Everything your trade needs. One clean slate.
SmartFlow, the workflow guidance that shows your team the next step on every job, a branded customer portal, AI built into every job, scheduling, invoicing, and more. Built for field service businesses of every size.
Moving fast. Here is what landed recently.
WorkSlate ships monthly. Every feature below is live for the plans that include it.
Inventory at every location
Track materials and equipment across every branch: stock per location with printable shelf labels and scan-to-adjust QR codes, custody for equipment, purchase orders you receive against, transfers between locations, and low-stock alerts. A paid add-on on any plan.
Forms your customers can sign
Upload any PDF form, place the fields or let AI find them, and fill it from the job with your business, location and technician details already in place. Draw a signature, bundle it with photos into one package, send it, and file the signed copy when it comes back.
Know how every visit went
Once a job is paid, WorkSlate asks the customer to rate the visit by email and text, and they can rate recent jobs themselves from the portal. See how every technician and crew is rated, read the themes running through the comments, and get an email the moment someone rates you low. Off until you turn it on.
Quote first, schedule later
Build an estimate without creating a job, book an estimate visit, and it turns into a job the moment it's approved. Service requests convert straight into an estimate with the customer's photos attached.
Keep paperwork on the job
Attach files to any customer or job, each with its own Documents tab. Rename them, and share individual files with the customer or stop sharing whenever you want.
Reward customers who refer you
Your customers get a referral code and a share link in their portal, and earn credit toward their next invoice when someone they send you becomes a paying customer. You set the reward on both sides, a monthly budget, and when credit expires. Off until you turn it on.
Messages, redesigned
Your inbox is now a two-pane layout, so you can scan every conversation and read one in full without leaving the list.
Growth metrics on your dashboard
New Leads, New Customers, and Service Appointments Completed, each with a trend view, right on the owner/admin dashboard.
See your day on the map
A live schedule Map view geocodes every appointment, and Bulk Move now starts from any day, not just today.
Free invoice and estimate tools
Generate a professional invoice or estimate at /tools, no login and no watermark, whether or not you're a WorkSlate customer yet.
Appointment reminders, opt-in
Turn on email and text reminders for upcoming appointments, sent 1 to 14 days ahead, off by default.
Never guess on tax again
A clear warning if your business isn't registered to collect tax in a customer's state, a reminder to set a backup rate, and a confirm-before-send check whenever a fallback rate is used.
Agreements that pay up front
Collect a service agreement's full value in advance and draw it down visit by visit, plus renewal alerts at 30 and 14 days so recurring work never lapses unnoticed.
Turn requests into customers
A branded Front Desk intake form captures new service requests as leads, with photos. Review, then convert a lead into a customer and job in a couple of clicks. Leads don't count against your plan until they convert.
Stop absorbing card fees
Optionally pass the processing cost to customers as a 3% card surcharge, on credit cards only and never on bank payments, with clear disclosure on every estimate, invoice, receipt, and the payment screen.
Card or bank, their choice
Checkout now asks customers to pick how they pay first. Bank (ACH) payments carry no processing fee and show live status, with a banner that stays until the payment settles.
Toll-free texting, opt-in built in
Per-business toll-free texting with double opt-in, a live capacity meter, photo (MMS) support, and prepaid SMS credit packs, so campaigns stay compliant and never run dry.
Email that comes from you
Customer messages now send under your business name and replies route to your own address, so every touchpoint looks like your brand, not ours.
AI built into every job
AI is included on every plan, not gated behind a premium tier. It feeds the SmartFlow workflow and the customer portal so the value compounds.
Voice-to-Notes
Techs tap the mic and describe the work. AI generates professional service notes in under 30 seconds that flow onto invoices and into the customer portal.
Visual Intelligence
Before/after photo pairs with AI-generated captions. Customers see exactly what was done and why.
Smart Descriptions
AI generates professional job descriptions, estimate line items, and catalog entries. Your whole team writes like a pro.
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.
And AI works behind the scenes
Every plan. No setup. It just runs as you work.
Business insights
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
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
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.
The complete platform
Every tool a trades business needs to run operations, from first call to final invoice.
Run the job
From the first appointment to the last checklist item, WorkSlate tells your team what to do next instead of leaving them to figure out the workflow.
