For HVAC companies

HVAC software for maintenance plans, replacements, and the busy season.

Maintenance agreements that bill themselves, seasonal tune-ups that land on the schedule weeks ahead, replacement quotes with options the homeowner picks from, and the invoice paid before the truck leaves. The core of WorkBench FSM is free.

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An outdoor heat pump unit beside a brick house

Spring tune-upsVisit series · placed weeks ahead

The WorkBench phone app: the week's schedule, one card per job

How it works

Maintenance plans that run themselves

Sell a plan once. The client's saved card charges on schedule, and the spring and fall visits appear on the calendar ahead of time for a dispatcher to place.

Replacements quoted with options

Build the quote with the system tiers as toggles the homeowner picks from on their phone, get the signature there, and take the deposit before the equipment is ordered.

Peak season, under control

Day and week views with every stop in order, techs clocking in on the job, and photos and notes from the attic that the office sees as they happen.

What's included

In Core, the free plan, unless marked with an add-on.

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.

Recurring billing, three ways

Flat monthly plans, bill-after-each-visit, or per-visit work consolidated into one tidy monthly invoice with a dated line per visit. Pick per client.

Saved cards & autopay

Clients keep a card on file, recurring work charges itself, and a declined card retries on a smart schedule with the client nudged to update it — before you ever have to make the awkward call.

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.

Agreements & contractsPro

Service agreements and contracts with e-signature, stored on the client and visible in their hub.

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.”

BrendanOwner, 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.”

EdanOwner, Knight Light Christmas Lighting

Questions

How do maintenance agreements work?

A client can be on a flat monthly plan that charges their saved card on its own, with a visit series that puts the tune-ups on the schedule. Written service agreements with e-signature, stored on the client and visible in their portal, come with the Pro add-on.

Can a quote show a few system options?

Yes. Optional line items are toggles the client switches on or off before signing, so one quote covers the standard, high-efficiency, and heat-pump choices. The accepted version becomes the job.

What happens when a tune-up has to move?

Drag it to another day. Only that visit moves; the rest of the series stays put, and the client gets the new time automatically.

Do techs need a laptop?

No. The iPhone and Android apps carry the schedule, job notes and photos, clock-in, team chat, and invoicing, and the schedule works offline.

Is WorkBench really free for an HVAC 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.

Keep exploring

Electrical →Lawn care →Roofing →Every trade →See every feature →The free plan →

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.

Get started How the pricing works

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