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Finally, a field service software that’s easy, powerful & fairly priced

Standard

Core tools to keep jobs moving and cash coming in.

Request pricing

Key features:

  • Scheduling, invoices, jobs & estimates
  • Total of 5 Automations
  • Online payments
  • Service areas
  • Built-in reports
  • Client management
  • Custom fields
  • Subcontractors management
  • Quickbooks integration

Pro

The step up – AI tools and stronger automations.

Everything in Standard, plus:

  • Performance pay
  • A total of 10 Automations
  • Genius leads
  • Genius schedulingNew
  • Custom reports

Ultimate

Most popular

Profit more from your existing team and grow more efficiently.

Request pricing

Everything in Pro, plus:

  • Service plans
  • A total of 30 Automations
  • Sales proposals
  • Inventory management
  • Flat rate
  • ChecklistsNew
  • Multi-day jobs
  • Franchise management
  • Equipment tracking
  • Purchase ordersNew

Standard

Core tools to keep jobs moving and cash coming in.

Key features:

  • Scheduling, invoices, jobs & estimates
  • Total of 5 Automations
  • Online payments
  • Service areas
  • Built-in reports
  • Client management
  • Custom fields
  • Subcontractors management
  • Quickbooks integration

Pro

The step up – AI tools and stronger automations.

Everything in Standard, plus:

  • Performance pay
  • A total of 10 Automations
  • Genius leads
  • Genius schedulingNew
  • Custom reports

Ultimate

Most popular

Profit more from your existing team and grow more efficiently.

Everything in Pro, plus:

  • Service plans
  • A total of 30 Automations
  • Sales proposals
  • Inventory management
  • Flat rate
  • ChecklistsNew
  • Multi-day jobs
  • Franchise management
  • Equipment tracking
  • Purchase ordersNew
  • Google
  • Carrier
  • American Standard
  • Trane
  • Search Kings
  • QuickBooks
  • Bryant
  • Angi Leads

GENIUS AI

Discover the Genius add-ons

Add-ons

Genius Phone

Take your calls, emails, and texts in one place, and improve your business with AI powered insights.

Learn more
Add-ons

Genius Answering

Answer every call, email, and SMS instantly, 24/7 and never miss an opportunity again.

Learn more
Add-ons

Genius Marketing

Send marketing campaigns powered by your live business data, and boost your online reputation.

Learn more

Compare plans & features

Standard
Pro
Ultimate

Fundamentals

Best for

Growing teams

Mid size team

Multi-location larger team & franchises

Jobs

Unlimited

Unlimited

Unlimited

Invoices

Unlimited

Unlimited

Unlimited

Estimates

Unlimited

Unlimited

Unlimited

Clients

Unlimited

Unlimited

Unlimited

Multi-location management

Roles & permissions management

Local number

Recurring jobs

Built-in reports

Client portal

Price book

Flat rate

Multi-day jobs

SEO report tool

Mobile application

Genius Phone(sold separately)

Integrated phone system

Genius Call insights

Genius Smart messaging

Ad tracking

2-way texting

Call flows

Call masking

10DLC Registration (free)

Genius Answering(sold separately)

Answers phone calls

Answers inbox messages (email, sms, webform, lead sources)

Speaks English, Spanish, & French

Live transfers to your human team

Custom questions & answers

Genius Marketing(sold separately)