SmartFlow workflow guidance
WorkSlate reads the live state of every job and shows only the next logical action as a color-coded button, so a new hire runs the same workflow as your best tech on day one.
Scheduling & dispatch
A drag-and-drop calendar with tech availability and conflict detection, plus a live map view of the day's stops. Businesses running more than one location dispatch every job to the right base.
Job Checklists
Attach a reusable checklist template to a job type, program, or agreement so recurring work always covers the same steps. Checklists are for your team only and are never shown in the customer portal.
Service Assets & equipment history
Track every property, vehicle, or piece of equipment a customer owns, each with its own photo history and an AI-generated briefing on past work before a tech's next visit.
Crews & Subcontractors
Assign a saved crew to a job in one step, or bring in a subcontractor. Subcontractors show up on schedules and PDFs with a Sub badge and never count against your user seats.
Get paid
Estimates, invoicing, tax, and accounting sync in one place, so the money side of the job moves as fast as the work does.
Estimates & Pricing
Build detailed estimates from your catalog, send them for approval by email or through the portal, and convert an approved estimate straight into a job.
Invoicing & Payments
Generate an invoice from a completed job in one click, accept online card payments through Stripe, and roll multiple jobs into a single batch invoice for recurring customers.
Customer Autopay
Customers save a card in the portal and WorkSlate charges it automatically when an invoice sends, with retry logic if a charge fails and a plain autopay badge on the customer record.
Card Surcharge
Pass the card processing cost to customers as a disclosed surcharge on credit cards only, never on bank payments, shown on every estimate, invoice, receipt, and the payment screen.
Tax Rates & Tax Provider Integration
Connect a live tax provider for rates that stay current automatically, with a fallback to your own manual rates and a monitor that warns you before you cross a state's economic-nexus threshold.
Credit notes, refunds & AR aging
Refunding a payment, in full or in part, generates a credit note PDF automatically, and the AR aging report buckets everything outstanding into Current through 90+ days so collections stays systematic.
Keep customers
A branded portal, messaging, broadcasts, and a referral program that turn documented work into repeat business.
Branded Customer Portal
A portal in your logo and colors where customers approve estimates, pay invoices, see job history and their own asset records, and message your team.
Messaging
Comment-feed style messaging between your team and customers, with email notifications so nobody has to keep the app open to stay in the loop.
Broadcasts (mass SMS)
Reach every active customer with one text for a storm alert or a promotion, with TCPA double opt-in, automatic STOP handling, and Quiet Hours so nobody gets pinged overnight.
Customer feedback & ratings
Once a job is paid, WorkSlate asks the customer to rate the visit by email and text. See how every technician and crew is rated, read the themes in the comments, and get an email the moment someone rates you low.
Documents
Attach files to any customer, job, agreement, or asset, each with its own Documents tab. Rename them and choose which ones the customer can see.
Customer referral program
Your customers get a referral code and a share link in the portal, and earn credit toward their next invoice when someone they refer becomes a paying customer. You set the reward on both sides, a monthly budget, and when credit expires.
Front Desk public intake
A branded public link with no login required. A visitor picks a job type, adds their details and photos, and it lands in your leads, ready to convert into a job.
Grow past one location
Multi-location dispatch, an inventory and purchasing add-on, projects, and a full reporting suite for teams that have outgrown a single crew.
Multi-location dispatch & Locations
Assign users and crews to specific locations, give every job a dispatch location, and keep Next-Available scheduling and crew picking scoped to the active one.
Inventory Management
Add-onA warehouse add-on for equipment custody and material stock across every location, starting at $55/mo billed annually. Check equipment in and out by QR code, track material stock per location with low-stock alerts, and see it all in an audit report.
Vendors & Purchase Orders
Add-onKeep a vendor directory, cut purchase orders against it, and receive a delivery straight onto the order so stock and cost stay linked from the moment it ships.
Projects
Group related jobs under one project for a multi-visit install, renovation, or seasonal program, and pull every completed-but-uninvoiced job across it onto a single invoice.
Advanced reporting
A full library of reports with drill-down detail: revenue, profitability by job or technician, AR aging, estimate funnel, utilization, tax, year-over-year, and more, each filterable by date range, job type, and team member.
Service Agreements & recurring jobs
Define a recurring job template once and WorkSlate generates every visit up front, with renewal alerts before a contract lapses so recurring revenue never falls off unnoticed.
