We chose Workiz because the UI is simple & easy to learn.
Kristen Zinzi
Administrator at County Comfort Home Solutions
Field service invoicing software
Get paid on time
Workiz sends a branded invoice the moment a job closes, then chases the overdue ones on its own.
MOBILE INVOICING
Invoice before you leave the driveway
When your tech closes the job, the invoice sends automatically so payment can be collectd on the spot. No office lag, no end-of-week batch, no chasing.
AUTOMATED REMINDERS
Settle unpaid invoices without chasing clients yourself
Set a payment reminder schedule once and Workiz handles the nudging by itself.
Accept all payment options
Make it easy for clients to pay
Card, ACH, digital wallet, or monthly financing, clients pay the way that works for them, right from the invoice link. You get paid, they get convenience.
Accept tips
Maximize your earnings
Boost your revenue with seamless, digital tipping. Smart tipping prompts significantly increase your team's earnings without any awkward conversations.
Automatic reconciliation
Accounting on autopilot
Automatically sync your invoices to QuickBooks. Our smart reconciliation feature instantly matches WorkizPay entries with QuickBooks line items, eliminating data entry errors and saving your business up to 20 hours every week.
Make more with the business you already built
One portal. One login. Every tool to fill the calendar and keep the trucks moving.
Genius Answering
AI answering instantly handles your calls, emails, and texts. It talks to clients, books jobs, and dispatches the right tech without any human intervention.
Genius Marketing
A built-in marketing suite that uses your live job data in marketing campaigns, and protects your online reputation by flagging bad reviews as soon as they hit.
Genius Phone
An embedded phone system that gives you actionable insights from your calls — like your true job win rate, why leads say no, and how dispatchers can improve.
Scheduling
Smart scheduling and dispatching that keeps your team efficient, optimally routed and running on time.
Invoicing
Professional invoices that let clients pay by credit card, mobile wallet, ACH, cash, check, and consumer financing.
Automations
Automate tasks with ‘when this happens, do that’ rules. For example, ‘When an invoice is due, send client an SMS’.
Workiz streamlined our business with digital estimates, invoices, and phone integration.
Olga White
Manager at Instafix Appliance Repair
I switched to Workiz from Service Titan in summer 2023 and have loved it ever since.
Jed Green
Co-owner of NexLvl Services
Workiz simplified scheduling and billing, boosting our efficiency.
Brian Harding
Élecproménager
We are getting so many 5-star reviews and more business!
Mike Bryant
CEO at Plumbing 365
Workiz gives us everything we need to run our business seamlessly.
Hector Perez
Fidelis Repairs
Workiz makes running a business seamless—no more paperwork, easy payments, and automated customer follow-ups!
Brian Orchard
Owner at Everett Air
Since using Workiz, we’ve been able to take on more jobs, stay organized, and keep our customers happier than ever.
Filipe Souza
Owner at SmarTech Solutions
With Workiz, our growth skyrocketed over 300% — everything’s faster and easier now.
Rafael Roa
Appliances USA Pro
Workiz keeps our business running smooth—faster estimates, happy customers, and techs who get more done.
Dan and Wyatt Johnson
Einstein Pros
Workiz keeps our team efficient, organized, and ready to grow without anything slipping through the cracks.
Mike Gidich
Owner at Honey Dudes Handyman
Workiz is powerful yet simple—helping us save time, win more jobs, and stand out from the competition.
Keating Kuhn
Gold Eagle Services
Workiz helps us ensure our customers get a great experience from the first call to the final invoice.
Lior Mizrahi
Same Day Garage Door Services & Repair
Genius Recording is like a COO on the job. We use it to coach our techs on every client interaction.
Rafael Roa
Appliances USA Pro
Frequently asked questions
Field service invoicing software is a digital tool designed for service professionals to create, send, and manage customer invoices on the spot or from the office. It streamlines billing workflows, tracks open balances, supports online payments, and syncs directly with accounting tools to help field service businesses get paid faster and maintain healthy cash flow.
With Workiz, technicians can instantly convert job details or estimates into professional invoices while in the field. The system automatically populates the invoice with pricing and labor items, calculates taxes, and allows you to send it to the client via email or SMS. Customers can click a secure payment link to pay immediately with a credit card, mobile wallet, or bank transfer.
Automated invoicing reduces admin workloads, eliminates manual errors, and speeds up collection times. By setting up automated payment reminders, late payment notifications, and instant receipt delivery, you no longer have to spend hours following up on unpaid balances, leading to an average payment window decrease of up to 40%.
Yes. Workiz offers a seamless, two-way integration with QuickBooks Online. Every invoice created, payment collected, or refund processed in Workiz automatically syncs in real-time to your QuickBooks account, eliminating duplicate data entry and simplifying tax preparation.
Absolutely. Workiz provides fully functional mobile apps for iOS and Android devices. Technicians can view job lists, generate custom invoices, accept digital signatures, and collect credit card payments directly in the field, even when offline.
Workiz integrates its proprietary payment processor, WorkizPay, directly into the invoicing flow. You can track the real-time status of every invoice (Sent, Viewed, Paid, Overdue) and monitor payouts. The system automatically reconciles funds, sending instant receipts to clients upon successful transaction processing.