Your techs run their day from their phone.
WorkSlate Tech is the field half of WorkSlate. The office schedules, prices and invoices on the web. Your techs do the job in the app, with or without signal, and everything they record lands on the same job record.
Search for WorkSlate Tech in the App Store or Google Play.
Included on every plan, for every user. Techs sign in with the same email and password as the web app.
Losing signal is part of the job.
Basements, mechanical rooms and rural routes drop the connection. The app keeps going: work saves on the phone and sends itself when signal comes back.
Saves on the phone and sends later
- Job steps: On my way, Start, Pause, Resume, Skip and Complete
- Notes: job notes and customer notes
- Checklists: add, tick, note and delete items
- Work items: add and edit
- Photos: job, equipment and line item photos, with captions
- Documents: attached to the job
Needs signal
- Sending an estimate
- Messages with the customer
- The equipment history summary
- Finding a part nearby
- Scanning an inventory tag
While anything is waiting, the Today tab shows SAVED TO SEND with a count, and the tech can open the list.
What a tech can do in the app
Everything below is in the app your techs install today.
The day
What's next, and getting there.
- Today and Work tabsAll plans
Today shows the next visit with one button for the next step, then the rest of the day. Work lists every open job, scheduled or not.
- Job steps and timeAll plans
On my way, Start, Pause, Resume, Skip and Complete. Starting clocks the tech in and completing clocks them out, so time is tied to the visit.
- DirectionsAll plans
Opens the job address in the phone's own maps app.
The job record
What happened, recorded where the office sees it.
- Photos and captionsAll plans
Job, equipment and line item photos, with captions.
- Notes, spoken or typedAll plans
Dictate a note and edit the text before saving. No audio is recorded or kept.
- Checklists and documentsAll plans
Tick, note and add checklist items, and attach documents to the job.
The customer
Talking, quoting and knowing the history.
- Quote on siteAll plans
Build an estimate on the job and send it. The customer or the office approves it.
- MessagesAll plans
The whole conversation with the customer, to read and reply.
- Equipment historyAll plans
A summary of past work on the unit in front of them. It counts against the AI allowance.
The parts
Finding them and keeping track of them.
- Find a part nearbyAll plans
Search stores near the job for a part, then call or get directions.
- Scan inventory tagsInventory add-on
Scan a shelf label or equipment tag to open the item and its history, and check a unit in and out.
The office stays in charge
- Billing stays with the office
- Completing a visit never sends an invoice.
- Techs see their own work
- The app shows the jobs assigned to that tech.
- One record
- Notes, photos and time from the app show on the job in the web app.
Your clean slate for field service.
Your first 14 days are free, and no credit card is needed.