Workiz Inc

What is Workiz

Workiz is field service management (FSM) software designed to manage the operational needs of teams that deliver on-site services. The platform centralizes scheduling, dispatching, customer records, invoicing, payments, and reporting so office staff and field technicians can access the same job and customer information in real time. Workiz positions itself for small and mid-market service businesses across trades such as HVAC, plumbing, electrical, locksmith, garage door, appliance repair, and junk removal.

The product combines a web-based management console with mobile apps for technicians, a built-in phone system, and payment processing tools. That mix supports everyday workflows like converting leads into jobs, assigning the right technician, routing, generating invoices on-site, and following up with automated messages. Workiz also includes AI-assisted features for call handling and lead processing to reduce missed opportunities and administrative overhead.

Organizations use Workiz to reduce manual workflows—replacing paper tickets, spreadsheets, and disconnected phone systems—with a single connected system that tracks job status, technician location, and financial outcomes. The platform is also structured to support growth: shared customer records, price books, service plans, and reporting templates help teams scale while keeping service consistent.

Workiz features

What does Workiz do?

Workiz provides a suite of tools that manage every stage of a field service job from the first customer contact through invoicing and follow-up. At intake, the platform captures leads and schedules jobs with an online booking widget or through the built-in phone system. Dispatchers can assign work and optimize routes, while technicians use the mobile app to view job details, capture photos, generate estimates, and accept payments on site.

The system also manages customer communication: automated reminders, on-my-way texts, review requests, and two-way messaging reduce no-shows and speed resolution. Financial functionality covers invoicing, invoice reminders, integrated payment processing, card readers, and tap-to-pay so teams can get paid faster and reconcile accounts with less manual effort.

For operational oversight, Workiz includes reporting and dashboards that surface utilization, revenue by tech, job completion times, and outstanding invoices. The platform’s automation capabilities let you reduce repetitive tasks—automated follow-ups, rule-based dispatch, and lead-to-job conversion workflows are common examples. Workiz additionally exposes integrations and connectors to extend accounting, advertising, and CRM workflows.

Key features include:

• Scheduling and dispatching: color-coded calendars, drag-and-drop scheduling, and mobile dispatch updates for technicians.
• Mobile field app: technician-facing app with job notes, photo attachments, signatures, and on-site invoicing.
• Customer management: centralized contact records, service history, and custom fields for recurring clients.
• Invoicing and payments: create invoices in-app, accept card and mobile payments, and automate overdue reminders.
• Communications and phone system: built-in business phone line, call tracking, call recording, and automated messages.
• Automation and AI: automated follow-ups, workflow rules, Genius Answering for calls, and AI lead processing.
• Reporting and analytics: prebuilt reports and customizable dashboards to track KPIs and profitability.
• Inventory and price book: basic inventory tracking, parts management, and consistent pricing across crews.
• Online booking & website widget: 24/7 booking that converts website visitors into scheduled jobs.

Workiz pricing

Workiz offers flexible pricing tailored to field service teams of different sizes and needs, with options that typically include entry-level plans for solo contractors through enterprise plans for multi-location companies. Monthly and annual billing are commonly available, with discounts often applied for annual commitments. Feature sets commonly scale with plan level—higher tiers add advanced automation, call handling, reporting, and dedicated onboarding or account support.

Common plan names you will encounter include Essentials, Business, and Enterprise, each progressively adding features and higher usage limits. Pricing models for field service platforms like Workiz usually charge per user or per technician seat and may include add-ons such as advanced phone answering (Genius Answering), card reader hardware, or premium support. View Workiz's current pricing for the latest rates and enterprise options.

When evaluating plans, consider the total cost of ownership: subscription fees, transaction fees for payments, hardware purchases (card readers), and any costs for additional phone minutes or AI answering. Many teams find that automation and faster invoicing reduce operational costs enough to offset subscription fees within months.

