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 17+ 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, 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.

Any trades business that dispatches technicians, from solo operators to 50+ tech organizations. If you run service visits, estimate work, and invoice customers, WorkSlate covers the full lifecycle. Enterprise-only workflows (fleet management, complex inventory) are out of scope by design so the product stays simple enough for your team to actually adopt.

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.

Three plans: Starter, Professional, and Business. Each tier adds capability (service agreements, projects, advanced reports, expanded AI Assistant actions). Visit the pricing page for full details.

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. Customers using the customer portal are never counted as seats.

The core AI features — voice-to-notes, photo captions, smart descriptions, and the AI Assistant for plain-English questions — are included on every plan. Advanced AI capabilities like duplicate customer detection and the AI Assistant's action-taking (creating jobs, scheduling appointments, sending invoices) require Professional or Business.

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, rolls up into utilization and per-tech profitability reports, and can be pulled directly onto invoice line items.

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. Service Agreements are available on Professional and Business plans.

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 and Business plans.

Every job, estimate, invoice, message, note, and payment is tied to the customer record, so the customer detail page is a full relationship timeline. You can filter by date range, job type, or assigned tech.

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. 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). WorkSlate also supports batch invoicing (multiple jobs on one invoice), automatic overdue reminders, and a full AR aging report.

WorkSlate tracks overdue invoices automatically and sends reminder emails on a dunning schedule. The AR aging report groups everything outstanding into 0-30, 31-60, 61-90, and 90+ day buckets so collections stays systematic.

Yes. Issue a credit note against any invoice for a partial or full amount. Credit notes generate their own PDF, reduce the customer's outstanding balance, and show up alongside the original invoice in the 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.

Voice-to-notes (techs speak and AI generates professional service notes in under 30 seconds), photo captions (AI describes before/after images), smart descriptions for estimates and catalog items, communication drafts, business insights, and a conversational AI Assistant. Duplicate customer detection and the AI Assistant's action-taking capabilities are available on Professional and Business plans.

The AI Assistant answers questions about your business in plain English (look up customers, check tech availability, summarize recent jobs). On Professional and Business plans it can take actions for you: create jobs, schedule appointments, send invoices, and more, from voice or chat commands.

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. Mass SMS broadcasts reach all active customers with one message, ideal for storm alerts, seasonal reminders, or promotion announcements. Customers who reply STOP are excluded automatically, and delivery goes through Twilio with per-tenant rate limiting.

Three roles: Owner (full access including billing), Admin (full access except billing), and Technician (field-focused access to jobs, scheduling, and time tracking). 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, service agreements, utilization, tax, recurring revenue, year-over-year, unsent invoices, failed autopay, and service requests. Reports update live and can be filtered by date range, job type, and team member.

Yes. WorkSlate supports CSV imports of customers, service assets, and catalog items so you don't need to re-enter data manually. CSV import is available on Professional and Business plans, and our onboarding walks you through it.

Yes. Reports can be exported, and every estimate, invoice, receipt, and credit note can be downloaded as a PDF individually or in bulk.

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. WorkSlate uses row-level security so each tenant's data is completely isolated. 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 stays active through the end of your billing period, giving you time to export reports and PDFs. After cancellation your data is retained for a short grace period in case you reactivate, then removed.