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Invoices

Bill the work, send reminders, collect partial payments.

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Getting startedClientsLeads, requests & bookingQuotesJobs & field workSchedule & routesInvoicesPaymentsAgreementsEstimate toolsBusiness phone lineTexting & messagesAutomationsAtlas (AI assistant)Team & timeClient portalReports & accountingSettings & accountMobile apps & offline
  • Create and send an invoiceInvoice from a job or from scratch, then email a pay link.
  • Automatic payment remindersWorkBench emails clients about unpaid invoices on a set schedule, and stops when they pay.
  • Partial payments and deposits on invoicesLet clients pay part of a balance, and how deposits come off the final bill.

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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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