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Field Service Tools

Powerful tools to run & grow your service business

Efficiency Tools

Lead Source Integrations

Connect the tools you already use seamlessly to your Workiz account.

Service Plans

Offer customers a way to keep their equipment maintained while giving your business a source of recurring revenue.

Equipment Tracking

Record the serial numbers, photos, warranty information, and service history of equipment you fix to a client site.

Price Book

Build your own flat-rate and item catalogs that can easily be shared with customers, or integrate with industry-leading pre-made books.

Reserve with Google

Allow customers to book your services directly from Google search results.

Custom Job & Client Fields

Improve reporting and searchability with custom jobs and client profiles.

Subcontractors

Get the job done faster by including subcontractors in a job.

Angi

Get more opportunities by integrating with Angi leads.

Thumbtack

Get more opportunities by integrating with Thumbtack.

Ad & Source Tracking

Track marketing spend and optimize ROI with detailed ad performance reports.

Advanced Permissions

Create and manage unique roles with permissions tailored to your business needs.

Service Areas

Control the geographic service boundaries of individual technicians, or for the whole company, with an easy-to-use mapping tool.

Multi-day jobs

Planout bigger and more complex jobs over any timeline. Schedule techs for the days they need to be on the job site, and make sure the job is going smoothly with organized checklists.

Location Tracking

See exactly where your trucks and technicians are in real-time so you can dispatch the right people to the nearest job.

Commission Management

Save time and streamline payroll with automated commission calculations.

On my way

Inform clients and your back office when a tech is on the way. Boost trust and safety by including the technician's photo and professional bio, so the client knows who is coming.

Checklists

Improve profitability, reduce callbacks, and train new techs faster by creating step-by-step checklists for every job type. This will help ensure that your team follows your playbook.