Your business.
With AI on the team.
Everything you need to run your business online. All in one place.
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See Workbench at work.
A conversation, a helping hand, a connected workflow. Explore the tools behind your day.
Explore the demo. No real actions are taken.
Ask. Review. Get it done.
Ask about your business or create a quote in a conversation. Review the details before taking action.
Interactive examples based on Workbench’s screens. AI employees and receptionist are optional add-ons.
And a home for the rest of your business.
Customers, quotes, jobs, and payments. Keep the everyday work connected to the AI tools that help you do it.
WorkbenchCustomer workspaceEvery customer, remembered.
Keep contact details, conversations, and job history together.
Morgan Lee
Yard cleanup · 214 Maple Avenue
- Next appointment
- Tuesday, 9:00 AM
- Assigned to
- Alex · Field team
Customer note
Please use the side gate. Call when the team arrives.
Explore an example customer journey. Illustrative preview, not a live account.
Built for
From a new customer
to a finished job.
Save a customer once. Keep their messages, quotes, job details, and invoices together, so you and your team know what to do next.
Illustrative product preview with sample data.
Less paperwork.
More time for the work.
Choose a plan for the tools you need. AI services are optional paid add-ons.
Know who needs a reply
Keep contact details, messages, and job history together. Pick up the conversation without searching through different apps.
Send a clear price
Create a quote, send it to the customer, and track whether it has been accepted.
Get the team on the same page
Schedule jobs and keep the job details where your team can find them.
See what is still owed
Send invoices, record payments, and keep track of unpaid balances.
Help new customers find you
Build pages and forms for new requests. Send email campaigns and see how they perform.
Keep the job details close
Keep photos, notes, and customer information with the job, in the office or on the go.
Find customers.
Keep work moving.
Tools for finding customers, managing jobs, and checking how your business is doing.
- AI Employees
- AI Supervisor
- Brainstorming
- Consensus
- Content Gen
- Predictions
- Funnels
- Email Marketing
- SMS
- Landing Pages
- Campaign Analytics
- CRM
- Smart Forms
- Quotes
- Invoices
- Scheduling
- Service Requests
- Photos
- Equipment
- Job Tracking
- Client Portal
- Mobile App
- Analytics
- Performance
- Revenue Reports
- Team Metrics
Simple pricing,
honest math.
Compare the available features and limits below. Website building is currently draft-only; publishing and custom-domain activation are not available yet.
Organize contacts and capture your first request.
- Client CRM and timelines
- Unlimited client records
- 1 active service request
- Email support within 48 hours
Renews automatically. Cancel anytime.
Streamline jobs and keep cash flow healthy.
- Everything in Starter
- Unlimited requests and quotes
- Invoices with online payments
- Job scheduling & tracking
- Automated reminders & follow-ups
Renews automatically. Cancel anytime.
Automate follow-ups, booking, and client touchpoints.
- Everything in Core
- Online booking & quote self-booking
- Advanced request & workflow automation
- Client portal with document e-sign
- Cost & margin tracking
Renews automatically. Cancel anytime.
Scale revenue with analytics and AI operators.
- Everything in Connect
- Unlimited requests
- Revenue forecasting & analytics suite
- Priority phone + concierge onboarding
- Custom AI employee workflows
AI Add-ons
Choose the AI help you need.
Add one service or choose a bundle with any paid plan. Cancel anytime. Extra usage is billed separately at the rates below.
Answers your business line 24/7, books appointments, and logs every call.
- 125 answered calls included
- Dedicated business number
- 15¢ per extra call
Calls customers about unpaid invoices or services you offer.
- 300 connected calls included
- Voicemail detection & retries
- 18¢ per extra call
AI assistants that use your business information to carry out assigned tasks.
- 3 employees + $25 usage credits
- Unlimited assistant chat
- Extra employee $29/mo
Find potential customers, look up business details, and send outreach emails.
- 500 searches / 100 enrichments
- 1,000 outreach emails
- Pro & Scale tiers available
Receptionist, Outbound Calling, and Employees together. Save $68/mo compared with buying them separately.
QuickBooks Sync is not available yet. You will be able to subscribe when setup is complete.
Need more usage or support for several locations? talk to sales.
Your next customer.
Your next job. All here.
Bring your customer details, quotes, jobs, and invoices into one place. See whether Workbench is right for your business.