Connecting secure sign-in…
Unable to start sign-in
Check your local Clerk configuration and try again.
Welcome to WorkToolbox
Sign in or create your test account to continue.
WT
Your business workspace
Welcome, WorkToolbox user.
✓ Authentication successful
CAP DIGITAL / PLATFORM
Platform overview
Manage your WorkToolbox platform
Recent activity
Subscription analytics
Awaiting Stripe integration. No revenue figures are available yet.
Business directory
Users & access
Membership information is read-only until Clerk invitation integration is complete.
Support centre
Select a business to manage its support note.
Audit activity
Trial management
Development trial records only. No Stripe subscription verification or live email sending.
Email automation · dry-run
Day 0 welcome, Day 3 check-in, Day 7 features, Day 12 expiry notice; then days 1, 5 and 12 after expiry. No emails are sent.
Business Dashboard
Monthly metrics use recorded dates. Outstanding balances are current totals across all months.
Add Customer
Save details once so they can be reused when creating quotes and jobs.
Contact and billing details
Use a different location for work at rental properties or other premises.
Add job location
Calculator API test (fictional data only)
Development testing. Use Derby Tree to create and update a fictional calculator, then switch to Nottingham to test record isolation.
No test run yet.
Business Profile
These details appear on quotations.
Choose a starting template
Example rates are for demonstration only. Set your own business prices.
Calculator
Quotes
Prepare quotations and keep track of customer decisions.
Quotations
Quotation details
New Quote
Select a customer, add services and review your pricing before saving a draft. Development data only.
Job Diary
New Job
Invoices & Payments
Create invoices and record payments received.
New Invoice
Invoice details
PaymentChase
Manage outstanding invoices and manual reminders. No messages are sent automatically.
Reminder Settings
Scheduling suggestions only. Messages are not sent automatically.
Suggested email reminder
Record contact / customer response
Contact history
ClientKeep
Follow up customers for repeat work. No automatic messages.
New Rebooking Reminder
Suggested message
Customer Review Requests
Prepare and track requests for completed jobs. No messages are sent automatically. Respect customer preferences and applicable marketing rules.
Review Settings
Eligible Completed Jobs
Review Request History
Message for manual sending
Quotation API Test — fictional data only
Choose a customer and enabled calculator in the selected business. The API calculates prices on the server.
Development environment only · Do not enter real customer information