Field Service Software for Plumbing Companies
From emergency dispatch to recurring water heater maintenance, WorkSlate keeps your plumbing business organized, professional, and paid.
14-day free trial · No credit card required · Built for residential and commercial plumbing operations.
The problems every Plumbing business runs into
WorkSlate is built around the workflows that actually matter for plumbing companies.
Emergency calls that derail the scheduled day
A burst pipe at 2pm reshuffles everything. WorkSlate gives you a live view of tech locations and job status so you can insert an emergency call without losing the rest of the day.
Customers who dispute what was done
Without documentation, it's your word against theirs. Techs can attach photos and notes to every job from their phone (before and after) creating a clear record of the work.
Invoices that go out days after the job
Cash flow problems often start with slow invoicing. WorkSlate lets techs send invoices the moment the job closes, with a payment link customers can use on the spot.
Everything your Plumbing business needs
One platform. No duct-taped apps. No double entry.
Job management & dispatch
Assign emergency and scheduled jobs from anywhere. Techs see their jobs, notes, and customer history on their phone before they knock on the door.
Photo & note documentation
Before/after photos attached to the job record. Voice-to-notes (Professional and Business) lets techs speak what they found and AI formats it into a clean job summary.
Estimates from the job site
Build and send detailed estimates on site. Customers approve online, speeding up approval and getting you on the schedule faster.
Same-day invoicing
Close a job, send the invoice, get paid, all before the tech leaves the driveway. Online payment links mean no waiting for a check in the mail.
Customer portal (Professional and Business)
Customers see their job history, upcoming appointments, and open invoices in one place. They can message you without calling, and you can respond when it's convenient.
Service asset tracking
Log water heaters, fixtures, and other equipment by property. Track install dates and service history so every tech arrives prepared.
Erik Lindqvist, No hot water
Estimate, 3 days old
| Diagnostic Service Call | $89.00 |
|---|---|
| Water Heater Install (Tank) | $1,450.00 |
| Total before tax | $1,539.00 |
Checklist
- Shut off gas and water
- Pressure test the lines
- Photo of the new unit
In the field, on the WorkSlate Tech app
Techs photograph the problem, find a part at a nearby supply house, and quote the fix on site from the phone.
Up and running in a day
No implementation project. No consultant. Just sign up and go.
Set up in minutes
Add your business details and start your price book from your trade's common services. Professional and Business can import customers from a spreadsheet.
Run your first job
Schedule the job, assign your tech, send the estimate, and collect payment, all from one place.
Keep them coming back
AI drafts your estimate follow-ups. On Professional and Business, service agreements book the repeat visits and the customer portal handles the status calls.
Free Plumbing tools: invoice generator and estimate generator, no login needed.
Your clean slate for field service.
Your first 14 days are free, and no credit card is needed.