For Christmas light installers

Christmas light software for a season that is over in eight weeks.

A quote from a photo of the house, a deposit that holds the install date, a takedown visit already on the January calendar, and next year's customer list ready in October. WorkBench FSM is field service management software for seasonal crews, and the core of it is free.

A house covered in Christmas lights and decorations at night
Install + takedown bookedDeposit paid · January visit set
The WorkBench phone app: the week's schedule, one card per job

How it works

1

Quote from the driveway or the photo

Price the roofline, the trees, and the wreaths as line items from your price book, with the extras as toggles the homeowner picks. They sign on their phone and pay the deposit that holds the date.

2

Install and takedown, scheduled together

Book the install and the January takedown as one series, so the second visit is never forgotten. The crew sees both on the calendar, and the client gets a reminder before each.

3

Next season starts from this one

Every client, every roofline measurement, and every photo stays on the job. In October, send last year's list a rebook link and the season fills itself.

What's included

All of it is in Core, the free plan.

Quotes with e-signature

Line items, optional add-ons the client can toggle, discounts, and deposits. Clients review and sign from their phone; accepted quotes convert to jobs in one click.

Deposits up front

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

Recurring visit series

Weekly mows, quarterly filter changes, biweekly cleans — visit schedules generate real jobs weeks ahead that dispatchers can drag, reschedule, or skip one at a time.

Jobs with notes & photos

Every job carries its history: status, notes, and before/after photos from the field, so the office and the crew see the same thing.

Automatic notifications

Booking confirmations, visit reminders the day before and an hour out, payment receipts — all sent from your business, all without anyone remembering to do it.

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.

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

Can I take a deposit when they accept the quote?
Yes. A quote can require a deposit at signing, by card or bank transfer, and the install date is only confirmed once it lands. The balance is invoiced after the install.
How do I keep track of takedowns in January?
Book the install and the takedown as a two-visit series when the quote is accepted. Both land on the calendar with the client's details, and the takedown reminder goes out on its own.
Can I rebook last year's customers?
Yes. Clients, their jobs, and their photos stay in the account between seasons. Text or email last year's list a booking link in the fall, or let Atlas draft the message for you.
Does it work for a crew that only runs part of the year?
Yes. There is no monthly bill on the core plan, so an account that sits idle from February to October costs nothing. Add extra users for the season and remove them after.
Is WorkBench really free for a Christmas light installation company?
Yes. The core plan is free with full access for a small team, not a trial, with no card and no clock. Extra users and the optional add-ons are flat monthly prices; the pricing page and the free plan page have the current numbers.

Free to start. Full access, not a trial.

2 users included, flat-priced add-ons when the crew needs more. Your account opens the day you sign up.

Christmas lights software, free to start | WorkBench FSM