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Workiz

workiz.com

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Spec sheet

What it does
Workiz is a cloud field-service-management platform for scheduling, dispatching, invoicing, payments, communications and customer management.Read 15 Oct 2026 · getapp.com
Free plan
NoRead 21 Sep 2026 · workiz.com
Integrations
Listed integrations include QuickBooks, Reserve with Google, Google Calendar, Yelp, Thumbtack, Angi, Linxup, Zapier, CompanyCam, JB Warranties, Sunbit, Wisetack, Dispatch.me, NiceJob, SearchKings, Nexa, Mailchimp and AnswerConnect.Read 15 Oct 2026 · workiz.com
Support
Support is offered through help-center chat, email at [email protected] and phone at (855) 790-7363; paid accounts receive a customer-success manager.Read 15 Oct 2026 · help.workiz.com
Headquarters
San Diego, California, United StatesRead 28 Sep 2026 · workiz.com
Founded
2015Read 28 Sep 2026 · workiz.com
AI answering
AI Answering can answer calls, book or reschedule jobs and handle customer questions.Read 15 Oct 2026 · workiz.com
AI call insights
AI Call Insights generates summaries and insights from recorded customer calls.Read 15 Oct 2026 · workiz.com
API coverage
The API documentation lists job, lead, team, time-off and payment operations, including create, update, assign and conversion endpoints.Read 15 Oct 2026 · developer.workiz.com
API documentation limits
The developer hub says the published OpenAPI specification lacks operation IDs for some operations and does not document rate-limit headers or Idempotency-Key support.Read 15 Oct 2026 · workiz.com
Built-in communications
Workiz centralizes phone calls, email and SMS in its CRM and supports call recording, tagging and masking.Read 15 Oct 2026 · workiz.com
Company founded
Crunchbase and the G2 company profile state that Workiz was founded in 2015.Read 15 Oct 2026 · crunchbase.com
Company founders
Crunchbase names Erez Marom, Idan Kadosh and Saar Kohanovitch as founders.Read 15 Oct 2026 · crunchbase.com
Company headquarters
Crunchbase and LinkedIn place headquarters in San Diego, California.Read 15 Oct 2026 · crunchbase.com
Company legal name
Crunchbase lists the legal name as Workiz Inc.Read 15 Oct 2026 · crunchbase.com
CRM
Client management shows current opportunities, customer details, previous jobs, files and overdue payments.Read 15 Oct 2026 · workiz.com
Customer portal
YesRead 21 Sep 2026 · workiz.com
Estimates and proposals
Users can send estimates and good-better-best proposals that let customers choose an option.Read 15 Oct 2026 · workiz.com
Inventory
Inventory tools provide activity reports, stock tracking and low-inventory alerts.Read 15 Oct 2026 · workiz.com
Invoicing
The platform creates custom-branded invoices intended to help businesses collect payment on time.Read 15 Oct 2026 · workiz.com
Invoicing and payments
YesRead 21 Sep 2026 · workiz.com
Limit: app workflow problems
An Apple reviewer reports that online bookings do not populate mobile work orders, invoice fields are inflexible, historical jobs require date-by-date navigation and chat support can take days.Read 15 Oct 2026 · apps.apple.com
Limit: bugs and mobile glitches
GetApp reviewers mention occasional bugs or glitches, particularly in the mobile app, and request stronger notifications and payment features.Read 15 Oct 2026 · getapp.com
Limit: pricing and packaging
Trustpilot reviewers complain about doubled prices, expensive tiers, features moved into add-ons and forced plan changes.Read 15 Oct 2026 · trustpilot.com
Limit: support responsiveness
GetApp summaries report that some users experience slow or unresponsive support and unresolved issues.Read 15 Oct 2026 · getapp.com
Mobile app
The mobile app gives technicians job details, customer records, service history, schedules, call history and timesheets, including limited-connectivity use.Read 15 Oct 2026 · workiz.com
