- 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 July 29, 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 | Pricing | Key Inclusions |
|---|---|---|
| Standard | Request pricing (monthly billing, first 5 users included) | The essential tools to grow and boost efficiency: scheduling, invoices, jobs and estimates, online payments, 5 automations, service areas, built-in reports, client management, custom fields, subcontractor management, and QuickBooks Online. |
| Pro (Most Popular) | Request pricing (monthly billing, first 5 users included) | Everything in Standard plus AI tools and enhanced automations: performance pay, a total of 10 automations, Genius leads, Genius scheduling, and custom reports. |
| Ultimate | Request pricing | Built for mid size and larger companies running multiple crews and locations: everything in Pro plus service plans, 30 automations, sales proposals, inventory management, flat rate pricing, checklists, multi-day jobs, franchise management, equipment tracking, and purchase orders. |
Workiz no longer publishes fixed plan prices, so every tier is quoted on request. Extra team members beyond the first five cost $55 a month each on Standard and $65 a month each on Pro, both on annual payment. Card readers are sold separately, subscription prices exclude sales tax, and a 7 day free trial needs no credit card.
Pricing source: https://www.workiz.com/pricing-plans/
Pros
| Competitor | Pros of Workiz |
|---|---|
| ServiceTitan | Workiz aims at growing teams rather than enterprises, and every tier includes the first five users at one price instead of charging per seat from user one. Onboarding is faster, and a 7 day trial runs without a credit card so a crew can test dispatching on live jobs before committing. Support is easier to reach than an enterprise account structure. |
| Jobber | Workiz builds the phone system into the software, with call recording, texting and local numbers attached to the job record, which Jobber leaves to a separate provider. That keeps the call that booked the job, the dispatch and the invoice in one history. Missed client interactions get harder to lose track of when the call log lives beside the schedule. |
| Housecall Pro | Both cover scheduling, invoicing and client messaging, but Workiz adds call recording and local numbers on top of the messaging layer. Automations scale with the tier, from 5 on Standard to 10 on Pro and 30 on Ultimate, so the workflow rules grow with the business. Housecall Pro starts at $59 a month on annual billing and $79 month to month, and neither product has a permanently free plan. |
| FieldEdge | Workiz is quicker to set up and rates higher with users on ease of use and value. Its Software Advice profile sits at 4.4 out of 5, with automated reminders and QuickBooks and Zapier integrations drawing most of the praise. Day-to-day dispatching needs less training than a legacy field service package. |
| FieldPulse | Setup is more intuitive and the interface takes less explaining to a crew. Workiz also adds the built-in phone system, call recording and local numbers that FieldPulse leaves out. For a team whose work starts with an inbound call, that is the difference between one system and two. |
Cons
| Competitor | Cons of Workiz |
|---|---|
| ServiceTitan | Workiz lacks the deep marketing tools, analytics and enterprise reporting that ServiceTitan offers. It also stopped publishing plan prices, so a buyer cannot compare tiers without a sales call. Trustpilot reviewers describe features that used to be bundled arriving later as paid add-ons. |
| Jobber | Jobber gives administrators more control from mobile and holds up better offline, which Workiz can struggle with on patchy job sites. Reddit users also report recurring one-time-passcode problems that lock people out of the app. Support waits are a repeat theme in the same threads. |
| Housecall Pro | Route optimisation sits in Housecall Pro’s lower tiers, while several Workiz capabilities move up the ladder: inventory management, flat rate pricing, franchise management and purchase orders are all Ultimate-only. Sales proposals and service plans are on that same top tier. A small team that needs one of those features pays for the rest of the tier as well. |
| FieldEdge | Some users report technical glitches and slow support responses, and one Software Advice reviewer described an online booking form that stayed broken for more than 72 hours. A BBB complaint alleges a $1,180 annual phone subscription charge that survived a promised 50% discount and a refused refund. FieldEdge draws fewer complaints of that kind. |
| FieldPulse | FieldPulse allows slightly more flexible custom workflows per job type. Workiz caps automations by tier, so a Standard customer works within 5 rules and a Pro customer within 10. Beyond the first five seats, extra team members also add $55 or $65 each per month. |
Reviews
- Trustpilot Review (Rating: 2.6/5 from 130 reviews): Opinion here is split rather than lukewarm, with 56% at five stars and 29% at one. On the positive side, one team said support spent 45 minutes on the phone fixing a service agreement billing sync and followed up two weeks later, another contractor called it “the best CRM I’ve ever used,” and an HVAC company praised the branded client portal. The one-star reviews describe an account deleted after a lapsed renewal, a forced move to a pricier plan with fewer features, and previously bundled features turning into paid add-ons. Workiz has replied to 54% of negative reviews.
- 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.
