Workiz

field-service management

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

Standard 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.

Yes

REST API (JSON formatting, OpenAPI 3.0 specification)

Requires 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.

Manual 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.

Workiz 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.

Workiz 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.

Workiz 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).

Workiz 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.

Workiz reports serving over 120,000 service professionals across North America.

Workiz 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).