Powerful tools to run & grow your service business

Essentials

Scheduling & Dispatching

Streamline scheduling with an easy calendar view drag-and-drop scheduling suite. Assign each job to the best-suited technician based on availability, service area, and skill set.

Learn more

Invoicing

Issue custom-branded professional-looking invoices so you can get paid on time.
Learn more

Estimates & Proposals

Win more jobs with custom estimates or proposals that let customers choose between good/better/best options.
Learn more

Inventory Management

Track your inventory and optimize warehouse processes with real-time activity reports and low inventory alerts.
Learn more

Online Booking

Let customers book appointments themselves with a self-serve portal that integrates right into your website.
Learn more

Mobile App

Keep your team synced, whether they are on the job, on the road, or in the office.
Learn more

Advanced Reporting

Understand performance and optimize work processes with easy-to-understand dashboards and custom reports.
Learn more

Client Management (CRM)

Remember every client detail without searching for lost records. See the current opportunity, important client details, past jobs & files, and overdue payments in one glance.
Learn more

Efficiency Tools

Automations

Streamline workflows, reduce manual tasks, and improve your service quality with smart automation tools.

Lead Source Integrations

Connect the tools you already use seamlessly to your Workiz account.
Learn more

Service Plans

Offer customers a way to keep their equipment maintained while giving your business a source of recurring revenue.
Learn more

Equipment Tracking

Record the serial numbers, photos, warranty information, and service history of equipment you fix to a client site.
Learn more

Price Book

Build your own flat-rate and item catalogs that can easily be shared with customers, or integrate with industry-leading pre-made books.
Learn more

Reserve with Google

Allow customers to book your services directly from Google search results.
Learn more

Custom Job & Client Fields

Improve reporting and searchability with custom jobs and client profiles.
Learn more

Subcontractors

Get the job done faster by including subcontractors in a job.
Learn more

Ad & Source Tracking

Track marketing spend and optimize ROI with detailed ad performance reports.
Learn more

Financial Services

Payment Processing

Accept full or partial payments online or in the field with flexible payment options that suit you and your customers alike.
Learn more

Expense Management

Track and control business expenses, promptly link receipts to purchases, and link expenses to jobs for better costing.
Learn more

Consumer Financing

Offer customers flexible pay-over-time options to increase conversion rates.
Learn more

Workiz Expense Card

Get access to unique credit cards built for the trades. They have flexible credit limits and track every expense, making reconciliation a breeze.
Learn more

Branded Client Portal

Provide a dedicated hub for customers to review and sign estimates, get their invoices, and make online payments.
Learn more

Purchase Orders

Quickly create and send purchase orders to specific vendors, link orders to your price book, and connect orders to relevant jobs.
Learn more

QuickBooks Online

Manage your finances and inventory purchases from one place.
Learn more

Sales Proposals

Win more high-paying jobs with custom proposals that let customers choose between good, better, and best options.
Learn more

Tipping

Collect tips in the field, or through the client portal. Split tips between multiple people, and get detailed reporting on who is getting tipped the most.

Communication & AI

AI Answering

Never miss a call again with an AI call answering dispatcher that books or reschedules jobs, answers customer questions, and saves lost revenue.
Learn more

Built-in Phone & Messages

Centralize all your calls, emails, and SMSs into your CRM so that no opportunity ever falls through the cracks.
Learn more

AI Leads Capture

Instantly extract lead data from emails and other sources and automatically turn them into trackable leads.
Learn more

AI Call Insights

Improve decision-making and dispatcher performance with AI-powered summaries and insights automatically generated from customer calls.
Learn more

Genius Scheduling

Automatically find the perfect time and tech for every job based on availability, proximity, and skill set. Prevent accidental double bookings and reduce calendar dead time.
Learn more

Smart Messaging

Speed up communications by using AI to compose professional, situationally-appropriate messages tailored to each customer’s history. Sound like the professional you are while reducing the time it takes for you to shoot off a message.
Learn more

Call Recordings & Tags

Automatically store and categorize calls for reference, quick access to information, and quality control.
Learn more

Call Masking

Protect your employees and clients by keeping personal phone numbers hidden.
Learn more

Genius Marketing

Use your Workiz data to trigger personalized campaigns that build relationships with existing clients, fill your schedule, and track the jobs created from every message sent.
Learn more