Overview
Know what every job is making, while the work is still running. Most civil and trade contractors find out a project lost money after it is finished. The crews have moved on, the variation window has closed, and an $80k hole turns up in the final claim.
Workbench gives you the numbers while the job is still running, so you can fix it while it still counts. It brings project costs, timesheets, variations, claims, payroll and plant into one place, built for contractors who own their crews and own their plant, and it syncs straight to Xero.
Know where every job stands. Live cost-to-complete on every active job, updated as site data comes in, so when a job moves off track you can reassign crews, raise the variation or call the supplier and affect the outcome before the results are locked in.
One place to run it all. Budgets, Variations, CTC Forecasts, Claims, Subcontracts, Retentions, Procurement, Timesheets, Award Interpretations, Equipment Utilisation and Maintenance in one system. No switching apps. Every number entered once.
Watch the margin, not just the job list. You are seeing the margin on every project as it moves, so a job losing money is a conversation this week, not a write-off next quarter.
“Our budget management has increased out of sight in the past month, and with Workbench our Project Managers are able to confidently look at their budgets.“ - Julie Vale, Financial Controller, Undercover Group
Key features
- Live job costing and cost-to-complete on every active project.
- Variations recorded the moment scope changes, so margin does not leak.
- Schedule-of-rates progress claims and retentions.
- Integrated OCR and AP Automation with 3 way matching.
- Site Diaries, Dockets, Timesheets, Equipment Usage / Prestarts, Stock, Digital forms captured on the Workbench mobile app, on any phone or tablet, online or offline .
- Payroll with EBA and award interpretation built in.
- Plant and equipment management, track utilisation and maintenance per plant item.
- Two-way sync with Xero.
“After months of research, looking for a Project Management system we found Workbench. We knew we wanted a system capable of more than just tracking costs. From consultation, through implementation and support, our experience has been professional and seamless. We now have a single source of truth system which captures our job costing (and more) and translates it into real and meaningful data. [...] We know as we continue to grow, Workbench will grow with us.“ - Kayla Steen, Commercial Manager, TRM Fencing
Workbench Project Management + Xero
Workbench is where your project lives. Xero is where the money lives. Together they replace the spreadsheet carrying the gap between them.
Site data flows from Workbench into Xero, so every timesheet, supplier invoice and progress claim lands against the right job and the right account, without anyone re-typing it. Payments and Receipts flow back from Xero, so the project view and the books always agree. Every transaction is coded to a job through Workbench using a comprehensive Work Breakdown Structure which is mapped to your GL. Workbench supports many to one GL mapping of cost codes, meaning a complex operational WBS does not need to complicate your accounting. Finance can keep their GL structure tidy whilst giving operations the detail they need to run their projects..
For the business: project cost data built in real time from site records, not reconstructed at month end. Faster more efficient and accurate month end reporting, because the numbers only get entered once.
For your accountant or bookkeeper: reliable WIP and project financials they can stand behind, and one less client chasing them with a folder of spreadsheets at BAS time.
“Our timesheets are entered directly into Workbench, which captures all of the labour costs directly against the project. We then use Xero as our payroll system, and Workbench is able to export that data directly across to reduce double handling and create efficiencies“ - Fiona Zacharias, Finance Manager, Multiworks
Pricing plans
Workbench Lite
- Track budgets & variations, view margin in real time on all jobs
- Cost to complete forecasting and WIP
- AI powered AP automation and workflows
- Progress claims with retention for contracts and subcontracts
- Comprehensive workforce and equipment management
- Mobile app with timesheets, scheduling, prestarts, and forms
- Payroll Award interpretation built in
- Comprehensive out of the box reporting
Workbench Standard
- Everything in Lite, plus:
- Multi-entity, multi-currency finance
- Stock management
- Advanced procurement - schedules, requisitions
- Advanced plant maintenance
- Advanced BI tools for custom reporting & integration with PowerBI
- Advanced user permissions and licencing
- Configurable workflows and alerts
Getting started
Workbench is implemented alongside your Xero accounts by the Workbench team.
- Book a demo. See how Workbench fits your projects, your crew and your books.
- Get a quote. Priced around your project mix, crew size and contract types.
- Get set up. A Workbench specialist configures your project templates, plant register, payroll rules including EBA awards, and the Xero connection.
- Go live. Crews capture timesheets and dockets on the mobile app. Office staff approve, raise claims and watch the costs flow into Xero.