WorkSlate

1 review

WorkSlate is an all-in-one field service management platform built for trades businesses, from solo operators to 50+ technician teams. It replaces the patchwork of spreadsheets, paper invoices, and one-off tools with a single system covering the full service lifecycle: customer records, estimates, scheduling, in-field work, time tracking, photos, notes, invoicing, and online payments. Three things set it apart: SmartFlow workflow guidance that tells techs what to do next on every job; a branded customer portal where clients approve estimates, pay invoices, and track progress; and AI on every plan. Voice-to-notes, photo captions, smart descriptions, and a conversational assistant. Out-of-the-box support for 17+ trades. 14-day free trial, no credit card.