From site walk to signed, on your phone.
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What Workbencher does, and what it leaves to you.
Does my client need an account or an app?
No. Your client opens the link in any browser, reads the proposal and accepts it. No account, no app, nothing to download.
How does my client get the proposal?
You send it. Use your phone's share sheet, or copy the link into your own text or email. Workbencher does not email or text your client.
Will I know when it is opened?
Yes. You get a notice when your client opens the proposal and another when they accept it. Following up is up to you, in your own words.
What is a template?
A starting point for a kind of job. The New proposal sheet has nine job types: Kitchen remodel, Bathroom remodel, Deck, Interior painting, Exterior painting, Flooring, Roofing, Fence and Pool, plus Other project for anything else. Describe the job and the scope is written by part, with descriptions. Change any word, delete what does not fit, or start blank instead.
Where do the prices come from?
From you. You add your own prices, and templates start allowances with a budget you can change, and Workbencher counts what is still missing.
Can I add photos?
Yes. Add a cover photo to any proposal, and up to four photos of your own work to the About us section your clients see.
Is it estimating or takeoff software?
No. Workbencher has no cost database, takeoffs or automatic estimates. It turns your scope and your prices into a proposal your client can read and accept.
Does Workbencher collect payments or send invoices?
No. The payment schedule tells your client when you expect each payment and how they can pay you. Workbencher does not collect money, send invoices or handle accounting.
Can a proposal change after it is accepted?
No. An accepted proposal is locked, along with the name, signature, time and version your client accepted.
Does it work on a laptop?
Yes. Workbencher runs in the browser on your phone, tablet or laptop. There is nothing to install.
Is there Workbencher branding on my proposals?
A small "Sent with Workbencher" line sits at the bottom of every proposal, on every plan. Your company name, logo and color lead everything else.