Workizy
Workizy
Easy Task Management for Small Teams to Boost Productivity
Manage tasks effortlessly and improve collaboration with easy task management made for small teams to boost productivity, meet deadlines, and stay organized.
Smart, Compliant Procurement - All in One App
Manage RFQs/RFPs, approvals, and contract deadlines without the chaos. Workizy keeps your purchasing workflow organized, compliant, and easy to track right from your mobile device. The built-in AI Assistant helps you draft RFQs, summarize proposals, and stay ahead of every renewal. No more missed deadlines. No more scattered documentation. Just procurement that actually works.
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Benefits
Key Benefits
for Procurement Teams
Accelerated RFQ Process
Create, distribute, and track requests for quotations without switching platforms. Attach specs, set response deadlines, and get automatic reminders for missed submissions.
Seamless Approval Chains
Set up multi-level approval chains with clear visibility at each stage. Managers see pending requests instantly on their dashboard, and you'll know exactly where bottlenecks happen.
Simplified Request Management
When operations needs new equipment or marketing requests promotional materials, they submit clear requests through the app. You prioritize, approve, and fulfill orders without endless email chains.
Proactive Renewal Alerts
Automatic reminders notify you weeks before contracts expire, giving you time to renegotiate terms or find better suppliers instead of scrambling at the last minute.
Real-Time Budget Control
Track purchase orders against department budgets in real time. Spot overspending early, adjust allocations quickly, and maintain financial discipline across all categories.
Documentation Hub
Store contracts, certificates, pricing agreements, and performance records in one searchable location. Files attach directly to tasks, eliminating paperwork hunts.
Use Cases
Use Cases for Procurement Teams
Streamline New Approvals
Bringing new requests into your system shouldn't take weeks. Create a processing project with tasks for documentation collection, quality checks, pricing reviews, and compliance verification. Assign responsibilities, set deadlines for each approval stage, and track progress in real time. When everyone knows their role and deadlines are visible, requests get approved faster without compromising due diligence.
Run Bidding Without Chaos
Launch an RFQ, distribute to responders, and track submissions all within Workizy. Attach technical specifications and requirements directly to the task. Set submission deadlines with automatic reminders, and use comments to answer questions without leaving the platform. When proposals arrive, your evaluation team accesses all submissions in one place, compares offers side-by-side, and makes faster decisions.
Clear the Bottleneck, Speed Up Buying
Purchase requests pile up because approval workflows are invisible and managers don't know what needs their attention. Workizy's dashboard shows every pending approval by status-ongoing, delayed, or awaiting action. Department heads review requests on their phones during commutes or site visits, approve with a single tap, and add comments if clarification is needed. The result? Procurement teams get green lights faster, suppliers receive POs on schedule, and projects don't stall waiting for signatures.
Never Miss a Renewal Deadline Again
Create a contract management project with individual tasks for each supplier agreement. Add contract expiry dates, attach the original documents, and set recurring reminders at intervals that match your negotiation cycle. When renewal time approaches, Workizy alerts the responsible buyer automatically. You'll have time to analyze vendor performance, explore alternative suppliers, and negotiate better terms-instead of accepting unfavorable renewals because you forgot to plan ahead.
Why Choose Workizy
Why Choose Workizy for
Procurement & Purchasing
Mobile-first flexibility
Your procurement team isn’t at desks all day they’re meeting suppliers, inspecting goods, attending budget reviews, and traveling. Workizy works offline so buyers can update purchase orders on warehouse floors or at supplier sites, then sync changes automatically when connectivity returns.
Department organization that makes sense
Separate your procurement team by category-direct materials, indirect supplies, services, or capital equipment. Assign buyers to specific departments, give them relevant tasks and projects, and maintain clear accountability for each spending area without confusion.
File attachments where you need them
Attach invoices, certificates of analysis, inspection reports, supplier contracts, and proof of delivery directly to purchase orders. No more digging through email attachments or network drives. Every document lives with its related transaction, accessible instantly from any device.
Logs that create accountability
Track who created, edited, approved, or completed each purchasing task and when. This audit trail protects your team during compliance reviews, helps identify process inefficiencies, and resolves disputes with suppliers by providing timestamped evidence of every action.
AI Assistant
Workizy AI
Build faster with a smart AI assistant
Let Workizy AI handle the repetitive thinking — generating task lists, organizing projects, and pulling team updates instantly. Just ask, and get the answers you need without digging, searching, or waiting.
It's Easy to Switch to Workizy
Manage Multiple Businesses
Switch between different construction projects or businesses with one login. Each stays completely separate—different teams, tasks, and data for every job site.
Works Offline First
No internet? No problem. Your crew can work anywhere—remote job sites, basements, or areas with zero connectivity. Everything syncs when they're back online.
Multi-Language Ready
Your team speaks different languages? Workizy supports multiple languages so everyone can use the app in their preferred language for easier adoption.
FAQs
Frequently Asked Questions
Find clear answers about Workizy’s AI-powered team management, project tracking, voice commands, integrations, and data protection.
Create tasks with assigned approvers at each stage-buyer submits, department head reviews, finance approves, procurement manager authorizes. Each person receives notifications when it’s their turn to act, and the dashboard shows exactly where each request sits in the approval pipeline.
Yes. Assign budget categories to projects or departments, log actual spending as tasks progress, and monitor totals through Workizy’s real-time dashboard. You’ll spot budget overruns early enough to make corrections before they become serious problems.
Workizy is designed for internal teams, so external parties do not log into the app directly. Instead, your team can collect files via email or other channels and attach them to the relevant tasks or projects in Workizy, keeping all documents, discussions, and approvals organized in one place.
If your staff can use a smartphone, they can use Workizy—the learning curve is about five minutes. Set up your first vendor evaluation or RFQ project today, and your team will be running with it by tomorrow. No lengthy training sessions or technical expertise required.
Absolutely. Create separate business accounts for each division or subsidiary, and switch between them with a single tap. Each business maintains independent vendor lists, budgets, and approval workflows while you oversee everything from one login.
Blogs
Workizy Blog – Smarter Ways to
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