Features

WorkCart allows service providers to build workflows that allow them to accept online payments, manage tasks, and automate processes.

Create service workflows

Create a workflow for each service you provide to keep yourself and your team (human or 🤖) organized.

Connect projects to processes

When a client requests your service, the workflow needed to produce that service is triggered. WorkCart assigns tasks, automates simple actions, and keeps you, your team and your client projects on track.

Create tasks for team members or yourself

WorkCart creates tasks your team needs to get work done based on your standard operating procedure for each service your business provides. Add unique tasks to manage work not related to specific projects, or add to your workflow on the fly.

Build consistency into your workflow with WorkCart.

Send automated emails

Choose from built-in messages crafted by WorkCart or use your own templates to send customized emails to clients - without ever opening Outlook.

Schedule client meetings

Delegate your scheduling to Calendly, automatically sending invitations to your client to book a time which works for both of you.

Collect information

Use our unique easy drag-and-drop editor to create styled forms to gather client and other information. Add validation, help text, placeholders and more to gather the data you need to run and automate your business.

Easy document templates

Reuse your existing Word and .docx files to create templates. Simply replace form fields with {placeholders} which match your custom forms and upload!

Use existing functions

If you're a Google Workspace user and want to use your own database, you can send Google Form links to your clients and trigger Workspace actions through WorkCart.

Manage project documents

Keep track of important documents by having clients upload them through forms, or log in to WorkCart to add or view project documents directly.

Generate documents

Use your templates to automatically generate documents with your client or custom information. Easily convert any existing .doc or .docx file to a template by adding {field placeholders}.

Accept payments

Allow clients to pay for your services online. Accept credit cards, bank transfers and more processed securely with Stripe.