Agentic WorkMates
Hire AI that does the work.Not another Copilot along for the ride.
WorkMates are agentic team members that live inside your Workzuite, already connected to your books, your customers, your payroll and your projects. No integrations, no setup projects. Meet the team.
Tendai, Chief of Staff
Free on every plan
How it works
Browse. Hire. Approve.
Browse
Meet the eight WorkMates and pick the ones your business needs.
Hire
One click and they’re on the team, USD 10 a month per WorkMate.
Approve
WorkMates act inside Workzuite as you and never beyond your own permissions. Your admin decides, per WorkMate, which actions happen at once and which wait for your approval.
The team
Meet your eight WorkMates.
They chat with you inside the app, read files, write documents and look up any record or report. They can do any task in Workzuite as you: create invoices, chase debtors, add leads, prepare tax returns.
Tendai
Chief of Staff, free on every plan. Onboards you, watches the whole business and sends your morning brief every weekday.
Thabo
Business partner. Reads your numbers and reports and talks through decisions with you, like a trusted partner.
Kesho
Compliance and fiscalisation. Prepares PAYE, NSSA and VAT working papers from your books and keeps returns on schedule.
Rudo
Collections. Chases overdue invoices with the right tone for each customer.
Chipo
Payroll. Prepares each pay run, checks the statutory figures and has payslips ready for approval.
Tariro
Cashflow. Watches what is coming in and going out, and warns you before money gets tight.
Farai
Sales. Adds leads, follows up deals and keeps your pipeline moving.
Zola
Operations. Keeps projects, tasks and everyday admin on track across the team.
WorkMates act inside Workzuite as you and never beyond your own permissions. Your admin decides, per WorkMate, which actions happen at once and which wait for your approval.
By industry
Industry templates, coming soon.
We are building WorkMate templates for each industry. Here is a preview of what is planned.
Retail & Wholesale
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Stock Replenishment WorkmateJoin the free beta → | Watches sales velocity and stock levels, drafts purchase orders before you run out. | Stock-outs on fast movers and cash tied up in dead stock, because reordering is done by gut feel. | Reads POS/Books inventory and sales history, flags items below their reorder point against supplier lead times, drafts POs for approval. | Fewer stock-outs, less capital in dead stock, reordering handled in minutes a day. |
| Debtors Chaser WorkmateJoin the free beta → | Politely and persistently follows up unpaid invoices. | Owners spend evenings chasing payments; overdue books quietly grow. | Reads the Books debtors ledger, sends staged reminders (email/WhatsApp) with Paynow payment links, escalates past a threshold. | Faster collections and steadier cash flow without an awkward phone call. |
| Daily Sales Analyst WorkmateJoin the free beta → | Sends a plain-language morning brief on yesterday's trading. | Reports exist but nobody opens them; margin leaks go unnoticed for weeks. | Summarises POS/Books sales, margins, best/worst lines and unusual discounts into a morning message. | Decisions made on today's numbers, not last month's. |
Stock Replenishment WorkmateWatches sales velocity and stock levels, drafts purchase orders before you run out.
The pain today
Stock-outs on fast movers and cash tied up in dead stock, because reordering is done by gut feel.
How they work in Workzuite
Reads POS/Books inventory and sales history, flags items below their reorder point against supplier lead times, drafts POs for approval.
What you gain
Fewer stock-outs, less capital in dead stock, reordering handled in minutes a day.
Join the free beta →
Debtors Chaser WorkmatePolitely and persistently follows up unpaid invoices.
The pain today
Owners spend evenings chasing payments; overdue books quietly grow.
How they work in Workzuite
Reads the Books debtors ledger, sends staged reminders (email/WhatsApp) with Paynow payment links, escalates past a threshold.
What you gain
Faster collections and steadier cash flow without an awkward phone call.
Join the free beta →
Daily Sales Analyst WorkmateSends a plain-language morning brief on yesterday's trading.
The pain today
Reports exist but nobody opens them; margin leaks go unnoticed for weeks.
How they work in Workzuite
Summarises POS/Books sales, margins, best/worst lines and unusual discounts into a morning message.
What you gain
Decisions made on today's numbers, not last month's.
