Every feature. End to end.
WorkBench covers the whole arc of a job — winning it, running it, getting paid for it, and keeping the client for the next one. Everything on this page is in the free plan, for every seat on your team.
Win the work
From the first website visit to a signed quote — intake that fills the calendar instead of the voicemail box.
Online booking
An embeddable booking widget for your website that shows real availability. Jobs that need a look first go through an approval loop instead of landing straight on the calendar.
Lead pipeline
A drag-and-drop board over your contacts with custom stages. Cards advance themselves when a request comes in, an appointment is set, or a quote goes out — and land in Converted when the job is won.
Lead webhook
A plug-in endpoint for your lead sources — Zapier, Make, Meta lead ads, Google lead forms. New leads drop onto the board the moment they exist.
Quotes with e-signature
Line items, optional add-ons the client can toggle, discounts, and deposits. Clients review and sign from their phone; accepted quotes convert to jobs in one click.
Quote follow-ups
A quote that sits unanswered gets a friendly nudge at 3 and 7 days, automatically. No more spreadsheet of “need to call back.”
Deposits up front
Collect a deposit at quote approval — card or bank transfer — so the job is funded before the truck rolls.
Run the day
Dispatch, field work, and the crew — everything between “scheduled” and “done.”
Scheduling & dispatch
Month, week, and day views with drag-to-schedule, time blocks, and per-tech filtering. The calendar is the command center, not a read-only report.
Recurring visit series
Weekly mows, quarterly filter changes, biweekly cleans — visit schedules generate real jobs weeks ahead that dispatchers can drag, reschedule, or skip one at a time.
Jobs with notes & photos
Every job carries its history: status, notes, and before/after photos from the field, so the office and the crew see the same thing.
Time tracking & timesheets
Techs clock in and out right on the job. Weekly timesheets roll up per person, managers can fix a forgotten clock-out, and logged hours flow into each job's profit margin as real labor cost.
Team map
See who's on the clock and where — a live map of clocked-in techs. Location is only ever collected while someone is clocked in, never off hours.
Team chat
A company channel, direct messages, and group threads with push notifications — job details stop living in six different text conversations.
Roles & permissions
Owner, admin, sales, and tech roles out of the box, each seeing what they need and nothing they don't. Every seat is free.
Built for speed
A command palette and keyboard shortcuts across the whole app — jump anywhere, create anything, without touching the mouse.
Get paid
Invoices go out in one click, money comes back on rails — and the chasing happens automatically.
Card & ACH built in
Every invoice, quote, and booking can take card or bank payments at one flat rate — 2.9% + 30¢ per card transaction, 0.75% ACH. No monthly fees, no minimums.
One-click invoicing
Finish a job, send the invoice. Clients pay from a link on their phone; deposits and partial payments are first-class, not a workaround.
Saved cards & autopay
Clients keep a card on file, recurring work charges itself, and a declined card retries on a smart schedule with the client nudged to update it — before you ever have to make the awkward call.
Recurring billing, three ways
Flat monthly plans, bill-after-each-visit, or per-visit work consolidated into one tidy monthly invoice with a dated line per visit. Pick per client.
Payment reminders
Unpaid invoices get escalating reminders — on the due date, then 3, 7, and 14 days after — that stop the moment the money lands.
Payouts & refunds
Payouts go straight to your bank on an automatic schedule, and a refund is one button — full or partial — with the records kept clean for your bookkeeper.
Products & services price book
Your services live in one price book with set rates — quotes and invoices pull from it, and a service can be marked recurring to start a plan automatically when it sells.
Job profitability
Each job shows its margin — revenue against materials and real labor cost from the time clock — so you know which work is worth chasing.
Keep clients close
A client experience that looks like a company twice your size — without hiring anyone.
Client hub
A magic-link portal — no account, no password — where clients see upcoming visits, review invoices, sign agreements, request more work, and pay.
Two-way messaging
Clients message from the hub, your team answers from one shared inbox with unread counts — so the conversation lives in one place instead of six text threads.
Automatic notifications
Booking confirmations, visit reminders the day before and an hour out, payment receipts — all sent from your business, all without anyone remembering to do it.
Agreements & contracts
Service agreements and contracts with e-signature, stored on the client and visible in their hub.
Know when they've looked
See when a client opens a quote or document, so you follow up at the right moment instead of guessing.
Review requests
After a payment lands, WorkBench asks the happy client for a review and points them at your Google listing while the goodwill is fresh.
Atlas, the AI assistant
Atlas works the same tools your team does — scheduling, quotes, invoices, messages — with the same permissions, and it confirms with you before anything goes out the door. Ask it to do the busywork in plain English and get your evening back.
- “Send the Hendersons their quote”
- “Reschedule Tuesday's jobs to Friday”
- “Who still owes me money?”
- “Book a follow-up visit for the Elm St job”
Works where the work is
A native iPhone app on the App Store with push notifications for requests, bookings, chat, and payments — and the web app runs on anything with a browser.
Push that matters
New requests, bookings, chat messages, and payments land on the phone the moment they happen.
Offline on the job site
Today's schedule and job details stay viewable with no signal — basements, crawl spaces, and dead zones included.
The field runs from a pocket
Clock in, add photos and notes, message the office, and collect payment without ever opening a laptop.
Today at a glance
All of it, free — for your whole team.
No tiers to climb and no seats to count. Apply, and we'll onboard your company personally.