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Description
Trade Service Pro makes the hard work for you easier. Estimates and eSign. Invoices, ePayment, scheduling, and much more. Take control of your back office and on-the-job needs. Increase your productivity and customer satisfaction. Enter all customer and lead requests to keep track of what is needed, when, and why. You can do all this without scribbled-down notes, scattered tasks, or faulty memory. Create and email invoices and proposals at the jobsite, in the office or wherever you are. Empower your team to do the job. Create and send professional proposals directly to your customers' inboxes, where they can accept them and eSign.
Description
Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.
API Access
Has API
No
API Access
Has API
No
Integrations
ChatGPT
No
Claude
No
Model Context Protocol (MCP)
No
Stripe
Yes
Zoho Books
No
Integrations
ChatGPT
Yes
Claude
Yes
Model Context Protocol (MCP)
Yes
Stripe
No
Zoho Books
Yes
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Pricing Details
₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Trade Service Pro
Founded
2022
Country
United States
Website
tradeservicepro.com
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
No
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
No
For Builders
No
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No
Alternatives
Alternatives
No Alternatives
