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Revenue VelocityFounded 2015 · 11 yrs

Workiz

AI growth engine for home service businesses

By Workiz · HQ San Diego, US · 4.0/5 verified-buyer score

Positioning guardrails

Best for

  • Home service contractors in HVAC, plumbing, electrical, locksmith, appliance repair and garage door trades
  • Teams losing leads to missed calls that want AI answering plus scheduling, dispatch and payments in one platform
  • Multi-location operators and franchise networks needing inventory, purchase orders, franchise management and custom reports
  • Growing field service businesses that want scheduling, estimates, invoicing and QuickBooks Online sync out of the box
  • Owners who want marketing and reputation campaigns driven by live job and revenue data

Ideal size: 5–50 field techs people · Growing service business or multi-location operator with a dispatcher

Not for

  • Non-field-service businesses; the product is purpose-built for home service trades
  • Industrial or manufacturing field service with deep asset/MRO and reliability engineering needs
  • Buyers who require published self-serve list pricing, since every plan is quote-only
  • Project-heavy construction firms needing AIA billing and detailed job costing

Value metrics scorecard

Time-to-Value

~1–3 weeks

~14 days to first production value

Total Cost of Ownership

$0/yr

Starts at $0 · Quote-based subscription across three plans (Standard, Pro, Ultimate); every plan shows 'Request pricing'. Genius Phone, Genius Answering and Genius Marketing are sold separately as add-ons.

Implementation Friction

2/5

Engineering + admin effort required

Buyer Score

4.0

out of 5 · verified buyers

Full cost breakdown

Mandatory implementation fee

None

Seat tiers

Three tiers: Standard (growing teams), Pro (mid-size teams), Ultimate (multi-location and franchise teams), each with a set number of automations (5 / 10 / 30).

Add-on costs

  • Genius Phone — sold separately
  • Genius Answering — sold separately
  • Genius Marketing — sold separately
  • Workiz Pay card readers — sold separately

Company & support

Who is behind Workiz, and how your team gets help once it is live.

Company

Founded
2015 · 11 yrs in business
Headquarters
San Diego, US

How you get support

We haven’t recorded support channels for Workiz yet. Nothing here means unverified — not absent.

Market position

Where Workiz sits relative to every other solution in the database. Toggle axes to compare on cost, speed, friction, or buyer score.

Quadrant view

Implementation friction × Verified buyer score

1.0/52.0/53.0/54.0/55.0/50.0/51.3/52.5/53.8/55.0/5Friction ← betterBuyer score ↓ betterLoved & EasyLoved & HeavyRisky & EasyRisky & HeavyWorkiz
Workiz is highlighted; the rest of the database is dimmed for context. Click any dot to open its dossier.

Stack fit signal

Compatibility with standard B2B ecosystems.

MCPNot supported

No supported MCP path today, so it cannot be driven from an AI client.

SalesforceNot supported
AWSNot supported
SnowflakeNot supported
HubSpotNot supported
Google WorkspaceIntegration
Microsoft 365Not supported
SAPNot supported
SlackNot supported

AI & MCP readiness

What Workiz ships in AI, and what it asks of your ecosystem.

AI features shipped

Agentic workflowsNLP automation

Sources describe Genius Answering (AI answers calls and inbox messages 24/7 in English, Spanish and French, with live transfer to humans), Genius Leads, Genius Scheduling and Genius Call insights on Pro/Ultimate, plus AI Writer & Designers in Genius Marketing. No model-provider or AI logging details are published.

In your ecosystem

AI connection
Not supported
Model key
Not recorded
AI usage audit
Not recorded

Industry verdicts

How Workiz speaks to each vertical it serves — same data, sector lens.

ConstructionWin bids, run sites, keep projects on margin.

Best for in Construction

  • HVAC, plumbing, electrical, locksmith, appliance repair and garage door contractors
  • Trade teams that dispatch techs to customer sites and invoice on the spot
  • Multi-location or franchise trade operators

Not for

  • General contractors running long multi-trade build projects
  • Firms billing against AIA schedules or needing formal submittals
  • Companies whose field work is not customer-site service calls

Workiz targets home and field service trades — its own site lists HVAC, plumbing, electrical, locksmith, appliance repair and garage door, and Wikipedia describes the same focus. The value proposition is trade-contractor operations: AI call answering, scheduling and dispatch, on-site estimates, Workiz Pay payments, QuickBooks sync and marketing campaigns. It is not a construction project-management system: there is no AIA billing, no formal submittal workflow and no deep project cost accounting. Multi-location and franchise management, inventory, purchase orders and equipment tracking sit on the Ultimate plan.

Compliance attestations

SOC 2 — not heldISO 27001 — not heldGDPR — not heldHIPAA — not heldFedRAMP — not heldISO 42001 — not heldIAPP AIGP* — not held

* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.

Bottom line

Workiz is a San Diego-based field service management platform for home service businesses — HVAC, plumbing, electrical, locksmith, appliance repair and garage door. Founded in 2015, it serves 120,000+ service pros with scheduling, dispatch, estimates, invoicing, Workiz Pay payments and QuickBooks sync. Genius AI add-ons (Phone, Answering, Marketing) answer calls 24/7, book jobs, run campaigns and request reviews. Plans are Standard, Pro and Ultimate, all quote-only.

Frequently asked questions

How much does Workiz cost?

Workiz does not publish list prices. Its pricing page shows three plans — Standard, Pro and Ultimate — each marked 'Request pricing', so you must contact sales for a quote. Genius Phone, Genius Answering and Genius Marketing are add-ons sold separately, and Workiz Pay card readers are also sold separately. Budget for a subscription plus add-ons based on call volume and marketing needs.

What does implementation look like, and how fast is time to value?

Workiz is cloud SaaS with a free trial and a mobile app, plus QuickBooks Online sync, so most teams can be scheduling and invoicing within days to a couple of weeks. No source states a mandatory implementation fee or a fixed onboarding timeline; larger multi-location and franchise rollouts should plan extra time for data migration, roles and permissions, and phone and answering configuration.

Is the AI included, or is it an extra cost?

Both. Genius Leads and Genius Scheduling are included from the Pro plan up, while Genius Phone, Genius Answering and Genius Marketing are explicitly sold separately as add-ons. Genius Answering answers calls and inbox messages 24/7 in English, Spanish and French and can live-transfer to your human team.

Does Workiz integrate with QuickBooks and Google Calendar?

Yes. QuickBooks Online sync and Google Calendar are listed integrations, alongside Zapier, Yelp, Thumbtack, Angi Leads, Mailchimp, CompanyCam, Dispatch.me, NiceJob and others. The Open API and Zapier integration are only included in the Ultimate plan, so confirm the integrations you need before choosing a tier.

Is Workiz a fit for multi-location operators or franchises?

Workiz markets its Ultimate plan at multi-location larger teams and franchises, with multi-location management, franchise management, inventory, purchase orders, equipment tracking and custom reports. Smaller single-van operators may find Standard sufficient; non-field-service businesses are not the target.