New Version 24: Foreign clients, currencies and invoice corrections

Every job, client and part in one place, on your own server

WorkSmartHub is a work ticket system for service, maintenance and installation teams. It follows each job from intake to invoice, keeps the client informed, tracks your stock, and runs entirely on your infrastructure.

Book a demoSee the features
  • Runs on Windows, Linux, Docker or Kubernetes
  • Számlázz.hu invoicing built in
  • Your data stays in your network
The product

What is WorkSmartHub?

WorkSmartHub is a web application for companies that work on jobs for clients: repairs, maintenance, installations, quotes and deliveries. Each job is a work ticket that holds everything about it: the client, the product, the problem, the status, the people assigned, the parts used, the work done, the delivery, the attachments and the invoice.

Teams work in separate workspaces with their own permissions, so a service team, an installation team and a back office can use one installation without seeing each other’s work. Clients, the product catalogue, work steps and stock are recorded once and used everywhere.

You install it on your own server and open it in a browser. Nothing is stored at WorkWise Solutions: the database, the files and the sign-in all stay in your network.

Who uses it

  • Service and repair shopsIntake, quote, repair, parts, handover and invoice on one ticket, with a printed intake sheet for the client.
  • Maintenance and installation teamsScheduled jobs in a calendar, technicians who see only their own tickets, deliveries and site visits with prices.
  • Companies with several teamsOne installation, a workspace per team or department, shared clients and catalogue, separate tickets and permissions.
  • IT and operationsCompany sign-in, audit log, your choice of database and file storage, an API for integrations.
  • Nothing is forgottenA ticket that has not changed for a set number of days is highlighted, and the people responsible get a reminder.
  • Clients know where they standThe client gets an e-mail when the job is registered, when it is delayed and when it is on its way, and every message is logged.
  • Stock matches realityParts used on a ticket leave the stock, deleted tickets give them back, and a low level sends a warning.
  • The invoice follows the jobWith Számlázz.hu switched on, the invoice is issued from the ticket, by hand or automatically when the job is ready to bill.
Features

From the first call to the paid invoice

A self-hosted work ticket, client, stock and invoicing platform: deployed on your infrastructure, fully under your control.

Work tickets

A ticket holds the whole job: client, product, problem description, internal notes, status, assigned users and groups, work steps, parts, deliveries and attachments. The costs add up as you go.

  • Statuses for the whole route: quote issued, waiting for parts, in progress, out for delivery, to be invoiced, closed
  • List with filters and search, plus a calendar view by intake date
  • Printable summary and intake sheet with your company details
  • Ticket names generated from your own pattern, or typed by hand
Read more in the documentation

Clients and their history

Clients are recorded once and picked on tickets, or created on the fly while taking in a job. Each client shows its tickets, so the whole history is one click away.

  • Automatic e-mail when a ticket is registered, delayed or out for delivery
  • A log of every e-mail sent to a client, as proof that it went out
  • Country, EU VAT number and invoice language for foreign buyers
Read more in the documentation

Stock that keeps itself up to date

Components have a serial number, location, quantity, price and picture. Adding a part to a ticket takes it out of stock, and removing it puts it back.

  • E-mail to the people responsible when a part runs low
  • Export to Excel, edit there, import back with validation and a clear error list
  • Work steps and deliveries with default prices that can be overridden per ticket, with a reason
Read more in the documentation

Invoicing with Számlázz.hu

Connect your Számlázz.hu account and issue invoices straight from the ticket. The lines come from the work steps, parts and deliveries, a preview shows the totals before anything is sent, and the PDF is stored with the ticket.

  • Final invoices, fee requests, advance invoices, corrections, credit notes and stornó
  • Automatic final invoice when a ticket reaches the status Számlázandó (to be invoiced)
  • VAT rate per item, domestic and foreign VAT treatments, HUF, EUR and USD
  • An invoice page with paid, unpaid and overdue totals per currency
Read more in the documentation

Workspaces and permissions

Each team gets a workspace with its own tickets, notification channels and file storages. Permissions are given to users or groups, per workspace and per master data area.

  • Workspace administrators, ticket administrators, technicians and read-only users
  • Technicians see only the tickets assigned to them and can change a limited set of fields
  • Every rule is checked on the server, not just hidden in the menu
Read more in the documentation

Notifications where your team works

Status and assignment changes go out by e-mail, Slack or Microsoft Teams, through channels set per workspace or for the whole application. The texts are templates you can edit.

  • Reminders for tickets that have not moved, warnings for expiring tokens and passwords
  • Step-by-step setup guides for Slack and Teams inside the application
  • Each user can switch off the channels they do not want
Read more in the documentation

Sign-in with your company accounts

Use the built-in user store, or connect Active Directory, LDAP or Microsoft Entra ID. Sign-in works with user name and password, Windows sign-in, or OAuth 2.0 providers such as Okta, Google and Microsoft.

  • Groups, so a team is added to a workspace or a ticket in one step
  • External users and groups kept apart from your own staff
  • Personal access tokens for the REST API, revocable at any time
Read more in the documentation

Your brand, your settings

Set your logo and colours, and the application looks like your own tool. Your company details appear on e-mails, printouts and invoices. Administrators change settings in the portal, without touching the server.

  • Page visibility, security headers, log levels and background job schedules
  • Editable e-mail and notification templates
  • A status page with version, database and licence information
Read more in the documentation

A record of everything

Every user action is written to the event log with who did it and when. Errors have their own list, the server log files can be read and filtered in the portal, and the lists export to Excel.

