WorkSlate
WorkSlate is an AI-powered field service management platform for trades businesses, covering jobs, scheduling, invoicing, and customer communication.
What WorkSlate is
WorkSlate is an AI-powered field service management platform for trades businesses, covering jobs, scheduling, invoicing, and customer communication. It supports more than 18 trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair. SmartFlow shows technicians the next logical job action based on the job’s live status. AI tools include voice-to-notes, photo captions, smart descriptions, communication drafts, business insights, and an assistant; core AI features are included on every plan. Online card payments run through Stripe Connect, with funds going directly to the business’s bank account. The branded customer portal is available on Professional and Business for estimates, invoices, job progress, service-asset history, messages, and service requests. QuickBooks Online sync is in limited beta and can sync customers, estimates, invoices, payments, refunds, and credit notes nightly. Starter is $59 a month for one user; Professional is $129 a month for five users, and Business is $249 a month for 15 users. WorkSlate lists a 14-day trial and no free plan.
Good
- Supports more than 18 trades
- Core AI features are included on every plan
- Stripe Connect sends payments to the business's bank account
- Offline users can update job status and notes
- 14-day trial is listed
Watch out
- Starter is capped at one user
- Customer portal is limited to Professional and Business
- QuickBooks Online sync is in limited beta
- Photos do not sync offline
Who it suits
WorkSlate suits trades businesses that dispatch technicians, from solo operators to organizations with 50+ technicians.
Verdict
WorkSlate combines job management, scheduling, invoicing, and AI documentation for trades teams. Check the user caps and plan requirements for customer portal access, and note that QuickBooks sync is still in limited beta.
Plans and prices
From WorkSlate's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $59 a month | 1 user · 50 customers · job and customer management · invoicing and online payments · AI descriptions and voice-to-notes |
| Inventory Management add-on | $69 a month | Available on any plan · warehouse equipment custody and material stock · QR check-in/out · low-stock alerts · audit report |
| Professional | $129 a month | 5 users included · 500 customers · additional seats $20/mo · team management and scheduling · crews and projects · estimates · service agreements · reports and profitability |
| Business | $249 a month | 15 users included · unlimited customers · additional seats $15/mo · multiple locations and unlimited crews · advanced reporting · customer feedback and ratings · priority support |
| Enterprise | Priced on request | Contact WorkSlate for Enterprise pricing |
The facts
Each one read from WorkSlate's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 3 Oct 2026
- Integrations
- QuickBooks Online sync is in limited beta and can sync customers, estimates, invoices, payments, refunds, and credit notes nightly.checked 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.checked 3 Oct 2026
- Mobile access
- WorkSlate is mobile-responsive, and its FAQ says native iOS and Android technician apps are rolling out to customers.checked 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.checked 3 Oct 2026
- Payments
- WorkSlate accepts online card payments through Stripe Connect, with funds going directly to the business's bank account.checked 3 Oct 2026
- Product
- WorkSlate is an AI-powered field service management platform for trades businesses that manages jobs, scheduling, invoicing, and customer communication.checked 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.checked 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.checked 3 Oct 2026
- Support
- The Business plan includes priority support.checked 3 Oct 2026
- Trades
- The platform supports 18+ trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair.checked 3 Oct 2026
- Workflow
- SmartFlow shows technicians the next logical action for a job based on its live status.checked 3 Oct 2026
The company
- Company background
- WorkSlate says its founders have family in the service industry and its team has decades of software engineering experience.checked 3 Oct 2026
Money
- 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.checked 3 Oct 2026
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