Join the free beta →
Accounting & Professional Services
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Bookkeeping WorkmateJoin the free beta → | Keeps the books current between accountant visits. | Transactions pile up uncaptured; month-end becomes archaeology. | Suggests categorisation of imported bank/Paynow transactions, drafts journals, flags anomalies for review in Books. | Books that are days behind, not months. |
| Tax Deadline WorkmateJoin the free beta → | Tracks every statutory deadline for every client. | A missed QPD or VAT deadline means penalties and an unhappy client. | Maintains the compliance calendar (QPDs, VAT, PAYE, NSSA…), checks Books data readiness, reminds staff and clients with what's outstanding. | Clear ownership, reminders and status for every deadline. |
| Client Onboarding WorkmateJoin the free beta → | Sets up new clients completely and consistently. | Onboarding steps live in someone's head; new clients start with gaps. | Runs the checklist: CRM record, engagement letter, chart of accounts, portal access, opening balances request. | Every client starts clean; nothing forgotten. |
Bookkeeping WorkmateKeeps the books current between accountant visits.
The pain today
Transactions pile up uncaptured; month-end becomes archaeology.
How they work in Workzuite
Suggests categorisation of imported bank/Paynow transactions, drafts journals, flags anomalies for review in Books.
What you gain
Books that are days behind, not months.
Join the free beta →
Tax Deadline WorkmateTracks every statutory deadline for every client.
The pain today
A missed QPD or VAT deadline means penalties and an unhappy client.
How they work in Workzuite
Maintains the compliance calendar (QPDs, VAT, PAYE, NSSA…), checks Books data readiness, reminds staff and clients with what's outstanding.
What you gain
Clear ownership, reminders and status for every deadline.
Join the free beta →
Client Onboarding WorkmateSets up new clients completely and consistently.
The pain today
Onboarding steps live in someone's head; new clients start with gaps.
How they work in Workzuite
Runs the checklist: CRM record, engagement letter, chart of accounts, portal access, opening balances request.
What you gain
Every client starts clean; nothing forgotten.
Join the free beta →
Legal
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Contract Drafting & Review WorkmateJoin the free beta → | Drafts contracts from your precedents and reviews counterparty redlines. | Manual drafting is slow and inconsistent; risky clauses slip through review. | Generates drafts from firm templates, compares counterparty versions clause-by-clause against your standard positions, flags deviations. | Faster turnaround, consistent language, fewer surprises post-signature. |
| Contract Search & Extraction WorkmateJoin the free beta → | Finds any clause across the whole contract archive instantly. | Answering “which clients have a change-of-control clause?” takes days of reading. | Indexes contracts stored against CRM/Projects, answers clause questions with citations, extracts key dates and obligations into registers. | Hours of archive work reduced to a question. |
| Matter Billing WorkmateJoin the free beta → | Turns matter activity into complete, timely bills. | Unbilled work-in-progress quietly expires; invoices go out late. | Compiles time and disbursements from Projects into draft fee notes in Books, chases unbilled WIP monthly. | More of the work you did actually gets billed. |
Contract Drafting & Review WorkmateDrafts contracts from your precedents and reviews counterparty redlines.
The pain today
Manual drafting is slow and inconsistent; risky clauses slip through review.
How they work in Workzuite
Generates drafts from firm templates, compares counterparty versions clause-by-clause against your standard positions, flags deviations.
What you gain
Faster turnaround, consistent language, fewer surprises post-signature.
Join the free beta →
Contract Search & Extraction WorkmateFinds any clause across the whole contract archive instantly.
The pain today
Answering “which clients have a change-of-control clause?” takes days of reading.
How they work in Workzuite
Indexes contracts stored against CRM/Projects, answers clause questions with citations, extracts key dates and obligations into registers.
What you gain
Hours of archive work reduced to a question.
Join the free beta →
Matter Billing WorkmateTurns matter activity into complete, timely bills.
The pain today
Unbilled work-in-progress quietly expires; invoices go out late.
How they work in Workzuite
Compiles time and disbursements from Projects into draft fee notes in Books, chases unbilled WIP monthly.
What you gain
More of the work you did actually gets billed.
