Office tools for small contractors who do not have a full office staff.
850 Work is designed for everyday back-office work inside the workspace: sending invoices and estimates by email, attaching the right PDF, tracking reminders, handling website scheduling requests, and keeping customer history organized.
Create demo accountWhat the office workflow tools are for
Outbound Email Center
Set up SMTP, send a test email, preview messages, and send invoices, estimates, contracts, receipts, and reminders from inside 850 Work.
Editable templates
Customize default subjects and messages with placeholders for customer name, company name, invoice number, due date, amount due, job address, and technician.
PDF attachments
Use the generated document PDF as the attachment so the customer gets the same clean invoice, estimate, or contract the business downloads.
Reminder history
Save outbound email history by customer with sent/failed status, recipient, subject, related document, and attachment filename.
Scheduling requests
Use the scheduling API so a business website can send appointment requests into the Schedule tab for approval.
Owner controlled
Keep the workflow simple: one workspace, one plan, and features the owner can turn on as the business needs them.
Common office workflows
Send an invoice with the PDF attached.
Open the document, choose Send Email, preview the template, and keep the outbound history on the customer.
Remind a customer about an overdue balance.
Use reminder templates for due today, 7 days overdue, 14 days overdue, and 30 days overdue. Reminders stop once the invoice is paid.
Approve a website appointment request.
Requests from a website form can land in 850 Work, then become a job once the business approves it.