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Workiz

The #1 field service management software

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Overview

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Workiz is the leading field service management (FSM) software, trusted by over 120,000 professionals. Its all-in-one platform empowers businesses to win more jobs, boost revenue, and operate efficiently—all with minimal effort. Originally founded by locksmith professionals in San Diego, Workiz is intentionally built for field service pros, not IT specialists, making onboarding quick and enabling significant productivity improvements. With features covering job scheduling, dispatching, invoicing, communications, AI, and reporting, Workiz helps service businesses streamline every aspect of their daily operations.

How It Works

  • Book More Jobs: Embed a booking widget on your website for 24/7 online service requests.
  • Schedule Efficiently: Convert leads to jobs instantly and dispatch the right technician automatically.
  • Communicate Seamlessly: Use the built-in phone system to track and record team and client interactions, with automated messaging.
  • Automate Tedious Tasks: Save time with automated alerts, "on-my-way" texts, review requests, and overdue invoice reminders.
  • Accept Payments Anywhere: Process payments on the spot via online payments, card readers, or tap-to-pay.
  • Leverage AI with Workiz Genius: Benefit from AI tools that answer missed calls, dispatch around the clock, and gain actionable insights from customer calls.

Use Cases

HVAC, Plumbing & Electrician Services
Secure more jobs, manage field technicians, and grow your HVAC, plumbing, or electrical business with streamlined dispatch, service plans, and fast scheduling.
Locksmith & Garage Door Pros
Boost efficiency and win more jobs in locksmith and garage door industries through easy online booking, instant estimates, and rapid technician dispatch.
Junk Removal & Appliance Repair
Organise your junk removal or appliance repair operations with Workiz’s robust mobile app, inventory management, and communication features.

Features & Benefits

  • Scheduling & Dispatching (drag-and-drop calendar, custom job/client profiles)
  • Online Booking (24/7 job requests via website)
  • Automations (up to 40% more productivity; auto alerts, review requests)
  • Advanced Reporting & Analytics (real-time, customizable reports)
  • Client Management (complete service and contact history)
  • Lead Source Integrations (convert web leads fast)
  • Service Plans (recurring job management)
  • Franchise Management (handle complex, multi-location business)
  • Invoicing & Estimates (custom invoices, estimate deposits, follow-ups)
  • Online Payments (card, tap-to-pay, financing options)
  • Communication Suite (built-in phone, 2-way texting, call tracking/masking)
  • Mobile Field Service App (on-the-go job access and updates)
  • Workiz Genius AI (AI answering, smart messaging, lead automation)
  • Inventory Management (live stock tracking)
  • QuickBooks Online Sync (auto invoice, payments, and clients sync)
  • Integrations (Zapier, Google Calendar, Angi Leads, Thumbtack, CompanyCam, etc.)
  • Subcontractor Management & Equipment Tracking (manage external staff and assets)
  • Price Book & Multi-day Jobs (effective pricing and job spanning)

Target Audience

  • Field service businesses of all sizes (from small contractors to large enterprises/franchises)
  • Particularly suited for:
    • HVAC
    • Plumbing
    • Electrical Contractors
    • Locksmiths
    • Junk Removal
    • Appliance Repair
    • Garage Door Services
    • Air Duct Cleaning, Alarm and Security, Auto Glass, Carpet Cleaning, Chimney Sweep, Computer Repair, Construction, Handyman, Home Remodeling, IT Services, Janitorial Service, Landscaping, Lawn Care, Maid & Cleaning, Moving, Towing, Pest Control, Pool Services, Pressure Washing, Property Maintenance, Restoration, Roofing, Sliding Doors & Windows, Snow Removal, Tree Care, Window Cleaning
  • Ideal for businesses deploying field technicians to customer sites

Pricing

  • Lite: Free, up to 2 users—features include scheduling, 20 invoices/jobs/estimates, and mobile app.
  • Kickstart: £225/month for 3 users (or £187/month annually); adds automations, online payments, online booking, built-in reports, client management, and a local number.
  • Standard: £275/month for 5 users (or £229/month annually); includes QuickBooks sync, 5 automations, custom fields, location tracking, leads, Reserve with Google, and subcontractor management. Extra users: £55/month (monthly) or £46/month (annual).
  • Pro: £325/month for 5 users (or £270/month annually); brings 10 automations, Genius features (Leads, Scheduling), custom reports, and performance pay. Extra users: £65/month (monthly) or £54/month (annual).
  • Ultimate: Custom pricing (includes everything from Pro, plus 30 automations, inventory, service plans, proposals, API, Zapier, and more).
  • Phone System Add-on: Integrated calling, recording, texts, tracking, AI-answering, and insights.
  • 7-day free trial available (no credit card required).

FAQs

What is field service management software?

Field service management (FSM) software, such as Workiz, enables businesses to efficiently schedule and dispatch technicians, track work orders, manage customer relationships, and access real-time data for improved decision-making. Workiz helps organisations stay organised and deliver better client service.

What are the benefits of field service management software?

FSM software like Workiz increases operational efficiency, improves customer experience, and streamlines business operations through automation. Features like scheduling, dispatch, invoicing, and real-time updates let service professionals focus on delivering great service.

How much does field service management software cost?

Workiz offers flexible subscription plans with different feature sets and user limits. Contact Workiz for a custom quote tailored to your business needs.

What are the common features of field service management software?

  • Scheduling and dispatching
  • Mobile app for technicians
  • Centralised customer management
  • Invoicing and payment processing
  • Advanced reporting and analytics
  • Integrations with tools for call answering, accounting, and lead management

Who needs field service management software?

FSM software like Workiz is essential for businesses employing field technicians for on-site services—including HVAC, plumbing, electrical, garage doors, locksmiths, and home repair. It's useful for all business sizes.

Does Workiz integrate with QuickBooks?

Yes. Workiz integrates seamlessly with QuickBooks Online for automatic syncing of invoices, clients, and payments.

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