How much is Workiz per month

Workiz offers monthly pricing options with rates that vary based on the number of users and the feature bundle selected. Monthly plans allow smaller teams to start with a lower short-term commitment and scale up as they add technicians or enable premium services like advanced call answering. Check Workiz's monthly pricing for the most accurate per-month rates and to compare what each tier includes.

How much is Workiz per year

Workiz provides annual billing options that typically include a discount compared to monthly billing and are designed for teams ready to commit to longer-term use. Annual plans can be more cost-effective for businesses that plan to scale and want predictable operating expenses. Review Workiz's annual pricing to see the savings for yearly commitments and what enterprise-level support is available.

How much is Workiz in general

Workiz pricing ranges from entry-level subscriptions to enterprise agreements depending on the size of your team and the features you need. Small single-tech operations can often start with a light plan or trial, while larger businesses select higher tiers that include advanced automations, AI answering, and priority support. For a precise estimate tailored to your business, consult the Workiz pricing hub at Workiz's current pricing.

What is Workiz used for

Workiz is used to run day-to-day field operations for service businesses: booking jobs, dispatching technicians, tracking work progress, and handling customer billing. Office admins use Workiz to manage calendars, monitor technician location and job status, and maintain service histories and customer records. Technicians use the mobile app in the field to access job details, record work done, capture signatures, and accept payments.

The software also supports sales and revenue workflows: online booking widgets and phone systems help capture more leads, service plans and proposals help increase recurring revenue, and integrated payments speed cash flow. Marketing and operations teams use call tracking and ad attribution data to measure campaign ROI and optimize lead sources.

Finally, Workiz is used to automate repetitive administrative tasks. Automation rules handle confirmations, reminders, review requests, and overdue invoice notices, which reduces no-shows and administrative time. Managers use built-in reporting to identify underperforming routes, measure technician productivity, and plan staffing or marketing changes.

Pros and cons of Workiz

Workiz provides an integrated solution that reduces the number of disparate systems required to run a field service business. The platform combines scheduling, phone, payments, and reporting in one package, which simplifies training and reduces data silos. Many teams report faster booking and payment cycles after adopting an integrated FSM solution like Workiz.

The mobile-first approach is a strong benefit: technicians can complete jobs without returning paperwork, and dispatchers get live updates from the field. Workiz’s AI features—such as Genius Answering and automated lead processing—help capture overflow and off-hour calls, increasing booked jobs and reducing missed opportunities.

On the trade-offs side, advanced features and higher automation levels tend to live behind higher-priced plans or add-ons, so costs can rise as teams scale and adopt premium services. Companies migrating from legacy systems may invest time in mapping historical data and training staff, even though Workiz promotes quick onboarding with specialist support.

Another consideration is platform fit: businesses with highly specialized workflows or deep integrations with niche internal systems may need custom integrations that require additional configuration. Finally, any system that centralizes operations introduces reliance on a single vendor for several critical processes (phone, payments, scheduling), so teams should evaluate redundancy and data export capabilities.

Workiz free trial

Workiz provides trial access and free-to-try options intended to let teams test core features—scheduling, mobile app, invoicing, and online booking—before committing to a paid plan. Trial periods allow companies to validate setup steps, test technician workflows, and measure early impact on booking and payments. During a trial you can typically test integrations, phone handling features, and run sample jobs through the full workflow.

Trials are most useful when you create realistic jobs, invite a technician to the mobile app, and try a full invoicing and payment flow to confirm reconciliation and tax handling. If you plan a migration from another FSM platform, use the trial to test data import and to evaluate how much manual cleanup will be required. Check Workiz's pricing and trial details for specific trial lengths and any limitations.

When starting a trial, involve both office users and field technicians so you can evaluate adoption and spot configuration gaps. Many teams pair the trial with one or two onboarding sessions to accelerate setup and capture best practices that match their trade and business model.

