All features. One platform. One monthly fee.
Every module listed below is included in your WorXflo subscription — no add-ons, no upgrades, no surprises. From £300/month for up to 25 users.
Sales CRM
Qualify leads, issue quotes and track your pipeline from first contact to signed contract — all connected to job management and invoicing.
Staff & HR
Manage qualifications, DBS checks, holiday, training and availability — with alerts when certifications expire and scheduling connected to live workforce data.
Job Management
Schedule, dispatch and track field jobs in real time. Assign by skill and availability, capture site data on mobile and invoice automatically on completion.
Integrated Accounts
Automate invoicing on job completion. Manage purchase orders, monitor VAT and connect to QuickBooks, Sage, FreeAgent or Xero without re-keying a single figure.
Document Management
One secure, searchable repository for every document, certificate and report — version-controlled, linked to the right jobs and clients, accessible from the field.
Inspection Management
Customisable digital forms, checklists and snagging — completed on the mobile app with photos and client sign-off, synced to the office in real time.
Resource Tracking
Track your field team on a live map. Monitor locations, estimate arrival times, optimise routes and protect lone workers — all from phone-based tracking, no hardware needed.
Inventory Management
Real-time stock visibility across your organisation. Reserve parts against jobs automatically, build BOMs and sub-assemblies, and trigger purchase orders when stock runs low.
Asset Management
Track every customer and company asset with service history, maintenance schedules, costs and compliance certificates — linked to jobs and updated automatically.
Project Management
Plan complex projects with Gantt charts and critical path analysis. Assign resources, track milestones and give clients real-time progress access via the customer portal.
Customer Portal
Give clients branded, controlled access to job progress, reports, certificates and invoices — reducing inbound queries and building trust without extra work from your team.
Email Templates
A library of professional, on-brand templates with data-field placeholders. Every customer communication is consistent and personalised — sent automatically or in a click.
Real-time Mobile App
Engineers receive jobs, access site history, complete inspections and capture signatures on iOS or Android — works fully offline and syncs the moment connectivity returns.
Communications
Automated multi-channel customer communications — job confirmations, engineer alerts, completion notices and invoice delivery — all sent from WorXflo without manual effort.
Multilingual
English, French, German, Italian, Spanish and Polish — each user works in their own language. A genuine differentiator for UK businesses with multi-national teams.
AI Assistant
WorXflo's built-in AI assistant drafts customer communications and helps with routine tasks — saving meaningful time without leaving the platform. Included at no extra cost.