Work & records
Keep each job or service record connected from creation through completion.
✓Permanent job records
✓Statuses and full history
✓Recurring work
✓Files and notes
✓Searchable archive
Product
One connected workflow.Different views for the people using it.
LinkSlate connects the everyday parts of running a service business so managers, staff and customers are not working from different versions of the same job.
People & schedule
Give managers and staff one current view of who is doing what and when.
✓Staff records
✓Rota and availability
✓Calendar and scheduling
✓Assignments
✓Holiday and sickness visibility
Customers & money
Keep customer-facing and commercial activity tied to the same operational record.
✓Customer portal
✓Quotes and deposits
✓Payment records
✓Progress updates
✓Relevant files and history
Management
See what needs attention without rebuilding the picture from several sources.
✓Action-focused dashboard
✓Searchable records
✓Pro reports and KPIs
✓Weekly/monthly summaries
✓Operational alerts
Manager view
See the operation and the exceptions in one place.
The manager workspace brings the current jobs, staff, schedule, customer activity and management actions together rather than asking someone to piece them together manually.
Your operation
Today's management view
Your day at a glance
What is happening, what is late and what needs you.
18
Jobs today
12
Staff working
3
Need attention
Next job
ScheduledJOB-114 · Customer visit
2 staff assigned · customer updated
Management actions
Quote waiting1
Unassigned tomorrow1
Customer request1
Illustrative example. Your layout, terminology and available features reflect your plan and agreed setup.
Customer portal
Useful customer visibility without exposing the internal workspace.
Customers can use their reference and surname to see relevant progress, appointment information and customer actions while internal-only information remains behind the business boundary.
✓Current status and progress
✓Appointment and relevant job information
✓Quote responses, messages, requests and files where enabled
✓Customer information separated from internal operational detail
Available actions reflect the business configuration and agreed workflow. The preview uses example data based on the current portal structure.
Customer portal
Your job, updates and messages
Current position
Scheduled
Your booking has been scheduled. The appointment details are shown below.
Reference
LS-4821
Service
Site visit
Appointment
18 Sep · 10:30
Quote
Approved
Latest update
Your visit is confirmed and the assigned team has the latest job details.
Messages
Where enabled, customers can message the business without relying on a separate thread.
Customer actions
Relevant quote responses, requests and files stay attached to the customer-facing job journey.
Based on the live LinkSlate customer portal structure. Example data only; available actions depend on the business setup.
Employee view
The latest assignment without the office chasing.
Employees can see the schedule, assignment, role, notes and tasks relevant to them.
Configuration
Use your terminology and agreed workflow.
Permissions, terminology and workflow details can be configured within the chosen plan rather than forcing every business into identical labels.
Optional depth
Add automation only where it has a job to do.
Advanced automation, integrations and AI services are separately scoped rather than cluttering the normal operating workflow.
Automation & AI detail →