Free invoicing

Free invoicing software for contractors, with the payment link built in.

Send the invoice from the driveway, let the client pay by card or bank transfer from the link, and let the reminders go out on their own. WorkBench FSM's invoicing is part of a free core plan, not a trial, for plumbers, electricians, HVAC, lawn care, cleaning and every home-service trade.

A roofer standing on the roof of a brick house with a ladder against the gutter
Invoice paidBy card, from the link
The WorkBench phone app: invoices, each marked paid

How it works

1

Invoice from the job

The job's line items become the invoice in one click, with your logo, your price book names, and the sales tax you set once. Edit anything before it goes.

2

The client pays from a link

Send it by email or text. The client taps the link and pays by card or bank transfer on their phone, with no account to make. The invoice marks itself paid.

3

Reminders without the awkward call

An unpaid invoice gets a reminder on the due date and again after, in your business's name, until it is paid. Clients who keep a card on file can be charged automatically.

What's included

All of it is in Core, the free plan.

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.

Card & ACH built in

Every invoice, quote, and booking can take card or bank payments — 2.95% + 30¢ per card transaction and 0.70%, $1–$8 per ACH transfer company-paid, or a client service fee of 3.50% + 30¢ card and 0.75%, $1–$8 ACH. No monthly fees, no minimums.

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.

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.

Deposits up front

Collect a deposit at quote approval — card or bank transfer — so the job is funded before the truck rolls.

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.

Client hub

A magic-link portal — no account, no password — where clients see upcoming visits, review invoices, sign agreements, request more work, and pay.

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.

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.

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

Is the invoicing really free?
Yes. Invoicing, the pay link, reminders, the price book and the client portal are all in the free core plan, which has no card and no clock. WorkBench earns a flat processing fee when a client pays through the link, or the client pays a service fee instead; the pricing page has the current rates.
Do I need to connect a bank or a payment account?
To take card and bank payments through the link, yes: you connect a Square account, which pays out to your bank. You can make and send invoices before that, and clients can pay you however you take payment today.
Can I just make an invoice without an account?
Yes. The free invoice generator makes a PDF with your logo in the browser, no account needed. If you later want the client to pay it online, the same invoice can open an account.
Does it do recurring invoices?
Yes. A monthly plan bills a flat amount on the card on file; per-visit billing invoices after each completed visit, or once a month for all of them. Both are in the free core.
Does it sync with QuickBooks?
QuickBooks Online sync is on the Pro add-on. Invoices, payments and clients flow to QuickBooks nightly once it is connected.
What is in Core, the free plan?
Clients, online booking, scheduling, quotes with e-signature, invoicing, card and bank payments, a client portal, team chat and Atlas, with full access for 2 users and no trial clock. The free plan page lists every line and the three optional things that cost money.

Free to start. Full access, not a trial.

2 users included, flat-priced add-ons when the crew needs more. Your account opens today.

Free invoicing software for contractors | WorkBench FSM