From WhatsApp message to paid invoice. myWorkMate automates your entire backoffice — with AI as your digital assistant.
Ontvang en beantwoord berichten van je eigen klanten.
Central customer management: profiles with contact details, PDOK-validated address, KVK/VAT numbers, notes, tags and language preference. Per customer you see outstanding invoices, amount paid, no-show count and full interaction history (WhatsApp, quotes, invoices, appointments). Customers are auto-created from WhatsApp conversations and lead-capture flows.
Quote builder with line items, VAT calculation, discount and down payment. Generates professional PDFs with company logo and chosen document template. Send quotes via email or WhatsApp, track whether they were viewed/accepted, and request a signature. Accepted quotes can be converted to an invoice or project in one click.
Invoice creation with automatic numbering, VAT calculation (incl. multiple rates per line), payment term and payment reference. Generates PDFs with the chosen template, sends via email or WhatsApp, and tracks payment status (draft → sent → paid/overdue). Partial payments and down-payment invoices are auto-updated from Stripe and manual payments.
Capture and process payments: manual payments, Stripe payments and payment links. Link payments to invoices for automatic status updates. Supports bank transfer, cash, card, iDEAL and Stripe. For anonymous QR payments, an intake flow is started to link the customer.
Manage customer subscriptions, recurring billing and subscription QR codes.
Automatic collection management for overdue invoices: schedule reminders on fixed days after the due date, send via WhatsApp or email, and escalate to collection cases. Per invoice you see the reminder history and status. Configurable per company: manual, with approval or fully automatic.
Review management: automatically send review requests via WhatsApp or email after a completed appointment or project. Collect reviews with stars and text, categorize them, and display them on the public company page. AI analyzes sentiment and flags negative reviews for follow-up.
Expense management with receipt scanning: upload a photo or PDF, AI extracts amount, date, supplier and VAT. Categorize expenses with custom categories, link to suppliers and projects. Supports VAT recalculation and export to accounting software.
Shared product and service catalog: manage products with units, prices, VAT rates and categories. Per company, prices and descriptions can be overridden. Products appear directly in the quote and invoice builder. Supports variants, brands and attributes.
Document management: store quotes, invoices, contracts and attachments per customer. With document templates, PDF storage and a customer-facing document portal (secured with pincode). Customers can view their documents anytime via a personal link.
Detailed business analytics, revenue reports and performance dashboards.
Opdrachten en werkbonnen beheren — basis functionaliteit voor uitvoering van geaccepteerde quotes en afspraken.
Geavanceerde uitvoer-velden: medewerkers toewijzen, materialen, urenregistratie en checklists. Beschikbaar vanaf Professional.
AI-driven WhatsApp assistant for companies: automatically answers incoming customer questions, creates quotes, schedules appointments and sends documents — 24/7. The AI understands the context of your company and customers and can escalate to a human for complex questions.
In-app AI chat assistant with template rendering, file sharing and voice input.
Email hub: manage email campaigns, templates and send history. Integrated with Resend for reliable delivery and tracking (opened, clicked). Per campaign: audience segmentation, scheduling and analytics.
In-app AI assistant for back-office tasks: ask questions, let the AI draft quotes/invoices, analyze customers or automate tasks. The AI has access to your company data and can perform actions directly within the app.
Sales dashboard with KPIs: pipeline overview, lead sources, conversion ratio, open tasks and daily priorities. AI suggests the most important actions each day. Visual charts for trends and performance per period.
Customizable pipeline stages: define your own sales stages with colors, order and conditions. Visual kanban board to drag leads between stages. Per stage configurable: automatic actions, fields and expected lead time.
Lead capture flows via QR, email and social media: automated flows to capture leads from different channels. With AI import for bulk leads from spreadsheets and social ad generation for Facebook/Instagram.
AI-driven lead scoring: leads automatically get a score based on engagement, source, demographics and behavior. High-score leads are prioritized in the pipeline and daily priorities. Helps salespeople focus on the most promising leads.
Lead pipeline with visual kanban board: capture leads via QR, form, email or import. Link leads to customers, agents and companies. Per lead: status, source, score, contact history and follow-up tasks. Full pipeline with customizable stages.
