The #1 field service platform
SearchkINGS cALL INTELLIGENCE
Increase your revenue with quality leads
Get more leads that have the greatest potential for revenue with SearchKings Call Intelligence lead sourcing technology, that’s integrated right into Workiz and let’s you see the value of the leads generated from calls.
Everything you need
all in one place
Increase the efficiency of HVAC business with an all-in-one platform trusted by over 120,000 pros. Manage all your daily tasks automate your key workflows, win more jobs, get paid in the field faster, and control your business in real time with Workiz.
Price book
Increase your revenue
Discover the game-changing Price Book feature for HVAC pros! Enhance your field sales and workflow with custom categories, seamless catalog navigation, and quick access to your items. Save time with bulk updates to costs, tax prices, inventory statuses, and categories.
PURCHASE ORDERs
Your one-stop shop for order management
Quickly create and send purchase orders to vendors, linking items to your price book and relevant jobs. Track orders and monitor statuses, ensuring full visibility and reducing errors.
online booking
Make every deal count
Increase your sales by offering your customers the opportunity to purchase related products as well as booking more services online. With the most professional online booking system, you can easily upsell premium products and services while attracting potential customers.
SERVICE PLANS
Recurring revenue all year round
Boost company profits and ensure consistent repair and tune-up work by offering service plans.
automations
Save yourself time and effort
Get more reviews, communicate more efficiently with your techs and customers, send those estimates faster and so much more with custom automation. Save yourself 20 hours a week when you take all your tedious tasks and make them a well-oiled machine.
Sales proposals
Win 25% more jobs
Empower your customers by sending detailed proposals with multiple options that meet their budget. This powerful sales tool will save you time and put your customers at ease. Make it even easier on yourself with our custom templates.
EQUIPMENT TRACKING
Manage and track your equipment
Keep track of installation and HVAC equipment details on the Workiz platform. Record specific information such as the equipment installed, serial number, warranty details, and more. Manage all your equipment data on the client’s profile and job page. Gain an overview of all equipment across all jobs and never lose sight of an item.
Multi-day jobs
Easily manage and track your complex jobs
Ensure that each task is completed on time helping your team stay on track and save time. Easily schedule and assign tasks, monitor progress, and receive real-time updates with multi-day jobs.
