Overview
Workiz is field service management software for home service businesses such as HVAC, plumbing, electrical, locksmith and garage door companies. It covers scheduling, dispatch, estimates, invoicing, payments and lead management. Add-ons include Genius Phone, Genius AI Answering for calls and messages, and Genius Marketing campaigns.
Label: Vendor-described — Captured from the vendor's own materials. Not independently verified.
Best for
- Home service trades such as HVAC, plumbing, electrical, garage door and locksmith
- Field service teams wanting phone, scheduling and invoicing in one system
Key features
- Scheduling, dispatch and route planning
- Estimates, invoicing and Workiz Pay online payments
- Genius Phone with call tracking and two-way texting
- Genius Answering AI for 24/7 calls and messages (add-on)
- Automations, service plans and inventory on higher tiers
- QuickBooks sync plus lead-source integrations like Yelp and Thumbtack
What it does
- Drag-and-drop job scheduling and dispatch
- Estimates and invoicing
- Payments collection
- Online booking and service plans
- AI call answering (Genius Answering add-on)
- Marketing campaigns (Genius Marketing add-on)
Use cases
- Answer missed calls and book jobs while you're on site — Offers AI call answering (Genius Answering add-on) alongside scheduling and dispatch.
- Quote, schedule and invoice trade jobs from one app — Drag-and-drop scheduling and dispatch with estimates, invoicing and payment collection.
Drawbacks & cautions
- Prices are not published
- Genius Phone, Genius Answering and Genius Marketing are sold separately
- Open API is listed as an Ultimate plan feature
What users say
Software Advice reviewers are broadly positive about Workiz's all-in-one design and ease of use, while Trustpilot reviews are much more negative, focusing on support, cancellation terms and add-on pricing.
What people like
- Combines phone, CRM, scheduling and invoicing in one platform softwareadvice.com
- Easy to learn, and technicians adopt it quickly softwareadvice.com, ca.trustpilot.com
- Automated reminders and invoicing cut manual office work softwareadvice.com
Common complaints
- Slow or unhelpful customer support, often passed between reps softwareadvice.com, ca.trustpilot.com
- Hard to cancel or downgrade; billing and refund disputes reported softwareadvice.com, ca.trustpilot.com
- Features moved into add-ons or higher tiers, raising costs ca.trustpilot.com, softwareadvice.com
- Mobile app can freeze or glitch in the field softwareadvice.com
Scores are shown as each site published them on the date checked. They come from those sites' reviewers, not from us, and they never affect our rankings. Ratings based on fewer than 10 reviews are left out. The summaries are our own words, gathered Oct 22, 2026; follow the links to read the reviews.
Alternatives
- Housecall Pro — Field service software for home service businesses: scheduling, dispatch, invoicing, payments and AI call answering
- Jobber — Field service software for quoting, scheduling, invoicing and payments for home service businesses
- ServiceM8 — Job management app for trades: scheduling, quotes, invoices and payments priced by jobs per month
Evidence
| Fact | Label | Source | Observed |
|---|---|---|---|
| capabilities | Vendor-described | www.workiz.com | Oct 17, 2026 |
| hasApi | Vendor-described | www.workiz.com | Oct 17, 2026 |
| pricing | Vendor-described | www.workiz.com | Oct 17, 2026 |
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