Workiz
All-in-one field service management software with built-in phone system for home service pros
Founded
2015
Starting Price
$0
Category
Field Service Management
Last updated March 20, 2026
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
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
Pricing
Lite
$0/month
- 2 users
- Basic scheduling
- Basic invoicing
- Mobile app
Most Popular
