Proposals, engagements, projects, time and invoices in one place, so every billable hour you give a client finds its way onto an invoice.
Firms rarely lose money on the work. They lose it on the hours nobody wrote down and the invoices that went out late.
Every proposal starts from last year's Word file and the rates are out of date.
Build a Proposal from your services with hours and rates, send it from Workzuite and turn it into an invoice when the client accepts.
Who is waiting on whom lives in someone's inbox.
Engagements move from enquiry to delivered on one board, with the client, the owner and the due date on every card.
Timesheets are filled in on Friday from memory, if at all.
Log time against projects and tasks as you work, then bill the hours you logged instead of the hours you remember.
Debtors are checked when the bank balance looks thin.
Home shows what clients owe, and Workzuite AI drafts polite reminders for overdue invoices. Nothing sends until you press send.
Six stages that match how a professional firm wins and delivers work.
A prospect gets in touch and the enquiry is logged against them.
The Proposal goes out with scope, hours and fees.
The client accepts and the engagement is booked in.
The team works and logs time against the engagement.
Drafts go to the client for comments and sign-off.
The final deliverable is handed over and the invoice goes out.
Workzuite sets these up from the industry you pick when you sign up. You can rename anything later.
Quotes go out titled “Proposal” and bills titled “Invoice”, with columns that match how you charge.
| SERVICE | HOURS | RATE | AMOUNT |
|---|---|---|---|
| Strategy workshop | 8 | $60.00 | $480.00 |
| Report writing | 12 | $50.00 | $600.00 |
Owners and admins open Workzuite to the four numbers that matter in your trade, worked out from your own records.
Export from what you use today and import with our templates. Clients, services and rates land in the right columns, and staff come across for payroll.
Tendai is your AI chief of staff, included free. Tell Tendai what your firm does and setup follows.
Yes. Add a monthly retainer as a service and invoice it alongside hourly work, or set the invoice to repeat.
Yes. Each client and document can carry its own currency, with the rate stored on the document.
Yes. Start on your own and add colleagues when you need them.
It is there so no screen is empty on day one. One button on Home clears it, and your own records stay.
Start free, pick consulting and professional services at sign-up and Workzuite is ready for your proposals, time and invoices in minutes.
Not quite your trade? See every industry Workzuite is set up for.