From first contact to final invoice — every step organized

Every job starts with an assignment. Create assignments with a title, description, customer link, contact person, and location address. Assign one or multiple team members, set start and due dates, and track progress through statuses — active, completed, or invoiced. Add internal notes and photos directly on the assignment for documentation.

Log hours directly on assignments or as standalone entries. Each time entry records the date, duration, optional note, and whether it's billable. Weekly overviews show each team member's logged hours per day. Billable entries track their billing status — unbilled, in draft, or invoiced — so you always know what's been billed and what hasn't.

Add material lines to any assignment with name, amount, unit type (meters, kilograms, liters, pieces, hours, and more), and pricing — per unit or as a total. Each material has a status that tracks its lifecycle: needed, ordered, in stock, bought, or delivered. Material totals are calculated automatically and can be included on invoices.

Create professional offers with product lines, pricing, and customer details. Send offers via email or as PDF through your connected accounting system. When a customer accepts, convert the offer to an assignment with one click — all materials, notes, and pricing transfer automatically.

The visual planner shows your entire team's schedule at a glance. Drag and drop assignments across days and team members. See who's available, who's overloaded, and where gaps exist. The planner integrates with absence data so you can plan around vacations and sick leave.

Schedule meetings, site visits, and other calendar events as appointments. They appear alongside assignments in the day view so your team always knows what's coming up. Link appointments to customers for a complete view of all interactions.

Keep a complete customer database with company name, contact info, address, and optional hourly rate. View a customer's full assignment history, outstanding unbilled hours, and sync status with your accounting system. Customers can be linked to external partners for subcontracted work.

Set pricing per assignment — choose fixed price or hourly. Define a default hourly rate at the customer level that applies to all their assignments. Override rates on individual assignments or even individual time entries. When invoicing, WorkMates calculates everything automatically based on logged hours and the applicable rates.