DaySlateFour-stage deal board
LiveNew, Contacted, Booked, Won. Move a card right as the job moves. Every card shows its dollar value and the ad source that produced it.
Private beta · Ontario
DaySlate
The calendar is the CRM.
DaySlate is scheduling and customer-management software for local service businesses in Canada — contractors, auto shops and clinics. It holds a business’s bookings, customer records, two-way texting and a simple deal board in one place. It can connect to the owner’s Google Calendar so jobs booked in DaySlate appear on the calendar they already carry. And every lead arrives carrying the ad click that produced it, so the business can tell which advertising produced paid work rather than only enquiries.
No card. No contract. We set up your first week with you.
Nobody updates the CRM.
Everybody updates the calendar.
So we built the CRM into the calendar.
Win the job. Your ads find you another.
- 01 · ClickThey search “water heater replacement Barrie” and tap your ad.
- 02 · RecordThe lead lands carrying its campaign, keyword and click ID.
- 03 · JobFront desk books it at $1,450 and moves the card to Won.
- 04 · ReportThe job’s value goes back, so the algorithm bids toward jobs — not form fills.
Straight up: steps 01–03 work today. Step 04 is designed and queued — DaySlate is not sending conversions yet, and Settings says so.
What it does
Everything the front desk needs. Nothing it doesn’t.
Six capabilities, plainly described — with an honest status on each.
Lead capture with ad attribution
LiveEnquiries from your site arrive as customer records carrying the campaign, keyword and click ID. One snippet on your website; we install it with you.
- Source
- Google Ads
- Campaign
- Emergency Plumbing
- Keyword
- drain cleaning barrie
- Click ID
- Cj0KC…8Qw
Bookings & schedule
LiveDay and week views, jobs sized to their duration. Services carry price and length, so booking takes fifteen seconds.
Customer records
LiveOne card per customer: phone, address, every job, notes the whole desk can find, and where they came from.
Two-way texting
Carrier pendingText from your own business number, the thread on the customer’s record. Built and tested; off until carrier registration clears.
Conversion reporting
ComingWin a job and its value goes back to Google Ads and Meta as an offline conversion. Designed and queued — not sending yet.
Optional connection
Why DaySlate asks for Google Calendar access
DaySlate keeps its own schedule and works completely on its own. Connect one calendar to see your jobs in the Google Calendar you already live in — or never connect it at all.
What the connection does
- Writes each DaySlate booking into the one calendar you choose — customer, service, address.
- Reads the events already on that calendar, so a job never lands on top of your kid’s hockey game.
- Updates or removes the event when the job moves or cancels, so the two never drift apart.
What it never touches
- Gmail, Drive, contacts, or any other Google data. Events on the calendar you picked — nothing else.
- Never shared with another DaySlate account, never used for advertising, never sold.
- Nothing permanent — disconnect in Settings or revoke from your Google Account; written events stay put.
Coming Built and in review. Until it ships it appears in Settings marked unavailable — no account is reading or writing Google Calendar data. The full detail is in the privacy policy.
Three kinds of business.
Pick yours at setup and the whole app changes to match — services, intake questions, vocabulary.
Contractors & trades
Plumbing · HVAC · Electrical · Roofing
Address on the job, deposit noted at booking. The 6 a.m. emergency that came from an ad stays tied to the invoice it became.
Auto shops
Repair · Tires · Detailing
Bay time blocked by service length, vehicles on the record, and the brake campaign judged on brake jobs sold.
Clinics & healthcare
Dental · Physio · Chiro · Optometry · Vet
Patients, not “customers”. Recalls, a column per practitioner, and new-patient spend measured against filled chairs.
Why it exists
We spent years buying ads for Ontario service businesses. The ad account showed which keywords produced enquiries — nobody could tell us which produced paid work. DaySlate is that missing half.
Straight answers.
- What does it cost?
- Beta accounts aren’t billed. Pricing is set before the beta ends and you’ll see it in writing before it ever applies to you.
- Do I have to hand over my ad accounts?
- No. Bookings, records and the board work with nothing connected. Attribution needs a snippet on your website; conversion reporting will ask for Google Ads access when it ships, and you can decline it and keep everything else.
- Do I have to drop my current tool?
- Not on day one. Most businesses run new jobs through DaySlate for two weeks while the old system winds down. We import your customers and bookings for you.
- Whose number do texts come from?
- Yours — the number your customers already know. Carrier registration is in progress; texting stays off until it clears.
See it on your own jobs.
Twenty minutes, screen shared, your trade loaded in. We book two of your real jobs while you watch. If it isn’t a fit, we’ll say so.