A job arrives, gets held on the calendar, picks up a crew and a gear list, turns into a quote, a call sheet and an agreement, goes out to the people who need it, gets shot, and gets paid. In KitSlate that is one production the whole way through — so the same information carries forward instead of being re-entered on each document.
You create the job once. The client, the dates, the studio, the crew, the equipment and every document after that belong to that production — which is why the call sheet already knows the call time, the invoice already knows the lines, and the answer to “did they confirm?” is on the job rather than in your sent folder. Not every production uses all of it. The ones it does use are already filled in.
Nine things, one job. You do not create nine documents that happen to share a name — you create the production, and each document is drawn from what it already holds.

The nine stages KitSlate actually tracks. You never set one — each is reached by something really happening: a document sent, a crew reply, a case packed, a payment recorded.
Most work is a maybe first. KitSlate holds it as a maybe: a 1st, 2nd or 3rd hold, a pencil booking, a client meeting, a scout, travel, a gear reservation, a studio day out for maintenance, a delivery deadline. Each carries its own status — inquiry, hold, quoted, awaiting approval, confirmed — and each one that turns into real work becomes a production, which is where everything after this happens.

By email, by phone, or through the contact form on your public page — which arrives as a job with the client and dates already on it.
A hold or a pencil booking sits on the calendar with the date genuinely marked, so a second enquiry for the same day is not a surprise.
Holds and pencils are the two things that turn into a production. From here the container exists, and everything else attaches to it.
Both come out of databases you already have: the client’s company and contact, and the crew’s role, rate, pronouns, dietary needs and paperwork.
Book gear, a kit or a crew member already committed to an overlapping job and KitSlate names each clash and the job that has it, before anything is saved.

That distinction is the one thing worth being clear about. Your inventory is built once — every camera, lens and light with its serial, its case, its day rate and what the market says it is worth — and it stays put. A gear list is a selection out of it, made for one production, and it is what gets packed, priced, sent and returned. Building the inventory itself comes last in this stage — because an invoice can do most of it for you.
Gear grouped by category, by location or by case, with serials, day rates and condition on each item. Bundle the things that always travel together into a kit — an A-cam package, a lighting package — and the kit is one thing to pick from then on.
Carries forward: rates, serials and cases
Open the production’s equipment picker and your whole inventory is there. Tick items and kits and they gather into a tray on the right — grouped by category, priced as you go, with a running equipment total for the day. Save it, and it is that production’s gear list.
Carries forward: the line items the quote is priced from
A gear list is built, then packed — ticked off case by case — and after the shoot, returned. It can be sent as a document too, to a rental house or whoever is collecting. Anything still out, or faulty, is a count on the dashboard rather than something you remember to check.
Carries forward: what is still out after the job
1 invoice read — 1 new job created under Mixel (Demo) (they sit at the bottom of All Projects as history).
2 equipment lines added — 0 recognised as items you own, so that income now counts toward per-item earnings, payback and the Home tiles.
The full invoice is tracked too: $1,138.00 · Unpaid · due 2026-07-30 — it’s in the Income tracker, and the job got its Invoice tab.
One invoice, and the rest starts filling itself in — from Create Production, straight into the drop.
Nothing lands until you hit Import: the equipment lines, the money and the job — each yours to untick, line by line.
A job created, the money tracked — and you decide which equipment becomes yours. Fees and services are already unticked.
Filed with All Projects as history — and a read-only Invoice tab with the original attached.
Total, status and due date in the Income tracker — and every line on the job’s quote and gear list.
The items you ticked are inventory now — this invoice’s income counts toward per-item earnings and payback.
The job, the invoice, the money and the equipment — each where it belongs, ready for the next production.
One invoice, and the rest starts filling itself in. It begins where every job begins — Create Production › Import Invoice — and takes an invoice PDF or a CSV your accounting software exported. You never have to say which system the file came from.
Nothing lands until you hit Import. Three choices — the equipment lines onto the job’s quote and gear list, the money into the Income tracker, the read-only Invoice tab on the job — then every line, ticked or unticked, with KitSlate telling equipment from fees.
Import selected, and before you’ve typed a thing: a job created and filed with All Projects as history, the equipment lines on its quote and gear list under IMPORTED FROM AN INVOICE, and the money — $1,138.00 · Unpaid · due 2026-07-30 — in the Income tracker, with a read-only Invoice tab on the job and the original PDF attached.
1 invoice read — 1 new job created (they sit at the bottom of All Projects as history).
2 equipment lines added — 0 recognised as items you own.
The full invoice is tracked too: $1,138.00 · Unpaid · due 2026-07-30 — it’s in the Income tracker, and the job got its Invoice tab.
Fees and services are unticked already. Tick the real equipment and each row is created in your inventory — and this invoice’s income links straight to it, counting toward per-item earnings and payback.
The invoice did not disappear: the job carries a read-only Invoice tab with View original opening the PDF you dropped, the Income tracker carries the money, the gear list carries the lines — and the equipment you ticked is inventory now, already earning against this invoice.
Once it’s in KitSlate, the information keeps moving.The production the import just created is the same production the paperwork is built from.
This is the part that usually costs an afternoon: the same names, dates, rates and addresses typed into three different files. Here each document is drawn from the one before it — starting from the gear list you just built.
Client, dates, studio, crew — and the gear list you just watched fill.
Equipment, crew, studio and fees, priced from the gear list.
Times, venue, schedule, contacts, safety, meals — and the weather.
Talent and location releases, or wording of your own.
Numbered and dated, frozen from the approved quote.

