR

New lead. Lead received for Thomas Moore.
3 day ago

JR

New Message received from Justin Trent.
4 day ago

Show All



Weekly Timelogs



8hrs This Week

Mo

Tu

We

Th

Fr

Sa

Su

Duration: 45 mins

Break: 15 mins

11:45






worksuite now

JA

Johnny Appleseed

Account Representative

Employee ID: EMP113

Call Thomas Moore

Call Robert Mayer

Quote for Bill Tuph

Daily Zoom Meeting

Sign Cintas Contract

Follow Up on Leads

Email LYX Proposal

Call Thomas Moore

J

G

J

J

A

J

J

J

Working

Working

Done

Working

Past Due

Past Due

Done

Done

7:58 am

Monday

Clock In

Now available on

App Store



Now available on

Android OS



GB

Gabby Belfast

11-13-2023 11:04 am

Hi Johnny. Would you please review and approve these when you get a chance.

Proposal for Thomas Moore.

19 minutes ago



Johnny Appleseed

New




Write your message here

Upload File

Send

INV#213

Payment Billing System

Robert Mayer

$1,499.00

Paid

INV#214

Payment Billing System

William Tuph

$899.00

Due



INV#215

Payment Billing System

Thom Moore

$1,299.00

Paid



Invoice

Description

Client

Total

Status








EASIER BUSINESS MANAGEMENT

The simplest and most powerful way to collaborate with your team.

Learn More



worksuite now

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