WorkWeb Service Inventory

WorkWeb Service Inventory is the most robust Service Inventory platform in the industry. Our platform is revolutionary with its ability to be fully customizable, able to track exactly what you sell, and the ability to track historical data through the lifecycle of your clients.  Create dedicated pages (linked with CRM) to track what services you provided to each client, linking the contracts that were created for them as an on-going historical record.

Knowledge is key- and quick access and recall builds trust with your customers

  • Fully Customizable
  • Track what you sell
  • Track your contracts details
  • Track your customer’s contract details
  • Track your customer’s historical data
  • Create dedicated pages to track what services you provide to each client
  • Contract Expense Check
    • Ensures correct payment to Vendors
      • WorkWeb checks bills to be paid
    • Define unique tolerance levels
    • Manage billing adjustments
  • Price: Per Account: $125 per month

Use our unique software to manage and track it all.  By using customizable templates, we make it easy for you to own the process and keep your competitive edge- the WorkWeb Service Inventory Platform puts you in control.

The WorkWeb Service Inventory platform is incredibly innovative, and when paired with Customer Portal it is a game changer for your business, improving efficiency and customer loyalty.

To find out more contact us at 888-982-8126 or sales@workweb.io.


WorkWeb.io base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm WorkWeb.io will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.