Join the free beta →
Healthcare & Clinics
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Patient Follow-up WorkmateJoin the free beta → | Handles recalls, review reminders and no-show follow-ups. | Missed reviews are bad medicine and lost revenue; reception has no time to chase. | Works appointment and visit records in CRM, sends recall/review messages, fills cancelled slots from the waiting list. | Fuller diaries and better continuity of care. |
| Medical Aid Claims WorkmateJoin the free beta → | Prepares clean claims and tracks them to payment. | Rejected claims from coding/detail errors take months to re-submit and settle. | Checks claim completeness against member details, submits batches, reconciles remittances in Books and flags short-payments. | Fewer rejections, faster settlement, less admin. |
| Pharmacy Stock & Expiry WorkmateJoin the free beta → | Manages reorder points and expiry risk for the dispensary. | Expired stock is written off while fast movers run out. | Monitors dispensary inventory in Books/POS, flags short-dated stock for action, drafts replenishment orders. | Less write-off, fewer “we don't have it” moments. |
Patient Follow-up WorkmateHandles recalls, review reminders and no-show follow-ups.
The pain today
Missed reviews are bad medicine and lost revenue; reception has no time to chase.
How they work in Workzuite
Works appointment and visit records in CRM, sends recall/review messages, fills cancelled slots from the waiting list.
What you gain
Fuller diaries and better continuity of care.
Join the free beta →
Medical Aid Claims WorkmatePrepares clean claims and tracks them to payment.
The pain today
Rejected claims from coding/detail errors take months to re-submit and settle.
How they work in Workzuite
Checks claim completeness against member details, submits batches, reconciles remittances in Books and flags short-payments.
What you gain
Fewer rejections, faster settlement, less admin.
Join the free beta →
Pharmacy Stock & Expiry WorkmateManages reorder points and expiry risk for the dispensary.
The pain today
Expired stock is written off while fast movers run out.
How they work in Workzuite
Monitors dispensary inventory in Books/POS, flags short-dated stock for action, drafts replenishment orders.
What you gain
Less write-off, fewer “we don't have it” moments.
Join the free beta →
Real Estate & Property
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Rent Collection WorkmateJoin the free beta → | Invoices, reminds and reconciles rent across the portfolio. | Month-start is a scramble; arrears drift without consistent follow-up. | Raises monthly rent invoices in Books, sends reminders with payment links, reconciles receipts and reports arrears per property. | Rent status and arrears visible per tenant, with statements generated from recorded activity. |
| Lease Renewal WorkmateJoin the free beta → | Manages the renewal pipeline months ahead. | Leases lapse into uncertainty; escalation clauses go unapplied. | Watches lease end dates in CRM, applies escalation terms to renewal offers, tracks negotiation to signature. | No lapsed leases, no forgotten escalations. |
| Maintenance Ticket WorkmateJoin the free beta → | Runs tenant maintenance requests to resolution. | Requests vanish into calls and messages; tenants churn over slow fixes. | Logs requests, assigns contractors via Projects, chases completion, matches contractor invoices to jobs in Books. | Faster fixes, happier tenants, invoices tied to actual work. |
Rent Collection WorkmateInvoices, reminds and reconciles rent across the portfolio.
The pain today
Month-start is a scramble; arrears drift without consistent follow-up.
How they work in Workzuite
Raises monthly rent invoices in Books, sends reminders with payment links, reconciles receipts and reports arrears per property.
What you gain
Rent status and arrears visible per tenant, with statements generated from recorded activity.
Join the free beta →
Lease Renewal WorkmateManages the renewal pipeline months ahead.
The pain today
Leases lapse into uncertainty; escalation clauses go unapplied.
How they work in Workzuite
Watches lease end dates in CRM, applies escalation terms to renewal offers, tracks negotiation to signature.
What you gain
No lapsed leases, no forgotten escalations.
Join the free beta →
Maintenance Ticket WorkmateRuns tenant maintenance requests to resolution.
The pain today
Requests vanish into calls and messages; tenants churn over slow fixes.
How they work in Workzuite
Logs requests, assigns contractors via Projects, chases completion, matches contractor invoices to jobs in Books.
What you gain
Faster fixes, happier tenants, invoices tied to actual work.
Join the free beta →
Education & Schools
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Fees Collection WorkmateJoin the free beta → | Runs term-fee billing and follow-up with parents. | Fee arrears balloon each term; the bursar chases hundreds of accounts by hand. | Generates term invoices in Books, sends staged reminders with payment plans and Paynow links, reports arrears by class. | Higher collection rates and a bursar's office that breathes. |
| Enrolment WorkmateJoin the free beta → | Shepherds applications from enquiry to enrolled pupil. | Applications stall on missing documents; places go unfilled. | Tracks each application in CRM, requests outstanding documents, confirms places and creates the pupil billing record. | Fuller classes with less admin per enrolment. |
| Parent Comms WorkmateJoin the free beta → | Keeps parents informed without drowning the office. | Circulars, reminders and event notices consume staff days. | Drafts and schedules communications to the right classes/groups, handles routine queries with school-approved answers. | Parents in the loop; staff out of the mailroom. |
Fees Collection WorkmateRuns term-fee billing and follow-up with parents.
