Proposals
Build scoped proposals with line items, packages, service plan cards, and totals. When a client accepts, WorkRate can link or create the client workspace and draft the invoice from the proposal line items.
Platform features
The pieces service teams keep duct-taping together, finally in one command center.
WorkRate is built around the operational rhythm of client service: intake requests, plan work, assign work, track work, message clients, bill work, and keep each workspace understandable.
Pipeline
Track every deal from first contact to closed won on a visual kanban board. Estimated value, close dates, notes, and stage history for every opportunity.
Client Workspaces
Company name, primary contact, billing email, notes, payment links, monthly blocks, tax defaults, services, and danger-zone controls — one hub per client.
Client Portals
Create client logins, choose visible tools, and give clients a cleaner way to submit requests, view approved work, and communicate.
Tickets
Turn client requests into structured tickets with status, owner, priority, messages, and a path into task work.
Messages
Keep client and internal conversations attached to the workspace. Email notifications support reply-by-email, so agency and client replies post directly back into WorkRate threads.
Team Members
Invite admins, managers, and users; assign workspaces; enable modules; and protect owner-only billing and profitability controls.
CRM
Keep contacts, client-visible notes, agency-only notes, linked work, activity, and operational context in one client record.
Time Tracking
Live timers, manual hours, session log, notes, included vs. billable separation, and status controls — all feeding directly into invoice generation.
Invoicing & Stripe
Select session log entries, apply tax, review totals, print PDFs, and send exact-amount Stripe checkout links. Payments land directly in your connected Stripe account.
Recurring Invoices
Set up automatic retainer billing on monthly, quarterly, or weekly schedules. WorkRate drafts the invoice — you review and send.
Task Boards
Kanban boards per client workspace with cards, assignees, due dates, and optional client visibility through the portal.
Reports
Revenue by client, hours by service, billable vs. included breakdowns, and per-client profitability — all pulled live from your time logs and invoices.
White Label
Replace every WorkRate visual with your agency brand — logo, platform name, accent color, sign-in screen copy, and a custom domain pointing to the app.
Projects
Manage deliverables with structured projects broken into phases and tasks. Track completion, due dates, and progress across every active client engagement.
Reply-by-email
Agency teams and clients can reply directly to ticket and message email notifications. WorkRate routes the reply back into the right thread automatically.
Proposal automation
Accepted proposals can create or link the client workspace and draft an invoice from the approved proposal line items, reducing handoff work after the yes.
01
Proposals
Send a proposal. Know when it’s viewed. Close the deal.
Build a scoped proposal with your services, packages, service plan cards, and totals. The client can accept from a branded link, and WorkRate can create or link the client workspace and draft the invoice from the approved line items.
See how proposals work →
02
Pipeline
See every deal at a glance. Nothing falls through the cracks.
A visual deal board tracks every opportunity from Lead to Closed Won. Set estimated value, close dates, and notes on each deal. Move cards as deals progress. Link to a WorkRate proposal when the time comes.
See how pipeline works →
03
Client Overview
Every client gets a command center, not a loose folder of notes.
See the client’s active hours, invoice-ready work, included time, latest invoice, recent activity, open work, service breakdown, and settings shortcuts from one operational view.
04
Time Tracking
Live timers, manual entries, and session history in one lane.
Track live work, add missed time, write notes, and separate billable from included support hours. The session log feeds directly into invoice generation — no manual entry, no spreadsheets.
05
Task Boards
Client tasks stay tied to the requests and work that create revenue.
Boards show urgency, service type, due dates, estimated hours, and client context without making the team hunt for details. Give clients read-only visibility through the portal.
06
Session Log & Invoicing
Invoices build from approved work — not from memory.
Select entries from the session log, apply tax, confirm totals, and save. Print a PDF or generate an exact-amount Stripe checkout link. Payment lands directly in your connected Stripe account and the invoice marks itself paid.
See how invoicing works →
07
Reports
Know which clients make you money and which ones don’t.
Revenue by client, hours by service type, billable vs. included breakdowns, and per-client effective rate — all pulled live from your time logs and invoices. Run it monthly, see the truth.
See how reports work →
08
White Label
Your clients see your brand everywhere — not WorkRate’s.
Upload your logo, set your platform name, choose your accent color, point a custom domain to the app, and use a branded inbound reply domain for email replies. Your clients and team experience your product. WorkRate stays invisible.
See how white label works →