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Settings & account

Branding, notifications, plans, and more than one company.

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Getting startedClientsLeads, requests & bookingQuotesJobs & field workSchedule & routesInvoicesPaymentsAgreementsEstimate toolsBusiness phone lineTexting & messagesAutomationsAtlas (AI assistant)Team & timeClient portalReports & accountingSettings & accountMobile apps & offline
  • Add your logo and colorsMake quotes, invoices, emails, the portal and the app look like your business.
  • Your business name, legal name and web addressWhat clients see you as, the entity on paper, and the address in your links.
  • Turn on notificationsGet pushes for new leads, bookings, payments, messages and calls on each device.
  • Use more than one companyBelong to several businesses with one login and switch between them.
  • Plans and pricingWhat's free, what each paid add-on adds, how to add one, and how processing fees work.
  • Report a bug or suggest a featureTell the WorkBench team, and follow what happens to it.

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WorkBench FSM

WorkBench FSM: field service management software for home-service companies. Free for 2 users, funded by payment processing. Add-ons only if you want them.

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  • Scheduling & dispatch
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