Customizable public lead forms: build forms with custom fields (name, phone, email, custom intake fields). Publish on your own URL or embed on your website. Submissions are automatically created as leads with source attribution.
QR code generator with tracking: create QR codes per campaign, product or location. Scanned leads are automatically created with source attribution. Track scans, conversions and lead quality per QR code. Ideal for physical marketing material and events.
AI sales assistant within CRM & Sales: ask questions about your leads, let the AI write a follow-up message, qualify leads or create a pipeline analysis. The AI has access to your lead data and can suggest actions.
Automation rules for lead status transitions: define rules like 'on new lead → send welcome message' or 'on status change → create task'. Combine triggers, conditions and actions. With execution log per rule.
Capture, track and nurture leads through your sales pipeline.
Automated follow-up and reminder scheduling for leads: set reminders per lead on fixed days or after a certain action. Reminders appear in the task list and daily priorities. Sent via WhatsApp or email.
Task management within CRM & Sales: create tasks per lead, assign to employees, set deadlines and track progress. Tasks appear in daily priorities and the dashboard. Supports reminders and status tracking.
Multi-user team calendar: show the availability of all team members in one overview. Schedule appointments for colleagues, see who is available when and prevent double bookings. With color coding per employee and appointment type.
Customer-facing booking page: customers choose an appointment type, date and time, and fill in their details. The page only shows available slots based on your calendar and availability rules. Confirmation is automatic via WhatsApp or email.
Personal booking links per employee: each employee gets their own booking URL where customers can directly make an appointment. Configurable: allowed appointment types, availability and validity period. Ideal for personal customer relationships.
Configurable meeting types with duration, buffer time, location (office/online/field), price and availability rules. Per type configurable: prepaid or not, intake fields and whether a review request is sent after completion.
Two-way Google Calendar synchronization: appointments in myWorkMate appear in Google Calendar and vice versa. Customer bookings are automatically synchronized. Configurable: show busy only or full details, and filter by working hours.
Per-type availability rules: set per appointment type on which days and times it can be booked, with minimum notice (e.g. 24h in advance), maximum advance booking and buffer time between appointments. Prevents impossible bookings.
Google Maps-powered route planner for field appointments: optimize the order of multiple appointments in a day to minimize travel time. Shows the route on the map with estimated arrival times. Cost per route calculation (Google Maps API).
Automatic no-show detection: the AI detects missed appointments (no show within the expected time) and automatically starts follow-up with a repeat or reminder message. Keeps a no-show counter per customer for future bookings.
Two-way Outlook Calendar synchronization: appointments in myWorkMate appear in Outlook and vice versa. Same as Google sync, but for Microsoft users. Supports both personal and shared Outlook calendars.
Automatic appointment reminders via WhatsApp or email: set reminders at fixed hours before the appointment (e.g. 24h and 1h before). Significantly reduces no-shows. Customers can confirm or cancel via a link in the message.
AI calendar assistant for agents: ask questions about your calendar, let the AI create a daily schedule, find free slots or reschedule appointments. The AI understands natural language and can create or modify appointments directly.
Calendar blocks: block off time for vacations, personal events and unavailability. Blocked time is not bookable by customers. Supports recurring blocks (e.g. weekly sports) and all-day blocks.
Advanced calendar: multiple appointment types, availability rules, locations, route planner, team calendars, Zoom/Teams/Meet, AI scheduling and notifications.
Core calendar: manage appointments, connect 1 external calendar (Google/Outlook/iCal), 1 default appointment type and 1 personal booking link to share with customers.
Contract management with templates, clauses and marketplace: create contracts per customer, send via WhatsApp or email, and have them digitally signed. With AI validation for missing clauses and risks. Full audit trail per contract.
Visual workflow builder with steps, conditions and branches: drag steps onto a canvas, connect them with conditions and build complex processes. With AI workflow builder that generates a workflow from a natural language prompt.
Multi-party e-signing: sign contracts by drawing (signed on screen) or via a code per WhatsApp or email. Supports sequential and parallel signing with multiple parties. Each signing is recorded with IP and user agent.
AI legal validation of contracts: the AI checks contracts for missing clauses, risks and inconsistencies. Flags issues with a warning and suggestion for improvement. Reduces legal risks for entrepreneurs.
