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.

Atlas, the WorkBench AI assistant, inside the mobile app

Atlas and everything else

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 the free plan, for every seat on your team.

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.

Free trial tokens, then a usage-based plan

Every account gets free trial tokens to see Atlas do real work. Beyond that, it runs on its own metered plan — AI usage costs real money, so it's priced separately from the free core software instead of buried in it.

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 free trial tokens to try it — enough to see Atlas do real work. Beyond the trial, Atlas runs on its own usage-based plan, separate from the free core software on the features page. AI usage has a real cost, so it's priced on its own rather than folded quietly into the free plan.

How does Atlas pricing work?

Atlas usage is metered — heavier requests (like a bulk edit across many records) cost more than a quick lookup. Every account starts with free trial tokens; once those run out, continued use is billed on Atlas's own plan rather than through the free WorkBench plan.

Free trial tokens, then a plan that scales with you.

The core WorkBench software is free for your whole team. Atlas comes with free trial tokens to start, then its own usage-based plan.