Workiz
Field service management software
Online appointment scheduling software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$187 per month
Free TrialFree version
Small
Medium
Large
- Construction
- Real estate and property management
- Accommodation and food services
What is Workiz
Workiz is a field service management platform for small to mid-sized service businesses that need to manage scheduling, dispatching, customer communications, and payments. It supports online booking, job management, and technician workflows from mobile devices. The product emphasizes call/text handling and customer communication features alongside core field operations. It is commonly used by home and commercial service providers that run appointment-based work.
End-to-end job workflow
Workiz combines scheduling, dispatch, job tracking, invoicing, and payment collection in one system. This reduces reliance on separate tools for appointment booking and back-office follow-up. The platform supports technician-facing mobile workflows to update job status and capture job details in the field.
Customer communication tools
The product includes features oriented around customer contact, such as messaging and call-handling capabilities tied to jobs and customers. This helps teams keep communication history connected to operational records rather than scattered across personal devices. It also supports automated notifications related to appointments and job progress.
Online booking and intake
Workiz provides online appointment scheduling to capture service requests and route them into the dispatch calendar. This supports businesses that want customers to request or book service without phone calls. Intake and booking data can flow into job records to reduce re-entry and missed details.
Best fit for SMB use
Workiz primarily targets small and mid-sized field service organizations rather than complex enterprise service operations. Organizations with multi-entity structures, advanced governance needs, or highly customized processes may find limitations compared with broader enterprise platforms. Larger deployments may require additional integration and process workarounds.
Limited deep ERP capabilities
While it covers invoicing and payments, it is not a full ERP suite for finance, procurement, and advanced inventory accounting. Companies needing consolidated financials, complex revenue recognition, or extensive supply chain functionality typically need integrations with accounting/ERP systems. This can add implementation and ongoing administration effort.
Advanced analytics may require add-ons
Operational reporting is available, but organizations that require highly customizable dashboards, complex KPI modeling, or cross-system analytics may need external BI tools. Data extraction and reporting depth can depend on available integrations and APIs. This can be a constraint for teams with mature analytics requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Lite | Free — Free forever (Up to 2 members) | Scheduling, mobile app, Reserve with Google, Online booking with checkout, 20 invoices/jobs/estimates limit. |
| Kickstart | $225 per month (monthly billing, includes first 3 users) OR $187 per month (billed annually, includes first 3 users) | Scheduling, 2 Automations, Invoices/jobs/estimates (unlimited on paid plans), Online payments, Built-in reports, Local number, Client management. |
| Standard | $275 per month (monthly billing, includes first 5 users) OR $229 per month (billed annually, includes first 5 users) | Everything in Kickstart plus QuickBooks Online, 5 Automations, Custom fields, Location tracking, Service areas, Subcontractors management, Leads tracking. Extra member pricing: $55/mo (monthly) or $46/mo (annual). |
| Pro | $325 per month (monthly billing, includes first 5 users) OR $270 per month (billed annually, includes first 5 users) | Everything in Standard plus Performance pay, 10 Automations, Genius Leads, Genius Scheduling, Custom reports. Extra member pricing: $65/mo (monthly) or $54/mo (annual). |
| Ultimate | Custom / Contact sales | Tailored for larger teams: Everything in Pro plus Service plans, 30 Automations, Sales proposals, Inventory management, Flat rate, Multi-day jobs, Equipment tracking, Purchase orders, Zapier integration. Contact sales for pricing. |
Additional notes: Subscription prices exclude sales tax. Workiz Communication (integrated phone system) and AI/phone features are sold separately (add-ons). Jobs/Invoices/Estimates limits: Lite = 20; Kickstart/Standard/Pro/Ultimate = Unlimited. Free trial: Workiz states a 7-day free trial on its FAQ.
Seller details
Workiz Inc.
San Diego, CA, USA
2015
Private
https://www.workiz.com/
https://x.com/workiz
https://www.linkedin.com/company/workiz/