Blast Campaigns

Automated Campaigns

Workflows

Emails

SMSs

AI Writer & Designers

Pre-Built Industry Templates

Reputation Manager

Workiz Pay

Online payments

Estimate deposits

Consumer financing

Card readers*

Workiz Charge Card

Tap to pay

Client service tools

Online Booking with optional checkout

Customer account management

Sales proposals

On my way

On my way Plus

Workflow

Automations

5

10

30

Checklists

Job & client custom fields

Genius Leads

Genius Scheduling

Subcontractors management

QuickBooks online sync

Performance pay

External companies

Advanced restrictions

Custom reports

Fleet tracking

Team location tracking

Inventory management

Franchise management

Custom documents

Tasks

Service plans

Purchase orders

Equipment tracking

Multi-day jobs

Open API

Zapier integration

Service areas

Leads tracking

Fundamentals
Best for

Growing teams

Mid size team

Multi-location larger team & franchises

Jobs

Unlimited

Unlimited

Unlimited

Invoices

Unlimited

Unlimited

Unlimited

Estimates

Unlimited

Unlimited

Unlimited

Clients

Unlimited

Unlimited

Unlimited

Multi-location management
Roles & permissions management
Local number
Recurring jobs
Built-in reports
Client portal
Price book
Flat rate
Multi-day jobs
SEO report tool
Mobile application
Genius Phone(sold separately)
Integrated phone system
Genius Call insights
Genius Smart messaging
Ad tracking
2-way texting
Call flows
Call masking
10DLC Registration (free)
Genius Answering(sold separately)
Answers phone calls
Answers inbox messages (email, sms, webform, lead sources)
Speaks English, Spanish, & French
Live transfers to your human team
Custom questions & answers
Genius Marketing(sold separately)
Blast Campaigns
Automated Campaigns
Workflows
Emails
SMSs
AI Writer & Designers
Pre-Built Industry Templates
Reputation Manager
Workiz Pay
Online payments
Estimate deposits
Consumer financing
Card readers*
Workiz Charge Card
Tap to pay
Client service tools
Online Booking with optional checkout
Customer account management
Sales proposals
On my way
On my way Plus
Workflow
Automations

5

10

30

Checklists
Job & client custom fields
Genius Leads
Genius Scheduling
Subcontractors management
QuickBooks online sync
Performance pay
External companies
Advanced restrictions
Custom reports
Fleet tracking
Team location tracking
Inventory management
Franchise management
Custom documents
Tasks
Service plans
Purchase orders
Equipment tracking
Multi-day jobs
Open API
Zapier integration
Service areas
Leads tracking

Frequently asked questions

  • Workiz offers a 7 days free trial that allows you to explore all the features of the platform without any commitment. You can sign up directly on the Workiz website and start using the platform immediately. No credit card is required for the trial period: Start here: Free Trial.

  • Workiz offers discounted rates for annual subscriptions compared to monthly billing. By choosing an annual plan, you can save $400+, providing better value for long-term use. Specific discount details are available on the Pricing Page.

  • Workiz is built for field service businesses of every size:

    • Growing teams run their whole business from one app.

    • Mid size teams that needs support across multiple locations.

    • Larger teams use it to manage dispatching, inventory, reporting, and multiple crew locations as they scale.

  • Absolutely. Workiz seamlessly integrates with QuickBooks Online, allowing for automatic synchronization of invoices, customers, and payments. More information can be found on the QuickBooks Integration Page.

  • Workiz offers for all the plans a built-in phone system that enables you to manage all customer communications directly within the platform. Features include call tracking, recording, masking, and automated messaging, enhancing both team collaboration and customer service. Details are available on the Features Page.

    1. What are the benefits of using Workiz’s integrated phone system? Utilizing Workiz’s integrated phone system provides several advantages:

    • Centralized Communication: Manage all calls and messages in one place, reducing the need for external tools.

    • Enhanced Professionalism: Features like call masking and recording ensure secure and professional interactions.

    • Improved Efficiency: Automated messaging and call tracking streamline workflows and save time.

    These features contribute to better customer satisfaction and operational efficiency. Explore: Features Page

  • Getting started with Workiz for free is simple:

    1. Sign Up: Sign up for a free trial or book a free demo

    2. Onboarding: Utilize the onboarding resources and support provided to set up your account.

    3. Explore Features: Familiarize yourself with the platform’s features to see how they can benefit your business.

    Grow your business faster with Workiz all in one integrated Field Service management platform.