The top — the company sending it, the client, the production and the terms
The middle — equipment, labour and misc, line by line, with subtotals
The bottom — the total, and when and how it is to be paid
The quote in full — the company and client, every line item with its subtotals, the total and the terms
Goes out as branded email from the company running the job, with a PDF attached.

The top — production, venue, the address and the four call times
The middle — crew and talent with their own call times, then the schedule
The bottom — the rest of the day, safety, meals and the notes
The call sheet in full — call times, crew and talent, the schedule, and the safety, meals and notes below it
Goes out as branded email with a PDF attached — and each recipient also gets their own live page.

A talent release, a location release, or wording of your own — one signing system for all three, and attaching one to a production that already has a call sheet fills the cast in. Each signer gets their own private link; nobody creates an account, and minors are flagged for a guardian’s signature.


A template belongs to no company and no job. Every field it cannot know — who you are, what the production is called, when it shoots — is marked in amber in the editor, and takes its value from the production the agreement is created on. The deal terms arrive already filled from the quote, the booking and the call sheet, each one saying where it came from, each one yours to type over.


That paperwork is only worth anything once it reaches people. You can send straight from KitSlate instead of downloading a PDF and attaching it yourself. Documents go out as branded email from whichever company is running the job — and then keep telling you what happened to each one, per person, without you asking anybody.


Their details, the quote, the agreement, the invoice — Send with… puts them in one email, and each stays its own KitSlate document, signed, paid and tracked exactly as if sent alone. They get one page that shows what is done and what is left, and every receipt they land on offers the way back to it.


Every form ends the same way: a Sent card saying what went to you and what happens now, the way back to their other items, and the complete form as they sent it — with print or save as PDF offered only now, when there is something final to print. A copy reaches their inbox at the same moment, and the answer lands on your production.


The same call sheet reaches a person as a PDF they can keep, print or forward, and as their own live page — the current plan, their call time, their schedule and their documents, at a link that does not go stale. One send, one token, both.



Their link opens their brief — and the confirm sits on it, under their call time
One tap — and the button becomes the state, in place. No login, no account, nothing to install.
Each person gets their own email, addressed to them, opening with their own call time and where to be, with the sheet below it and a PDF attached — no group thread and no reply-all. Their link opens their own production brief: the schedule, the contacts and the documents that are theirs, and the place they confirm. Opened and Confirmed arrive on their own, name by name — Noah has not opened his yet, and the page says so rather than guessing.
The ticks are not decorative and they are not all the same. Each kind of document has its own ladder, ending where that document is genuinely done — and KitSlate only claims the rungs it can actually observe.
KitSlate only shows a status it can actually measure. Where a document has no real open tracking it says so rather than printing a nought nobody counted, and anything that fails to deliver says Failed, against the name it failed for.
On the morning of a shoot the question is not “what did I send?” but “what is happening today, and what still needs a hand?” Today answers that first: what is shooting, who is working, what is still out of the store, what is unread, and an attention list split into what is critical, what requires action and what is simply waiting.


