01
Work comes in
Create or receive the job, request or recurring work and keep the commercial and customer information connected to it.
How it works
From work coming into one reliable record.
LinkSlate connects the normal handoffs between jobs, staff, schedules, customers and management so the current picture is easier to maintain.
02
Schedule and assign
Put the right people, date, role and relevant information against the work.
03
Keep everyone current
Managers see the operation, staff see their assignment and customers see the information intended for them.
04
Complete and keep the history
Updates, files, payment records and completion history stay with the permanent record. Pro adds deeper reporting and management visibility.
From demo to launch
Know what happens before you agree to change systems.
The demo is the fit check. Setup starts only after the scope and commercial position are agreed.
1
Tell us the workflow
Use the demo request to show us your team, current tools and the parts of the operation that create the most admin.
2
We configure LinkSlate
If the fit is right, we agree the plan and configure the workspace, terminology, roles and normal workflow rather than handing over an empty account.
3
We check the setup
Where agreed, we help with one suitable structured data import and test a realistic workflow across the manager, staff and customer views.
4
Handover and launch
We walk the manager through the normal day, make agreed final adjustments and confirm the practical go-live point.
We agree a target go-live point after the workflow and data scope are understood rather than publishing one timeline for every business.
Onboarding detail
Open the detail only if you need it.
What standard onboarding includes+
✓Initial requirements and setup review
✓Standard workflow and terminology configuration
✓Initial manager/user setup assistance
✓Reasonable help with one suitable structured data import
✓One standard onboarding/handover session
✓Normal launch guidance
What is scoped separately+
→ Large-scale historic data cleansing or reconstruction
→ Bespoke migration development
→ Third-party integrations
→ Major custom development
→ Extensive non-standard configuration
→ On-site work unless expressly agreed
Make the demo prove it
Bring us the awkward parts of your current process.
We prepare the walkthrough around the places where your team repeats updates, checks several systems or handles the same customer/admin task again and again.
See pricing and Founding 5 →