Workiz Features

All the Features You Need to Manage Your Service Business

Workiz makes it easy for you to manage your jobs, teams, and clients – all from one place.

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Run Your Service Business

Run Your Service Business

Schedule and manage jobs more efficiently with an easy to use drag-and-drop calendar. Assign jobs to available techs, and auto-send appointment reminders to clients via text messages. 

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Close More Jobs and Get Paid

Close More Jobs and Get Paid

Turn potential clients to paying customers with Workiz customizable estimates. Easily create invoices, send them to clients, and request payments in just one click. With Workiz Invoicing and Online Payment features, you’ll never have to worry about losing an invoice ever again!

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Never Miss a Job Opportunity

Never Miss a Job Opportunity

Let’s face it, some clients prefer to order a service online rather than making a phone call, just like they would order a pizza or an Uber. In fact, 44% of consumers prefer to book online. With Workiz Online Booking and Service Chatbot you’ll be getting new jobs while you sleep!

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Manage Your Communication with Workiz Service Phone

Manage Your Communication with Workiz Service Phone

Workiz Service Phone is an integrated phone system that is designed for home & field service businesses. You can make and receive calls or text messages, monitor your dispatchers and techs with call recordings, and optimize your ad spend. 

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Workiz Main Features

Scheduling & Dispatching

Schedule jobs with a drag-and-drop calendar.

Job Management

Label jobs with custom tags and update job statuses.

Client Management (CRM)

Keep track of all your client’s info, jobs, and calls.

Appointment Reminders

Remind clients about upcoming services with automatic notifications.

Inventory Management

Track your inventory and quickly find the right tools.

Mobile App

Run your day-to-day operations from the field.

Quickbooks Integration

Sync your clients, items, services, invoices, and payments.

Reporting

Track job analytics, team performance, payments, and calls.

Calendar Sync

Sync your Workiz calendar with your personal calendar (Google, Outlook and more).

Lead Management

Track leads to prevent job opportunities from falling through the cracks.

 

Map View and Location Tracking 

Optimize your tech’s time on the road by tracking their location.

Job Time Tracking

Improve team efficiency by letting your techs clock in and out of a job.

 

 

Team Management

Assign jobs to available techs and easily communicate through the platform.

Service Areas

Assign jobs by service areas based on the distance from job locations and available techs.

Custom Fields

Customize your job fields to fit your workflow.

Invoicing

Send a custom invoice from the field with
just 1 click.

Online Payments (WorkizPay)

Accept contactless payments with a secure payment system.

Estimates

Create estimates, email them in seconds, and easily convert them to a job.

Custom Documents

Create your own invoice, estimate, or any other type of document.

Payment Requests

Send a payment request for an invoice and get your clients to pay online in seconds.

 

Client Payment Tracking

Track due invoices and easily follow up with payments.

Service Chatbot

Greet every visitor that enters your website and invite them to book a job online.

Online Booking Widget

Let clients book a service from your website, social media profile, and other platforms.

 

Custom Notifications

Reduce missed appointments and keep your clients in the loop.

 

Workiz Service Phone -

 

Integrated Phone System
Create a smooth call flow; answer and record each call.

 

All-in-One Platform
Call clients right from a job and listen to call recordings.

 

Call Masking
Ensure your techs are giving great customer service by masking clients’ phone numbers.

 

Ad Tracking
See which ads are generating more calls, jobs, and revenue.

Manage your business

Close more jobs and get paid

Never miss a job opportunity

Manage your team communication

An Integrated Phone System,

Designed for Field Service Businesses

Supercharge your Workiz subscription with a service phone plan

Starting from
$49 /mo
Billed annually

Integrated phone system

  • Make and Receive Calls
  • Send and Receive Text Messages
  • Call Recordings
  • Call Queuing
  • Call Flows
  • Greeting
  • Call Whisper
  • Numbers

All-in-one platform

  • All-in-one platform
  • Call From a Job
  • Appointment Reminders
  • Voicemail to Job
  • Smart Transfer & Conferencing

Manage your field techs

  • Tech & Client Recording
  • Call Masking

Track your marketing channels

  • Ad Tracking
  • Reports and Analytics

We Integrate with

Here’s Why Technicians Love Workiz:

With the Workiz field service mobile app, your techs can:

  • See their upcoming jobs
  • Call, text and email clients
  • Send estimates and invoices
  • Accept payments in the field
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Grow Your Service Business With Workiz
Never miss a call, schedule jobs and get paid.