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WorkSlate
What WorkSlate is
WorkSlate is an AI-powered field service management platform for trades businesses that need to coordinate jobs, technicians, invoicing, and customer communication. It supports more than 18 trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair. SmartFlow uses a job’s live status to show technicians the next logical action. AI features include voice-to-notes, photo captions, smart descriptions, communication drafts, business insights, and an assistant, with core AI available on every plan.
The Starter plan covers job and customer management, invoicing, and online payments. Professional adds team management, scheduling, crews, projects, estimates, service agreements, reporting, and profitability tools. Business adds multiple locations, unlimited crews, advanced reporting, customer feedback, and priority support. Professional and Business also offer access to a branded customer portal for estimates, invoices, job progress, service history, messaging, and service requests. WorkSlate is available on Android, iOS, and the web. It accepts card payments through Stripe Connect, and QuickBooks Online sync is in limited beta.
Who it suits
WorkSlate suits trades businesses that dispatch technicians, from solo operators to organizations with 50 or more technicians. Fleet management and complex inventory are outside its intended scope.
What it does well
- Supports more than 18 trades.
- SmartFlow guides technicians by live job status.
- Core AI features are included on every plan.
- Stripe Connect sends payments to the business’s bank account.
- The customer portal is available on Professional and Business.
- Offline users can view schedules and update job notes.
What to know first
- No free plan; trial lasts 14 days.
- Starter is limited to one user and 50 customers.
- Photos do not sync while technicians are offline.
- QuickBooks Online sync is in limited beta.
Limits
The 14-day trial is the available trial period, and there is no free plan. Starter is limited to one user and 50 customers; Professional includes five users and 500 customers, while Business includes 15 users and unlimited customers. Offline photos do not sync, and the customer portal is available only on Professional and Business.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | 5 users included · 500 customers · additional seats $20/mo · team management and scheduling · crews and projects · estimates · service agreements · reports and profitability | $129 a month |
| Business | 15 users included · unlimited customers · additional seats $15/mo · multiple locations and unlimited crews · advanced reporting · customer feedback and ratings · priority support | $249 a month |
| Starter | 1 user · 50 customers · job and customer management · invoicing and online payments · AI descriptions and voice-to-notes | $59 a month |
| Inventory Management add-on | Available on any plan · warehouse equipment custody and material stock · QR check-in/out · low-stock alerts · audit report | $69 a month |
| Enterprise | Contact WorkSlate for Enterprise pricing | On request |
As getworkslate.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://getworkslate.com/.
- Start the 14-day trial.
- Choose a plan: Starter, Professional, or Business; the Inventory Management add-on is available on any plan; contact WorkSlate for Enterprise pricing.
- Use the web platform or access WorkSlate on Android or iOS.
- Use Stripe Connect for online card payments if needed.
- Connect QuickBooks Online if using its limited-beta sync.
Verdict
Choose WorkSlate if your trades business needs job coordination, scheduling, invoicing, customer communications, and AI documentation in one platform. Professional or Business is needed for the customer portal, while businesses focused on fleet management or complex inventory should look elsewhere.
Questions
How much does WorkSlate cost?
Starter costs $59 a month, Professional costs $129 a month, and Business costs $249 a month. Contact WorkSlate for Enterprise pricing.
Is there a free plan or trial?
There is no free plan. WorkSlate offers a 14-day trial.
Which platforms does WorkSlate support?
WorkSlate is available on Android, iOS, and the web. Its FAQ says native iOS and Android technician apps are rolling out to customers.
Does WorkSlate integrate with QuickBooks?
QuickBooks Online sync is in limited beta. It can sync customers, estimates, invoices, payments, refunds, and credit notes nightly.
Which plans include the customer portal?
The branded customer portal is available on Professional and Business.
What is included in the Starter plan?
Starter costs $59 a month and includes one user, 50 customers, job and customer management, invoicing and online payments, and AI descriptions and voice-to-notes.
Facts from WorkSlate's own pages
- AI documentation
- AI features include voice-to-notes, photo captions, smart descriptions, communication drafts, business insights, and an assistant; core AI features are included on every plan. · getworkslate.com, 3 Oct 2026
- Company background
- WorkSlate says its founders have family in the service industry and its team has decades of software engineering experience. · getworkslate.com, 3 Oct 2026
- Customer portal
- The branded, mobile-friendly customer portal lets customers view and approve estimates, pay invoices, track job progress, see service-asset history, message the business, and submit service requests; it is available on Professional and Business. · getworkslate.com, 3 Oct 2026
- Integrations
- QuickBooks Online sync is in limited beta and can sync customers, estimates, invoices, payments, refunds, and credit notes nightly. · getworkslate.com, 3 Oct 2026
- Intended customers
- WorkSlate describes its audience as trades businesses that dispatch technicians, from solo operators to organizations with 50+ technicians, and says fleet management and complex inventory are out of scope by design. · getworkslate.com, 3 Oct 2026
- Mobile access
- WorkSlate is mobile-responsive, and its FAQ says native iOS and Android technician apps are rolling out to customers. · getworkslate.com, 3 Oct 2026
- Mobile offline limits
- When offline, technicians can view the day's schedule and job details and update job status and notes; those updates sync when connectivity returns, while photos do not sync offline. · getworkslate.com, 3 Oct 2026
- Payments
- WorkSlate accepts online card payments through Stripe Connect, with funds going directly to the business's bank account. · getworkslate.com, 3 Oct 2026
- Plan limits
- Starter is capped at one user; Professional and Business include five and 15 users respectively, with additional seats available for a monthly fee on those two plans. · getworkslate.com, 3 Oct 2026
- Product
- WorkSlate is an AI-powered field service management platform for trades businesses that manages jobs, scheduling, invoicing, and customer communication. · getworkslate.com, 3 Oct 2026
- Security
- WorkSlate says it uses tenant-isolating row-level security and encrypts data in transit and at rest; its FAQ says the platform runs on Supabase and Vercel infrastructure. · getworkslate.com, 3 Oct 2026
- Security controls
- The Data Processing Addendum lists TLS 1.2+ encryption in transit, AES-256 encryption at rest, role-based access controls, internal multi-factor authentication, and regular vulnerability assessments, penetration testing, and audits. · getworkslate.com, 3 Oct 2026
- Support
- The Business plan includes priority support. · getworkslate.com, 3 Oct 2026
- Trades
- The platform supports 18+ trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair. · getworkslate.com, 3 Oct 2026
- Workflow
- SmartFlow shows technicians the next logical action for a job based on its live status. · getworkslate.com, 3 Oct 2026
Where WorkSlate stands on Freedom251
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