Workiz Review
Field service software with strong dispatch features, multi-trade reach, and four partnership program tracks.
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Strengths
- Built-in phone/calling integration at higher tier — unusual and useful for ops
- Four partner tracks (Influencer, Distributor, Tech, Service Provider) — multiple paths to revenue share
- Strong dispatch workflow for multi-tech operations
Weaknesses
- No chemistry tracking — same generalist gap as Jobber and HCP
- Higher tier required for most automation features
- Pool service is not their primary marketing focus
Compare Workiz to alternatives
Workiz pricing
Standard
- Scheduling and dispatch
- Invoicing and payments
- Mobile app for techs
- Reporting basics
Pro
- Online booking
- Automated text messaging
- QuickBooks sync
- Custom job forms
Ultimate
- Phone integration (built-in calling)
- GPS tracking
- Custom workflow automation
- API access
What Workiz is
Workiz is field service software serving 120,000+ businesses, with a focus on dispatch-heavy trades like HVAC, plumbing, electrical, and locksmiths. Pool service is supported as a generalist trade, not a specialty.
Pricing
- Standard: $65/mo
- Pro: $165/mo
- Ultimate: $245/mo
Pricing is per-account base; some plans cap users.
What it does well
- Built-in phone integration at Ultimate tier — calls track to customer records automatically.
- Dispatch workflow designed for multi-tech operations with same-day routing.
- Multiple partnership tracks. Influencer (standard affiliate), Distributor (reseller), Technology Partner, Service Provider.
Where it’s weaker
- No chemistry tracking. Same generalist gap.
- Pool isn’t their lead trade. Marketing is HVAC/plumbing-focused; pool support is functional but not differentiated.
- Automation gated to higher tiers.
Best fit
Pool service operations with 3+ techs and significant phone-handling needs (high inbound call volume from new lead generation). Pool-only chemistry-focused operations should look at Skimmer.
Workiz — common questions
How much does Workiz cost?
Workiz pricing ranges from $65–$245/mo. A free trial is available. See our full pricing breakdown for tier-by-tier features.
Does Workiz have a free trial?
Yes. Workiz offers a free trial — no credit card required in most cases. Confirm the trial length on their signup page.
Who is Workiz best for?
Multi-tech pool service operations with phone-heavy workflows (high inbound call volume). Note: Pool-only chemistry-focused operations.
Does Workiz include chemical tracking?
No, Workiz does not include native chemical tracking. You can build chemistry reads as custom job forms, but it is not a first-class workflow. Pool-specialist tools like Skimmer or Pool Brain are better fits if chemistry tracking is critical.
Does Workiz integrate with QuickBooks?
Yes. Workiz has bidirectional QuickBooks integration covering invoices, customers, and payments. Most operators report saving ~5 hours/month on bookkeeping after integration.