Workiz review

Workiz is built around the phone. Every plan includes an integrated business line with call insights, smart messaging, ad tracking, two-way texting, call flows and call masking, and the Genius Answering AI picks up calls and inbox messages in English, Spanish and French with live transfer to your team. The job side covers a drag-and-drop schedule, dispatch, fleet and team location tracking, a price book, a client portal, online booking with optional checkout and QuickBooks Online sync. Workiz Pay handles online payments, estimate deposits, consumer financing and tap to pay. Plans are Standard, Pro and Ultimate. Pro adds multi-location management, roles and permissions, Genius Scheduling and custom reports, while Ultimate reserves the deeper operations tools: flat-rate pricing, multi-day jobs, sales proposals, checklists, service plans, inventory, purchase orders, equipment tracking and an open API. The pricing page did not show USD figures from our location, so we list the price as pending.

Who it is for

Phone-driven trades such as garage door, locksmith, appliance repair and junk removal that book most jobs from inbound calls.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Integrated phone system with call insights, two-way texting and call masking on all plans
• Genius Answering AI that answers calls and inbox messages in English, Spanish and French
• Drag-and-drop scheduling and dispatch with fleet and team location tracking
• Workiz Pay with online payments, estimate deposits, consumer financing and tap to pay
• Service plans, inventory, purchase orders and franchise management on Ultimate

Strengths and weaknesses

• Strength: Phone, texting and AI answering are part of every plan
• Strength: Unlimited jobs, invoices, estimates and clients on all plans
• Strength: Card readers, tap to pay and consumer financing included
• Weakness: Prices did not load in USD for us, so confirm them with Workiz
• Weakness: Inventory, service plans, checklists and the open API are Ultimate-only
• Weakness: Flat-rate pricing and multi-day jobs also need the top plan

Key facts

• Plans: Standard, Pro, Ultimate
• Customers: 120K+ home service pros in the US and Canada, per Workiz
• Phone system: Included on every plan
• Card readers: Sold separately

Where it ranks

Workiz is No. 5 in our Best Field Service Management Software verdict.