business owner features

simple solutions for small business owners

Let's make your job easier.

To run a small business there are multiple different technologies that each industry needs. You end up paying for bloated software with unused features. The cost of tech tools can be a significant amount of your revenue. By creating an A La Carte system, Worktool allows you to only add the tools you need without charging you for tools you don’t use. 

Running a small business requires various technology solutions, but many available tools are expensive and packed with unnecessary features. Business owners often find themselves paying for software that doesn’t fully align with their needs, eating into their revenue. That’s where our business app comes in. Designed specifically for small business owners, our platform provides essential business tools in an à la carte system—allowing you to choose only what you need, without paying for features you don’t use. This streamlined approach helps lower your tech costs while keeping your business operations efficient and effective.

One of the most important features for business owners is our Customer Relationship Management (CRM) system. Managing customer relationships is crucial for growth, and our CRM will help you track client interactions, manage leads, and organize important business details—all in one place. With automated follow-ups, easy contact categorization, and intuitive workflows, you’ll never miss an opportunity to nurture valuable client relationships.

Handling financial transactions is another critical aspect of running a business, which is why we are introducing peer-to-peer payments (coming soon). This feature will allow you to securely send and receive payments directly within the app, eliminating the need for costly third-party payment services. Whether you’re collecting payments from clients, paying freelancers, or managing business expenses, our integrated payment solution will ensure smooth and secure transactions.

To further support business owners, we’re developing a toolbox with business tools (coming soon). This section will include a curated selection of essential resources to help with everything from financial management and productivity to marketing and operational efficiency. Instead of subscribing to multiple different services, you’ll have access to an ever-growing suite of tools designed specifically for small businesses—all in one convenient location.

Expanding your business network is key to growth, and our business and freelancer directory is designed to help you connect with potential clients, partners, and service providers. Business owners can create detailed profiles showcasing their services, making it easy for customers and other professionals to find and connect with them. This feature enhances visibility and opens up new opportunities for collaboration and business development.

In today’s digital world, maintaining an active presence online is essential, and our social media feed helps business owners stay connected with their audience. This feature allows you to share updates, engage with customers, and market your services—all within the app. Unlike general social platforms, our business-focused feed ensures that every interaction is professional, productive, and geared toward growth.

Communication is the backbone of any successful business, which is why our app includes direct messaging. Instead of juggling multiple messaging apps, business owners can easily communicate with clients, employees, and partners—all in one secure, organized space. Whether you’re answering inquiries, negotiating deals, or providing customer support, our messaging system keeps all your conversations accessible and efficient.

With our app’s à la carte approach, you only pay for the tools you need, ensuring you save money while still having access to powerful business solutions. We are committed to helping small business owners reduce costs, increase efficiency, and grow their businesses—without unnecessary complexity or expenses.

CRM

Every business needs a way to track their customers and projects. Our powerful CRM let’s you improve customer service, help with customer retention, and improve your sales. Directly connects with Quickbooks. 

Peer to Peer Payments

Customers pay you. You pay your workers, vendors, and business expenses securely. 

Coming soon

Toolbox

Customize your toolbox to meet the needs of your business. Only pay for what you use. 

Coming soon

Directory

Easily locate, contact, get directions to, and request estimates from any business or vendor in your area. 

Social Feed

Share accomplishments and news from your business with potential customers in your area. Post and push your content to all your social media channels. 

Messaging

Organize your communications with your team, customers, and other business professionals all in one place. 

FAQ

business owner
faq's

Since we all have work to do in our lives, Worktool is for everyone. Your Worktool app is where consumers and businesses can locate one another and do business with each other. Whether you’re a homeowner hiring someone to work on your home or a local non-profit hiring someone to create your website, Worktool connects local businesses, freelancers, and customers. 

Create your personal account on your first log in. Click on your “Settings” button (the person button on the right of your action bar at the bottom of your screen). Click “Add Business” and fill out your business information. Then start posting as your business. Once you add your business, “My Projects” will become available. My Projects is a CRM (Customer Relationship Manager) that you can track your customers and jobs, create documents like invoices, work orders, estimates and supply orders. 

Log into your Worktool app. Navigate to your social feed. Click the “Messages” button in the top right hand corner of your social screen. Click the “+” button to start a new message. Search for your intended message recipient by name. The people you want to message must have a Worktool account to be searchable. Add as many group message recipients as you want, name your group, and send your message.  

Navigate to your Social Feed, create your post, click on the “Share” button, and share your post to your other social media apps. Create all your social posts on your Worktool app and push it to all your other social apps. 

In your “Projects” module, choose your contact list, import contacts and give your phone permission to access your contacts. Choose which contacts you want to import – no more double entry! Once you enter a contact into your phone, you can pull them directly into your Worktool projects. 

Navigate to your “Projects” module and choose your business you want to create a document for. Choose your customer/job from your Job Status Board or create a new job. Once inside your job details, choose “Files” and the type of document you wish to make. Make your document and then send it to your customer through Worktool or email. 

By default all businesses and freelancers listed in Worktool are included in our free Lead Generation emails. When a customer uses our directory and chooses “Get Estimate”, they are able to enter their job’s needs into a form. This form is then sent as a free lead to any business listed in our directory for the chosen industry and category within 100 miles from the customer’s entered zip code. No more paying absurd fees to lead gen company’s like Angie’s List and Porch. **** We do not guarantee anyone’s work or payment for work completed, so make sure to do your own homework on who you work with.******

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