Workiz
workiz.com
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
Where Specifiction places it
- Field Service Management Software#16 of 958.7
- Electrical Estimating Software#8 of 258.0
- HVAC Estimating Software#8 of 257.9
- Job Costing Software#15 of 327.9
- Dispatch Management Software#14 of 277.9
- HVAC Software#16 of 308.0
- Contractor CRM software#16 of 297.9
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