WorkBook Software

WorkBook Software Product Details

A smarter system that integrates project management, resource planning, CRM, file sharing, forecasting and accounting across all agency operations.

Utilizing WorkBook's agency management system software will effectively streamline agency processes so that employees spend less time on unbillable and administrative tasks and more time focusing on what’s important.

A few of the essential elements of WorkBook include:

• Combines opportunity management, project and resource management, and financial management into one system
• Easy-to-use, mobile timesheets that everyone will appreciate
• Flexible project and task management that fits your agency workflow
• Built-in collaboration features that store conversations and documents where they belong
• Employee utilization metrics and resource capacity visibility weeks/months into the future
• Reporting features that allow you to analyze data and mine insights from current and past projects
• Integrated project and financial management functions that makes month-end reporting faster and more efficient

WorkBook Software Pricing

BASIC PLAN INCLUDES

TIME SHEET INCLUDES IPHONE & ANDROID APP

Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job – billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries, vacations, and holiday requests.

CUSTOMERS & PROJECTS

Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job.

COLLABORATION

Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong.

FILE SHARING

Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

WorkBook Software Support & Customer Service

CUSTOMER SUPPORT

Protect and extend the life of your WorkBook investment with unmatched support from Deltek Customer Care. With multiple support packages to choose from, Deltek lets you select the right level of support that best fits your unique business needs. And, because no one knows WorkBook software better than we do, our commitment to help you achieve more is unmatched.

API & INTEGRATION

We have an API that allows you to connect your WorkBook to other systems. Besides that, we have standard plug ‘n’ play API’s for Microsoft Business Solutions (NAV and AX), SAP, Google Mail & Calendar, Microsoft Outlook, MagPeople, Deep Dive WorkBook, ReadSoft, ActiveCampaign, more than 50 banks (for online banking and credit card integration), Google Drive and Dropbox.

HOSTING OR ON-PREMISE INSTALLATIONS

We let you choose if you want us to host your system or if you want it to be installed on-premise. We have different data centers around the world and, depending on your location, we install in the data center nearest to you. This ensures fast system performance and less waiting time. If you prefer to host the system on your own server, that’s fine too.

WorkBook Software Free Trial Information

WorkBook offers a FREE TRIAL DEMO. Visit us at www.workbook.net where you will find several ways to enter your information for a free demonstration.