A structured process.A transparent system.A customer who stays.
WorkSlate tells your techs what to do next on every job, makes the work visible in a branded customer portal, and uses AI to handle the documentation nobody on your team has time to write.
14-day free trial. No credit card required.
The quality and trust gap
Inconsistent workflow plus inconsistent documentation leads to lost trust, disputed invoices, and missed referrals.
Experienced techs are too busy
Your best technicians know how to explain work to customers, but they're too busy to write it all down. Notes are terse, inconsistent, or skipped entirely.
New hires lack the vocabulary
Junior techs don't have the confidence to write professional service descriptions. Their notes read like text messages.
Customers get vague invoices
"Repaired unit: $450." Your customers have no understanding of what was done or why. This erodes trust, triggers disputes, and kills referrals.
Other platforms hand your techs a text box and a static menu of buttons. We hand them the next step, and the AI to write it up.
Four pillars of intelligent field service
Workflow guidance, a customer-visible trust layer, AI that runs in the background, and a platform that scales from one tech to two hundred.
SmartFlow workflow guidance
WorkSlate reads the live state of every job and surfaces only the logical next steps as color-coded action buttons. Techs never see an irrelevant button. New hires are productive on day one because the system teaches the workflow by showing exactly what's appropriate.
The platform tells the technician what to do next.
NEW: Mid-service add-ons get a Quick Estimate button right inside SmartFlow. Pause, skip recurring visits, and complete-and-invoice land in one tap.
Customer-visible trust layer
A branded customer portal puts your professional service notes, before-and-after photos, estimates, and invoices in front of the customer. The portal is where your work becomes visible, and where trust compounds into referrals and repeat business.
Transparency builds trust. Trust builds business.
NEW: Customer autopay, branded en-route notifications with tech photos, and an Estimate vs. Invoice comparison card surface changes before customers ask.
AI built into every job
AI is included on every plan, not gated behind a premium tier. Voice-to-notes, generate-from-context, photo captions, AI summaries, and an AI assistant ride alongside SmartFlow and feed the customer portal so professional documentation happens automatically.
Every tech writes like a pro.
NEW: WorkSlate Assistant can now create jobs, schedule appointments, and send invoices from voice commands (Professional and Business plans).
Full-scale platform, small-business convenience
Scheduling, dispatch, estimates, invoicing, recurring agreements, batch invoicing, advanced reporting, role-based access. Everything a 200-tech operation runs on, with onboarding simple enough for a one-person shop. You add users, you don't switch platforms.
Built for 200 techs. Ready for one.
NEW: CSV import for customers, assets, catalog, and contacts. Bring your customers; we handle the rest.
The competition isn't one tool. It's three.
Most trades businesses don't actually compare full platforms head-to-head. They cobble together what they already have. WorkSlate replaces the whole stack.
- 1Your current FSMScheduling, jobs, invoices.
- 2A photo appBolted on for before-and-after.
- 3Your spouse on emailTranslating tech notes for customers.
- One platform, one source of truth.Three logins, three subscriptions, and three places to check become one. Everything stays connected: notes flow from the job to the invoice to the portal automatically.
- Workflow guidance the others don't have.A static action menu can't tell a tech what's next. SmartFlow does, on every job, automatically. New hires stop guessing; veterans stop wasting clicks.
- The customer actually sees your work.A bolt-on photo app stays internal. WorkSlate's branded customer portal puts your professional notes, before-and-after photos, estimates, and pay button in one place the customer logs into.
- Pricing you can read on a Saturday night.$49 / $99 / $199 published, no sales call, no "contact us for pricing." One subscription replaces the cumulative cost of the cobbled-together stack and the admin time absorbed quietly behind it.
The pitch is simple
Guided workflow, transparent records, and AI built in. Together they deliver measurable business outcomes.
Close more estimates
Before-and-after photos in the customer portal make the case for the work without a hard sell.
Fewer disputes
Everything is professionally documented with photos, notes, and timestamps.
Techs move faster
SmartFlow shows the next step on every job, AI handles the writeup, and your team focuses on the work. More jobs per day.
Grow without losing quality
SmartFlow plus AI gives new hires rails. They produce work that matches your best tech from day one.
Reputation compounds
Customers who trust you refer others. Referrals convert better and cost nothing.
Customers see the difference
Professional notes and visual evidence set you apart from every other service company.
Built for trades businesses
From solo operators to growing service organizations.
Every trade
HVAC, plumbing, electrical, landscaping, mechanical, cleaning, pest control. If you dispatch techs, we're built for you.
Every team size
Solo operators to 50+ technician organizations. Simple enough to start today, powerful enough to grow with you.
Guidance and AI on every plan
SmartFlow guides every job for every tech. Voice-to-notes, AI descriptions, and the AI Assistant are included on every plan. The assistant grows with your tier.
Your clean slate for field service.
Start your 14-day free trial. No credit card required. Set up in under 5 minutes.