Frequently asked questions

Fully customizable for any industry, Workiz is an easy-to-use, web-based field service management software that helps you run your business more efficiently. With Workiz, you can run your entire business from your desktop or cell phone (with the Workiz Mobile App). The platform lets you schedule and dispatch jobs, view the status of incoming leads, and keep track of your techs in real-time. You can also easily message your team with our fully integrated communications suite, view your customer history, get paid, and create invoices. With Workiz, you can ditch the pen and paper and grow faster while boosting your reputation and providing an exceptional experience for your customers. 

Workiz offers different pricing plans to match your business needs, and there is something for everyone. All the options can be found on our pricing page. No matter which plans you choose, all Workiz users get smart scheduling & dispatching, the fully integrated mobile app, and 30 invoices and estimates/month (minimum). Field Service Management companies that use Workiz report 23% growth within the first 3 months of using the platform.

It’s super easy! There is no need to download or install anything. There is no need to download or install anything. Our team of onboarding experts will help you get started and are there for you every step of the way. The Workiz team is always here to help you via phone, chat,or email. If you want to learn more about the platform and its features we have lots of videos, articles, and helpful tips and tricks to help you get the most out of the platform. 

Absolutely! The Workiz Mobile App is available on the App Store and Google Play and is fully compatible with any smartphone. With the Workiz mobile app, you and your teams can stay connected and use the platform from anywhere – in the office, on the road, and at the job site. Your techs can generate invoices with two clicks and even take payments in the field without swiping credit cards. They can also send an ‘On my way’ message to communicate with clients every step of the way and minimize the chances of last-minute cancellations.

We accept all major credit and debit cards. Our annual plans are billed at the time of purchase.

Workiz offers several different plans to match different business needs. Plans are billed annually at the time of purchase so once you pay you don’t have to think about it again and can focus on running and growing your business.

No way! Workiz is incredibly easy to use. Once you set up your account, you can go ahead and start scheduling jobs and dispatching your techs. Workiz has 24/7 customer support, a robust onboarding process, and many resources to help you and your team become Workiz experts.  Just check out the Help Section on our website for videos, articles, and helpful tips and tricks to help you get the most out of the platform.

Yes, and it’s super easy! You can easily import all your customer data onto the Workiz platform via Excel files.

Absolutely! With Workiz Pay, you can create invoices, give estimates, and get paid easily online and in the field. Card readers (powered by Stripe) let your techs get paid quickly in the field. The Workiz/Sunbit integration enables customers to pay for complex, expensive jobs in interest-free installments, so you close bigger jobs faster. 

Your security is our top concern! We work hard to ensure all our customer (and your customer) data is fully secure so you never have to worry. Our platform uses standard SSL Encryption by leading companies like Amazon, eBay, and Netflix. Our tech team always stays on top of trends and developments in the security space to ensure that Workiz always leads the way in data encryption and security. You can read more about our security and privacy policies here.

You bet! Workiz seamlessly integrates with QuickBooks, which enables you to automatically sync invoices, customers, and payments. With the QuickBooks mobile app, your techs can also provide your customers with a smooth and professional experience by sending estimates and invoices within seconds. Workiz’ all-in-one Integration Center allows you to sync numerous apps to help you run your business effectively. Among others, Workiz helps you stay legally covered by storing before/after images with CompanyCam, collecting payments via Stripe (Workiz Pay) and Sunbit, managing your reputation with NiceJob and Signpost, and so much more.