- 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.
Workiz
Manage field service jobs, scheduling, dispatching, invoicing, and payments in one platform.
Updated February 27, 2026
Workiz Overview
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
Pricing
| 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. |
Reviews
- Trustpilot Review (Rating: 3.1/5): After 18 months, one team said the support staff spent 45 minutes on the phone fixing a service agreement billing sync with their accounting system and even followed up two weeks later to confirm it held up. Another contractor called it “the best CRM I’ve ever used” and said technicians love it, while an HVAC company highlighted the branded client portal and patient setup guidance as reasons the switch felt worthwhile.
- Software Advice Review (Rating: 4.4/5): Workiz earns praise for automated reminders and invoicing that saved significant time, plus integrations with QuickBooks and Zapier that streamlined workflows. Some frustration appears around an online booking form malfunction that lasted over 72 hours and allegedly cut traffic by 50%, along with complaints about vague customer service responses.
- Reddit r/Connecteam: One commenter said Workiz delivered “ease of use and seamless job booking,” and credited real-time updates and automation options for streamlining the team’s workflow. Another reported the app and website feel buggy, cited recurring OTP issues that lock users out, and described long waits with support that sometimes hang up unexpectedly.
- bbb.org Review: A complainant alleged that after canceling service, the company ignored repeated emails and closed a support ticket about removing an online booking option without fixing it, despite screenshots and follow-ups. Another complaint claimed a promised 50% annual discount still led to an unexpected $1,180 yearly phone subscription charge and a denied refund request.
- infotech.com Review: Workiz combines job scheduling, invoicing, and CRM in one platform, and reviewers liked the mobile app for handling tasks and communication on the go. One IT leader called the interface intuitive with strong automations, yet noted higher-tier plans feel expensive for small teams and requested more flexibility in reporting, workflow customization, missing charge types, and detailed team management.