Is Workiz free

Yes, Workiz offers a free trial and a free-to-try entry point so prospective customers can evaluate the platform before purchasing. The free option is intended for testing workflows and small-scale use; for full functionality and higher usage limits you will typically choose a paid tier. For exact eligibility and the current free offers, view Workiz's current pricing.

Workiz API

Workiz supports integrations and developer-friendly connections that let businesses extend the platform into existing systems. The product marketplace and integrations hub link common business tools—accounting platforms, payment gateways, marketing tools, and calendar systems—so data can flow between Workiz and your back-office software. Explore the integration options in the Workiz integrations hub at Workiz integrations.

For teams that require custom automation, Workiz offers webhooks and API endpoints to push job events, customer updates, and payment notifications to external systems. That enables automatic posting to accounting ledgers, CRM synchronization, or triggering third-party logistics and inventory services. Developers can build middleware to ingest Workiz events and orchestrate multi-system business processes.

If you rely on a specific accounting or advertising stack, confirm whether a native connector exists or plan for a short integration project using the API or third-party automation platforms. Workiz’s ecosystem typically includes prebuilt connectors for common partners and a developer route for bespoke requirements.

10 Workiz alternatives

When evaluating alternatives, consider how each product maps to your priorities—scheduling depth, dispatch optimization, phone integration, payment processing, or industry-specific features.

Paid alternatives to Workiz

• Jobber — Scheduling, quoting, and invoicing for small to mid-sized service businesses with simple team workflows and client portals.
• ServiceTitan — Enterprise-grade FSM with deep reporting, robust dispatch, and comprehensive accounting integrations aimed at large contractors and franchises.
• Housecall Pro — All-in-one field service app with a strong focus on small businesses, offering booking, payments, and marketing tools.
• FieldEdge — Technician-focused field service solution that integrates with QuickBooks and emphasizes real-time job details and routing.
• ServiceM8 — Lightweight scheduling and job management designed for small teams and solo technicians with strong mobile-first workflows.
• mHelpDesk — Field service product with work order management, scheduling, and billing features for small to medium trades.
• Service Fusion — Comprehensive FSM with dispatch, mobile app, and payments, marketed to growing service companies.

Open source alternatives to Workiz

• Odoo — Open-source ERP with a Field Service app; modular architecture lets you add accounting, CRM, inventory, and field service features.
• ERPNext — Open source business suite that includes a Field Service module for work orders, maintenance scheduling, and customer management.
• OpenMAINT — Focused on maintenance and asset management, useful for organizations requiring planned maintenance and inventory tracking.

Frequently asked questions about Workiz

What is Workiz used for?

Workiz is used for field service operations management. It helps businesses schedule and dispatch technicians, manage customer information, process payments, and automate routine communications. Teams use it to replace paper processes and centralize on-site service workflows.

How does Workiz handle scheduling and dispatch?

Workiz provides drag-and-drop calendars and automated dispatch rules. Dispatchers can assign jobs by skill, proximity, or availability and update schedules in real time; technicians receive instant mobile updates and route guidance. The system also supports recurring jobs and shift-based calendars.

Does Workiz include a built-in phone system?

Yes, Workiz includes an integrated phone system. The built-in phone tools offer call tracking, recorded calls, and automated call handling with Genius Answering to capture missed calls and book jobs. Phone integration also supports call attribution to marketing campaigns.

Can Workiz process payments in the field?

Yes, Workiz supports on-site and online payments. Technicians can accept card payments via the mobile app or card readers, and offices can send secure online invoices with click-to-pay links. The platform also supports tap-to-pay and integrates with common payment processors.

Is Workiz suitable for small businesses?

Yes, Workiz is designed to serve small and growing field service businesses. Entry-level plans and a trial period allow solo contractors and small teams to test core features, while higher tiers offer advanced automations and phone handling for scaling operations.

Why use Workiz over spreadsheets and paper tickets?

