Workiz
Field service management for on-site service teams.
Mobile Field Service Tools, Scheduling & Appointments, Invoicing & Billing
Workiz centralizes field service operations so teams can book jobs, dispatch technicians, automate communications, invoice customers, and accept payments from a single platform. It exists to help on-site service businesses increase efficiency, win more jobs, and get paid faster.
Verdict
If you need a fast-to-deploy, mobile-first field service platform with built-in phone/SMS, strong QuickBooks Online support, online booking and offline-capable mobile apps for US-based trades teams, choose Workiz. However, if you require robust multi-state tax automation, barcode-driven inventory/PO automation, built-in mileage/geofencing, enterprise-grade reporting, strict GDPR/HIPAA assurances, or reliable international phone coverage, look elsewhere.
Pricing
Workiz offers a Free Lite tier (up to 2 members) and paid flat monthly plans (Kickstart $225/mo, Standard $275/mo, Pro $325/mo) with Ultimate available via contact; a 7-day free trial is available.
| Plan | Price |
|---|---|
| Lite (Up to 2 members) | Free |
| Kickstart (incl. first 3 users) | $225 / month |
| Standard (incl. first 5 users) | $275 / month |
| Pro (incl. first 5 users) | $325 / month |
| Ultimate | Contact for pricing |
Key features
- Native Mobile App (iOS/Android)
- Offline Access
- Real-time GPS Tracking
- Photo Proof Uploads (Before/After)
- Digital Signature / E-signature
- Instant Card Processing (On-site Payments)
- Integrated VoIP Phone System (ServiceCall.ai / Call Insights)
- Inventory Management & Purchase Orders
- QuickBooks Sync
- Zapier Integration
- Dispatch Board / Drag-and-Drop Calendar (Map View)
- Route Optimization
- GPS-based Time Clock
- Branded Customer Portal
- Recurring Service / Service Plans
- Equipment / Asset Tracking
- Create Estimates & Proposals from Mobile
- Checklists & Job Forms
- Purchase Orders
- Crew / Team Management
Limitations
Limited international availability (phone and some portal features restricted to US/Canada); inconsistent support responsiveness; additional features/add-ons and communications (calls/SMS) can incur extra fees; no built-in mileage logging/geofencing or barcode-based inventory workflows; automatic region/state tax calculation not supported; some advanced reporting and deep customizations reserved for higher tiers.
Pros & cons
Pros
- All-in-one FSM: scheduling/dispatch, CRM, invoicing, inventory and built-in phone system bundled in one platform
- Mobile-first capabilities with offline mode (technicians can work offline and sync later)
- Real-time GPS tracking and dispatch board / map view for efficient dispatching
- Built-in communications stack (phone, SMS, call recording, AI answering) that centralizes customer contact
- Strong QuickBooks Online integration and other popular integrations (Stripe, Mailchimp, CompanyCam, etc.)
- Online booking widget + branded client portal enabling customers to book, sign estimates, and pay online
- Service Plans / recurring service and recurring invoicing support
- Fast setup & generally easy to use (low learning curve) reported by multiple users
Cons
- Pricing can be expensive for very small businesses/sole proprietors; additional users and add-ons increase cost quickly
- Hidden/ancillary fees reported (calls, texts, automations or features behind add-ons)
- Free trial signup issues and account access problems reported (trial canceled or inaccessible)
- Customer support responsiveness and resolution inconsistent — several reports of slow or limited support
- Mobile app limitations/glitches: some features only on web (e.g., blocking time off) and occasional sync/glitch issues
- Platform restricted to US/Canada phone functionality and some account features blocked while traveling — limited international support
- Missing some field-focused features many users expect: no built-in mileage logging or geofencing; no barcode scanning or automated vendor ordering
- Tax automation gaps — users report lack of automatic tax calculations by state/region
- Some advanced reporting/customization and enterprise features are limited or gated to higher tiers
- Phone service specifics can cause unexpected costs (minute rounding, plan limits, on-demand billing)
- Occasional account/ops issues: porting phone numbers out reported as problematic by some users
FAQ
What is field service management software?
Field service management (FSM) software like Workiz helps businesses manage and streamline field operations — scheduling and dispatching technicians, managing work orders, tracking customers, and accessing real-time job data.
What are the benefits of field service management software?
FSM software increases operational efficiency, improves customer experience, automates repetitive tasks, and provides real-time visibility so teams can deliver faster, more reliable on-site service.
How much does field service management software cost?
Pricing varies by vendor and depends on features, user count, and level of functionality; Workiz offers a free trial and flexible monthly subscription plans—contact Workiz for a tailored quote.
Who needs field service management software?
Businesses that deploy field technicians—such as HVAC, plumbing, electrical, garage door, locksmith, and appliance repair companies—benefit from FSM software to organize operations and scale service delivery.
What should I consider when buying FSM software?
Consider your scheduling and dispatch needs, invoicing and payment options, integrations with accounting or marketing tools, ease of onboarding, mobile accessibility, and automation capabilities.