The pain today
Fee arrears balloon each term; the bursar chases hundreds of accounts by hand.
How they work in Workzuite
Generates term invoices in Books, sends staged reminders with payment plans and Paynow links, reports arrears by class.
What you gain
Higher collection rates and a bursar's office that breathes.
Join the free beta →
Enrolment WorkmateShepherds applications from enquiry to enrolled pupil.
The pain today
Applications stall on missing documents; places go unfilled.
How they work in Workzuite
Tracks each application in CRM, requests outstanding documents, confirms places and creates the pupil billing record.
What you gain
Fuller classes with less admin per enrolment.
Join the free beta →
Parent Comms WorkmateKeeps parents informed without drowning the office.
The pain today
Circulars, reminders and event notices consume staff days.
How they work in Workzuite
Drafts and schedules communications to the right classes/groups, handles routine queries with school-approved answers.
What you gain
Parents in the loop; staff out of the mailroom.
Join the free beta →
Construction
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Tender Assembly WorkmateJoin the free beta → | Assembles complete, compliant tender packs. | Tenders lost on missing documents, not price. | Keeps the standing document register current, builds the pack per tender checklist, drafts pricing schedules from Books cost data. | More tenders submitted, none disqualified on paperwork. |
| Project Cost Tracker WorkmateJoin the free beta → | Tracks actual vs budget per site, live. | Overruns discovered at the end, when nothing can be done. | Ties Books purchases and Payroll labour to Projects budgets, sends weekly cost-vs-budget position per site with variances flagged. | Overruns caught while they're still fixable. |
| Site Payroll WorkmateJoin the free beta → | Runs wages for rotating site crews correctly. | Manual timesheets across sites mean disputes and errors every pay run. | Collects site attendance, applies rates and overtime rules in Payroll, produces the run for approval with anomalies flagged. | Accurate wages, on time, with an audit trail. |
Tender Assembly WorkmateAssembles complete, compliant tender packs.
The pain today
Tenders lost on missing documents, not price.
How they work in Workzuite
Keeps the standing document register current, builds the pack per tender checklist, drafts pricing schedules from Books cost data.
What you gain
More tenders submitted, none disqualified on paperwork.
Join the free beta →
Project Cost Tracker WorkmateTracks actual vs budget per site, live.
The pain today
Overruns discovered at the end, when nothing can be done.
How they work in Workzuite
Ties Books purchases and Payroll labour to Projects budgets, sends weekly cost-vs-budget position per site with variances flagged.
What you gain
Overruns caught while they're still fixable.
Join the free beta →
Site Payroll WorkmateRuns wages for rotating site crews correctly.
The pain today
Manual timesheets across sites mean disputes and errors every pay run.
How they work in Workzuite
Collects site attendance, applies rates and overtime rules in Payroll, produces the run for approval with anomalies flagged.
What you gain
Accurate wages, on time, with an audit trail.
Join the free beta →
Manufacturing
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Production Costing WorkmateJoin the free beta → | Keeps true product costs current as input prices move. | Quotes based on stale costs silently erode margin, especially with currency movement. | Recalculates BOM costs from latest supplier prices and RBZ/market rates in Books, alerts when a product's margin falls below target. | You always know what it really costs to make. |
| Maintenance Scheduler WorkmateJoin the free beta → | Plans preventive maintenance before breakdowns do. | Machines run to failure; downtime hits mid-order. | Tracks assets and service intervals, schedules jobs in Projects, drafts parts requisitions ahead of service dates. | Less unplanned downtime, longer asset life. |
| Quote-to-Order WorkmateJoin the free beta → | Turns enquiries into accurate quotes and confirmed orders fast. | Quoting takes days of back-and-forth between sales and production. | Builds quotes from BOMs, current costs and capacity, converts accepted quotes into orders and production tasks. | Quotes out in hours; won orders flow straight to the floor. |
Production Costing WorkmateKeeps true product costs current as input prices move.
The pain today
Quotes based on stale costs silently erode margin, especially with currency movement.
