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Screenshots

  • Workbench CRM screenshot 1
  • Workbench CRM screenshot 2
  • Workbench CRM screenshot 3
  • Workbench CRM screenshot 4

About Workbench CRM

Workbench is the all-in-one platform for home service businesses. Scheduling, quoting, invoicing, job costing, and customer management in one place, with AI built into the work instead of bolted onto it. Built for contractors who are tired of paying for five tools that don't talk to each other. RUN THE DAY FROM THE FIELD See today's schedule, get directions, review job details, and log time without calling the office. Crews clock in and out automatically when they arrive and leave a job site. QUOTE AND INVOICE ON SITE Build a quote in front of the customer, take a signature, and turn it into an invoice when the work is done. Take payment on the spot or send it before you pull out of the driveway. MEASURE WITHOUT A TAPE Scan a yard or a room with your iPhone and get real measurements in seconds. Square footage flows straight into your pricing, so estimates stop being guesses. AN AI ASSISTANT THAT DOES THE WORK Ask it what's on the schedule, which jobs are unprofitable, or who hasn't paid. It answers from your actual data and can take action, not just talk about it. KNOW WHAT EVERY JOB MADE Labor, materials, and overhead land against each job automatically. See real profit per job, per crew, and per service type, and find out which work is quietly losing money. EVERYTHING IN ONE PLACE Clients and job history Scheduling and dispatch Quotes, invoices, and payments Photos and job documentation Time tracking and timesheets Expenses and job costing Customer messaging MADE FOR HOME SERVICE Landscaping, lawn care, hardscaping, irrigation, drainage, pressure washing, cleaning, pest control, HVAC, plumbing, electrical, and every other trade that runs on trucks and schedules. SWITCHING IS EASY Import your clients and job history from Jobber or Housecall Pro and keep everything. Most businesses are up and running in under ten minutes. The Workbench mobile app is a companion to the web platform at tryworkbench.app. Sign up free, no credit card required.

App privacy

The developer, Workbench CRM LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Financial Info: Other Financial Info
  • Location: Precise Location
  • Contact Info: Physical Address, Email Address, Name, Phone Number
  • User Content: Photos or Videos, Audio Data, Customer Support, Other User Content
  • Identifiers: User ID, Device ID
  • Usage Data: Product Interaction

Used for: App Functionality

Alternatives to Workbench CRM

Looking for apps like Workbench CRM? Here are 6 similar apps on the App Store. The highest rated is FieldTempo (5.0/5), and all 6 are free to download.

Workbench CRM vs. alternatives
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