Shared records. Your way of working.
Worxstream is a configurable business operating system—one workspace where customers, sales, work, inventory, documents, and collaboration share the same records. You configure forms, statuses, views, and roles so the platform matches how your team already operates.
What you can configure today
Admins and onboarding specialists shape the workspace before day-to-day users log in—no separate “integration project” for basic vocabulary and process fit.
Forms & fields
Capture the data your process needs on customers, jobs, projects, and documents.
Dropdowns & reference data
Standardize picklists, categories, and lookups your team uses every day.
Statuses & pipelines
Model stages for sales, service, projects, and fulfillment—not a fixed template.
Views & boards
Give each role the lists, filters, and boards they need without duplicate records.
Roles & permissions
Control who sees, edits, and approves work across modules.
Branding & numbering
Align document numbering, labels, and customer-facing presentation with your business.
Document relationships
Link estimates, jobs, invoices, and files so handoffs stay traceable.
Same system, different way of working
Two contrasting examples of how teams configure the same operating layer—your demo can focus on the pattern closest to your business.
Field-service business
- Jobs and dispatch statuses tuned to technicians and coordinators
- Customer and site records tied to estimates, work orders, and invoices
- Document flows from quote → job → invoice with your numbering rules
- Roles for office staff, field leads, and billing—same data, different views
Stock & project-oriented business
- Projects, tasks, and milestones instead of truck-roll vocabulary
- Inventory and purchase flows aligned to stock locations and vendors
- Pipeline views for proposals, active work, and billing milestones
- Shared customer records whether work is recurring service or project-based
Who configures the workspace?
Configuration is owned by your organization—with help from Worxstream when you want it. Many customers start with our onboarding team mapping forms, statuses, and roles, then hand day-to-day adjustments to an internal administrator.
Customer administrator
Maintains dropdowns, views, roles, and document settings as your process evolves.
Worxstream onboarding team
Partners on discovery, baseline configuration, connector setup, and launch validation—see our integrations page for connector onboarding stages.
Operating layer
Configure once. Run sales, service, projects, and billing together.
Companion apps such as WorxSign and WorXChat extend the same records—they do not replace the configured workspace at the center of your operation.
See it configured for your business
Request a demo and we'll walk through shared records, configuration options, and a workflow that matches how your team sells, delivers, and bills work.