What a morning looks like with Workbench.
It’s built for small businesses where the owner does everything. These are the three kinds we set it up for most, and what a morning looks like for each. The emails are examples.
The phone is ringing and the inbox is filling up.
HVAC, plumbing, electrical, cleaning and general contractors live on quote requests, reschedules and supplier invoices, and most of it arrives while you’re on a roof or under a sink. Workbench handles the office work while you’re on the job.
It learns your customers as it goes, so a reply to someone who has booked you twice reads that way.
- “No heat, two kids at home”Marked urgent, reply drafted, texted to you
- Quote request from the websiteReply drafted with three times you’re free, and it asks to forward the lead to your estimator
- Supplier invoice, net 30Filed under Bills with its due date
- Quote you sent 9 days ago, no answerFollow-up drafted for your OK
- 11 promos and part catalogsArchived
Several people, several mailboxes, one list of work.
A small firm has info@, the partners’ own mailboxes and a bookkeeper who needs every bill. Workbench watches all of them, Gmail and Outlook side by side, and sends each question to the person who handles that kind of work.
One question searches every mailbox the firm has connected. Staff can answer the sorting questions, and only the owner approves a reply that goes out.
- Client asks where their return isFound the last thread, drafted a status reply for the partner
- Document request answered with 4 attachmentsLabeled with the client’s name
- New inquiry through info@Sent to the partner who takes new clients
- Software renewal, due on the 15thSent to the bookkeeper’s list of bills
- “I’ll send the draft by Friday,” in a partner’s replyAsks whether to track the promise and remind you
- End of dayA note on what it handled and what is still open
A members-only drop, without counting comments by hand.
Boutiques and resellers post items in a private Facebook group and members comment to claim them, which means someone scrolls through comments to see who was first and who still hasn’t paid. Facebook doesn’t let apps read those group comments. So Workbench runs a small members-only store: the group post links to the item, members claim it there, and it keeps the queue.
Members sign in to the store with their name and phone number. The group stays the place you announce drops.
- New drop: 14 items, opens Friday at 7Store pages ready, with a countdown until the drop opens
- Post for the groupDrafted for you to paste, with a tracked link that counts clicks and claims
- Claims coming inKept in exact first-come order, with a live “just claimed” feed
- Claim not paid after 2 daysListed on your Today page as overdue
- Returning buyerShows every past claim and pickup
It’s probably not for you yet if…
- your business email isn’t on Gmail, Google Workspace or Outlook;
- you want every reply sent with no one looking, from day one;
- your business gets a handful of emails and messages a week. You don’t need help with that.
Tell us what fills your day.
Bring a normal day’s work to the call. We’ll go through it together and show you what Workbench would do with it.