The shoot is wrapped and the gear is back on the shelf. One click freezes the accepted quote into a numbered, dated invoice — same lines, same numbers — or raise one from scratch when there was never a quote. It carries your own payment details and a link the client can pay from, and what happens next comes back on its own.

Back in PACK you watched one dropped invoice build a job, its money and its gear. The same importer has a door right on the Invoices page — for the rest of what you raised in Wave, in QuickBooks, in whatever came before — and the same rule holds the whole way through: KitSlate reads the file, shows you what it found, and saves nothing until you say so.
The hinge is your own invoice number, written on the production as its accounting reference. Every import reads it — so the payment truth lands where the work is.
And the door swings both ways: documents export to PDF, and clients, crew, inventory, income and expenses export to CSV that Wave and QuickBooks import — QuickBooks’ own invoice format included, from the Studio plan up.
The first job you set up in KitSlate takes the longest, because it is where the inventory, the crew and the clients get entered. Everything after that is a selection rather than a rebuild.
Copy a job that went well — the crew, the schedule and the pricing come with it. Or copy just the call sheet: the sheet arrives unsent with the crew still properly linked, and the quote deliberately stays empty.
Bundle gear that always travels together into a kit and add it in one pick. Quote presets, call sheet templates and agreement templates do the same for the paperwork.
Crew, clients and their contact details, rates, roles and terms live in their own databases. A new production draws on them; it does not re-ask for them.
Day rates sit on the items and the people, so the next quote prices itself from the same numbers — and the Rate Guide shows where those numbers sit against the market.
So KitSlate has a Night mode with a depth to it, one switch in the top bar — and one thing it deliberately leaves alone.
An edit bay with the lights down. A red-eye with the cabin dark. A van at 5am waiting for a location to open. Day is the default and it is where most people stay — right up until the point it is not.

THEME · Night · Day sits in the top bar on Home and again in Settings — the same control in both places, never two that drift apart. The whole workspace follows it. Night also has a depth: one slider slides every surface down together, from a soft grey through the default to true black, for an OLED screen or a bay with the lights off. It only appears at Night, because in Day there is nothing for it to do.

The call sheet, the quote, the gear list and the invoice stay on white paper at every depth. Night is how you look at your own workspace, not a second design for your paperwork — so what a client opens, what prints, and what is attached to the email is the same document either way. If you would rather edit on dark paper too, that is its own switch, and it stops at the editor.

And Day is the same tap back. The setting is stored with your workspace, so the next machine you sign in on opens the way you left it — and this page has the same switch in its own top bar, if you would rather see it happen here than read about it.
Branding, the AI that fills the forms, the free public side, and the two promises that make the rest safe to rely on.
Run more than one business? Each keeps its own jobs, calendar, branding and books — and every document above prints and sends under whichever company owns the job.
You never pick a template. The company running the job sets the letterhead, colours, bank details and the address every email sends from — so a client only ever sees the business they hired.
It reads the paperwork you already have and fills the forms. It does not decide anything, and it never acts on its own.
The AI lives inside the flows you already saw — it fills the forms so you don’t. You watched an invoice become inventory back in PACK; the same reader takes the rest of the paperwork. Paste any production’s call sheet — from an email, a PDF, whatever — and the crew, schedule and venue land on your job’s sheet. Even a photo of a shelf becomes inventory. Every one of these lands as a filled-in form you review and save: nothing is written to your workspace until you say so.
Everything above is the job. These two sit outside it: the page that gets you hired, and the market you sell idle kit into. Neither costs anything, and neither needs the production toolkit.
Publish a page at kitslate.app/profile/you — your photo, the roles you work, the city you are in and the kit you own, with your showreel embedded from Vimeo or YouTube. It is the same workspace underneath: an enquiry from the contact form arrives in KitSlate as a job with the client and dates already on it, so the flow above starts without you re-typing anything.


List an item straight from the inventory you already built — name, photos and condition carry across, so a listing takes about a minute. Listings are public, so buyers browse without an account and message you directly. KitSlate never handles the money: the deal stays between the two of you.
Two promises that make everything above safe to rely on — price against the market without guessing, and never get locked in.
If you run your kit out of Gear List for Video Professionals — or any gear sheet with categories, serials and prices — your whole inventory crosses in one CSV. You don't map columns and you don't retype anything.

The sandbox is a full, populated workspace — open a production, build a gear list, send a call sheet and watch the statuses change. No account, nothing to install.