{"id":530,"date":"2025-10-06T07:33:36","date_gmt":"2025-10-06T07:33:36","guid":{"rendered":"https:\/\/workeyes.org\/?page_id=530"},"modified":"2025-10-31T19:58:47","modified_gmt":"2025-10-31T19:58:47","slug":"all-our-business-tools","status":"publish","type":"page","link":"https:\/\/workeyes.org\/index.php\/all-our-business-tools\/","title":{"rendered":"Business Workflow Tools"},"content":{"rendered":"\n\n\t\t\t\"Collaboration\"\t\t\t\n\t\t\t\t

Online Collaboration<\/h2>

Keep clients up-to-date with their projects through access to their own online portal and messaging.<\/p>\n\"Collaboration\"\t\t\t\n\t\t\t\"Track\t\t\t\n\t\t\t\t

Track Tasks Automatically<\/h2>

Set deadlines for projects and tasks that are automatically flagged when overdue and linked to time spent.<\/p>\n\"Track\t\t\t\n\t\t\t\"Dashboard\"\t\t\t\n\t\t\t\t

Manage Staff and Clients<\/h2>

Get a comprehensive overview of the status of your employee workload and client concerns.<\/p>\n\"Dashboard\"\t\t\t\n\t

Comprehensive. Affordable. Focussed.<\/h2>\n

Manage your communication, clients, employees, tasks, time, pipelines, products, finances and accounts.<\/p>\n

Switch on and off each business tool as you need it.<\/p>\n\t

A complete suite of business workflow tools:<\/strong><\/p>\n\t\t\t\tPrivate Dashboard\n\t\t\t\t

Each employee and client can be given their own, configurable dashboard.<\/p>\n\t\t\t\tAdvanced Dashboard\n\t\t\t\t

Administrators have a configurable dashboard overview.<\/p>\n\t\t\t\tMy Calendar\n\t\t\t\t

Each employee has their own calendar where events, holidays, absences etc can be recorded.<\/p>\n\t\t\t\tLead Contact\n\t\t\t\t

Add details about a lead contact and their origins.<\/p>\n\t\t\t\tDeals\n\t\t\t\t

Add, import or export Deal details.<\/p>\n\t\t\t\tClients\n\t\t\t\t

Client details can be recorded, imported and exported to give a comprehensive CRM function.<\/p>\n\t\t\t\tEmployees\n\t\t\t\t

Employees can be added, invited, imported and exported, giving a comprehensive record of their details, assignments and time.<\/p>\n\t\t\t\tLeave\n\t\t\t\t

Leave can be assigned to an employee.<\/p>\n\t\t\t\tShift Roster\n\t\t\t\t

Shifts can be assigned to employees – they can only record work for valid shifts.<\/p>\n\t\t\t\tAttendance\n\t\t\t\t

Attendance is automatically recorded when an employee records work on a task. It can also be added manually.<\/p>\n\t\t\t\tHoliday\n\t\t\t\t

Holidays can be recorded and shown on calendars.<\/p>\n\t\t\t\tDesignation\n\t\t\t\t

Team roles can be created and designated.<\/p>\n\t\t\t\tDepartment\n\t\t\t\t

Organisational departments can be added.<\/p>\n\t\t\t\tAppreciation\n\t\t\t\t

Awards can be created and employees rewarded.<\/p>\n\t\t\t\tContracts\n\t\t\t\t

Contracts can be created, saved as templates and associated with clients.<\/p>\n\t\t\t\tProjects\n\t\t\t\t

Projects (inc. Gantt Charts) can be created, saved as templates, associated with and made visible to clients and employees.<\/p>\n\t\t\t\tTasks\n\t\t\t\t

Tasks (with dependencies) can be created, associated with projects and employees and made visible to clients.<\/p>\n\t\t\t\tTimesheet\n\t\t\t\t

Time can be automatically or manually logged against projects, tasks and employees.<\/p>\n\t\t\t\tProposal\n\t\t\t\t

Proposals can be created for leads and clients and saved as templates.<\/p>\n\t\t\t\tEstimates\n\t\t\t\t

Estimates can be created for clients and saved as templates.<\/p>\n\t\t\t\tInvoices\n\t\t\t\t

Invoices, recurring invoices and time-related invoices can be created.<\/p>\n\t\t\t\tPayments\n\t\t\t\t

Payments can be recorded and generated via payment gateways (Including Stripe and PayPal).<\/p>\n\t\t\t\tCredit Notes\n\t\t\t\t

Credit notes can be automatically generated as a result of returned or cancelled orders.<\/p>\n\t\t\t\tExpenses\n\t\t\t\t

Expenses and recurring expenses can be recorded.<\/p>\n\t\t\t\tBank Account\n\t\t\t\t

Bank accounts can be added.<\/p>\n\t\t\t\tProducts\n\t\t\t\t

Products for sale can be created and imported.<\/p>\n\t\t\t\tOrders\n\t\t\t\t

Orders can be manually and automatically (using payment gateways) recorded.<\/p>\n\t\t\t\tTickets\n\t\t\t\t

Help tickets can be manually recorded or captured through a configurable Ticket Form.<\/p>\n\t\t\t\tEvents\n\t\t\t\t

Company, employee and client events can be recorded and displayed on a calendar.<\/p>\n\t\t\t\tMessages\n\t\t\t\t

There is an internal messaging system.<\/p>\n\t\t\t\tNotice Board\n\t\t\t\t

Notices for employees or Clients can be created.<\/p>\n\t\t\t\tKnowledge Base\n\t\t\t\t

Knowledge articles can be created for reference by employees or clients.<\/p>\n\t\t\t\tTask Report\n\t\t\t\t

Shows outcomes of tasks undertaken and completed.<\/p>\n\t\t\t\tTime Log Report\n\t\t\t\t

Shows outcomes of time undertaken and completed.<\/p>\n\t\t\t\tWeekly Timesheet\n\t\t\t\t

Shows a weekly timesheet summary.<\/p>\n\t\t\t\tFinance Report\n\t\t\t\t

Shows a summary of earnings for each client.<\/p>\n\t\t\t\tIncome vs Expenditure\n\t\t\t\t

Shows a summary of income vs expenditure for each client.<\/p>\n\t\t\t\tLeave Report\n\t\t\t\t

Shows leave taken and remaining for each employee.<\/p>\n\t\t\t\tAttendance Report\n\t\t\t\t

Shows attendance and absences for each employee.<\/p>\n\t\t\t\tExpense Report\n\t\t\t\t

Shows expenses by amount and category.<\/p>\n\t\t\t\tDeal Report\n\t\t\t\t

Shows the values of deals by agent, pipeline, category and period.<\/p>\n\t\t\t\tSales Report\n\t\t\t\t

Shows a summary of all sales to each client.<\/p>\n\t\t\t\tSettings\n\t\t\t\t

The system is highly configurable and settings can be altered for:<\/p>\n