Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
QuickBooks Online Docusign Integration Setting up and configuring the Modern Theme See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Daily Report Email remiders for activities that have been completed over 2 weeks ago and set as complete. Activity Searching See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Desktop shortcuts to create new records e.g. new case Mobile Device Access v Desktop Collapse/Hide Filters on Reports See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos