Workiz review: Situational

6.5/10

Situational

Shop OS with phone and AI add-ons sold separate. Standard, Pro, and Ultimate all say Request pricing on workiz.com.

Custom · Updated Sep 8, 2026

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Key takeaways

  • Workiz is a Situational at Custom.
  • Best for: Phone-heavy HVAC, plumbing, locksmith, junk, garage door, and appliance shops that will sit a quote and fund Genius Phone or Genius Answering on top of the OS.
  • Crew score: 6.5/10.
  • Pro: Three named plans on workiz.com/pricing-plans (Sept 9, 2026): Standard, Pro, Ultimate. Scheduling, invoices, jobs, estimates, and online payments sit on Standard
  • Watch: No public cash. Standard, Pro, and Ultimate each print Request pricing. From is Custom. Do not paste third-party monthly guesses

Pros

  • Three named plans on workiz.com/pricing-plans (Sept 9, 2026): Standard, Pro, Ultimate. Scheduling, invoices, jobs, estimates, and online payments sit on Standard
  • 7-day free trial, no credit card (FAQ on the same pricing page). Book a demo or start trial from the site
  • Genius Phone, Genius Answering, and Genius Marketing are named add-ons sold separately. QuickBooks Online sync is on Standard

Cons

  • No public cash. Standard, Pro, and Ultimate each print Request pricing. From is Custom. Do not paste third-party monthly guesses
  • The phone stack and 24/7 answering are not in the base plan dollars you never see. Genius Phone and Genius Answering are sold separately with no public add-on price on the page we opened
  • Annual discount FAQ only says save $400+. It does not print the monthly floor. Card readers are sold separately. Subscription prices exclude sales tax

What it actually does

Workiz is the field service shop OS at workiz.com. Workiz Inc. sits in San Diego. You schedule the truck, send the estimate, invoice, take payment, and (if you buy the add-ons) run calls and texts inside the same product. That is the product. It is not a standalone AI receptionist with a published $29 card. It is not a reviews SKU with a public monthly price.

Three plans on workiz.com/pricing-plans on September 9, 2026. Every card says Request pricing. Standard is the core: scheduling, invoices, jobs and estimates, five automations, online payments, service areas, built-in reports, client management, custom fields, subcontractors, and QuickBooks Online sync. Pro adds performance pay, ten automations, Genius leads, Genius scheduling, and custom reports. Ultimate (labeled Most popular) adds service plans, thirty automations, sales proposals, inventory, flat rate, checklists, multi-day jobs, franchise management, open API, equipment tracking, and purchase orders. Jobs, invoices, estimates, and clients are Unlimited on every plan. Sales line printed on the site is 855-790-7363.

Genius Phone, Genius Answering, and Genius Marketing sit under Discover the Genius add-ons. Each is sold separately. Genius Answering claims 24/7 voice plus inbox (email, SMS, webform, lead sources), English, Spanish, and French, with live transfer to your team. No public dollar on those add-on cards. Workiz Pay covers online payments, estimate deposits, consumer financing, Tap to pay, and a Charge Card. Card readers are sold separately. The footer note: subscription prices exclude sales tax where applicable.

Trial is seven days, no credit card, per the FAQ on that pricing page. Annual billing is discounted versus monthly. The FAQ only prints save $400+. It does not print the monthly cash for Standard. Do not invent Kickstart or Lite dollars from a review site. Those numbers were not on the vendor page we opened.

Who should buy it

Buy it

Buy it if you run a phone-heavy home-service shop (HVAC, plumbing, electrician, garage door, locksmith, appliance repair, junk) and you wanted the OS and the call stack under one vendor, and you will take the quote. Mid-size and multi-location teams are the explicit Best for labels on Pro and Ultimate.

Skip it

Do not buy it if you needed a public monthly floor this afternoon. That is still Jobber Core at $49 or Housecall Pro Basic at $79. Do not buy Standard thinking Genius Answering is included in a price you cannot see. Do not buy it as a Google reviews box. Reputation Manager sits inside Genius Marketing, sold separately. Do not buy it because a third-party blog printed $187 or $229. Those are not on workiz.com.

The catch

The reason not to buy, even when the OS aisle is right, is the opaque bill plus the split stack. Request pricing on every plan. Phone and answering are add-ons. Card readers are separate. You cannot budget the whole month from the pricing page alone. A one-truck shop that only needed quotes and invoices will sit through a sales path for a product sized around call tracking and Genius.

FAQ

What does Workiz cost?

Workiz lists Custom.

Who is Workiz best for?

Phone-heavy HVAC, plumbing, locksmith, junk, garage door, and appliance shops that will sit a quote and fund Genius Phone or Genius Answering on top of the OS

What is the Workiz verdict?

Workiz is a Situational with a Crew score of 6.5/10.