Everything WorkSlate does

Every major feature on one page. Pick a plan to see what it includes. Inventory Management and Route Optimization are add-ons you can put on any plan.

35 major features

New

Inventory Management

Add-on

Integrated inventory, where the parts count themselves.

Material stock and equipment custody at every branch, wired into the job. A tech adds a part to an invoice and it leaves that location's shelf, with no deduction to key in.

Capacitor 45/5 MFD

Material · each

On hand

North Shop40 on orderLowreorder at 128

Riverside Yardreorder at 1026

South Depotreorder at 47

Shelf labels printed · last movement: consumed 1 on Invoice #1042

Riverside YardTransfer 12North Shop

$55/mo billed annually, $69 monthly. More than one branch needs the Business plan.

New

Route Optimization

The best stop order, inside every window.

Works with service-window scheduling. WorkSlate suggests an order for a technician's day, your office applies it, and the tech's Today tab lists the stops in the new order.

Run it from the schedule's Map view
Shows each stop's drive time before you apply it
Every stop keeps its window and booked time

$12/mo billed annually, $15 monthly.

Run the job

From the first appointment to the last checklist item.

SmartFlow workflow guidanceAll plans
Shows each job's next step as one button, so a new hire works the way your best tech does.
Scheduling & dispatchAll plans
Drag-and-drop calendar, availability and conflict checks, and a live map of the day's stops.
Service windowsAll plans
Book customers into arrival windows, and see each window on the schedule.
Route OptimizationNewAdd-on, any plan
A suggested stop order inside each service window, reviewed and applied by your office.
Technician appAll plans
WorkSlate Tech for iPhone and Android: the day's visits, job steps, photos, notes and checklists, for every user.
Work without signalAll plans
Job steps, notes, checklists, photos and documents save on the phone and send when signal returns.
Quote on siteAll plans
A tech builds an estimate on the job and sends it. The customer or the office approves it.
Job ChecklistsAll plans
Reusable checklists attached to a job type, program, or agreement.
Service Assets & equipment historyAll plans
Every unit a customer owns, with photo history and an AI briefing before the next visit.
Crews & SubcontractorsProfessional and Business
Assign a saved crew in one step. Subcontractors never count against your seats.
ProjectsProfessional and Business
Group a multi-visit job and invoice every finished visit at once.
AI descriptions and AI AssistantAll plans
WorkSlate drafts job descriptions, and the AI Assistant answers questions about your data.
Voice-to-notes and photo AIProfessional and Business
Talk through the job and WorkSlate writes the notes. Photos get captions.

Get paid

Estimates, invoices, and the money that follows them.

Estimates & PricingAll plans
Build from your catalog, send for approval, and convert straight into a job.
Estimate photosAll plans
Put photos on the estimate so the customer sees the problem.
Customer signaturesAll plans
Require a signature on estimate approval and job sign-off. It prints on the PDF.
Invoicing & PaymentsAll plans
Invoice from the finished job and take cards through Stripe.
Customer AutopayProfessional and Business
Customers save a card in the portal and pay automatically when the invoice sends.
Card SurchargeAll plans
Pass card fees on as a disclosed surcharge, on credit cards only.
Tax Rates & Tax Provider IntegrationAll plans
Rates from Stripe Tax that stay current, your own rates as the fallback, and a nexus warning.
Credit notes, refunds & AR agingAll plans
Refunds create a credit note PDF, and aging buckets everything outstanding.

Keep customers

What your customer sees, and what brings them back.

Branded Customer PortalProfessional and Business
Your logo and colors. Customers approve, pay, see job history, and message your team.
Front Desk intake and leadsProfessional and Business
A public request link with no login. Requests land as leads you can turn into jobs.
MessagingAll plans
One thread per customer, with email notifications so nobody has to keep the app open.
Broadcasts (mass SMS)All plans
One text to every opted-in customer, with STOP handling and Quiet Hours.
Service Agreements & recurring jobsProfessional and Business
Recurring visits generated up front, with renewal alerts.
Customer referral programProfessional and Business
Referral codes in the portal and credit toward the next invoice.
Customer feedback & ratingsBusiness
Ratings for each visit, technician and crew, with an alert on a low one.
Documents and signable formsAll plans
Attach files anywhere, fill your own PDF forms from the job, and send them out for signature.

