Workiz streamlines contractor operations with job scheduling, dispatching, invoicing, and customer management all in one powerful platform designed for field service businesses.
About Workiz
Workiz is a comprehensive field service management platform built specifically for contractors and service professionals. The software helps businesses manage their entire operation from initial customer contact through job completion and payment collection. Designed with ease of use in mind, Workiz eliminates the need for multiple disconnected tools by providing an all-in-one solution that handles scheduling, dispatching, customer relationship management, invoicing, and team communication.
The platform serves thousands of contractors across various trades including plumbing, HVAC, electrical, landscaping, and general contracting. Workiz's mobile-first approach ensures that field technicians have access to job information, customer history, and communication tools while on the go, while office staff can efficiently manage schedules and track business performance from the desktop dashboard.
With built-in automation features, Workiz reduces manual data entry and administrative overhead, allowing contractors to focus on delivering quality service and growing their business. The system integrates with popular tools like QuickBooks for seamless financial management and offers customizable workflows to match each business's unique processes.
Key Features
Smart Scheduling & Dispatching
Drag-and-drop calendar interface makes it easy to schedule jobs, assign technicians, and optimize routes. Real-time updates ensure field teams always have current job information, and automatic notifications keep customers informed about appointment times and technician arrivals.
Mobile Field Service App
Technicians can access complete job details, customer history, and service notes from their mobile devices. The app supports digital forms, photo uploads, electronic signatures, and on-site payment collection, eliminating paperwork and reducing time between job completion and payment.
Customer Management & CRM
Centralized customer database tracks all interactions, service history, and communication preferences. Automated follow-ups and reminder systems help maintain customer relationships, while the built-in calling and texting features streamline communication without requiring separate phone systems.
Invoicing & Payment Processing
Create professional invoices instantly from completed jobs with automatic cost calculations. Accept payments through multiple methods including credit cards and ACH transfers, with integrated processing that syncs directly to your accounting software for simplified bookkeeping.
Lead Management & Conversion
Track leads from first contact through conversion with automated workflows that ensure no opportunity falls through the cracks. Score and prioritize leads based on custom criteria, and use built-in communication tools to nurture prospects until they're ready to book.
Reporting & Analytics
Real-time dashboards provide insights into key business metrics including revenue, technician performance, customer satisfaction, and operational efficiency. Customizable reports help identify trends, optimize pricing, and make data-driven decisions to grow your contracting business.
Quick Specs
| Category | Contractor Field Service Management |
|---|---|
| Best For | Small to medium-sized contracting and field service businesses |
| Starting Price | $99/month |
| Free Trial | 7-day free trial available |
| Mobile App | iOS and Android |
| Key Integrations | QuickBooks, Google Calendar, Zapier |
Pricing
Workiz offers tiered pricing plans starting at $99 per month for the Basic plan, which includes core scheduling, dispatching, and customer management features for up to 2 users. The Standard plan at $139/month adds advanced features like QuickBooks integration and custom fields for up to 5 users. The Premium plan at $229/month includes all features plus priority support and is designed for larger teams with up to 10 users. All plans include the mobile app, unlimited jobs and customers, and online payment processing. Additional users can be added to any plan for an extra monthly fee. Enterprise pricing is available for businesses with more than 10 users requiring custom solutions.