Workiz
Workiz is a cloud-based field service management platform built for home service businesses. Founded in 2015 by former locksmiths in San Diego, it serves 120,000+ professionals across 50+ trades including locksmith, junk removal, carpet cleaning, appliance repair, HVAC, and plumbing. The platform covers scheduling, dispatching, CRM, invoicing, payments, online booking, inventory, and an AI-powered communication suite (Workiz Genius) — all accessible via web and mobile apps.
Use Cases
- Scheduling and dispatching field technicians
- AI-powered call answering and lead capture
- Online booking for 24/7 appointment self-scheduling
- Invoicing and payment collection in the field
- Recurring service plan management
- Inventory and equipment tracking
- Customer review and reputation management
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| Scheduling | Yes | Advanced |
| Dispatch | Yes | Advanced |
| CRM / Customer Management | Yes | Advanced |
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Advanced |
| Estimating | Yes | Standard |
| Proposals & Quotes | Yes | Standard |
| Online Booking | Yes | Advanced |
| Customer Portal | Yes | Standard |
| QuickBooks Sync | Yes | Advanced |
| Zapier Integration | Yes | Standard |
| API Access | Yes | Standard |
| Inventory Management | Partial | Standard |
| Pricebook | Yes | Standard |
| Flat Rate Pricing | Yes | Standard |
| Time Tracking | Yes | Standard |
| GPS Tracking | Partial | Basic |
| Photo Documentation | Yes | Standard |
| Reporting Dashboard | Yes | Advanced |
| Call Tracking | Yes | Advanced |
Alternatives to Consider
ServiceTitan
All-in-one field service management platform built for residential and commercial trades.
Jobber
Field service management software designed for small to mid-size home service businesses.
Housecall Pro
Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.