  • Events, error events, log files and client e-mail events
  • Settings changes logged with the old and the new value, secrets never
  • Retention periods you set yourself
Read more in the documentation

Also in the box

  • Calendar viewTickets by intake date, coloured by status.
  • Seven file storage optionsServer disk, Azure Blob, Amazon S3, MinIO, Box, SharePoint or Google Cloud Storage.
  • REST API with SwaggerEverything the portal does is available to your integrations.
  • Service user catalogService accounts stored encrypted or in HashiCorp Vault, with expiry warnings.
  • DeliveriesRoutes with prices, delivery statuses and a notice to the client.
  • Background jobsReminders, warnings, invoice status sync and housekeeping on a schedule.
  • Several serversNodes share the database and cache, scheduled jobs run once.
  • Mobile appConnects to your installation with a QR code.

More screens

The application as your team sees it. The interface is Hungarian. Click a picture to enlarge it.

Works with what you already have

WorkSmartHub connects to the systems most companies already run. You choose them in the settings, and you can change them later.

Invoicing

  • Számlázz.hu

Notifications

  • E-mail (SMTP)
  • Slack
  • Microsoft Teams

Sign-in and users

  • Active Directory
  • LDAP
  • Microsoft Entra ID
  • OAuth 2.0: Okta, Google, Microsoft, custom

File storage

  • Server disk
  • Azure Blob
  • Amazon S3
  • MinIO
  • Box
  • SharePoint
  • Google Cloud Storage

Database

  • SQLite
  • Microsoft SQL Server
  • PostgreSQL
  • MySQL

Secrets

  • HashiCorp Vault
Installation

Runs where your other systems run

WorkSmartHub is one web application: the server and the portal on the same address. Pick the installation that fits your environment. Each one has a step-by-step guide.

Windows ServerA site under IIS, with Windows sign-in if you use Active Directory.LinuxA systemd service behind nginx on Ubuntu, Debian or the RHEL family.DockerOne container, one data volume, run and service scripts for Linux and Windows.KubernetesA Helm chart with a built-in PostgreSQL and Redis, or your own.
One application on your infrastructure, with the database, file storage, notification channels and identity provider you choose.
  • Start smallThe default SQLite database needs no database server: one machine is enough to evaluate or to run a small team.
  • Grow when you need toMove to SQL Server, PostgreSQL or MySQL and run several servers behind a load balancer.
  • Upgrades without surprisesThe database schema is migrated at start-up, and each release lists what an administrator has to do.

Requirements and planning

How it works

Up and running in three steps

01

Install

Install WorkSmartHub on your own server, upload the licence and create the first administrator.

02

Configure

Enter your company details, create the workspaces, give permissions, record your catalogue, clients and stock.

03

Work

Take in jobs as tickets, assign them, follow them in the list and the calendar, and invoice them when they are done.

Getting started guide

Why WorkWise

Why companies choose WorkSmartHub

A boxed product on your server

You install it, you run it, you decide who can reach it. The database and the files never leave your infrastructure.

Made to carry your brand

Logo, colours, company details and message templates are yours. Clients and colleagues see your company, not ours.

Fits your security rules

Company sign-in, permissions checked on the server, a full audit log, configurable security headers and secrets that are never shown again after saving.

Developed continuously

Regular releases with documented changes and upgrade notes, driven by what customers ask for.

Resources

Read on

DocumentationEvery feature, setting and installation option, with screenshots and diagrams. For people who use the product and people who are deciding on it.Open the documentation Latest release: Version 24Foreign clients, currencies and invoice corrections
  • Foreign clients and VAT treatment
  • Euro and dollar invoices
  • Advance and correction invoices
All releases
PresentationsThe product and the company in slides, to read in the browser or download as PDF.
Mobile appsMobile apps launching soon
App Store Coming soonGoogle Play Coming soon
FAQ

Questions we hear most

Is WorkSmartHub a cloud service?

No. It is software you install on your own server or in your own cloud account: Windows Server with IIS, Linux, Docker or Kubernetes. Your data is stored in your database and your file storage.

What do we need to run it?

A server that runs permanently, the ASP.NET Core 10 runtime (the Docker image contains it), HTTPS, and an SMTP server for e-mails. The default SQLite database needs no database server. For larger installations use SQL Server, PostgreSQL or MySQL.

Which language is the interface in?

The application interface is Hungarian. The documentation is available in English and Hungarian, and the English pages name every control by its Hungarian label with the English meaning.

Can each team see only its own work?

Yes. Tickets, notification channels and file storages belong to a workspace, and users or groups get permissions per workspace. A technician sees only the tickets assigned to them or to their group.

How does invoicing work?

Invoicing is optional and uses your own Számlázz.hu account. Invoices are issued from the ticket, by hand or automatically on a status change. Final invoices, fee requests, advance invoices, corrections and stornó are supported, in HUF, EUR and USD.

Can our people sign in with their company accounts?

Yes. Besides its own user store, WorkSmartHub works with Active Directory, LDAP and Microsoft Entra ID, and with OAuth 2.0 providers such as Okta, Google and Microsoft.

Is there an API?

Yes, a REST API with Swagger documentation. Integrations call it with personal access tokens that the user creates and can revoke.

How is it licensed?

Each installation uses a licence file from WorkWise Solutions that lists the licensed features. Write to us or book a demo and we will tell you the options for your company.

Can we try it before deciding?

Book a demo and we walk you through the product with your own questions. After that we can set up an evaluation together.

About

WorkWise Solutions

WorkWise Solutions Ltd. is a Budapest-based software company founded in 2023. We build business software that takes the routine out of day-to-day operations, and we offer consulting, custom development and training around it.

Founded 2023Budapest
We believe in synergy: expertise, innovation and commitment working together. Simplify the boring part of work, and focus on what you are good at.

Simplify the boring part of work

Contact

Schedule a free product demo

See WorkSmartHub in action. We walk you through the product and answer your questions.

Book a time

Or e-mail us directly

info@workwise-solutions.net