Workflow executions per customer: start a workflow for a specific customer and track progress per step. With context data passed between steps, automatic reminders for pending steps and a full execution history.
Version control for workflows: create snapshots of workflow versions, publish new versions and keep history. Running executions stay on the old version until completed. Prevents changes from breaking running processes.
Clause library with conditional inclusion rules: manage reusable clauses that are automatically added to contracts based on conditions (e.g. industry, contract type, customer country). With AI recommendations for relevant clauses.
AI contract builder: generate a complete contract from a natural language description (e.g. 'create a painting contract for a house with 30% down payment'). The AI composes clauses, fills in variables and validates for completeness.
Reusable contract templates with variables and smart clauses: create templates with placeholders and conditional clauses that are automatically included based on the contract type. With version control per template.
Automatic reminders and digest for pending workflow steps: send reminders via WhatsApp or email for steps awaiting action. With a daily digest of all open steps per employee.
Contract attachments: add files and documents to a contract (e.g. drawings, photos, specifications). Attachments are sent along and are visible to the signer. With file size and type checking.
Workflow marketplace: publish ready-made workflows for other companies or install workflows from others. With ratings, downloads and industry filtering. Speeds up process automation by reusing proven workflows.
Contract marketplace: publish your contract templates for other companies or install templates from others. With ratings, downloads and industry filtering. Speeds up contract creation by reusing proven templates.
Visual workflow builder: compose steps, conditions and branches per customer or project. Workflows automate processes like following up quotes, signing contracts and progressing project phases. With version control, marketplace and execution history per customer.
Toegang tot geavanceerde stappen (goedkeuring, intake, taakverdeling, etc.).
Onbeperkt aantal workflows met tabs voor uitvoeringen en instellingen.
Automatic phase transitions, invoicing and review requests: automate process steps like starting the next phase on completion, creating an invoice on delivery, and sending a review request after completion. Configurable per project or template.
Internal and customer communication per project: send messages within a project, internally or to the customer. With message history, attachments and notifications via WhatsApp or email. Keeps all communication in one place per project.
Automatic overdue and milestone notifications: automatically send reminders for overdue tasks, approaching milestones and deadlines. Via WhatsApp or email, configurable per project and per type. Prevents things from being forgotten.
Projects, work orders, tasks, time tracking and field service management: manage projects from start to completion with phases, tasks, milestones, time logs and files. With a customer portal, AI summaries and automatic phase transitions. Ideal for construction, installation and services.
File and document management per project: upload files, photos and documents per project. With version control, categories and customer visibility. Supports large files and automatic AI description of images.
Task management with kanban, checklists and dependencies: create tasks per project with deadlines, assignees, checklists and dependencies between tasks. Visual kanban board and list view. With automatic reminders for overdue tasks.
Customer-facing project portal with tasks, files and messages: customers see their project status, tasks, files and can send messages. Secured with pincode or link. With configurable visibility per section (tasks, files, messages, timeline).
AI summaries, task suggestions and delay detection: the AI creates summaries of project status, suggests missing tasks, detects delays and warns of risks. With AI instructions per project and automatic phase suggestions.
Project KPIs, overdue alerts and status overview: show running projects, progress percentages, overdue tasks and budget vs. actual. With alerts for milestones and deadlines. Helps project managers stay in control.
Visual kanban board for project tasks: drag tasks between columns (to do, in progress, done). With assignees, labels, deadlines and WIP limits. Quick visual overview of project status.
Reusable project templates with phases and tasks: create templates for recurring project types (e.g. painting, bathroom renovation). With default phases, tasks, automations and estimated duration. Speeds up project creation and ensures consistency.
Milestone management with due dates and completion: define milestones with due dates, assignees and automatic notifications on achievement. With progress percentages and visual display on the timeline. Helps with deadline management.
Time logs and billable hours per project task: record worked hours per task with start/stop timer or manual entry. With billable vs. non-billable hours, hourly rate and export to invoices. For accurate billing and cost calculation.
Gantt-style timeline and milestone tracking: visual timeline with phases, tasks and milestones on a calendar. With dependencies, critical path and progress indication. Helps with planning and monitoring project progress.
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