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Workiz Pay
Collect payments
anytime, anywhere
Issue expense cards, track employee spending and close your books faster than before, with the Workiz Card¹, powered by CapitalOS. No monthly fees, or card fees, Workiz Card is free for Workiz Pay customers. Managing your expenses has never been easier.
Turn live
CRM data
into jobs
CRM data
into jobs
Real-time data targets
clients right when they
need you.
Card reader
Fast, secure payments
Get paid on the field with a secure, fast and easy payment solution tailored to field service businesses.
Accept payments anytime, anywhere
Online payments
Streamline your payments with our fast, secure, and easy online payment solutions. Invoices, estimates, and payment requests can be easily sent from the office or on the road.
Gain business capital
Workiz Card
Get an additional credit line with the Workiz Visa Card, which gives you working capital to grow your business efficiently! With up to 8 weeks of additional credit and no monthly fees, credit line fees, or card fees, Workiz Card is free for Workiz Pay customers. Plus, with a simple automatic repayment system and 0% interest, managing your finances has never been easier.
Stress-free flexible payment options
Consumer financing
Turn ‘too expensive’ into ‘let’s do it!’ by making the payment experience easy and convenient for everyone. Showcase “as low as” amounts directly on your Workiz estimates and invoices. Get paid as soon as the job is done, while your customers pay over time, in manageable monthly installments.
Get paid faster
Instant Payouts
Say goodbye to waiting for your hard-earned money and invest back into your business faster! With Workiz Pay’s instant payouts, your funds will be deposited directly into your bank account in 30 minutes or less. Our automatic payout system means you don’t have to lift a finger to initiate payouts from your Workiz Pay balance to your business bank account.
expense management
Seamless expense
syncing & reports
Track every Workiz Card expense effortlessly with Workiz Pay. Purchases are logged instantly, receipts stay organized, and transactions sync with QuickBooks—so your finances stay accurate without the extra work.
No more hassle
Bank transfer
Win more jobs by accepting ACH bank transfers with Workiz Pay. Easily allow clients to make secure payments via bank transfers and sync it seamlessly to your job and QuickBooks data.
Workiz partners with CapitalOS and First Internet Bank of Indiana, Member FDIC, for Workiz Card. Cards are issued by First Internet Bank of Indiana, pursuant to a license from Visa Inc. Depending on your location, credit is provided by CapitalOS, Inc. or CapitalOS Financial Services LLC.
The biggest value is really being able to pinpoint the revenue generated from a campaign. I didn’t get that with Mailchimp.
Liz Ramirez
Marketing Manager, Gold Eagle Services
We sent our first campaign to just 77 people and immediately generated over $2,600 - filling two and a half days of truck time. It's an absolute game-changer.
Gage Valdez
Franchise Admin, Home Run Franchises
Workiz simplified our business with automation, boosting growth.
Miguel Contreras
Owner and CEO at Bros Pro Hauling
Workiz helped us generate unexpected, extra income.
Matthew Vick
Owner, Sonoma Strong Hauling & Junk Removal
Workiz continuously improves their product, making it easy for us to recommend and benefit from the partnership.
Matt Merry
Operations, Junk Removal Authority
Our scheduling has improved and retention rates on jobs have increased by 10%
Tega
Owner of Removerz
