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
Sales Proposals
Demonstrate your professionalism and expertise by showing customers the full scope of your services
Customer service
Provide personalized and professional service
Empower your customers by sending detailed proposals with multiple options that meet their budget. This powerful sales tool will save you time and put your customers at ease. Make it even easier on yourself with our custom templates.
Sales proposals
Close larger deals faster
Increase your average job revenue and sell additional, premium services with the “Good, Better, Best” strategy. Offering multiple options leads to your customers purchasing premium services, winning more jobs, and ultimately boosting your revenue.
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
Sales Proposals let your team build professional, tiered quotes that offer clients the choice of Good | Better | Best service levels that’s right for them.
You can include side by side images, pricing options, warranties, and service plan comparisons — so customers see the value and are more likely to pick a premium offer. Using Sales Proposals in Workiz can increase your job ticket size.
Estimates show a single option. Proposals show smart options.
You can use a basic estimate if you’re quoting a fixed scope, but proposals are better for jobs where clients might want upgrades, upsells, warranties, or extra service options.
Help customers order the service that’s best aligned with their needs and budget
Increase your average job ticket size by giving customers more premium (or more basic) options
Close deals faster with professional, polished proposals
Reduce back-and-forth with clear tiers and service breakdowns
Yes.
You can adjust the number of options (good, better, best — or more), add photos and descriptions, attach terms and documents, and show or hide pricing breakdowns based on your preferences.
When you send a proposal, your client receives a digital link to view it online in their Client Portal — fully branded to your company.
They can compare the options side by side and choose the package they want with one click. They can sign the proposal through the portal and you’ll get notified immediately.
Yes.
Workiz tracks proposal views, conversion rates, and approval times — helping you see what’s working and which versions close faster or generate more revenue.
You can also set up automations to trigger based off of when a proposal was sent, so you know that every opportunity is being followed up on in a timely manner.
Yes.
It’s easy to create proposals from a mobile device while you’re in the field. Just use the Workiz app! It’s a great tool for upselling while giving onsite estimates.