Workiz

What it is

Category Descfield-service management ↗

Target UserSmall to mid-sized residential and home service trade contractors (including locksmiths, HVAC, plumbing, electrical, appliance repair, junk removal, and garage door repair). ↗

OwnershipIndependent (VC-backed) ↗

Founded Year2015 ↗

Pricing & cost

Pricing ModelWorkiz operates on a tiered subscription model structured around a base subscription fee that includes a set number of users (e.g., 3 seats on Kickstart, 5 seats on Standard and Pro), with per-user add-on pricing for extra users. Pricing is partially public and partially quote-only (Ultimate tier requires custom quotes, and standard plans are available both via direct published rates and sales quotes). ↗

Typical CostLite: Free (capped at 2 users, 20 jobs/month). Kickstart: $187/month billed annually or $225/month billed monthly (includes 3 users). Standard: $229/month billed annually or $275/month billed monthly (includes 5 users; extra users $55/month on annual billing). Pro: $270/month billed annually or $325/month billed monthly (includes 5 users; extra users $65/month on annual billing). Ultimate: Custom quote. Additional users generally range between $30 and $65 per user/month depending on plan tier and contract term. ↗

Api Or Integration FeesOpen API access and Zapier integrations are gated behind high-tier/Ultimate plans. QuickBooks Online integration is included in Standard and higher tiers. Phone system/SMS usage and AI features (such as Genius AI Answering, reported at ~$200/month, and phone plans at ~$100/month) are sold as separate add-ons or usage-based fees. ↗

Implementation CostStandard SaaS plans carry no mandatory entry setup fee according to vendor listings, though customized enterprise onboarding, data migration, and dedicated setup assistance for larger operations require custom sales quotes. ↗

API & data access

Has ApiYes ↗

Api TypeREST API (JSON formatting, OpenAPI 3.0 specification) ↗

Api Access GatingRequires a paid plan subscription and explicitly enabling the 'Developer API' add-on in the Workiz Feature Center/Marketplace. API access is not included in the free Lite tier. Authentication credentials (API Token and API Secret) are generated under Settings > Integrations > Developer. ↗

Api LimitationsSupports both read (GET) and write (POST) operations for core entities (Jobs, Leads, Team, Payments), but lacks endpoints for certain underlying assets like media/files, detailed call logs, and full account configuration data. Authentication passes the API token directly in the base URL path (e.g., https://api.workiz.com/api/v1/{api_token}/) rather than standard HTTP Authorization headers. Standard HTTP 429 throttling applies, though specific numerical rate limit caps are not publicly specified in open documentation. ↗

Data Export OptionsManual CSV and PDF data exports available across built-in and Custom Reports (covering Jobs, Leads, Invoices, Estimates, Payments, Clients, and Inventory/Services). Event-driven real-time data pushes are available via Webhook automations configured in the Automation Center for jobs, leads, invoices, and estimates. ↗

Native AI features

Ai Features SummaryWorkiz offers a suite of native AI features centered around 'Workiz Genius' (launched March 2024). Core features include Genius Answering ('Jessica'), an AI voice and text phone dispatcher; Genius Scheduling for route- and schedule-optimized job assignment; Call Insights for call transcription and summary; Smart Messaging; Genius Leads; and Genius Marketing. Beta features include 'Hey Genius' (in-app mobile voice assistant) and 'Live Assist' (real-time live call copilot). Workiz does not provide native AI estimating or AI finance tools, nor an official native Model Context Protocol (MCP) server. ↗

Ai DispatchShipped/GA: 'Genius Scheduling' intelligently suggests optimal appointment time slots based on team availability, geographic route proximity, and current calendars to minimize travel time. 'Genius Answering' (aka 'Jessica') acts as a 24/7 AI dispatcher that answers calls, emails, and texts to automatically create, schedule, reschedule, or cancel jobs directly on the dispatch calendar. ↗

Ai FinanceWorkiz has essentially no native AI for finance or estimating. It relies on standard rule-based automations for payment reminders, customizable invoice generation, and automated QuickBooks Online transaction reconciliation. There are no native AI estimating or AI AP/AR extraction features. ↗

