- Home
- Pest Control Software
- WorkSlate
WorkSlate
What it is
WorkSlate is field service management software for trades businesses, bringing job management, scheduling, invoicing, and customer communication together. It supports more than 18 trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair. Its SmartFlow feature guides technicians to the next logical job action based on the job’s live status. AI tools include voice-to-notes, photo captions, 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 sent to the business’s bank account. A branded customer portal, available on Professional and Business, lets customers review estimates, pay invoices, follow job progress, view service-asset history, message the business, and request service. QuickBooks Online sync is in limited beta and can sync customer and financial records nightly. WorkSlate is available on Android, iOS, and the web. Starter costs $59 a month, with a 14-day trial listed and no free plan.
For and against
For
- Supports more than 18 trades.
- Core AI features are included on every plan.
- Stripe Connect sends payments to the business's bank.
- Customer portal supports estimates, invoices, and service requests.
- Offline users can view schedules and update job notes.
Against
- Starter is capped at one user.
- Customer portal is limited to Professional and Business.
- Photos do not sync while offline.
- QuickBooks Online sync is in limited beta.
The verdict
WorkSlate combines trade-focused job workflows with AI documentation and payment tools. Check plan user caps and portal access against your needs before choosing a tier.
Who it suits
It suits trades businesses dispatching technicians, from solo operators to organizations with 50+ technicians. Businesses needing fleet management or complex inventory should note those are out of scope by design.
Plans and prices
Starter
1 user · 50 customers · job and customer management · invoicing and online payments
Read 3 Oct 2026 · getworkslate.com
Inventory Management add-on
Available on any plan · warehouse equipment custody and material stock · QR check-in/out · low-stock alerts
Read 3 Oct 2026 · getworkslate.com
Professional
5 users included · 500 customers · additional seats $20/mo · team management and scheduling
Read 3 Oct 2026 · getworkslate.com
Business
15 users included · unlimited customers · additional seats $15/mo · multiple locations and unlimited crews
Read 3 Oct 2026 · getworkslate.com
Enterprise
Contact WorkSlate for Enterprise pricing
Read 3 Oct 2026 · getworkslate.com
On the record
- 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 3 Oct 2026
- Payments
- WorkSlate accepts online card payments through Stripe Connect, with funds going directly to the business's bank account.getworkslate.com · read 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 · read 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 · read 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 · read 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 · read 3 Oct 2026
- Support
- The Business plan includes priority support.getworkslate.com · read 3 Oct 2026
- Trades
- The platform supports 18+ trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair.getworkslate.com · read 3 Oct 2026
- Workflow
- SmartFlow shows technicians the next logical action for a job based on its live status.getworkslate.com · read 3 Oct 2026
