Workiz Price Book Pro

Name: Workiz Price Book Pro
Author: Workiz

by Workiz

Pre-built flat-rate pricing catalogs for HVAC, plumbing, and electrical with quarterly updates from industry pros.

5.1 Good See breakdown →

Media

www.workiz.com

About This Product

Workiz Price Book Pro is a prebuilt flat-rate pricing tool with ready-to-use catalogs for HVAC, plumbing, and electrical trades. Built by contractors with decades of field experience, it includes labor rates, material costs, and markups with quarterly updates. Integrates directly with Workiz scheduling, invoicing, and QuickBooks.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app: Available
Free trial: No
Free tier: No
Public API: No
Deployment: Cloud

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

6.5

Features

5.5

Support

5.0

Value

4.0

Integrations

6.5

AI Capabilities

1.5

Customer Reviews

Features

28 features confirmed across 11categories· Showing confirmed capabilities only

Invoicing & Payments7features

Price Bookcustomizable labor rates and profit marginsCustomizable MarginsFlat Rate Pricing and CRM Data ImportPricebook With ImagesAdmin-Only Billing VisibilityDynamic Pricing RulesReady-Made Price Books for HVAC, Plumbing, and Electrical

Estimating & Quoting5features

Quoting & Estimatesbuilt-in images and clear descriptions for in-field premium upgradesMobile EstimatesIn-field premium upgrade presentationDynamic Material Cost Updates and Revised PricingMulti-Trade Material QuantificationCustomizable Labor and Material Database

AI & Automation3features

AI Driven Text MessagingAutomation RulesEnhanced automationsAI SupportAI tools

Platform & Customization3features

Unit ConversionUser-managed item conversionKeyword SearchPre-Loaded Content

Scheduling & Dispatch2features

SchedulingOnline schedulingLinked Tasks

Customer Communication2features

NotificationsAutomated text messagingVoIP Phone SystemBuilt-in VoIP system

Inventory Management2features

Catalog Managed CategoriesCatalog Management

Fleet & GPS Management1feature

GIS RoutingRoute planning map

Technician Management1feature

ChecklistsPreloaded industry-standard tasks

CRM & Sales1feature

CRMCRM with built-in phone and text systems

Accounting Integration1feature

Job CostingMaterial cost management

Pricing

Model: Quote Only
Starting at: Contact for pricing

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