Mobile platforms
bothRead 21 Sep 2026 · workiz.com
Offline mode
YesRead 21 Sep 2026 · workiz.com
Online booking
Customers can book appointments through a self-service portal embedded in a business website.Read 15 Oct 2026 · workiz.com
Praise: ease of use
GetApp reviewers commonly describe scheduling, invoicing, client management and mobile access as intuitive and easy to use.Read 15 Oct 2026 · getapp.com
Praise: organization and automation
Reviewers repeatedly praise keeping jobs, customers, invoices and payments in one place and automating repetitive work.Read 15 Oct 2026 · getapp.com
Privacy and security disclosure
The privacy policy says Workiz uses commercially reasonable safeguards but cannot guarantee absolute security and may retain information for legal, accounting or dispute purposes.Read 15 Oct 2026 · workiz.com
Public API
Workiz publishes a REST API at api.workiz.com/api/v1 using an account API token and JSON responses.Read 15 Oct 2026 · developer.workiz.com
QuickBooks sync
The QuickBooks connection supports Online and Desktop and can synchronize invoices, payments, expenses, taxes and customer data.Read 15 Oct 2026 · workiz.com
Rating on Apple App Store
4.6 out of 5 from 2.2K ratings.Read 15 Oct 2026 · apps.apple.com
Rating on Capterra
4.4 out of 5 from 218 reviews.Read 15 Oct 2026 · capterra.com
Rating on G2
4.7 out of 5 from 244 reviews, based on the displayed star-count distribution.Read 15 Oct 2026 · g2.com
Rating on GetApp
4.4 out of 5 from 218 reviews.Read 15 Oct 2026 · getapp.com
Rating on Software Advice
4.4 out of 5 from 218 reviews.Read 15 Oct 2026 · softwareadvice.com
Rating on Trustpilot
1.5 out of 5 from 124 reviews.Read 15 Oct 2026 · trustpilot.com
Recurring jobs
YesRead 21 Sep 2026 · workiz.com
Reporting
Advanced reporting provides dashboards and customizable reports for performance analysis.Read 15 Oct 2026 · workiz.com
Route optimization
YesRead 21 Sep 2026 · workiz.com
Scheduling and dispatching
Its calendar supports drag-and-drop scheduling and technician assignment by availability, service area and skills.Read 15 Oct 2026 · workiz.com
Security commitment
Workiz’s Trust Center states that management maintains an information-security system aligned with ISO 27001 requirements.Read 15 Oct 2026 · workiz.com
Self-hosting and SDKs
The opened public developer documentation describes a hosted REST service and does not list self-hosting instructions or SDK packages.Read 15 Oct 2026 · developer.workiz.com
System requirements
The iOS listing requires iOS 17 or later, iPadOS 17 or later, or macOS 14 with an Apple M1-or-later Mac; the app supports iPhone and iPad.Read 15 Oct 2026 · apps.apple.com
Two-factor authentication
Workiz supports one-time passcodes by text message or email for login and sensitive account changes.Read 15 Oct 2026 · help.workiz.com
Zapier extensibility
Zapier can create Workiz jobs or leads from events in other apps and use Workiz jobs or leads as triggers; the Developer API add-on is required.Read 15 Oct 2026 · help.workiz.com

Plans and prices

Pro Priced on request Everything in Standard · performance pay · 10 automations · Genius Leads · Genius Scheduling · custom reports Read 15 Oct 2026 · workiz.com
Standard Priced on request Scheduling, invoices, jobs and estimates · 5 automations · online payments · service areas · built-in reports · client management · custom fields · subcontractor management · QuickBooks integration Read 15 Oct 2026 · workiz.com
Ultimate Priced on request Everything in Pro · service plans · 30 automations · sales proposals · inventory management · flat rate · checklists · multi-day jobs · franchise management · Open API Read 15 Oct 2026 · workiz.com

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