How they work in Workzuite
Recalculates BOM costs from latest supplier prices and RBZ/market rates in Books, alerts when a product's margin falls below target.
What you gain
You always know what it really costs to make.
Join the free beta →
Maintenance Scheduler WorkmatePlans preventive maintenance before breakdowns do.
The pain today
Machines run to failure; downtime hits mid-order.
How they work in Workzuite
Tracks assets and service intervals, schedules jobs in Projects, drafts parts requisitions ahead of service dates.
What you gain
Less unplanned downtime, longer asset life.
Join the free beta →
Quote-to-Order WorkmateTurns enquiries into accurate quotes and confirmed orders fast.
The pain today
Quoting takes days of back-and-forth between sales and production.
How they work in Workzuite
Builds quotes from BOMs, current costs and capacity, converts accepted quotes into orders and production tasks.
What you gain
Quotes out in hours; won orders flow straight to the floor.
Join the free beta →
NGOs & Development
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Donor Reporting WorkmateJoin the free beta → | Drafts donor reports straight from live project data. | Report season stops programme work for weeks. | Pulls activities, outputs and spend from Projects/Books per grant, drafts narrative and financial reports in the donor's format. | Reports in days, in the donor's template, from real data. |
| Grant Budget Monitor WorkmateJoin the free beta → | Watches burn rate per grant line. | Overspends and underspends both surface too late to fix. | Tracks spend vs budget per grant line in Books, projects burn to grant end, alerts on lines drifting off track. | No end-of-grant surprises for you or the donor. |
| Procurement Compliance WorkmateJoin the free beta → | Keeps every purchase inside donor procurement rules. | One non-compliant purchase can make costs ineligible. | Applies threshold rules (quotes required, approvals) to purchase requests, assembles the compliant paper trail automatically. | Clean audits and eligible costs, every time. |
Donor Reporting WorkmateDrafts donor reports straight from live project data.
The pain today
Report season stops programme work for weeks.
How they work in Workzuite
Pulls activities, outputs and spend from Projects/Books per grant, drafts narrative and financial reports in the donor's format.
What you gain
Reports in days, in the donor's template, from real data.
Join the free beta →
Grant Budget Monitor WorkmateWatches burn rate per grant line.
The pain today
Overspends and underspends both surface too late to fix.
How they work in Workzuite
Tracks spend vs budget per grant line in Books, projects burn to grant end, alerts on lines drifting off track.
What you gain
No end-of-grant surprises for you or the donor.
Join the free beta →
Procurement Compliance WorkmateKeeps every purchase inside donor procurement rules.
The pain today
One non-compliant purchase can make costs ineligible.
How they work in Workzuite
Applies threshold rules (quotes required, approvals) to purchase requests, assembles the compliant paper trail automatically.
What you gain
Clean audits and eligible costs, every time.
Join the free beta →
Agriculture
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Season Planner WorkmateJoin the free beta → | Budgets the season and tracks input spend against it. | Input costs sprawl across receipts; nobody knows the true cost per hectare until after harvest. | Builds the season budget in Books/Projects, tracks input purchases per crop/field, projects break-even yield. | You know your cost per hectare while you can still act on it. |
| Produce Sales WorkmateJoin the free beta → | Manages offtake paperwork and buyer payments. | Delivery notes, grading sheets and buyer statements never quite reconcile. | Matches deliveries to buyer contracts and remittances in Books, flags short-payments and outstanding balances. | Every tonne delivered is a tonne paid for. |
| Farm Payroll WorkmateJoin the free beta → | Handles seasonal and piece-work wages painlessly. | Seasonal labour peaks make pay runs chaotic and dispute-prone. | Manages piece-work and daily rates in Payroll, scales up for harvest, produces compliant runs and records. | Peak-season pay runs without the peak-season headache. |
Season Planner WorkmateBudgets the season and tracks input spend against it.
The pain today
Input costs sprawl across receipts; nobody knows the true cost per hectare until after harvest.
How they work in Workzuite
Builds the season budget in Books/Projects, tracks input purchases per crop/field, projects break-even yield.
What you gain
You know your cost per hectare while you can still act on it.
Join the free beta →
Produce Sales WorkmateManages offtake paperwork and buyer payments.
The pain today
Delivery notes, grading sheets and buyer statements never quite reconcile.
How they work in Workzuite
Matches deliveries to buyer contracts and remittances in Books, flags short-payments and outstanding balances.
