Everything you need to know

WorkSlate is an AI-powered field service management platform built specifically for trades businesses. It helps landscapers, HVAC techs, plumbers, electricians, and other trade professionals manage jobs, scheduling, invoicing, and customer communication from one place.

WorkSlate supports 18+ trades out of the box: HVAC, plumbing, electrical, mechanical/auto, landscaping, general contracting, roofing, pest control, cleaning, appliance repair, garage door, locksmith, tree service, fencing, painting, handyman, moving, marine, and a catch-all Other. Each trade gets tailored placeholder text, AI prompts, a starter catalog seeded during onboarding, and seasonal dashboard tips tuned to that trade's rhythm.

Yes. WorkSlate is fully mobile-responsive so your field technicians can access everything from their phones: creating notes, taking photos, tracking time, and updating job statuses while on site.

A native iOS and Android technician app is rolling out to customers. Today's jobs are saved on the phone, so a technician without signal can still open them, clock in, complete the job, log time, add notes, photos, checklist items and parts, and collect the customer's signature. Everything is sent once the phone has signal again.

Any trades business that dispatches technicians, from a one-person shop to teams of 50 on self-serve plans, and larger teams on Enterprise. If you run service visits, estimate work, and invoice customers, WorkSlate covers the full lifecycle.

Yes. WorkSlate offers a 14-day free trial on any plan you pick. No credit card is required, and you can switch plans during the trial to compare feature tiers. Text messaging needs an active subscription, because each business gets its own verified toll-free numbers. Email works during the trial.

Yes. Every plan on the pricing page has a Buy now button. You create your account, pay on the next step, and your subscription starts immediately. Promotion codes can be entered at checkout, and you can cancel any time from Settings > Money > Billing.

Three plans: Starter at $59/mo, or $49/mo billed annually; Professional at $129/mo, or $99/mo billed annually; Business at $249/mo, or $199/mo billed annually. Starter includes 1 user and up to 50 customers. Professional includes 5 users and up to 500 customers, and adds the customer portal, service agreements, projects, crews, CSV import, profitability reports, voice-to-notes and AI photo captions. Business includes 15 users and no customer limit, and adds year-over-year reports, the AI Assistant's advanced actions, a free Accountant seat and multiple locations. Every plan comes with a 14-day free trial. On card payments your customers make through WorkSlate, WorkSlate takes a 1% platform fee on top of Stripe's processing fee; bank payments carry no platform fee. The pricing page lists everything in each plan.

Yes. Upgrade or downgrade from your billing settings whenever you need to. If you cancel, your account remains active until the end of the current billing period.

Each plan includes a base number of users (1 on Starter, 5 on Professional, 15 on Business). On Professional and Business you can add more team members anytime at $20 and $15 per additional seat per month respectively, billed at your next cycle. Starter is capped at 1 user, so growing teams should upgrade to Professional. Self-serve plans go up to 50 seats; contact us beyond that. Customers using the customer portal are never counted as seats.

Yes. Inventory Management, a warehouse module for tracking equipment custody and material stock, is a paid add-on on any plan once your subscription is active. Turn it on from your billing settings. Stock by location and transfers between branches need the Business plan's multiple locations. It's $69/mo, or $55/mo billed annually.

Every plan includes AI descriptions and the AI Assistant for plain-English questions and lookups. Professional and Business add voice-to-notes, photo captions, business insights, duplicate customer detection, and the AI Assistant's action-taking (creating jobs, scheduling appointments). The AI Assistant's most advanced actions, like sending estimates and invoices or rescheduling and cancelling jobs, are reserved for Business. Each plan includes a monthly allowance of AI requests, and you can buy credit packs once your subscription is active.

Jobs move through a clear status workflow and are assigned to technicians through a dedicated scheduling view. You can schedule by a customer's preferred time or browse the calendar to pick an open slot. The scheduler shows each tech's availability and flags conflicts before you commit.

