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Payments

Card and bank payments, fees, refunds, payouts and disputes.

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Getting startedClientsLeads, requests & bookingQuotesJobs & field workSchedule & routesInvoicesPaymentsAgreementsEstimate toolsBusiness phone lineTexting & messagesAutomationsAtlas (AI assistant)Team & timeClient portalReports & accountingSettings & accountMobile apps & offline
  • How clients pay you onlineThe pay page, card vs bank (ACH), saved cards, and the fees.
  • Charge a card on fileBill an invoice to a card the client already saved.
  • Record a cash, check or other paymentLog payments you took outside WorkBench so balances stay right.
  • Refund a paymentSend all or part of an online payment back to the client's card or bank.
  • When you get paid outHow payouts reach your bank, and Send to bank now.
  • Respond to a dispute (chargeback)When a client disputes a card charge, upload your evidence before the deadline.
  • Add a card surchargePass card fees on to clients who pay by card.

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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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