What you gain
Every tonne delivered is a tonne paid for.
Join the free beta →
Farm Payroll WorkmateHandles seasonal and piece-work wages painlessly.
The pain today
Seasonal labour peaks make pay runs chaotic and dispute-prone.
How they work in Workzuite
Manages piece-work and daily rates in Payroll, scales up for harvest, produces compliant runs and records.
What you gain
Peak-season pay runs without the peak-season headache.
Join the free beta →
Hospitality & Travel
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Booking Concierge WorkmateJoin the free beta → | Answers enquiries and converts them into confirmed bookings, any hour. | Enquiries after hours go cold before anyone replies. | Responds with availability and rates, holds provisional bookings in CRM, sends Paynow deposit links and confirmations. | Enquiries answered at 11pm become guests, not lost leads. |
| Guest Review Responder WorkmateJoin the free beta → | Drafts on-brand responses to every review and flags patterns. | Reviews sit unanswered; recurring complaints never reach management. | Drafts replies for approval, tags themes (food, wifi, service), reports trends monthly. | A cared-for public profile and issues fixed at the root. |
| F&B Cost Controller WorkmateJoin the free beta → | Watches food and beverage margins daily. | Kitchen costs drift with prices and portioning; you see it in the month-end P&L, too late. | Compares recipe costs to POS sales mix in Books daily, flags margin drift and unusual usage. | Margin leaks caught in days, not months. |
Booking Concierge WorkmateAnswers enquiries and converts them into confirmed bookings, any hour.
The pain today
Enquiries after hours go cold before anyone replies.
How they work in Workzuite
Responds with availability and rates, holds provisional bookings in CRM, sends Paynow deposit links and confirmations.
What you gain
Enquiries answered at 11pm become guests, not lost leads.
Join the free beta →
Guest Review Responder WorkmateDrafts on-brand responses to every review and flags patterns.
The pain today
Reviews sit unanswered; recurring complaints never reach management.
How they work in Workzuite
Drafts replies for approval, tags themes (food, wifi, service), reports trends monthly.
What you gain
A cared-for public profile and issues fixed at the root.
Join the free beta →
F&B Cost Controller WorkmateWatches food and beverage margins daily.
The pain today
Kitchen costs drift with prices and portioning; you see it in the month-end P&L, too late.
How they work in Workzuite
Compares recipe costs to POS sales mix in Books daily, flags margin drift and unusual usage.
What you gain
Margin leaks caught in days, not months.
Join the free beta →
Transport & Logistics
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Fleet Cost WorkmateJoin the free beta → | Tracks true cost per vehicle and per trip. | Fuel, tyres and repairs blur together; unprofitable routes hide in totals. | Allocates Books expenses per vehicle/route, reports cost per km and flags outliers (fuel anomalies, repeat repairs). | You know which trucks and routes make money. |
| Delivery Dispatch WorkmateJoin the free beta → | Keeps customers informed from dispatch to POD. | “Where is my delivery?” calls consume the office all day. | Sends dispatch/ETA/delivery notifications, collects proof of delivery against the invoice in Books. | Fewer calls, faster invoicing, disputes settled by the POD trail. |
| Driver Compliance WorkmateJoin the free beta → | Tracks licences, permits and vehicle documents. | An expired licence or permit discovered at a roadblock costs a load. | Maintains the compliance register per driver/vehicle in HRM, alerts well before expiries, tracks renewals to completion. | Nothing expires unnoticed; loads keep moving. |
Fleet Cost WorkmateTracks true cost per vehicle and per trip.
The pain today
Fuel, tyres and repairs blur together; unprofitable routes hide in totals.
How they work in Workzuite
Allocates Books expenses per vehicle/route, reports cost per km and flags outliers (fuel anomalies, repeat repairs).
What you gain
You know which trucks and routes make money.
Join the free beta →
Delivery Dispatch WorkmateKeeps customers informed from dispatch to POD.
The pain today
“Where is my delivery?” calls consume the office all day.
How they work in Workzuite
Sends dispatch/ETA/delivery notifications, collects proof of delivery against the invoice in Books.
What you gain
Fewer calls, faster invoicing, disputes settled by the POD trail.
Join the free beta →
Driver Compliance WorkmateTracks licences, permits and vehicle documents.
The pain today
An expired licence or permit discovered at a roadblock costs a load.
