The biggest value is really being able to pinpoint the revenue generated from a campaign. I didn’t get that with Mailchimp.
Liz Ramirez
Marketing Manager, Gold Eagle Services
Card readers
Increase your security and efficiency
Get paid in seconds by using the most field-friendly payment solution. Techs can easily process payments in the field with no need to access sensitive credit card information, keeping your customers secure and at ease.
Customer service
Deliver top-notch customer service
Boost your reputation as a secure and credible organization with high-quality service by letting your customers pay quickly with their payment method.
Automations
Take control of your finances
Reduce payment disputes and chargebacks with card reader recorded transactions. Every transaction is automatically recorded, giving you a simple way to keep track of sales and making it much easier to balance your books.
Smart tools for smarter workflows
Customize Workiz to grow your business. Schedule jobs, dispatch, invoice and get paid all in one place.
Answering & Dispatching
Your AI receptionist that answers calls, emails, and texts — and dispatches the right tech for the job.
Genius Marketing
Email, SMS, and reputation management in one place. Turn the client data you already have into your next batch of jobs.
Genius Phone
Calls, texts, and AI-powered insights — all from one place.
Scheduling
Smart scheduling and dispatching that keeps your team booked and your day running on time.
Invoicing
Professional invoices in a single click. Get paid faster, with less back and forth.
Automations
Automated responses to leads, jobs, estimates, and reviews — boosting productivity by 40%.
We chose Workiz because the UI is simple & easy to learn.
Kristen Zinzi
Administrator at County Comfort Home Solutions
Workiz streamlined our business with digital estimates, invoices, and phone integration.
Olga White
Manager at Instafix Appliance Repair
I switched to Workiz from Service Titan in summer 2023 and have loved it ever since.
Jed Green
Co-owner of NexLvl Services
Workiz simplified scheduling and billing, boosting our efficiency.
Brian Harding
Élecproménager
We are getting so many 5-star reviews and more business!
Mike Bryant
CEO at Plumbing 365
Workiz gives us everything we need to run our business seamlessly.
Hector Perez
Fidelis Repairs
Workiz makes running a business seamless—no more paperwork, easy payments, and automated customer follow-ups!
Brian Orchard
Owner at Everett Air
Since using Workiz, we’ve been able to take on more jobs, stay organized, and keep our customers happier than ever.
Filipe Souza
Owner at SmarTech Solutions
With Workiz, our growth skyrocketed over 300% — everything’s faster and easier now.
Rafael Roa
Appliances USA Pro
Workiz keeps our business running smooth—faster estimates, happy customers, and techs who get more done.
Dan and Wyatt Johnson
Einstein Pros
Workiz keeps our team efficient, organized, and ready to grow without anything slipping through the cracks.
Mike Gidich
Owner at Honey Dudes Handyman
Workiz is powerful yet simple—helping us save time, win more jobs, and stand out from the competition.
Keating Kuhn
Gold Eagle Services
Workiz helps us ensure our customers get a great experience from the first call to the final invoice.
Lior Mizrahi
Same Day Garage Door Services & Repair
The biggest value is really being able to pinpoint the revenue generated from a campaign. I didn’t get that with Mailchimp.
Liz Ramirez
Marketing Manager, Gold Eagle Services
We chose Workiz because the UI is simple & easy to learn.
Kristen Zinzi
Administrator at County Comfort Home Solutions
Workiz streamlined our business with digital estimates, invoices, and phone integration.
Olga White
Manager at Instafix Appliance Repair
I switched to Workiz from Service Titan in summer 2023 and have loved it ever since.
Jed Green
Co-owner of NexLvl Services
Workiz simplified scheduling and billing, boosting our efficiency.
Brian Harding
Élecproménager
We are getting so many 5-star reviews and more business!
Mike Bryant
CEO at Plumbing 365
Workiz gives us everything we need to run our business seamlessly.
Hector Perez
Fidelis Repairs
Workiz makes running a business seamless—no more paperwork, easy payments, and automated customer follow-ups!
Brian Orchard
Owner at Everett Air
Since using Workiz, we’ve been able to take on more jobs, stay organized, and keep our customers happier than ever.
Filipe Souza
Owner at SmarTech Solutions
With Workiz, our growth skyrocketed over 300% — everything’s faster and easier now.
Rafael Roa
Appliances USA Pro
Workiz keeps our business running smooth—faster estimates, happy customers, and techs who get more done.
Dan and Wyatt Johnson
Einstein Pros
Workiz keeps our team efficient, organized, and ready to grow without anything slipping through the cracks.
Mike Gidich
Owner at Honey Dudes Handyman
Workiz is powerful yet simple—helping us save time, win more jobs, and stand out from the competition.
Keating Kuhn
Gold Eagle Services
Workiz helps us ensure our customers get a great experience from the first call to the final invoice.
Lior Mizrahi
Same Day Garage Door Services & Repair
Frequently asked questions
Workiz card readers are portable payment terminals that allow your techs to collect credit and debit card payments in person, right on the job site. In person payments are inherently more secure, have lower processing fees, and have higher win rates in case of a dispute.
They connect directly to your Workiz account, making it easy to accept payment on the spot and automatically sync everything with your job, invoice, and reporting workflows.
Once connected to your Workiz account, your techs can take payments directly from the mobile app using a secure card reader. The payment is logged instantly to the corresponding job and invoice, and your reports are updated in real time. No manual entry, no syncing delays.
Easily collect payment in the field in a secure and professional way
Enjoy reduced processing fees by swiping a physical card
Increase your chances of winning a dispute by using a card reader or accepting tap-to-pay
Accept payments from digital wallets
Eliminate the human error inherent in typing in payment info by hand
Make paying more convenient for your customers
Yes. Using Tap to Pay through the Workiz app lets you take physical payments without needing to purchase new hardware. It effectively turns your phone into a payment terminal and offers similar benefits to those that card readers offer, except that you cannot physically swipe or insert a card.
Both methods sync with your Workiz account.
Tap to pay in the Workiz app is a great option for collecting payments and doesn’t require you to buy a card reader, charge the card reader, or carry more hardware. It’s quick, easy, and free to set up, and generally, businesses prefer it to using a card reader.
However, having a card reader does gives you a more traditional, tactile payment experience that suites customers who prefer to insert or swipe their physical card.
Yes.
You can assign many card readers to team members so they can each accept payments in the field. Every reader can be paired with one device.
Yes.
If you’re using Workiz’s QuickBooks integration, any payments processed through the card reader are automatically reflected in your accounting system—no extra steps required.
Yes.
Card readers are fully compatible with the Workiz mobile app. Techs can connect the device via Bluetooth and process payments in the field using their mobile phone or tablet.
Workiz Card Readers accept most major credit and debit cards, including Visa, Mastercard, American Express, and Discover.
Yes.
Once the payment is processed, Workiz allows you to email or text the customer a digital receipt immediately, helping you maintain a professional experience and accurate records.
Yes.
Workiz Card Readers work exclusively with Workiz Pay, our built-in payment platform. You’ll need an active Workiz Pay account to order and use the reader.