Workiz eliminates manual tracking and fragmented information. Centralized job records, automated reminders, and mobile access reduce scheduling errors, lost invoices, and unpaid jobs—resulting in faster billing cycles and clearer operational visibility.

When should a business consider moving from a basic plan to an enterprise plan?

Move to a higher tier when your operational complexity increases. Signs include multiple locations, the need for advanced automations, higher call volumes requiring 24/7 answering, or when you need dedicated onboarding and enterprise-grade reporting. Upgrading often unlocks priority support and additional integrations.

Where can I find integrations for Workiz?

Workiz provides a marketplace of native integrations and API access. Common integrations include accounting software, payment gateways, and marketing platforms; custom integrations are possible using webhooks and the API. Explore available integrations at Workiz integrations.

How secure is customer and payment data in Workiz?

Workiz implements standard security controls for customer and payment data. The platform uses encrypted communications for transactions, role-based access controls, and audit trails to protect data and track changes. For enterprise needs, Workiz also offers enhanced security features and compliance options.

Does Workiz support industry-specific workflows like HVAC or locksmithing?

Yes, Workiz includes industry-specific tools and templates. The platform provides price books, service plans, and proposal templates tuned for industries such as HVAC, plumbing, locksmiths, garage doors, and junk removal, which speeds onboarding and standardizes service offerings.

Workiz careers

Workiz hires across product, engineering, customer success, sales, and marketing roles and often lists open roles on its careers page. Roles emphasize both remote-capable positions and San Diego-based teams, reflecting the company’s office presence and distributed workforce. Candidates can expect to see job descriptions that outline responsibilities, required experience, and the company’s approach to product development and customer support.

The careers area also highlights company culture and benefits, such as professional development, team events, and health-related perks common in growth-stage SaaS companies. For people interested in working in the field service software space, Workiz offers roles that intersect product design, customer operations, and vertical-specific product expertise.

If you’re considering applying, review the job listings and prepare examples of how you’ve shipped software, supported customers in a fast-paced environment, or contributed to product-market fit in service industries. Visit the Workiz careers page for open positions and application details at Workiz careers.

Workiz affiliate

Workiz offers partner and affiliate programs for agencies, marketing partners, and field service networks who refer customers or integrate Workiz into broader service offerings. Affiliate partners typically receive referral fees or revenue share for successful sign-ups and may get access to partner marketing materials, co-branded resources, and sales enablement tools.

Partnership programs are useful for consultants who implement FSM systems for clients, marketing agencies that drive leads for service businesses, and hardware vendors that bundle card readers or telephony with software. To learn about partner tiers, commission structures, and eligibility, review the partner program information at Workiz partner program.

Where to find Workiz reviews

User reviews and third-party evaluations of Workiz are available on software marketplaces and review platforms, which illustrate real-world pros and cons across different trades and company sizes. Look for customer reviews on industry sites like Workiz reviews on G2 and Workiz on Capterra to read accounts of onboarding, feature usage, and support experiences.

When reviewing feedback, focus on reviews from businesses similar in size and trade to yours to get relevant insights into implementation time, ROI, and how well phone and payment features meet operational needs. Reviews often highlight things to test during a trial: data imports, mobile app usability, and call handling quality.

Workiz

Workiz is a complete FSM platform built for teams that run mobile service operations. It combines scheduling, dispatch, field mobility, communications, invoicing, payments, and reporting into a single product suite that aims to reduce administrative work and improve cash flow. The inclusion of AI call handling and lead processing further positions it as a tool to capture more business without adding headcount.

For businesses evaluating Workiz, the most important steps are to test core workflows during a trial—booking, dispatch, technician mobile usage, and payment collection—and to validate integrations with accounting or marketing tools. Consider automation needs and phone volume up front, since those factors drive both plan selection and total cost.

If you want to compare pricing, feature tiers, or plan details, view Workiz's current pricing and explore the product features at Workiz features. For technical integration questions, consult the Workiz integrations hub or contact their sales team to discuss enterprise requirements.