Finally, a field service software that’s easy, powerful & fairly priced
Lite
Up to 2 members
The perfect starter kit.
Key features:
- Scheduling
- Invoices, jobs & estimates
- Online payments
- Online booking with checkout
- Built-in reports
- Price book
- Mobile app
Standard
1-5 members
The top tools to grow your company faster, save time and increase revenue.
Everything in Lite, plus:
- Quickbooks Online
- Automated reviews, reminders & followups
- Custom reports
- Tap to pay
- Prioritized customer support
- Ability to add Workiz Communication
- Ability to add Workiz Genius AI New
Ultimate
The complete plan
The ultimate plan for established businesses and growing teams.
Everything in Standard, plus:
- Service plans
- Sales proposals
- Inventory management
- Flat rate New
- Multi-day jobs
- Equipment tracking
- Purchase orders New
- Zapier integration
- Workiz Genius AI New
Features
Lite
Standard
Ultimate
Fundamentals
Jobs | 20 | Unlimited | Unlimited |
Invoices | 20 | Unlimited | Unlimited |
Estimates | 20 | Unlimited | Unlimited |
Clients | Unlimited | Unlimited | Unlimited |
Local number | |||
Recurring jobs | |||
Built-in reports | 15 | 15 | 15 |
Client portal | |||
Price book | |||
Flat rate | |||
Multi-day jobs | |||
Seo report tool |
Workiz Communication (sold separately)
Integrated phone system | |||
Genius Call insights | |||
Genius Smart messaging | |||
Ad tracking | |||
2-way texting | |||
Call flows | |||
Call masking |
Workiz Pay
Online payments | |||
Estimate deposits | |||
Consumer financing | |||
Card readers* | |||
Workiz Charge Card | |||
Tap to pay |
Client service tools
Online Booking with optional checkout | |||
Customer account management | |||
Sales proposals |
Workflow
Automations | 5 included | 30 included | |
Job & client custom fields | |||
Subcontractors management | |||
Genius Leads | |||
Genius Scheduling | |||
QuickBooks online sync | |||
External companies | |||
Advanced restrictions | |||
Custom reports | |||
Fleet tracking | |||
Inventory management | |||
Franchise management | |||
Custom documents | |||
Tasks | |||
Service plans | |||
Asset tracking | |||
Equipment tracking | |||
Open API | |||
Zapier integration |
* Card readers are sold separately.
* Subscription prices exclude sales tax where applicable.
* Each extra member costs $40/annual payment, $45 /monthly payment