Workiz
Field-service CRM with Standard / Pro / Ultimate. Jobs, estimates, invoices, and online payments are core. Service plans are Ultimate. Genius Phone (2-way texting) is a separately sold phone stack — vendor-owned, so messaging still counts.
- Best for
- Locksmith, garage-door, junk, and other lead-driven home-service teams that need jobs, estimates, and a phone stack
- Price
- Contact for pricing
- HQ
- United States
- Profile updated
Worth it for your operation?
Pros
- Jobs, estimates, invoices, and payments on Standard
- Recurring jobs on the platform; service plans on Ultimate
- Vendor mobile app
- Genius Phone puts 2-way texting on the customer record when you buy that stack
Watch-outs
- Public pricing page does not publish a dollar floor
- Genius Phone, Genius Answering, and Genius Marketing are sold separately
- Service plans are Ultimate-only
- Less of a membership HVAC OS than ServiceTitan or FieldEdge
Score by criterion
The dark mark on each bar is the average of the 11 systems in this ranking. Criteria with higher weight pull the overall score more.
A live job and dispatch board — schedule, assign techs, and see today’s work without a parallel spreadsheet.
Quotes, estimates, or a pricebook inside the product — good/better/best or flat-rate — not a PDF from another app.
Maintenance agreements, service plans, or memberships that renew on the customer record — not only a won job or a one-off visit.
Native SMS or messaging inbox on the customer or job card, with team history. WhatsApp Business API also counts. One-way “on my way” blasts and marketplace apps do not.
Public plan in USD, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day dispatch work lower the score.
English UI, job and membership vocabulary, and time until a CSR or owner-operator can dispatch without a months-long implementation project.
What ships natively
We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.
- Yes
Jobs & dispatch
A live job and dispatch board — schedule, assign techs, and see the day’s work without a spreadsheet
- Yes
Quotes & pricebook
Quotes, estimates, or a pricebook inside the product — not a PDF from another app
- Yes
Memberships
Maintenance agreements, service plans, or memberships that renew on the customer record — not only a one-off job
- Yes
Invoicing & payments
Invoices and payments on the job, in the field or online, in the same product
- No
Financing
Credit simulation or consumer financing in the product — solar, real estate, or home-service jobs, depending on the vertical
- Yes
Native messaging
Native SMS or messaging inbox on the lead/contact/policy card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not
- Yes
Sales pipeline
Visual sales pipeline
- Yes
Vendor mobile app
App published by the vendor itself
Editorial analysis
Workiz in detail
Workiz is the lead-driven FSM. Jobs and invoices are Standard. The phone/SMS inbox is Genius Phone, sold next door.
Who it is for
Shops that live on inbound calls and booked jobs — locksmith, garage, junk, similar trades — more than on HVAC memberships. Confirm the Genius Phone quote before you assume two-way texting is in the base fee.
What drives the score
Jobs and quotes are solid. Memberships are mid (Ultimate service plans). Messaging is true with the add-on caveat. Price is low for a page without dollars.
How we read the sources
Based on workiz.com and the Standard / Pro / Ultimate comparison (jobs, estimates, payments, service plans on Ultimate, Genius Phone sold separately).
Frequently asked questions
Why is messaging true if Genius Phone is extra?
Same rule as other vendor-owned SMS add-ons on this site. Genius Phone is Workiz’s phone and 2-way texting stack, not a marketplace app. The profile still says it is sold separately.
Do I get memberships on Standard?
Recurring jobs are on the platform. The pricing grid puts service plans on Ultimate. The membership flag follows that product line, and the score stays mid because the full agreement engine is gated.
Sources consulted
Everything on this profile comes from the pages below. We did not lab-test the platform.
Profile updated . Found something outdated? Corrections are welcome.