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 Price Book Pro
by Workiz
Pre-built flat-rate pricing catalogs for HVAC, plumbing, and electrical with quarterly updates from industry pros.
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.
Primary policy document: https://workiz.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.5
Features 6.5
Support 5.0
Value 4.0
Integrations 7.0
AI Capabilities 1.5
Features
28 features confirmed across
10categories· Showing confirmed capabilities only
Invoicing & Payments8features
Price Bookcustomizable labor rates and profit marginsPricebook With ImagesBuilt-in images and descriptionsAutomated Profit Margins for Labor, Parts and Other ItemsProfit margin controlsCustomizable MarginsFlat Rate Pricing and CRM Data ImportPre-built flat ratesAdmin-Only Billing VisibilityDynamic Pricing RulesReady-Made Price Books for HVAC, Plumbing, and Electrical
Estimating & Quoting5features
Quoting & Estimatesprofessional proposal generation with photos and item descriptionsMobile EstimatesIn-field premium upgrade presentationMulti-Trade Material QuantificationDynamic Material Cost Updates and Revised PricingQuarterly catalog updatesCustomizable Labor and Material Database
Platform & Customization5features
Role-Based Access ControlAccess Controls/PermissionsUnit ConversionUser-managed item conversionMulti-Industry SupportMulti-trade supportKeyword SearchPre-Loaded Content
Inventory Management3features
Inventory ManagementMaterial cost trackingCatalog Managed CategoriesCatalog-managed categoriesCatalog Management
Scheduling & Dispatch2features
Linked TasksBundled Appointment PackagesUpsell packages
Customer Communication1feature
Client PortalClient Portal
Technician Management1feature
ChecklistsPreloaded industry-standard tasks
Accounting Integration1feature
Job CostingMaterial cost management
AI & Automation1feature
AI Driven Text Messaging
Training & Education1feature
Mobile-Friendly LearningMobile app access
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
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