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Jobs & field work

Schedule the work, send the crew, finish and invoice.

All topics

Getting startedClientsLeads, requests & bookingQuotesJobs & field workSchedule & routesInvoicesPaymentsAgreementsEstimate toolsBusiness phone lineTexting & messagesAutomationsAtlas (AI assistant)Team & timeClient portalReports & accountingSettings & accountMobile apps & offline
  • Create and assign a jobAdd a job, pick who's doing it, and set the time the client is promised.
  • On the job: on my way, clock in, photos, checklistEverything a tech does from the job page, from heading out to getting the client's sign-off.
  • Complete a job and invoice itComplete job moves it to Requires Invoicing; Create invoice bills it.
  • Set up recurring visits and plansWeekly mowing, monthly pest control, quarterly filters: visits that schedule and bill themselves.

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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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