Grow past one location

Branches, stock, and the numbers behind them.

Multi-location dispatch & LocationsBusiness
Users, crews, and jobs scoped to the branch that does the work.
Inventory ManagementNewAdd-on, any plan
Stock by location with reorder points, max levels, and transfers.
Equipment custody & QR labelsNewAdd-on, any plan
Know which tech holds which unit. Scan a tag in the app to open it or check it in and out.
Vendors & Purchase OrdersNewAdd-on, any plan
Order from your vendor list and receive straight onto the order.
Inventory audit reportNewAdd-on, any plan
Low, negative, over-max, and checked out, with a ledger drift check.
ReportingAll plans
Revenue, AR aging, tax and jobs on every plan, profitability from Professional, and year over year on Business.

AI built into every job

Every plan includes AI descriptions and the AI Assistant for lookups. Professional and Business add voice-to-notes, photo captions, business insights, and duplicate detection.

Voice-to-Notes

Professional and Business

Techs tap the mic and describe the work. AI turns it into professional service notes that flow onto invoices and into the customer portal.

Recording note

Job #1048, AC capacitor replacement

Recording

0:26

Live transcriptStreaming

“replaced cap, run cap forty five five, tested ok, customer says unit cooling way better”

Tap stop, AI writes the note

Customer-ready service note (preview)

Replaced the run capacitor (45/5 µF dual-run). Bench-tested the unit under load and confirmed normal operation. Customer reports significantly improved cooling performance after the repair.

Visual Intelligence

Professional and Business

Before/after photo pairs with AI-generated captions. Customers see exactly what was done and why.

Condition comparison

AI paired

Current condition

Failed HVAC dual-run capacitor with bulged, corroded terminals

Damaged

Good condition

Reference

AI detected

Capacitor shows bulged terminals and corrosion consistent with end-of-life failure. Replaced with a matching dual-run 45/7.5 µF, 440 VAC unit. Recommended annual maintenance to extend compressor life.

Smart Descriptions

AI generates professional job descriptions, estimate line items, and catalog entries. Your whole team writes like a pro.

Invoice INV-2045

Paid

Reynolds Residence · 1432 Maple Ave

$487.50

Charged via autopay

Diagnostic service call

1 × $89

$89.00

Capacitor, 45/5 µF dual-run

1 × $85

$85.00

Labor, AC repair (1.5 hrs)

1.5 × $165

$247.50

Annual maintenance add-on

1 × $66

$66.00

Performed by Deon R.

HVAC technician · 1.5 hrs on-site

Job #1048 completed

AI Assistant

Ask questions about your business in plain English. Look up customers, check tech availability, and manage jobs through conversation. Capabilities grow with your plan.

Dashboard

Jobs

Schedule

Customers

Invoices

Reports

Revenue this month

$48,120

+12% vs last

Scheduled today

14 jobs

3 crews

Outstanding

$6,240

7 invoices

Overdue

$980

2 invoices

Today's schedule

3 crews · 14 jobs

8:30

AC tune-up · Reynolds

Crew A

10:00

Capacitor replacement · Okoye

Crew A

11:30

Furnace inspection · Patel

Crew B

1:00

Emergency: no heat · Vega

Crew C

AC tune-up season

Demand spikes April-May. Send a broadcast to agreement customers.

AI insights

3 estimates sent 4+ days ago need follow-up

Crew B utilization above target

And AI works behind the scenes

No setup. It runs as you work, within your plan's monthly AI requests.

