WorkHub Fits the Tools You Already Run

Two-way sync with Xero. Invoices raised in WorkHub appear in Xero with the right contact, account code and tax rate; payment status flows back so you always know who owes what.

• Push tenant invoices and room-hire charges straight to Xero
• Contacts matched or created automatically on first invoice
• Payment status synced back onto the WorkHub invoice
• Cost-per-ticket tracking against nominal codes
• UK VAT rates and MTD-compatible

Setting it up: Settings → Integrations → Finance. Sign in to Xero and pick the organisation. Choose whether WorkHub or Xero is the source of truth for invoices. Client Admin role required.

Connect Microsoft 365 mailboxes so tenant email lands in WorkHub as tickets and CRM activity, threaded to the contact it came from. Send from your own address too.

• Inbound mail piped to the service desk as tickets
• Replies threaded back onto the original ticket
• Send outbound mail from your own Microsoft 365 address
• Personal and shared mailboxes, each authorised by its owner
• Mail that cannot be placed is set aside for triage, never guessed at

Setting it up: Settings → Email. Microsoft 365 under Provider to send; add each mailbox under Inbox piping to receive. Authorising is a sign-in by the person whose mailbox it is.

Take card payments for meeting room bookings, day passes and ad-hoc charges. External clients pay at the point of booking, so you're not chasing invoices for a £40 room hire.

• Pay-at-booking for external (non-tenant) room hire
• Payment links on invoices
• Refunds and partial refunds from inside WorkHub
• Webhook-confirmed payment status — no manual reconciliation

Setting it up: Settings → Integrations → Payments. Enter your publishable and secret keys, and choose whether to charge immediately or pre-authorise and capture on approval. Client Admin role required.

Ticket updates, booking confirmations, invoices and renewal reminders go out from your own address. A new workspace sends from WorkHub's address until you switch.

• Send via Microsoft 365, Google, SMTP, Resend or SendGrid
• Works from day one on WorkHub’s sender, with your name on it
• Your own sender name, from address and reply-to
• Editable subject lines and opening paragraphs

Setting it up: Settings → Email → Provider.

Connect a Google mailbox so tenant email lands in WorkHub as tickets and CRM activity. Send from your own Google address too.

• Inbound mail piped to the service desk as tickets
• Replies threaded back onto the original ticket
• Send outbound mail from your own Google address
• Personal or shared mailboxes, authorised per mailbox

Setting it up: Settings → Email. Choose Google Workspace under Provider to send, and add the mailbox under Inbox piping to receive. The mailbox owner completes a sign-in to authorise.

For operators on neither Microsoft nor Google. Read any IMAP mailbox into the service desk, and send through any authenticated SMTP server.

• Works with any IMAP provider
• Authenticated SMTP for outbound
• Server address, username and password — no OAuth round trip

Setting it up: Settings → Email. SMTP server under Provider for sending; add an IMAP mailbox under Inbox piping for receiving.

Every list in WorkHub exports to CSV, and key reports can be scheduled to land in your inbox. Your data is yours.

• Export tickets, bookings, contacts, tenancies, invoices
• Scheduled KPI reports by email
• Full data export on request, no exit fee

Setting it up: Nothing to set up — the export button is on every list view.

Issue and revoke door credentials from the tenant record, so offboarding a tenant closes their access at the same time it closes their lease.

• Credential issue/revoke driven by tenancy status
• Audit trail of who had access to what, when
• Integration-ready architecture — provider connectors in planning

Setting it up: On the roadmap. Tell us which access control system you run and it helps us prioritise — vote on the roadmap.

The visitor module itself is not built yet — it is a placeholder in the product today. This connector, for syncing with a reception app you already own, follows it.

• Two-way sync of expected visitors
• Host notification on arrival
• Evacuation list from either system

Setting it up: On the roadmap, behind the visitor module itself.

Match an inbound caller's number to a tenant contact and log the call against their record, so the CRM history includes phone as well as email.

• Caller ID matched to tenant contacts
• Call logged as CRM activity
• Click-to-dial from a contact record

Setting it up: On the roadmap. Which PBX or VoIP provider do you use? Vote on the roadmap and tell us.