How they work in Workzuite
Maintains the compliance register per driver/vehicle in HRM, alerts well before expiries, tracks renewals to completion.
What you gain
Nothing expires unnoticed; loads keep moving.
Join the free beta →
Banking & Microfinance
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Loan Book Monitor WorkmateJoin the free beta → | Watches the loan book and flags accounts drifting into arrears. | Arrears surface at month-end review, weeks after the borrower first slipped. | Reads repayment schedules and receipts in Books, scores accounts daily, alerts loan officers with suggested next actions. | Earlier intervention, lower portfolio-at-risk. |
| KYC Document Checker WorkmateJoin the free beta → | Reviews client onboarding packs for completeness and inconsistencies. | Manual KYC review is slow and misses expired or mismatched documents. | Checks uploaded IDs, proofs of residence and payslips against the CRM client record, produces a pass/query checklist per applicant. | Faster onboarding with a consistent, auditable compliance trail. |
| Collections WorkmateJoin the free beta → | Runs the routine collections cycle end-to-end. | Field agents spend their time on reminders that a system could send. | Sends scheduled repayment reminders with payment links, records promises-to-pay in CRM, builds the daily follow-up list for officers. | Officers focus on the hard cases; routine collections run themselves. |
Loan Book Monitor WorkmateWatches the loan book and flags accounts drifting into arrears.
The pain today
Arrears surface at month-end review, weeks after the borrower first slipped.
How they work in Workzuite
Reads repayment schedules and receipts in Books, scores accounts daily, alerts loan officers with suggested next actions.
What you gain
Earlier intervention, lower portfolio-at-risk.
Join the free beta →
KYC Document Checker WorkmateReviews client onboarding packs for completeness and inconsistencies.
The pain today
Manual KYC review is slow and misses expired or mismatched documents.
How they work in Workzuite
Checks uploaded IDs, proofs of residence and payslips against the CRM client record, produces a pass/query checklist per applicant.
What you gain
Faster onboarding with a consistent, auditable compliance trail.
Join the free beta →
Collections WorkmateRuns the routine collections cycle end-to-end.
The pain today
Field agents spend their time on reminders that a system could send.
How they work in Workzuite
Sends scheduled repayment reminders with payment links, records promises-to-pay in CRM, builds the daily follow-up list for officers.
What you gain
Officers focus on the hard cases; routine collections run themselves.
Join the free beta →
Insurance & Brokers
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Policy Renewal WorkmateJoin the free beta → | Never lets a renewal date pass silently. | Lapsed policies from missed renewal contact = lost recurring revenue. | Watches policy end dates in CRM, drafts personalised renewal notices and quotes, books follow-up tasks for the broker. | Higher renewal rates and a book that stops leaking. |
| Claims Intake WorkmateJoin the free beta → | Turns messy claim submissions into complete, structured claim files. | Back-and-forth over missing documents drags claims out and frustrates clients. | Guides the client through required documents, checks completeness, opens the claim in CRM/Projects with everything attached. | Claims move on first submission; clients feel looked after. |
| Commission Reconciler WorkmateJoin the free beta → | Matches insurer commission statements to expected commissions. | Underpaid commissions go unnoticed inside dense monthly statements. | Compares statement lines against policies and expected rates in Books, lists discrepancies to query. | Recovered commission that was silently being lost. |
Policy Renewal WorkmateNever lets a renewal date pass silently.
The pain today
Lapsed policies from missed renewal contact = lost recurring revenue.
How they work in Workzuite
Watches policy end dates in CRM, drafts personalised renewal notices and quotes, books follow-up tasks for the broker.
What you gain
Higher renewal rates and a book that stops leaking.
Join the free beta →
Claims Intake WorkmateTurns messy claim submissions into complete, structured claim files.
The pain today
Back-and-forth over missing documents drags claims out and frustrates clients.
How they work in Workzuite
Guides the client through required documents, checks completeness, opens the claim in CRM/Projects with everything attached.
What you gain
Claims move on first submission; clients feel looked after.
Join the free beta →
Commission Reconciler WorkmateMatches insurer commission statements to expected commissions.
The pain today
Underpaid commissions go unnoticed inside dense monthly statements.
How they work in Workzuite
Compares statement lines against policies and expected rates in Books, lists discrepancies to query.
What you gain
Recovered commission that was silently being lost.
