Field service management
Workiz
Field service software with a built-in phone system: scheduling, dispatch, invoicing and payments, with call recording and an optional AI answering add-on.
Best for
Small shops that want their phone line and their job board in the same app.
Pricing
Prices not listed where we could read them; see their pricing page
Checked Oct 2026 on workiz.com/pricing. Prices change; confirm on their site.
What their site says
- Standard, Pro and Ultimate plans; we couldn’t read prices on the pricing page when we checked.
- 7-day free trial, no credit card.
- Built-in phone system with call recording; Genius Answering (AI answering) is sold separately.
- Price book and flat-rate pricing listed among plan features; QuickBooks Online integration.
Source: workiz.com/pricing, checked Oct 2026. We haven’t tested Workiz hands-on.
JobPrompts workflows it pairs with
Free, copy-paste workflows that use what Workiz gives you:
- CSR / DispatcherWrite booking confirmation and reminder textsOpen workflow →
- CSR / DispatcherSend a running-late textOpen workflow →
- CSR / DispatcherWrite the end-of-day board summaryOpen workflow →
- Service TechnicianWrite the job summary for the invoiceOpen workflow →
- Office ManagerFollow up on a past-due invoiceOpen workflow →
- Bookkeeper / AccountingSummarize job costingOpen workflow →
- CSR / DispatcherFollow up on missed and unbooked callsOpen workflow →