Workbench FSM

Workbench is the all-in-one app for running a field service business — built for crews of one to eight who'd rather be working than doing paperwork.

RUN THE DAY FROM YOUR POCKET
• See today's schedule at a glance, with drag-to-schedule planning on the web
• Clock in and out of jobs, snap job photos with the camera
• Get requests from your website straight into your pipeline

WIN THE WORK
• Send professional quotes clients approve with a tap and a signature
• Deposits, optional line items, discounts, and e-sign agreements built in
• Turn approved quotes into scheduled jobs in one step

GET PAID
• Invoice from the job site the moment work wraps up
• Take card payments online, keep a card on file, or record cash and checks
• Automatic payment reminders chase late invoices so you don't have to
• Recurring plans and per-visit billing for maintenance contracts

KEEP CLIENTS HAPPY
• Every client gets their own portal — quotes, invoices, visits, and payments in one place
• Team chat keeps the crew on the same page
• Notifications for new requests and messages, with an app-icon badge

BUILT LIKE A REAL APP
• Face/fingerprint app lock protects your business data
• Home-screen shortcuts jump straight to New Job, Schedule, or Team Chat
• Your Workbench account works everywhere — phone, tablet, and desktop

Workbench is free to use. Card processing is available with transparent per-transaction pricing.

Questions? Reach us through workbenchfsm.com.