Workiz
All-in-one field service management software with built-in phone system for home service pros
About Workiz
Workiz is an all-in-one field service management platform built for HVAC, plumbing, electrical, and other home service businesses. It combines scheduling, dispatching, invoicing, an integrated phone system, and automation tools to help over 120,000 service professionals manage operations from a single dashboard. The platform stands out with its built-in VoIP phone system, AI-powered call answering, and HVAC-specific features like price books and service plans.
Pros & Cons
Pros
- Only FSM software with a fully integrated VoIP phone system — eliminates the need for separate phone services
- Short learning curve with intuitive interface — teams onboard quickly without extensive training
- Strong automation for job alerts, payment reminders, review requests, and appointment confirmations
- HVAC-specific price book, service plans, and sales proposals built for home service workflows
- AI call answering captures leads 24/7 even when the office is closed
Cons
- Expensive at scale — base plans start at $225/month plus phone ($100/month) and AI answering ($200/month) add-ons
- Mobile app has reliability issues with dropped calls, data not saving, and limited offline functionality
- Inconsistent customer support quality — some users report slow response times during critical outages
- Free Lite plan is extremely limited — meaningful functionality requires the $225/month Standard plan minimum
Key Features
Smart Scheduling & Dispatching
Drag-and-drop calendar with real-time GPS tracking and skill-based job assignment
Built-in Phone System (VoIP)
Integrated call tracking, smart routing, automated messaging, and call recording
HVAC Price Book
Custom categories with bulk updates to costs, taxes, and inventory for HVAC professionals
Service Plans & Memberships
Create recurring maintenance plans for predictable revenue and customer retention
Workiz Pay
Send invoices via email/SMS and accept field payments with integrated card readers
AI-Powered Communication
Auto-complete messaging, multilingual support, and AI call answering for 24/7 lead capture
Online Booking
Customer-facing booking widget for homeowners to schedule service directly from your website
Mobile App
iOS and Android app for technicians to receive dispatches, update statuses, and capture signatures
Pricing
- 2 users
- Basic scheduling
- Basic invoicing
- Mobile app
- 3 users included
- Scheduling & dispatching
- Online booking
- QuickBooks integration
- Invoicing & payments
- Reporting dashboard
- 3 users included
- Everything in Standard
- Service plans
- Sales proposals
- Price book
- Asset tracking
- Everything in Pro
- Max automation
- Dedicated support
- Advanced reporting
- Priority features
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Featured In
7 Best Field Service Apps for HVAC & Home Service Companies (2026)
Best for phone-heavy HVAC operations — the only platform with a native VoIP system and AI call answering that turns missed calls into booked jobs.
5 Field Service Tools With GPS Tracking & Proof of Work (2026)
Best for service businesses that run paid advertising and need GPS dispatch efficiency combined with marketing attribution from call to completed job.
Top 6 Tradify Alternatives for Trade Businesses (2026)
Best Tradify alternative for US home service businesses with 5–50 techs that need call tracking and GPS dispatching.
Best Job Management Software for Electricians and Plumbers (2026)
Best for US residential plumbing and electrical shops running high inbound call volume and wanting dispatch + VoIP in one tool.
Best Invoicing and Scheduling Tools for Small Trade Businesses (2026)
Best for US home-service trades that spend on advertising and want phone-call tracking baked into their field software.