Yes. Technicians clock in and out on a job from the job detail page. Logged time is tied to the tech and the job, and rolls up into utilization and per-tech profitability reports so you can see actual labor cost against what you billed.

Yes. Service Agreements let you define a recurring job template (weekly lawn visits, quarterly HVAC checkups, seasonal maintenance). WorkSlate generates every individual job upfront so you always know what's coming and nothing falls through the cracks. WorkSlate also watches renewal dates for you and reminds you before a contract lapses. Service Agreements are available on Professional (up to 10) and Business (no limit).

Yes. Projects group related jobs under one record, so multi-visit installs, renovations, or seasonal programs stay organized with shared context and a combined view. Projects are available on Professional and Business plans.

Yes. Crews are saved groups of technicians (a two-person install team, a snow crew, etc.). Assign a crew to a job and everyone in it is scheduled together in one step. Crews are available on Professional (up to 3) and Business (no limit).

Yes. Build a reusable checklist template and attach it to a job type, program, or service agreement, so every generated job starts with the same steps. Checklists are for your team only and never appear in the customer portal.

Yes, on Business. Add as many locations as you run and assign team members and crews to each one. Every job carries a dispatch location, scheduling and crew picking follow the location you're working in, and Admins and Technicians see the records of their own locations. Starter and Professional include one location.

Every job, estimate, invoice, agreement, document, and message sits on the customer record, each in its own tab, along with the customer's service assets.

Yes, through Service Assets. Each asset (an HVAC unit, a sprinkler zone, a specific vehicle) has its own history of visits, photos, and notes, so techs arrive with context and customers see a clear maintenance record in the portal.

Yes. AI detects likely duplicates across your list (subtle spelling, phone, or address differences) and groups them for review. You can merge or dismiss each pair, and dismissed pairs stay dismissed so you aren't re-prompted. Duplicate detection is available on Professional and Business plans.

Yes. Customers can submit service requests from the customer portal. Your team triages each request into a new job or declines it, which cuts down on inbound calls while keeping everything captured in one place. The customer portal and service requests are available on Professional and Business plans.

Yes, through Front Desk: a branded public link with no login required. Turn it on and share it on your website, in your email signature, or on social media. A visitor picks a job type, adds their details and optional photos, and it lands directly in your leads, ready to convert into a job. Front Desk is available on Professional and Business plans.

Yes, on Professional and Business plans. Each customer gets a referral code and a share link in the portal, and earns credit toward their next invoice when someone they refer becomes a paying customer. You control the reward on both sides, a monthly budget, and when credit expires. This is separate from WorkSlate's own referral program, where you refer other businesses to WorkSlate.

Yes. Estimates are emailed with a secure link the customer can use to review, approve, or decline, available on every plan. On Professional and Business plans they can also approve from inside the branded customer portal alongside their other estimates. You see when they open it (status flips to Viewed), and approval automatically moves the parent job forward.

Yes. Create invoices, send them to customers, and accept online card payments through Stripe Connect (funds go directly to your bank account). Card payments carry a 1% WorkSlate platform fee on top of Stripe's processing fee; bank payments carry none. WorkSlate also supports batch invoicing (multiple jobs on one invoice), an overdue reminder you can turn on, and a full AR aging report.

WorkSlate flags overdue invoices automatically and, once you turn it on, sends the customer one reminder by email and text a set number of days past due. The AR aging report groups everything outstanding into Current, 1-30, 31-60, 61-90, and 90+ day buckets so collections stays systematic.

Yes. Refunding a payment, in full or in part, automatically generates a credit note PDF documenting the refund. It's emailed to the customer and available for download alongside the original invoice and its receipts, both in WorkSlate and the customer portal.

Yes. Define as many tax rates as you need and attach them to catalog items or individual line items. Taxes calculate on estimates, invoices, and receipts, and the Tax report gives you the breakdown for filing. You can also connect Stripe Tax for rates that stay current automatically, with your own manual rates as the fallback. With Stripe Tax connected, the dashboard flags any state where your sales are nearing its economic-nexus threshold.

