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.
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 surfaces 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.
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