Field Service Tools

Powerful tools to run & grow your service business

Essentials

Scheduling & Dispatching

Streamline scheduling with an easy calendar view drag-and-drop scheduling suite. Assign each job to the best-suited technician based on availability, service area, and skill set.

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Invoicing

Issue custom-branded professional-looking invoices so you can get paid on time.

Estimates & Proposals

Win more jobs with custom estimates or proposals that let customers choose between good/better/best options.

Inventory Management

Track your inventory and optimize warehouse processes with real-time activity reports and low inventory alerts.

Online Booking

Let customers book appointments themselves with a self-serve portal that integrates right into your website.

Mobile App

Keep your team synced, whether they are on the job, on the road, or in the office.

Advanced Reporting

Understand performance and optimize work processes with easy-to-understand dashboards and custom reports.

Client Management (CRM)

Remember every client detail without searching for lost records. See the current opportunity, important client details, past jobs & files, and overdue payments in one glance.

Efficiency Tools

Automations

Streamline workflows, reduce manual tasks, and improve your service quality with smart automation tools.

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Lead Source Integrations

Connect the tools you already use seamlessly to your Workiz account.

Service Plans

Offer customers a way to keep their equipment maintained while giving your business a source of recurring revenue.

Multi-Location Management

Run every location from one account, using the same price book and processes, so adding locations doesn't add work for you.

Equipment Tracking

Record the serial numbers, photos, warranty information, and service history of equipment you fix to a client site.

Price Book

Build your own flat-rate and item catalogs that can easily be shared with customers, or integrate with industry-leading pre-made books.

Reserve with Google

Allow customers to book your services directly from Google search results.

Custom Job & Client Fields

Improve reporting and searchability with custom jobs and client profiles.

Subcontractors

Get the job done faster by including subcontractors in a job.

Angi

Get more opportunities by integrating with Angi leads.

Thumbtack

Get more opportunities by integrating with Thumbtack.

Ad & Source Tracking

Track marketing spend and optimize ROI with detailed ad performance reports.

Advanced Permissions

Create and manage unique roles with permissions tailored to your business needs.

Service Areas

Control the geographic service boundaries of individual technicians, or for the whole company, with an easy-to-use mapping tool.

Multi-day jobs

Planout bigger and more complex jobs over any timeline. Schedule techs for the days they need to be on the job site, and make sure the job is going smoothly with organized checklists.

Location Tracking

See exactly where your trucks and technicians are in real-time so you can dispatch the right people to the nearest job.

Commission Management

Save time and streamline payroll with automated commission calculations.

On my way

Inform clients and your back office when a tech is on the way. Boost trust and safety by including the technician's photo and professional bio, so the client knows who is coming.

Checklists

Improve profitability, reduce callbacks, and train new techs faster by creating step-by-step checklists for every job type. This will help ensure that your team follows your playbook.

Financial Services

Payment Processing

Accept full or partial payments online or in the field with flexible payment options that suit you and your customers alike.

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Expense Management

Track and control business expenses, promptly link receipts to purchases, and link expenses to jobs for better costing.

Consumer Financing

Offer customers flexible pay-over-time options to increase conversion rates.

Workiz Expense Card

Get access to unique credit cards built for the trades. They have flexible credit limits and track every expense, making reconciliation a breeze.

Branded Client Portal

Provide a dedicated hub for customers to review and sign estimates, get their invoices, and make online payments.

Purchase Orders

Quickly create and send purchase orders to specific vendors, link orders to your price book, and connect orders to relevant jobs.

QuickBooks Online

Manage your finances and inventory purchases from one place.

Sales Proposals

Win more high-paying jobs with custom proposals that let customers choose between good, better, and best options.

Tipping

Collect tips in the field, or through the client portal. Split tips between multiple people, and get detailed reporting on who is getting tipped the most.

Card Readers

Get paid in seconds with the easiest, fastest, and most secure payment method - swiping a card.

Online Payments

Accept payments with fast, simple, and secure online payment solutions.

Communication & AI

AI Answering

Never miss a call again with an AI call answering dispatcher that books or reschedules jobs, answers customer questions, and saves lost revenue.

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Built-in Phone & Messages

Centralize all your calls, emails, and SMSs into your CRM so that no opportunity ever falls through the cracks.

AI Leads Capture

Instantly extract lead data from emails and other sources and automatically turn them into trackable leads.

AI Call Insights

Improve decision-making and dispatcher performance with AI-powered summaries and insights automatically generated from customer calls.

Genius Scheduling

Automatically find the perfect time and tech for every job based on availability, proximity, and skill set. Prevent accidental double bookings and reduce calendar dead time.

Smart Messaging

Speed up communications by using AI to compose professional, situationally-appropriate messages tailored to each customer’s history. Sound like the professional you are while reducing the time it takes for you to shoot off a message.

Call Recordings & Tags

Automatically store and categorize calls for reference, quick access to information, and quality control.

Call Masking

Protect your employees and clients by keeping personal phone numbers hidden.

Genius Marketing

Use your Workiz data to trigger personalized campaigns that build relationships with existing clients, fill your schedule, and track the jobs created from every message sent.

INTEGRATIONS