The AI assistant

Ask it in plain English. Get your evening back.

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. It handles the busywork so you don't have to touch it after hours.

A tradesman in a hard hat checking his phone
Atlas drafted 3 invoicesWaiting for your OK
The WorkBench phone app menu with Atlas at the top

How it works

1

Ask in plain English

No forms or filters — just say what you need, the way you'd ask an office manager.

2

Atlas proposes the action

It drafts the quote, the reschedule, or the message and shows you exactly what it's about to do.

3

You confirm, it executes

Nothing goes out the door without your approval — Atlas proposes, you decide.

What's included

All of it is in Core, the free plan.

Same tools, same permissions

Atlas doesn't get a side channel into your data — it uses the same scheduling, quotes, invoices, and messaging tools your team does, scoped to the same role permissions as whoever is asking.

Confirms before it acts

Sending a quote, rescheduling a job, or messaging a client always gets a confirmation step first — Atlas proposes, you approve.

Plain English in, real work out

Ask it to find who still owes money, draft a follow-up, or move a day's jobs around — no forms, no filters to configure by hand.

10,000 free tokens a month, on every account

No card, no sign-up step, no trial clock — the allowance refills on the 1st. Atlas Full is 150,000 tokens a month for $20 on its own, or included with the Pro add-on, refilled on your billing day. AI usage costs real money, so it's priced separately from the free core software instead of buried in it.

From the field

Owners who run their day on WorkBench.

“I used to juggle texts, a spreadsheet, and a separate card reader. Now a customer books online, I send the quote from my phone, and they pay the invoice from a link. One app instead of five.”
Excellent PC Building logoBrendanOwner, Excellent PC Building
“Install season is a sprint. WorkBench keeps every house on the route in order, the crew knows exactly where to go, and deposits are in before we ever pull out a ladder.”
Knight Light Christmas Lighting logoEdanOwner, Knight Light Christmas Lighting

Questions

Can Atlas send a quote or message a client without me knowing?

No — anything that goes out the door (a quote, a reschedule, a message) gets a confirmation step first. Atlas proposes the action in plain English; you approve it before it happens.

Does Atlas see things I'm not allowed to see?

No. It works through the same tools your team uses, under the same role permissions as the person asking — a tech's Atlas can't do what a tech's account couldn't do anyway.

What kinds of things can I ask it to do?

Anything that touches scheduling, quotes, invoices, or messages: rescheduling a day's jobs, finding who owes money, sending a quote, booking a follow-up visit, or drafting reminders for overdue invoices.

Is Atlas free?

Every account gets 10,000 Atlas tokens free every month — enough for roughly 25 to 60 messages, shared by your whole team, and it refills on the 1st with no card and no sign-up step. Heavier users can move to Atlas Full: 150,000 tokens a month for $20. The core software stays free either way — see Atlas pricing.

What's a token, and why meter it?

A token is a unit of AI work, priced at what the request actually costs to run. A quick lookup is a couple hundred tokens; a bulk edit across forty records is a couple thousand. Every reply shows what it used, and Atlas pauses rather than spend past your allowance — counting messages instead would overcharge the quick questions and undercharge the big jobs.

10,000 free tokens a month. $20 when you want more.

The core WorkBench software is free with full access for 2 users, not a trial. Atlas comes with 10,000 free tokens every month on every account; Atlas Full is 150,000 a month for $20.