Workiz

In short

Workiz is field service management software aimed at home service businesses, with scheduling and dispatching, estimates, invoicing, online payments, lead management and a CRM in one product. What sets it apart in this category is the phone layer: a built-in phone system with call tracking is listed on every plan, and an AI answering assistant is positioned as a way to book jobs from missed calls.

Is Workiz any good for a small trades business?

Workiz is a good fit for a small HVAC, plumbing or electrical company that wants the office phone, the calendar and the invoice in one account instead of three. Its own pages name HVAC, plumbing, electrical contracting, locksmith, appliance repair and garage door services as the core trades.

If your crew is landscapers or roofers, the trades named on the pages we reviewed do not include yours, so check a demo carefully against your workflow before you buy.

What does Workiz do?

Workiz covers the whole job cycle from the first call to the paid invoice. The features page lists a drag-and-drop calendar for scheduling and dispatching, custom-branded estimates and invoices, online payments including card readers, a mobile app for the field team, and a client database with job history and communication records.

It also lists GPS location tracking for technicians, service area mapping, multi-day job planning with checklists, subcontractor management and commission automation.

Which plan do you need?

Workiz sells three plans: Standard, Pro and Ultimate. Estimates, invoicing, online payments, scheduling, the phone system, call tracking, CRM and GPS tracking are shown on all three; the differences are how many automations you get, whether multi-location management is included, and whether inventory management is included.

Who it's for

Workiz suits an owner-operator or a small office where most new work arrives by phone, and where missed calls cost real jobs. A built-in phone system with call recording and call masking means dispatchers can call customers from the app without exposing personal cell numbers.

The AI answering assistant is described as a dispatcher that books or reschedules jobs, which matters for after-hours and busy-day calls.

Who should look elsewhere

Look elsewhere if you need to see a price before talking to anyone: the pricing page shows a request-pricing button on every plan rather than amounts. Also look elsewhere if you have a long-standing phone provider you will not change, since the main differentiator is the integrated phone layer. Housecall Pro, Jobber and Service Fusion are the closest field service alternatives in our catalog.

Integrations

Workiz connects with QuickBooks, Google Calendar, Angi, Thumbtack and Zapier, plus other platforms listed on the features page. For an owner who buys leads from Angi or Thumbtack, that connection is the practical reason to look at it. The homepage also names Yelp among the integrations.

Limits to know

Prices are not public, so you cannot compare Workiz against competitors on a spreadsheet before a sales conversation. Multi-location management and inventory sit on higher plans, and the number of automations is capped by plan. The demo page is a walkthrough booking form and carries no pricing.

What to check on pricing

Ask for the price of the plan that matches your crew, and ask how it scales as you add technicians. Confirm whether phone usage, texting and payment processing carry their own fees. Our pricing table shows "vendor site" for Workiz because the vendor does not publish amounts; see /tools/workiz/pricing for what we can and cannot confirm.

Alternatives and when they fit

• Housecall Pro if you want published plan prices and a widely used all-round field service tool.
• Jobber if your work is quote-and-recurring-visit heavy and you value simple invoicing.
• Service Fusion if you want unlimited users on every plan and a month-to-month term.
• FieldPulse if you want a quote-based field service tool aimed at job and team management.

How we reviewed it

We read Workiz's own homepage, pricing page, features page and demo page. We did not use review sites for feature claims, we did not restate any prices, and we did not verify claims such as time saved or ownership details that the vendor does not document on those pages.