Documents and Invoicing

Just set up templates for invoices, contracts, work orders, bill of lading etc. Contractor contacts will be automatically populated from the database.

Create your own unique templates that will impress your potential clients, or use a ready-made library created by professional designers.

Assign different statuses and track their progress. Automation and AI services will automatically perform the necessary actions on a document after its status changes.

Upload all required materials to WorkZeal from your computer, Dropbox, or Google Drive. This document management service is integrated with your CRM and can connect to tasks, projects, deals, or contractors.

Incorporate a connection with payment platform like Stripe. Simply send an invoice link, and your clients can make a payment with just one click.

Merge effective products from all bills to examine which items are trending and lucrative. We developed a module to explore the sales procedure based on records.