Business insights

Professional and Business

WorkSlate reads your completed jobs, line items, and assets and produces a short list of trends, recommendations, and alerts worth acting on.

Estimate follow-ups

AI writes a personalized nudge for estimates that have gone quiet, adjusting tone for how long it's been and what the customer has bought before.

Message drafting and polish

Draft a reply to any customer thread, or rewrite your own message to sound polished and professional, without leaving the conversation.

Asset history briefings

Before a visit, AI summarizes an asset's past work, declined recommendations, and recurring issues so the tech walks in informed.

Catalog photo finder

Professional and Business

Adding a catalog item? AI finds the right product photo for you, so your catalog and quotes look sharp with less typing.

Invoice summaries

Turn a job's line items and notes into a plain-language summary customers actually read, right on the invoice.

Duplicate detection

Professional and Business

AI scans your customer list for likely duplicate records and ranks them by confidence, so your data stays clean.

Promotion SMS

Launch a promotion and AI writes the broadcast SMS copy, on-message and under the character limit, ready to send.

Inventory Management

Add-on

Integrated inventory, where the parts count themselves.

Material stock and equipment custody, wired into the job. A tech adds a part to an invoice and it leaves that location's shelf, no deduction to key in. Stock by branch and transfers between branches use the Business plan's multiple locations. Everything below is one module inside the same job record.

A tech adds the part

Invoice #1042 · North Shop

Capacitor 45/5 MFD1 ea

The shelf moves

North Shop · on hand

98Consumed 1

You hear about it

Low stock

Capacitor 45/5 MFD is low at North Shop.

8 on hand · reorder at 12 · 40 on order

Stock is per branch, not per company

Every branch carries its own count, reorder point, and optional ceiling. A well-stocked warehouse can no longer hide an empty one, and you can move stock between them without touching the company total.

Capacitor 45/5 MFD

Material · each

On hand

North Shop40 on orderLowreorder at 128

Riverside Yardreorder at 1026

South Depotreorder at 47

Shelf labels printed · last movement: consumed 1 on Invoice #1042

Where it shows up

In the office

Inventory, Purchase Orders, and Vendors as three tabs, with stock by location on every material and custody on every unit.

On the shelf

Print a sheet of QR labels: one per shelf location for materials, one per unit for equipment.

In the truck

The technician app scans a tag to open the item and its history, or check a unit in and out.

In the numbers

An audit report per branch with a drift check against the movement ledger, plus a low-stock digest in your inbox.

$55/mo billed annually, or $69/mo monthly. Add it to any plan, cancel any time.

View pricing

Shipped lately

What's new in WorkSlate over the last three months.

November 2026

8 new

Route Optimization

Less driving, with every service window kept.

Service windows

Book customers into arrival windows instead of exact times.

Customer signatures

A signature on estimate approval and job sign-off, printed on the PDF.

Estimate photos

Show the customer the problem right on the estimate.

Deposits before the invoice

Take a deposit before the work starts.

Photos customers send

Pictures a customer texts in land on the job.

Diagrams

Draw a measured sketch and keep it with the job.

A seat for your bookkeeper

A read-only Accountant role with every report.

September 2026

4 new

Inventory at every location

Know what's on every shelf, at every branch.

Forms your customers can sign

Your own paper forms, filled straight from the job.

Signature packages

Send photos and documents out for signing in one go.

Move visits from the map

Reschedule or reassign a group of visits in a few clicks.

August 2026

8 new

Customer feedback

Hear how every visit went. On Business.

Pay by bank transfer

Give customers another way to pay besides card.

Recently Deleted

Bring back a deleted file or photo within 30 days.

Estimates without a job

Quote first. The job appears when they say yes.

Customer referrals

Turn happy customers into new ones.

Documents in one place

Every file sits with the customer or job it belongs to.

Schedule map view

See the whole day on a map.

Optional estimate lines

Let customers pick the extras they want.

Ready to see it in action?

Start your 14-day free trial. No credit card required.

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