Ai Assistant Or McpAI Assistant/Copilot (GA & Beta): Workiz features 'Smart Messaging' and 'Genius Copilot' (GA) for context-aware customer communication and marketing email creation. In beta, 'Hey Genius' is a hands-free mobile voice assistant enabling techs to query jobs and add notes via voice, while 'Live Assist' (beta) acts as a live call web copilot transcribing calls and populating job details in real time. MCP Server: Workiz does NOT offer a native, official Model Context Protocol (MCP) server. Third-party connections require using Zapier or custom code via the paid Workiz Developer API add-on. ↗

Integrations & ecosystem

Accounting IntegrationsWorkiz offers a native integration with Intuit QuickBooks Online (as well as QuickBooks Desktop via setup), automatically syncing invoices, payments, expenses, tax info, and customer records. Workiz does not natively support enterprise construction accounting systems such as Sage Intacct or Foundation Software. For other general accounting tools like Xero, integrations are facilitated through third-party iPaaS platforms like Zapier. ↗

MarketplaceWorkiz features a public app marketplace and partner directory ("Workiz Marketplace" / "Apps & Third Party Integrations"). The marketplace lists native add-ons and software integrations across several categories including lead generation (Angi, Thumbtack, Reserve with Google), consumer financing (Wisetack, Sunbit), field/photo management (CompanyCam, Dispatch.me), fleet tracking (Linxup), marketing automation (Mailchimp, NiceJob), and general workflow automation (Zapier). ↗

Unified Api SupportWorkiz provides a native public developer REST API (hosted at api.workiz.com/api/v1/) with endpoints for jobs, clients, dispatch, technicians, and invoicing. However, major unified-API connectors tailored for construction/field services (such as Agave) or cross-category unified APIs (such as Merge.dev) do not list Workiz as a supported system in their standardized integration catalogs. ↗

Accounting fit & implementation

Certified PayrollWorkiz does not support certified payroll or prevailing wage reporting (such as Davis-Bacon WH-347 forms) natively or through a built-in add-on. Contractors working public-works jobs must export time-tracking logs to external payroll providers or third-party compliance software. ↗

Accounting MethodWorkiz is an operational field service platform rather than a full double-entry accounting system. It syncs transaction-level invoicing, expense, and payment data to external accounting software (such as QuickBooks Online), where cash or accrual accounting reporting is maintained. ↗

Wip Poc SupportWorkiz does not natively support Work-in-Progress (WIP) schedules or Percentage-of-Completion (POC) revenue recognition. The platform is designed for short-cycle, service-call dispatch rather than multi-phase project cost accounting. ↗

Implementation TimeOnboarding typically takes between a few days and two weeks for small-to-midsize trade teams to reach go-live. ↗

Requires ImplementerWorkiz does not typically require a paid third-party implementer or Value-Added Reseller (VAR). Setup is self-guided or assisted directly by internal Workiz onboarding specialists. ↗

Adoption & market position

Market PositionWorkiz is an all-in-one, cloud-based Field Service Management (FSM) and communication software platform tailored for small-to-medium-sized on-demand trade and home service contractors (such as locksmiths, HVAC technicians, plumbers, appliance repair, and junk removal pros). It positions itself as an accessible, user-friendly 'business-in-a-box' providing scheduling, dispatching, invoicing, online booking, and a integrated phone system, competing at a lower price point and smaller crew tier compared to enterprise platforms like ServiceTitan. ↗

Customer ScaleWorkiz reports serving over 120,000 service professionals across North America. ↗

MomentumWorkiz is a high-growth, modern cloud-native platform that contractors adopt to digitize off pen-and-paper or legacy workflows. The company has raised $60.3 million in total venture capital, including a $40 million Series C led by Lead Edge Capital that set its valuation at $200 million. It has earned spots on the Deloitte Technology Fast 500 and Inc. 5000 lists, and continues actively expanding its feature integrations (e.g., JB Warranties, Zoom, QuickBooks). ↗