Everything your trade needs. One clean slate.
SmartFlow workflow guidance, 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.
In-app Help Center
Step-by-step user guides for every core workflow, each with screenshots and a downloadable PDF. Cross-linked from the FAQ so answers always point to the right walkthrough.
Trial plan picker
Choose the plan that fits while you're trialing, and switch tiers any time during the trial. No re-signup, no card required until you're ready.
Project-level invoicing
Bill across every job in a multi-visit project from one place, with financial rollups showing what's billed, paid, and outstanding at the project level.
Quick Tour for new users
A guided, role-aware walkthrough greets every new user on first login. Restart any time from the help menu.
AI photo finder for the catalog
Generate consistent catalog item photos from a short prompt — handy when you're spinning up a catalog and don't have real shots yet.
Mobile-first technician dashboard
Redesigned dashboard for field techs: today's schedule, in-progress work, and quick actions all reachable without scrolling on a phone.
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.
The complete platform
Every tool a trades business needs to run operations, from first call to final invoice.
Scheduling
Drag-and-drop calendar with tech availability, conflict detection, and route optimization. Schedule from the job or the calendar.
Invoicing & Payments
Generate invoices from completed jobs with one click. Accept online payments through Stripe. Batch invoicing for recurring work.
Estimates
Build detailed estimates with catalog items. Send for approval, convert to jobs. Track your estimate-to-close funnel.
Team Management
Crews, individual techs, working hours, and role-based permissions. Everyone sees exactly what they need.
Projects
Group related jobs under projects for larger engagements. Track progress, costs, and profitability across the full scope.
Messaging
Comment-feed style messaging between your team and customers. Email notifications keep everyone in the loop.
Reports
Revenue, profitability, estimate funnels, AR aging, utilization, and more. 10 report types with drill-down detail.
Customer Portal
Branded portal where customers approve estimates, pay invoices, view job history, and message your team.
Service Agreements
Recurring job templates with flexible scheduling. Manage ongoing maintenance contracts with automatic job generation.
Built for speed
Designed for techs in the field. Minimum taps, maximum output. Every screen works on mobile.
Trust through transparency
Professional documentation and visual evidence build customer confidence and drive referrals.
Grows with you
From solo operator to 50+ techs. Simple enough to start today, powerful enough for where you're headed.
Ready to see it in action?
Start your 14-day free trial. No credit card required.
Visit getworkslate.com