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Workiz

Field service management with built-in VoIP phone and call tracking.

3.9/ 5.0 editorial score

Overview

Workiz is a field service management platform with a built-in VoIP phone system, call tracking, dispatching, invoicing, and lead management. Designed for home service businesses that rely heavily on phone leads, Workiz combines job management with communication tools in one platform. Popular with locksmiths, garage door companies, appliance repair, and other on-demand trades where speed-to-answer and call management directly impact revenue.

Pros & Cons

Pros
  • Built-in VoIP phone system and call tracking — manage calls, texts, and jobs in one place
  • Free Lite plan for up to 2 team members gets you started at no cost
  • Strong automation for lead follow-up, scheduling, and customer communication
  • Online booking and real-time customer communication built in
  • Good integration with QuickBooks and Google Local Services Ads
Cons
  • Full-featured plans start at $65/mo — above average pricing
  • Free Lite plan is very limited in features and capability
  • Interface is functional but less polished than Jobber or Housecall Pro
  • Steeper learning curve due to phone system and automation complexity
  • Fewer integrations than Jobber overall

Key Features

Scheduling
  • Job scheduling & dispatching
  • Drag-and-drop calendar
Communication
  • Built-in VoIP phone system
  • Call tracking & recording
Sales
  • Lead management
Billing
  • Estimates & invoicing
  • Online payments
  • Consumer financing
Client Management
  • Client management
  • Online booking
Mobile
  • Mobile app
Lead Sources
  • Marketplace integrations (Angi, Thumbtack)
Inventory
  • Inventory tracking
Accounting
  • QuickBooks integration
Reporting
  • Reporting & analytics

Our Workiz Review

We evaluate every software across five key criteria. Here's how Workiz scores.

Ease of Use

4.0 / 5.0
4.0

Workiz offers a clean, modern interface that strikes a good balance between features and simplicity. The scheduling calendar and job management are intuitive. The built-in VoIP phone system integrates seamlessly into the workflow. Some users find the initial setup of automations and workflows requires experimentation, but day-to-day operations are smooth once configured.

Ease of Implementation

4.0 / 5.0
4.0

Workiz setup is relatively quick with a guided onboarding process. Customer and job data can be imported via CSV. The VoIP phone setup adds an extra configuration step but is well-documented. Most businesses are operational within a week. Workiz offers onboarding calls and training resources to get teams up to speed.

Support

4.0 / 5.0
4.0

Workiz provides live chat, email, and phone support during business hours. Response times are generally good, and the support team understands field service operations. The help center covers all features with articles and videos. Premium support with dedicated account managers is available on higher plans.

Integrations

3.5 / 5.0
3.5

Workiz integrates with QuickBooks, Zapier, Google Local Services, Angi, Thumbtack, and various payment processors. The lead source integrations with home service marketplaces are a standout feature. The Zapier connection extends connectivity. The API is available for custom integrations on higher plans.

Value for Price

4.0 / 5.0
4.0

Workiz offers competitive pricing with the added value of a built-in VoIP phone system and lead management — features that would cost extra with competitors. The per-member pricing is reasonable for small teams. For businesses that rely on inbound calls and marketplace leads, the integrated communication tools provide strong ROI.

Client Support

EmailPhoneLive ChatKnowledge Base

Hours: Business hours (Mon-Fri, 6am-5pm PT)

Workiz offers live chat, email, and phone support during business hours with responsive, knowledgeable agents. The help center provides thorough documentation and video tutorials. Premium support with dedicated account managers is available on higher-tier plans.

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Workiz Review & Pricing | Sales Software Advisor