Workiz

Manage field service jobs, scheduling, dispatching, invoicing, and payments in one platform.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Workiz Overview

  • Updated September 17, 2025

Workiz is a field service management platform designed to help service businesses streamline daily operations. It brings together scheduling, dispatching, invoicing, and payment processing in one easy-to-use system. The platform improves team coordination by providing real-time updates, mobile access, and automated reminders.

With built-in communication tools and reporting features, Workiz supports business owners in boosting efficiency, reducing missed jobs, and delivering a smoother customer experience.

Key Features

  • Scheduling and Dispatching: Assign jobs to field teams with drag-and-drop scheduling and real-time updates, so it helps businesses reduce missed appointments and improve efficiency.
  • Invoicing and Payments: Create invoices directly from completed jobs and accept online payments through multiple methods, which shortens payment cycles and improves cash flow.
  • Customer Relationship Management (CRM): Store customer information, service history, and communication in one place.
  • Automations: Set up automated reminders, follow-ups, and workflows, which reduce manual tasks and ensure that important steps are not overlooked.
  • Mobile App: Equip field technicians with access to schedules, job details, and payments from their mobile devices
  • QuickBooks Integration: Sync financial data automatically with QuickBooks
  • Workiz Phone and Messaging: Use a built-in communication system with call recording, texting, and local numbers, therefore improves team coordination and customer communication.
  • Reports and Analytics: Access detailed reports on revenue, job performance, and team efficiency, which provide insights for making data-driven business decisions.
  • Inventory and Equipment Tracking: Manage tools, parts, and equipment within the platform. In this way, it prevents loss, reduces costs, and ensures resources are available when needed.
  • AI-Powered Tools: Leverage AI features like Genius scheduling and lead insights, which help optimize resource allocation and capture more qualified customers.

Price

Plan Price (Annual Billing) Users Included Key Inclusions
Lite Free forever Up to 2 members Scheduling, 20 invoices/jobs & estimates, mobile app, Reserve with Google
Kickstart $187/month (was $225) First 3 users Scheduling, 2 automations, invoices/jobs & estimates, online payments, online booking with checkout, built-in reports, local number
Standard $229/month (was $275) First 5 users Everything in Kickstart plus QuickBooks Online, 5 automations, custom fields, location tracking, service areas, subcontractor management, leads tracking
Pro $270/month (was $325) First 5 users Everything in Standard plus performance pay, 10 automations, Genius leads, Genius scheduling, custom reports
Ultimate Custom pricing (“Let’s talk”) Based on need Everything in Pro plus service plans, 30 automations, sales proposals, inventory management, flat rate pricing, multi-day jobs, equipment tracking, purchase orders

Check pricing details: https://www.workiz.com/pricing-plans/

Pros

Competitor Pros of Workiz
ServiceTitan Offers a free basic plan and involves lower cost for small teams. Onboarding is faster and more user‑friendly, and customer support tends to be more responsive.
Jobber Provides stronger communication tools with built-in phone system and call tracking that Jobber lacks, which helps reduce missed client interactions.
Housecall Pro Combines scheduling, invoicing, and client communication with a free-forever option, while Workiz enhances messaging with call recording and local numbers.
FieldEdge Delivers better ease of use and higher value for money. Workiz rates higher in user satisfaction, functionality, and value.
FieldPulse Easier to set up and more intuitive overall. Workiz adds stronger client communication features like the built-in phone system that FieldPulse lacks.

Cons

Competitor Cons of Workiz
ServiceTitan Lacks the deep marketing tools, analytics, and advanced enterprise-level features that ServiceTitan offers.
Jobber Offers better administrator control on mobile and more robust offline capabilities, which Workiz can lack.
Housecall Pro Lower-tier plans include route optimization, which Workiz may not provide without higher pricing.
FieldEdge Some users report tech glitches and slower support response, while FieldEdge may perform more reliably in some cases.
FieldPulse Offers slightly more flexible custom workflows per job type, while Workiz may be less flexible in that area.

Customers' Reviews From Reliable Websites

Reddit Review
G2 Review
Connecteam Review
Glassdoor Review