QuickBooks Online sync is in limited beta and isn't included in any plan; we turn it on account by account. Accounts in the beta get a nightly push of customers, estimates, invoices, payments and refunds to QuickBooks, with mapping for tax codes, items and classes. Contact us if you'd like your account considered.

On every plan: smart descriptions for jobs, estimates and catalog items, communication drafts, invoice summaries, and a conversational AI Assistant. On Professional and Business: voice-to-notes (techs speak and AI writes professional service notes), photo captions (AI describes before/after images), business insights, duplicate customer detection, and the AI Assistant's action-taking. The Assistant's most advanced actions are reserved for Business.

The AI Assistant answers questions about your business in plain English (look up customers, check tech availability, summarize recent jobs) on every plan. On Professional and Business plans it can also create customers and jobs and schedule appointments from voice or chat commands. Business unlocks its most advanced actions too: sending estimates and invoices, and rescheduling or cancelling jobs.

A branded, mobile-friendly space where your customers view and approve estimates, pay invoices, track job progress, see history on their service assets, message your team, and submit new service requests. It uses your logo, colors, and tenant slug. The customer portal is available on Professional and Business plans.

Yes. Broadcasts send one text to every customer who has opted in to marketing texts, ideal for storm alerts, seasonal reminders, or promotion announcements. Customers opt in by confirming a text your team sends them, or on their own in the customer portal, and anyone who replies STOP is dropped. Delivery goes through Telnyx with per-tenant rate limiting.

Yes. Customer Quiet Hours lets you set a window, like overnight, during which texts to customers (invoice sent, estimate sent, schedule changes, and more) are held automatically and delivered the moment the window ends, so nobody gets pinged at an inconvenient hour. Email is never held, only text messages.

Four roles: Owner (everything, including billing and payment settings), Admin (runs the business day to day and can see billing without changing it), Technician (the jobs they're assigned to, their schedule and time, and sending estimates from the field), and Accountant (read-only reports and exports for your bookkeeper, across every location). Business includes one Accountant seat at no charge. You can change a team member's role at any time.

Yes. Each user has a weekly working hours grid. The scheduler uses it to show availability, prevent double-booking, and warn when a job is scheduled outside a tech's hours.

Reports covering jobs, revenue, profitability (with per-technician breakdown), customers, estimate funnel, AR aging, agreement revenue, utilization, duration accuracy, reschedules, job cycle time, tax, recurring revenue, year-over-year, unsent invoices, failed autopay, and service requests. Profitability, job cycle time and service requests need Professional or Business, and year-over-year needs Business. Reports update live and can be filtered by date range, job type, and team member.

Yes, on Professional and Business. Import your customers and catalog items from CSV files so you don't re-enter them by hand. A customer file can hold up to 10,000 rows.

Yes. Reports can be exported to CSV, and every estimate, invoice, receipt, and credit note can be downloaded as its own PDF.

Most businesses are up and running within a day. Guided onboarding walks you through your company profile, inviting your team, configuring your catalog, and creating your first job.

From Settings > Team, invite team members by email. Each person sets up their own login with role-based permissions, so you control who can access scheduling, billing, reports, and other areas.

No. Sign up, verify your email, and you're in the product. No demo gatekeeping, no required sales call.

Yes. Tenant isolation is enforced at the application layer: every database call runs through tRPC middleware plus a runtime Prisma tenant guard, so a request can only ever reach its own tenant's rows. Data is encrypted in transit and at rest, and the platform runs on Supabase and Vercel infrastructure.

Only your team members and the customers you give portal access to. Strict multi-tenant isolation means no other business can ever access your data, and customer-portal users only ever see their own records.

Your account keeps working through the end of the billing period you've paid for. After that you can still sign in, look up your records, and download reports and PDFs, and anything that needs an active subscription is blocked until you renew. WorkSlate keeps your data when a subscription ends, so renewing picks up where you left off. Your data is permanently deleted only if you ask us to delete it.