Create beautiful proposals in minutes using our visual editor.
Add images, diagrams and pre-written copy. Insert products, pricing, plans and financials.
Set milestones, staged invoicing and delivery dates. Securely share with clients online.
Take a deposit or payment in full, using debit or credit card.

Never miss another opportunity. See all your inbound enquiries, leads and opportunities on a visual dashboard. Create proposals and quotes, assign follow-up and send chase emails. All using a smart drag and drop interface.

Manage your in-house production on a visual drag’n’drop dashboard. Set production steps, must do paths and track every stage with barcodes or using touchscreen buttons.

Build quick quotes and proposals, using your Standard Price List. Save your materials, labour rates and parts in your price list. Then easily add them to proposals and orders.

Every perfect installation starts with a great survey. Make sure you capture every detail using The Surveyor while you’re on site. Then manage single or multi-site installs on visual timelines per location.

Cut out the to-and-fro trying to organise fitting or site surveys. See live availability for your whole team and send calendar invites to make bookings. Keep track of where everyone is supposed to be.

All your customers, leads, contacts and enquiries in one place.

Manage all your studio jobs on a visual dashboard. Drag cards to assign to team members, send proofs or check files. See where everything is up to, all in one place. Then send to production.

Automatically email sales invoices to customers. Send monthly statements for every customer or only those with balances. Chase overdue payments and send reminders.

Check customer files automatically with online preflight. Apply magic fixes and repairs. Share results with customers, for approval or resupply. Make files Supplieready with trim marks or extra bleed.

Set up subscriptions, to take recurring payments. Request payment with order, or give customers credit terms. Add your payment details to invoices and order forms.

Connect your GoCardless account and collect payments by direct debit. Send Direct Debit mandate requests directly from the system. Setup recurring subscriptions and automatically link payments to invoices.

Share logos and images with clients, in their individual asset store. Buy stock images from the Deposit Photos library and share suggestions with a two-way lightbox.

Accept debit and credit cards. Connect your Stripe account to WorksThing. Customers can securely pay online and save their card details for next time. Take in-store payments with Stripe Terminal integration.

Your lingo, your way. Edit phrases on your storefronts and back office. Personalise standard email templates and use your own vocabulary.

Create multi-part sign and print projects. Set each part’s size, quantity and number of pages then get combined pricing for the whole plan. Order from the hub, or use in your own production.

Use the WorksThing Maker network to source print, signs and promo items. Get wholesale pricing for urgent, awkward and niche products. Or use as overflow when your own production is too busy.