Shares data with third parties
"We also combine and share such information and other information (such as demographic information and past purchase history) with third party advertising partners."
Confidence: high
Source
Workiz
by Workiz
Manage your field service business
Highlights
Capabilities
Trust
Media
www.workiz.com
About This Product
Cloud-based field service management for HVAC and plumbing businesses with 2-50 technicians. Only FSM with fully integrated VoIP phone system including call tracking, recording, smart routing, and AI-powered answering. Communication-first design where phone leads drive revenue. Free plan for 2 users.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Enhanced
AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://workiz.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.0
Features 6.4
Support 5.0
Value 4.5
Integrations 8.0
AI Capabilities 5.0
Features
44 features confirmed across
13categories· Showing confirmed capabilities only
Invoicing & Payments11features
InvoicingBilling & InvoicingPayment ProcessingElectronic PaymentsConsumer FinancingConsistent Professional PricingConsistent quoting across team membersPrice BookCustomizable labor rates and profit marginsAutomated Past Due Payment RemindersAutomated Profit Margins for Labor, Parts and Other ItemsCustomizable Flat Rate Price Books Creation
Show 3 more
Professional Invoicing with Team DetailsPricebook SynchronizationAutomatic price updates for inflation and tariffsPricebook With ImagesBuilt-in images and descriptions for upselling
Customer Communication7features
Missed Call Text BackClient PortalEmail IntegrationAI Chat ReceptionistAI ConciergeOne-Click Service RequestAI ReceptionistService Chatbot
Scheduling & Dispatch5features
DispatchingDispatch ManagementSchedulingAutomated SchedulingEmail & Calendar SyncScheduling OptimizationOnline BookingOnline Booking
CRM & Sales4features
Automated Review RequestsMaintenance Agreement ManagerMarketing ToolsSales Automation
Platform & Customization4features
Role-Based Access ControlCustom API AccessCustom TemplatesThird-Party Integration
AI & Automation3features
AI TranscriptionAI Chatbot AssistantService ChatbotAutomation RulesJob automations
Technician Management2features
ChecklistsInternal Employee Communication
Equipment & Asset Management2features
Equipment TrackingAlerts
Accounting Integration2features
Accounting IntegrationAccounts Receivable
Estimating & Quoting1feature
Quoting & EstimatesProfessional proposal generation
Inventory Management1feature
Inventory Management
Reporting & Analytics1feature
ReportingCustomizable Reports
Mobile & Field Tools1feature
Mobile Worker Access from One Device
Integrations 17 across 9 categories
Marketing 6
Angi
Google Business Profile
Reserve with Google
Google Local Service Ads
Mailchimp
Mailchimp
NiceJob
NiceJob
Thumbtack
Thumbtack
Payment Processing 2
Sunbit
Sunbit
Wisetack
Wisetack
Communication 2
AnswerConnect
AnswerConnect
Nexa
Nexa
Field Service 2
CompanyCam
CompanyCam
Dispatch.me
Accounting 1
QuickBooks Online
Intuit QuickBooks
Productivity 1
Google Calendar
Google Calendar
GPS & Fleet 1
Linxup
Linxup
Data & Automation 1
Zapier
Zapier
Industry-Specific 1
JB Warranties
Pricing
- Model
- Quote Only
- Starting at
- $79/mo
- Notes
- $79/mo starting, per-tech. Built-in VoIP included.
Related Products 5 across 2 categories
Alternatives & Competitors
Jobber
Evidence-backed
Good
Jobber Good match
Why these are related — sources 2
- google
“I'll compare Jobber, HouseCall Pro, Markate, and Workiz side-by-side to see which one offers the features and functions that are the perfect fit for your needs.”
- fieldpulse.com
“Jobber and Workiz are two leading field service management platforms, but they target different operational needs. Jobber works best for teams that want simple setup and strong automation. Workiz suits businesses that need advanced scheduling control and built-in communication tools.”
Housecall Pro
Evidence-backed
Good
Housecall Pro Good match
Why these are related — sources 2
- google
“I'll compare Jobber, HouseCall Pro, Markate, and Workiz side-by-side to see which one offers the features and functions that are the perfect fit for your needs.”
- reddit
“Both Housecall Pro and Workiz have their merits. Housecall Pro is user-friendly, ideal for small businesses, while Workiz offers advanced features for larger operations.”
