The free plan

Free field service management software. Not a trial.

Scheduling, online booking, quotes with e-signature, invoicing, card and ACH payments, a client portal, team chat, and Atlas AI, free for 2 users with no card and no clock. Extra users are $10 a month, and the add-ons start at $29 a month, only if you want them.

A plumber fitting the drain pipe under a sink
$0 a month on CoreFull access for 2 users
The WorkBench phone app: invoices, each marked paid

No trial clock

Core is on from the day you sign up and never expires. There is no day the essentials stop working.

No card to start

Sign up, set up your company, and run jobs. The only time a card comes up is if you choose an add-on later.

Full access for 2 users

Every role, every feature in the free plan. A third person is $10 a month; Pro makes users unlimited.

Nothing gets taken away

If packaging ever changes, existing customers keep everything they already use.

What’s in Core

Everything a service business needs to run a day.

The same list the pricing page shows, because it is the same list. The features page has every item in detail.

Run the work

  • Client database & history
  • Online booking & self-scheduling
  • Drag-to-schedule calendar
  • Job pipeline with notes & photos
  • Lead pipeline board
  • Clock in and out on the job

Get paid

  • Quotes with e-signature
  • One-click invoicing
  • Card & ACH payments
  • Deposits & payment reminders
  • Recurring billing & autopay
  • One-click refunds

Grow & manage

  • Branded client portal
  • Two-way client messaging
  • Team chat & mobile push
  • Team roles & permissions
  • iPhone & Android apps, offline mode
  • Atlas AI, 10,000 free tokens a month

Free plan, not free trial

Most “free” software is a countdown.

A free trial gives you the product for a few weeks and then asks for a card. A free plan with the good parts removed makes you upgrade the first time you need to invoice. Core is neither: the essentials are free, on from day one, and they stay that way.

 WorkBench CoreA typical free trial
Time limitNoneUsually 14 or 30 days
Card requiredNoOften, up front
Users included2, with full accessVaries; the clock runs either way
Features held backNone of the essentialsWhatever the paid tier gates
When it endsIt doesn'tPay or lose access

What costs money

Three things, all optional, all on the pricing page.

Payment processing

Only when a client pays you through WorkBench. Pay the fee yourself at 2.95% + 30¢ per card payment and 0.70% ($1 minimum, $8 maximum) per ACH transfer, or add a service fee your client pays at checkout (3.50% + 30¢ card, 0.75% ($1 minimum, $8 maximum) ACH) and keep the full invoice amount. No monthly fees, no minimums, no charge on failed payments.

This is the fee you pay already: online card payments cost about 2.9% + 30¢ almost anywhere. The difference is that here there is no subscription underneath it.

Add-ons, flat per company

  • VoiceYour own business phone line, inside WorkBench.$35/mo
  • ProUnlimited users and the tools that run a growing crew.$89/mo
  • GalleryComing soonJob photos your clients and crew can trust.$29/mo
  • MaxEvery add-on, one price.$109/mo

Extra users on Core are $10 a month each; Pro has no per-user charge.

Atlas, past the free allowance

Every account gets 10,000 Atlas tokens free each month, refilled on the 1st. AI usage costs real money, so it is the one metered thing instead of being buried in the price of everything else. Heavier users can move to Atlas Full, on its own or with Pro; Atlas pricing has the numbers.

What you keep

The card fee is the same bill you pay now. The subscription isn’t.

Three shops, their card volume, and what each keeps in a year next to the cheapest published plan at Jobber and Housecall Pro, with everyone’s processing counted.

Kept a yearvs. Jobbervs. Housecall Provs. Jobber, client pays the fee
A one-person handyman1 on the app · $8,000 a month by card$300their Core plan$660their Basic plan$3,247software and processing both at $0 to you
A three-person plumbing company3 on the app · $25,000 a month by card$1,518their Connect plan$1,518their Essentials plan$10,568software and processing both at $0 to you
A six-person HVAC company6 on the app · $60,000 a month by card$1,296their Connect + 1 extra plan$2,748their Max plan$22,776software and processing both at $0 to you

Estimates. Published annual-commitment prices as of October 2026, the cheapest plan that fits the team, and card processing costed at 2.9% + 30¢ for the others and at WorkBench’s own 2.95% + 30¢ here. The last column adds the 3.50% + 30¢ service fee at checkout so clients cover the processing, where your state allows it. The calculator has the details and your own numbers.

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 about the free plan

Is the free plan a trial?
No. Core is the full product for 2 users, on from the day you sign up, with no clock and no card. Clients, booking, scheduling, quotes, invoices, payments, the client portal, team chat, and Atlas are all in it, and they stay in it.
What's the catch?
WorkBench is a payments company as much as a software company. When a client pays you through it, the processing fee (2.95% + 30¢ per card payment and 0.70% ($1 minimum, $8 maximum) per ACH transfer, or a service fee your client pays at checkout) is what funds the software. The add-ons are how we earn from shops that want more than the core. A shop that records cash and checks by hand and never buys an add-on is still a customer we're happy to have.
Do I have to take card payments to use it?
No. Cash and check payments can be recorded on any invoice, and the software stays free. Online payments are there, on invoices, quotes with deposits, and online bookings, when you want them.
What happens when I add a 3rd person?
Each user past the first 2 is $10 a month, on the same plan with the same features. Pro ($89 a month per company) removes the per-user charge entirely and adds the ops tools a growing crew reaches for.
Which features are held back for a paid plan?
None of the essentials. The add-ons are extra tools, not the product with the good parts taken out: Voice is a business phone line, Pro is unlimited users plus the estimator, routes, automations, agreements, the team map, timesheets and QuickBooks, and Gallery will be job photos. Atlas, the AI assistant, is the one metered thing: 10,000 tokens free every month on every account.
Will features I use ever move behind a paywall?
No. The features on your plan stay on your plan. If our pricing or packaging ever changes, existing customers are grandfathered in on everything they already use.
Can I get my data out?
Any time. There are no contracts, and your clients, jobs, quotes, and invoices export whenever you want them.

Free for 2 users. Full access, not a trial.

Create your account, pick who pays the card fee, connect your Square account, and you are in — about five minutes, no waiting on anyone.

Free field service management software, not a trial | WorkBench FSM