AI-Powered Business OS

Your business,
run by AI.

Marketing, CRM, funnels, forms, analytics, and an always-on AI workforce, unified in one platform.

SOC 2 Type IIGDPR Ready99.9% Uptime30+ Tools
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Built for

Home services
HVAC
Construction
Landscaping
Plumbing
Electrical
Roofing
Cleaning
Any service business

The Platform

One surface for
everything you sell.

Workbench unifies the software your business runs on into a single, coherent product. The same customer record flows from the funnel you built this morning to the invoice you send tonight, with AI working beside you the whole way.

tryworkbench.app
Dashboard/Today
Monthly revenue
$184,620+12.4%
vs. $164,200 last month
24h
7d
30d
90d
Open deals
47+5
AI tasks / day
1,284+12%
Win rate
62%+4pp
Pulse · Live activity
Just now
Nova (AI) Booked a quote call with Hillside Landscaping
2m
You Replied to Maple Fence Co.
18m
Atlas (AI) Sent invoice #2041 to Oak & Ivy
$4,8201h
Koa (AI) Closed quote for Northstar Roofing
$12,4003h
You Scheduled visit with Cedar & Co.
5h

Capabilities

Six systems,
one login.

Each capability ships with the rest of the platform, not as an add-on, upgrade, or integration.

Run01

AI Workforce

Design AI employees with their own voice, role, and scope. They write, call, and close in the background while your team focuses on growth.

Capture02

Funnels & forms

A visual builder for landing pages, intake forms, and conversion flows, wired straight into your analytics instead of stitched together from five tools.

Retain03

CRM & pipelines

Every contact, job, and invoice in one timeline. AI surfaces what to follow up on and drafts the next message for review.

Reach04

Email & SMS

Segment, send, and measure. Campaigns share the same audience and analytics as the rest of the platform, so there are no integrations to maintain.

Measure05

Live analytics

Real-time dashboards for revenue, funnels, calls, and campaign performance. Export to anywhere the board meets.

Build06

Smart forms

Conditional logic, workflows, and signatures. Route every submission to the right person, or the right AI employee, automatically.

Workforce · Live
All on-shift
NO
NovaSales Dev
Replying to 3 threads
42
Today
AT
AtlasSupport
On a call with ACME
18
Today
MI
MiraAnalyst
Drafting weekly report
7
Today
KO
KoaScheduling
Holding 2 quotes
24
Today
147 tasks completed today
View handbook

The Workforce

Employees that
never sleep.

Design AI employees with their own voice, scope, and handbook. They answer the phone, reply to email, schedule the job, and collect the payment, then report back with context your team can act on.

01

Custom personalities

Tone, values, and guardrails that match how your business actually sounds.

02

Continuous learning

Every call, reply, and correction feeds back into a handbook only they read.

03

Human-in-the-loop

Approve before send. Or let them run. You set the level of autonomy per role.

The Toolkit

Thirty tools.
One platform.

Grouped by how a business actually operates, from the first lead to the final invoice.

AI
06
  • AI Employees
  • AI Supervisor
  • Brainstorming
  • Consensus
  • Content Gen
  • Predictions
Marketing
05
  • Funnels
  • Email Marketing
  • SMS
  • Landing Pages
  • Campaign Analytics
Operations
06
  • CRM
  • Smart Forms
  • Quotes
  • Invoices
  • Scheduling
  • Service Requests
Field
05
  • Photos
  • Equipment
  • Job Tracking
  • Client Portal
  • Mobile App
Insight
04
  • Analytics
  • Performance
  • Revenue Reports
  • Team Metrics

By the numbers

0+

Integrated tools

One login. One bill. One platform.

0.9%

Uptime

Multi-region, Fly.io backed infrastructure.

0/7

AI availability

Employees that never sleep, argue, or quit.

0 day

Free trial

Full product. No credit card.

Pricing

Simple pricing,
honest math.

Every plan includes the full platform. Tiers govern scale and support, never access.

Starter
Free

Organize contacts and capture your first request.

  • Client CRM and timelines
  • Unlimited client records
  • 1 active service request
  • Email support within 48 hours
Core
$49/ mo

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
Connect
Most popular
$129/ mo

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
Grow
$199/ mo

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

Hire your AI workforce.

Add to any paid plan, à-la-carte or bundled. Cancel anytime. Usage past your included allowance bills at transparent per-unit rates.

AI Receptionist
$79/mo

Answers your business line 24/7, books appointments, and logs every call.

  • 125 answered calls included
  • Dedicated business number
  • 15¢ per extra call
AI Outbound
$89/mo

Runs payment-collection and service-offer call campaigns on autopilot.

  • 300 connected calls included
  • Voicemail detection & retries
  • 18¢ per extra call
AI Employees
$99/mo

Autonomous workers with judgment. They read your CRM, decide, and act.

  • 3 employees + $25 usage credits
  • Unlimited assistant chat
  • Extra employee $29/mo
Lead Finder
from$29/mo

Prospect, enrich, and reach out. A demand-gen engine for your trade.

  • 500 searches / 100 enrichments
  • 1,000 outreach emails
  • Pro & Scale tiers available
AI Workforce Bundle

Receptionist + Outbound Calling + Employees together, a full AI front office for less than the cost of a part-time hire, and $68/mo cheaper than à-la-carte.

QuickBooks Sync

One-way sync to QuickBooks Online. Customers, invoices, and payments flow from Workbench to your books. One-way. Workbench stays the source of truth.

Growth and Scale tiers cover higher volume. For Enterprise (custom usage, SLAs, and multi-location rollout), talk to sales.

Get Started

Stop duct-taping
your software stack.

Run marketing, operations, and an AI workforce from the same screen. Fourteen days free. No credit card. No conversation with a salesperson required.

Workbench - Business Management Suite