How to Build Your Own Workiz

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

Save time and streamline payroll with automated commission calculations.

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

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

Issue custom-branded professional-looking invoices to get paid on time with automatic follow-ups on overdue payments.

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

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

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

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

Speed up communications by using AI to compose professional, situationally-appropriate messages tailored to each customer's history.

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

Let customers book appointments themselves with a self-serve portal that integrates into your website. Increase job opportunities by 30%.

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

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

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

Improve profitability, reduce callbacks, and train new techs faster by creating step-by-step checklists for every job type.

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

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

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

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

Get more opportunities by integrating with Angi leads.

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

Manage your finances and inventory purchases from one place with QuickBooks integration.

Get more opportunities by integrating with Thumbtack.

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

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

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.

Plan out bigger and more complex jobs over any timeline. Schedule techs for the days they need to be on the job site with organized checklists.

Streamline scheduling with easy calendar view and drag-and-drop scheduling. Assign jobs to best-suited technicians based on availability, service area, and skill set.

Keep your team synced whether they are on the job, on the road, or in the office with full mobile access to job details.

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