For plumbing companies

Plumbing software that runs the job from the first call to the paid invoice.

Emergency calls, quotes with options the homeowner picks from on their phone, a deposit before the truck rolls, and the invoice paid in the driveway. WorkBench FSM is field service management software built for plumbers, and the core of it is free.

A plumber fitting the drain pipe under a sink
Quote approvedWater heater replacement · signed
The WorkBench phone app: quotes and where each one stands

How it works

1

The call comes in

Book it from the phone, or let the homeowner pick a time on your website. The job lands on the schedule with the address, the notes, and who is taking it.

2

Quote on the spot

Build the quote from your price book, add options the client can toggle (the standard heater or the tankless), and they sign on their phone. Ask for a deposit before you order parts.

3

Paid before you leave

Finish the job, send the invoice from the driveway, and the client pays by card or bank transfer from the link. If they pay later, reminders go out on their own.

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.

Online booking

An embeddable booking widget for your website that shows real availability. Jobs that need a look first go through an approval loop instead of landing straight on the calendar.

Scheduling & dispatch

Month, week, and day views with drag-to-schedule, time blocks, and per-tech filtering. The calendar is the command center, not a read-only report.

One-click invoicing

Finish a job, send the invoice. Clients pay from a link on their phone; deposits and partial payments are first-class, not a workaround.

Review requests

After a payment lands, WorkBench asks the happy client for a review and points them at your Google listing while the goodwill is fresh.

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 quote good-better-best options?
Yes. A quote can carry optional add-ons the client toggles on or off before they sign, so one quote covers the repair and the replacement. The total updates as they choose, and the accepted version converts to the job in one click.
How do I handle an emergency call that jumps the schedule?
Drag the job onto the calendar wherever it fits, or tell Atlas to move the rest of the day. Clients whose times change hear about it automatically, and the day view shows every stop in order so you can see what a same-day call does to the afternoon.
Can I collect a deposit before ordering a water heater?
Yes. Turn on a deposit when you send the quote. The client pays it by card or bank transfer when they sign, and the balance goes on the final invoice.
Do annual flushes and maintenance visits repeat on their own?
Yes. Set up a visit series for the client and WorkBench creates each visit on the schedule ahead of time. Bill each visit as it is done, or roll the client onto a monthly plan.
Is WorkBench really free for a plumbing 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.

Plumbing software, free to start | WorkBench FSM