Workiz

Workiz is field service management software for home-service businesses, positioning itself as an "AI growth engine" that automates the core operations of a service company. Used by more than 120,000 professionals across the US and Canada, it combines scheduling, dispatch, invoicing, payments and AI-powered lead capture into one platform built to help service pros book more jobs and grow.

What is Workiz?

Workiz runs the day-to-day of a service business and layers AI on top. A drag-and-drop calendar handles scheduling and dispatch, estimates and invoicing move jobs toward payment, Workiz Pay processes cards, and its standout AI phone system (Genius Answering) answers incoming calls automatically so no lead is missed. Marketing automation (Genius Marketing) then keeps customers engaged and coming back.

Who it's for

Workiz serves home-service professionals across 50+ industries — HVAC, plumbing, electrical, locksmith, appliance repair, garage door, junk removal and cleaning among them. It suits businesses that live on inbound calls and scheduled jobs, where capturing every lead and dispatching efficiently directly drives revenue.

Key features

• Drag-and-drop scheduling and dispatch
• Genius Answering: AI phone system that answers calls and captures leads
• Estimates, invoicing and online booking
• Workiz Pay card processing and payment collection
• Genius Marketing automated customer campaigns
• Integrations with QuickBooks, Google, Yelp, Thumbtack, Angi and Zapier

AI so no lead slips through

Workiz's biggest differentiator is AI automation "at every step," and especially its answering service. In the trades, a missed call is often a lost job — the customer simply dials the next company. Genius Answering has AI pick up every call, capture the lead's details and even help book the job, so a busy or after-hours business stops leaking revenue to voicemail. That single capability can pay for the software on its own.

From call to cash

Workiz connects the whole job lifecycle: a captured lead becomes a scheduled job on the dispatch board, the technician completes it and it turns into an estimate or invoice, and Workiz Pay collects payment — card or otherwise. Because it all lives in one system with a built-in phone/CRM, the office is never reconstructing what happened from scattered notes, and getting paid is faster.

Grows the business, not just tracks it

Beyond operations, Workiz leans into growth. Genius Marketing automates customer campaigns to win repeat and referral business, and integrations with lead sources like Yelp, Thumbtack and Angi funnel new work in. Customer testimonials point to real outcomes, with one owner saying the software "has doubled our bookings and sales" — reflecting the platform's growth-first framing.

Dispatch and payments in one flow

Workiz keeps the office and field coordinated with a drag-and-drop dispatch calendar that shows who is assigned to what, so jobs are scheduled efficiently and nothing double-books. When work is done, Workiz Pay collects payment on the spot by card, and online booking lets customers schedule themselves — shrinking the gap between a job finishing and cash landing. Because scheduling, invoicing and payments share one system, the office never has to reconstruct a job from scattered notes.

Connected to your lead sources

Workiz integrates with the tools service businesses already depend on — QuickBooks for accounting, plus lead sources like Yelp, Thumbtack and Angi and automation via Zapier. That means new leads flow straight into the system and financials sync automatically, so the platform sits at the center of the operation instead of becoming another silo to maintain.

Why choose Workiz

For a home-service business that runs on phone calls and wants to stop losing leads, Workiz is a compelling, AI-forward choice. Its automated answering, full job-to-cash workflow, built-in payments and growth marketing — trusted by 120,000+ pros — make it especially strong for service companies that want technology to actively bring in and capture more business, not just organize the jobs they already have.