Fieldwork From $59/mo 9.1 Visit WorkSlate
getworkslate.com
What it is
WorkSlate is an AI-powered field service 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 uses a job’s current status to show technicians the next logical action. 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 going directly to the business’s bank account. A branded customer portal is available on Professional and Business for estimates, invoices, job progress, service history, messages, and requests. QuickBooks Online sync is in limited beta and syncs listed records nightly. Starter costs $59 a month and is capped at one user; Professional is $129 a month with five users, and Business is $249 a month with 15 users. There is no free plan, and a 14-day trial is listed. Native technician apps are rolling out to customers.
Spec sheet
- Product
- WorkSlate is an AI-powered field service management platform for trades businesses that manages jobs, scheduling, invoicing, and customer communication.Read 3 Oct 2026 · getworkslate.com
- Integrations
- QuickBooks Online sync is in limited beta and can sync customers, estimates, invoices, payments, refunds, and credit notes nightly.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- Support
- The Business plan includes priority support.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- Company background
- WorkSlate says its founders have family in the service industry and its team has decades of software engineering experience.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- Mobile access
- WorkSlate is mobile-responsive, and its FAQ says native iOS and Android technician apps are rolling out to customers.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- Payments
- WorkSlate accepts online card payments through Stripe Connect, with funds going directly to the business's bank account.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- 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.Read 3 Oct 2026 · getworkslate.com
- Trades
- The platform supports 18+ trades, including HVAC, plumbing, electrical, landscaping, roofing, cleaning, and appliance repair.Read 3 Oct 2026 · getworkslate.com
- Workflow
- SmartFlow shows technicians the next logical action for a job based on its live status.Read 3 Oct 2026 · getworkslate.com
Plans and prices
Starter $59 a month 1 user · 50 customers · job and customer management · invoicing and online payments · AI descriptions and voice-to-notes Read 3 Oct 2026 · getworkslate.com
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 Read 3 Oct 2026 · getworkslate.com
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 Read 3 Oct 2026 · getworkslate.com
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 Read 3 Oct 2026 · getworkslate.com
Enterprise Priced on request Contact WorkSlate for Enterprise pricing Read 3 Oct 2026 · getworkslate.com
Strong points and limits
Strong points
- Core AI features are included on every plan
- Stripe Connect sends payments directly to the business
- Professional and Business include a customer portal
- Offline status and notes sync when connectivity returns
Limits
- Starter is limited to one user
- QuickBooks Online sync is in limited beta
- Photos do not sync while offline
- No free plan is listed
Who it suits
It suits trades businesses dispatching technicians, from solo operators to organizations with 50+ technicians. The maker says fleet management and complex inventory are outside its intended scope.
Verdict
WorkSlate covers field jobs, customer communication, and payments, with plan-based team limits and a customer portal on higher tiers. Check the offline photo limitation and beta status of QuickBooks sync if those workflows matter.
Where Specifiction places it
- Pest Control Software#23 of 267.6
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