Join the free beta →
Marketing & Media
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Campaign Content WorkmateJoin the free beta → | Drafts on-brand campaign content across channels. | Content production is the bottleneck of every campaign. | Works from the brand profile and campaign brief in CRM, drafts posts, emails and copy variants for approval. | Campaigns ship on schedule; the team edits instead of staring at blank pages. |
| Lead Nurture WorkmateJoin the free beta → | Follows up every lead until it's won, lost or handed over. | Leads from campaigns die in the CRM untouched. | Runs staged follow-up sequences on CRM leads, qualifies with questions, books meetings and hands hot leads to sales. | No lead goes cold from silence. |
| Client Reporting WorkmateJoin the free beta → | Produces client performance reports automatically. | Agencies burn billable days assembling monthly reports. | Compiles campaign metrics and deliverables from Projects into branded client reports on schedule. | Report day becomes a non-event. |
Campaign Content WorkmateDrafts on-brand campaign content across channels.
The pain today
Content production is the bottleneck of every campaign.
How they work in Workzuite
Works from the brand profile and campaign brief in CRM, drafts posts, emails and copy variants for approval.
What you gain
Campaigns ship on schedule; the team edits instead of staring at blank pages.
Join the free beta →
Lead Nurture WorkmateFollows up every lead until it's won, lost or handed over.
The pain today
Leads from campaigns die in the CRM untouched.
How they work in Workzuite
Runs staged follow-up sequences on CRM leads, qualifies with questions, books meetings and hands hot leads to sales.
What you gain
No lead goes cold from silence.
Join the free beta →
Client Reporting WorkmateProduces client performance reports automatically.
The pain today
Agencies burn billable days assembling monthly reports.
How they work in Workzuite
Compiles campaign metrics and deliverables from Projects into branded client reports on schedule.
What you gain
Report day becomes a non-event.
Join the free beta →
Automotive
| Template | What they do | The pain today | How they work in Workzuite | What you gain |
|---|---|---|---|---|
| Job Card WorkmateJoin the free beta → | Runs job cards from booking to invoice. | Work done but not captured = revenue leaked; customers wait for updates. | Opens job cards, tracks parts and labour to each job in Books/Projects, keeps the customer updated, closes to a fiscal invoice. | Every job fully billed; customers who know what's happening. |
| Parts Quoting WorkmateJoin the free beta → | Quotes parts fast with live availability and pricing. | Quotes take hours of catalogue and supplier checking; customers buy elsewhere meanwhile. | Searches inventory and supplier lists, prices with current rates and margins, sends the quote with a payment link. | Quotes in minutes win the sale. |
| Service Reminder WorkmateJoin the free beta → | Brings customers back when service is due. | Workshops rely on customers remembering, they don't. | Tracks vehicle service history in CRM, sends due-service reminders and books slots. | A fuller workshop from customers you already have. |
Job Card WorkmateRuns job cards from booking to invoice.
The pain today
Work done but not captured = revenue leaked; customers wait for updates.
How they work in Workzuite
Opens job cards, tracks parts and labour to each job in Books/Projects, keeps the customer updated, closes to a fiscal invoice.
What you gain
Every job fully billed; customers who know what's happening.
Join the free beta →
Parts Quoting WorkmateQuotes parts fast with live availability and pricing.
The pain today
Quotes take hours of catalogue and supplier checking; customers buy elsewhere meanwhile.
How they work in Workzuite
Searches inventory and supplier lists, prices with current rates and margins, sends the quote with a payment link.
What you gain
Quotes in minutes win the sale.
Join the free beta →
Service Reminder WorkmateBrings customers back when service is due.
The pain today
Workshops rely on customers remembering, they don't.
How they work in Workzuite
Tracks vehicle service history in CRM, sends due-service reminders and books slots.
What you gain
A fuller workshop from customers you already have.
Join the free beta →
Don’t see your industry? Every WorkMate can be tailored to how your business actually runs, or describe the colleague you need and we’ll build them for you.
WorkMates act inside Workzuite as you and never beyond your own permissions. Your admin decides, per WorkMate, which actions happen at once and which wait for your approval.
Pricing
One simple price.
Tendai, your Chief of Staff, is free on every plan. Additional WorkMates are USD 10 a month each, and how many you can hire depends on your plan.
Starter
3
WorkMate slots
USD 15/mo plan
Growth
10
WorkMate slots
USD 35/mo plan
Scale
20
WorkMate slots
USD 65/mo plan