We chose Workiz because the UI is simple & easy to learn.
Kristen Zinzi
Administrator at County Comfort Home Solutions
Leads integration
Convert more leads into paying customers with accurate lead tracking
Get organized
Streamline your incoming leads
One central platform to easily manage and track your leads. Get insights and data to help you increase sales and avoid leads falling through the cracks.
New automation tools
Keep track of your success
Get detailed reports on which leads have been lost and which have been converted. The more information you have, the better you will be able to convert leads the next time they come in.
External Lead Generation
Stay on track and up to date
Track leads and job referrals as they come in from external lead sources. Easily communicate and convert them, and even auto-calculate referral fees.
REPORTS AND ANALYTICS
Improved reporting accuracy
Automatically organize external company leads in one place. Cut back on manual data entry and save time and resources.
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
Workiz’s Lead Managemer helps field service businesses efficiently track and manage opportunities, keeping your organized so that no opportunity slips through the cracks.
By consolidating all lead information in one place, you can monitor progress, follow up effectively, and increase your chances of converting leads into paying customers.
Workiz Lead Manager lets you create and manage leads directly within your Workiz account. You can input client details, job descriptions, and schedule appointments.
Leads can be tracked through customizable statuses that reflect your sales pipeline, and when a lead is ready to proceed, it can be easily converted into a job, carrying over all relevant information.
Yes.
With Genius Leads, Workiz will automatically generate new leads from incoming emails, such as service requests from your website or third-party lead providers. This automation saves time, ensures that every potential job is captured without manual data entry, and lets you be the fastest business to respond to the lead.
Workiz also has integrations with 3rd party lead providers such as Reserve with Google, Angi, Thumbtack, and HouseHappy. Incoming leads from these sources go into your Leads Manager so you can track every hard earned opportunity.
Absolutely.
Workiz allows you to track leads based on their source, providing insights into which marketing channels are most effective. This data helps you allocate your marketing budget more efficiently and focus on strategies that yield the best results.
Yes.
Workiz’s automation tools let you trigger automatic follow-ups based on lead statuses and status changes. For instance, if a lead hasn’t responded within a certain timeframe, Workiz helps you stay engaged with potential clients by sending a reminder email or text, or a follow up alert to an internal dispatcher.
When a lead is ready to book, you can convert it into a job with a single click.
All the information from the lead, including client details, job type, and notes, is transferred to the new job, eliminiating the need for duplicate data entry and speeding up your workflows.
No.
Leads are tracked separately from jobs in Workiz. This means that if a lead doesn’t convert into a job, it won’t impact your job cancellation statistics, providing a more accurate picture of your business performance.