Skip to main content

Workiz

by Workiz

Manage your field service business

Buy from Workiz Visit website

Media

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.

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

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

Customer Reviews

Features

20 features confirmed across 7categories· Showing confirmed capabilities only

Invoicing & Payments10features

InvoicingBilling & InvoicingPayment ProcessingElectronic PaymentsConsistent 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 CreationProfessional Invoicing with Team Details
Show 2 more
Pricebook SynchronizationAutomatic price updates for inflation and tariffsPricebook With ImagesBuilt-in images and descriptions for upselling

Scheduling & Dispatch3features

DispatchingDispatch ManagementSchedulingAutomated SchedulingOnline BookingOnline Booking

Customer Communication2features

One-Click Service RequestAI ReceptionistService Chatbot

AI & Automation2features

AI Chatbot AssistantService ChatbotAutomation RulesJob automations

Estimating & Quoting1feature

Quoting & EstimatesProfessional proposal generation

Reporting & Analytics1feature

ReportingCustomizable Reports

Mobile & Field Tools1feature

Mobile Worker Access from One Device

Integrations 8 across 4 categories

Marketing 5
Angi
Google Local Service Ads
Mailchimp

Mailchimp

NiceJob

NiceJob

Thumbtack

Thumbtack

Field Service 1
Dispatch.me
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.”