Workiz Review - Communication-First CRM for Home Services 2025
Workiz Review - Complete Analysis
Overview
Website: workiz.com
Best For: Communication-heavy trades and on-demand services
Starting Price: Free (Lite plan, 2 users) - $259/month (Pro plan)
Users: 120,000+ service professionals
API Available: ✅ Yes (REST API with documentation)
What is Workiz?
Workiz serves small to mid-sized home service businesses, with a strong focus on communications-first industries like locksmithing, garage door repair, appliance repair, and junk removal. The platform includes scheduling, dispatch, call tracking, customer management, and invoicing. It also features Workiz Genius, an AI-powered assistant for tasks like scheduling and answering calls. Known for its fast setup and practical tools, Workiz is ideal for small teams who need both CRM and voice infrastructure bundled together. With over 120,000 professionals using the tool, it has grown rapidly as a Fast 500 company.
Pricing Plans
Lite
2 users included
Basic features only
Standard
5 users included
Core scheduling & invoicing
Pro
5 users included
Advanced automations & AI
Ultimate plan with enterprise features available by custom quote. Annual billing required for paid plans.
Key Features
📞 Call Tracking & Recording
Built-in phone system with call recording and tracking capabilities
🤖 Workiz Genius (AI)
AI-powered assistant for scheduling, call answering, and customer interactions
📅 Job Scheduling & Calendar
Intuitive scheduling with drag-and-drop calendar and automated dispatch
💰 Estimates & Invoicing
Professional estimates and invoices with integrated online payment processing
👥 Client CRM & History
Complete customer management with job history and communication tracking
🔗 Integrations
Connects with QuickBooks, Zapier, and other business tools via REST API
✅ Pros
- Excellent communication and call tracking features
- Free tier available for small teams
- AI-powered features with Workiz Genius
- Fast setup and implementation
- Great for on-demand service businesses
- Strong mobile app for field technicians
- Competitive pricing for feature set
❌ Cons
- Limited customization options
- Free plan is very basic
- Less suitable for large operations
- Inventory management is minimal
- Advanced features require higher-tier plans
- Reporting could be more comprehensive
Who Should Use Workiz?
Perfect for: Small and mid-sized service businesses (1–20 employees), especially those in on-demand trades like locksmiths, garage door repair, appliance repair, cleaning services, and junk removal. Ideal for businesses that rely heavily on phone communication and need integrated call tracking.
Not suitable for: Large enterprises needing extensive customization, businesses requiring advanced inventory management, or companies that don't prioritize communication features.
Workiz Genius AI Features
🎯 Smart Scheduling
AI automatically suggests optimal scheduling based on location, technician skills, and availability
📱 Call Answering
AI can answer calls, book appointments, and handle basic customer inquiries
🔍 Lead Qualification
Automatically qualifies leads and prioritizes high-value opportunities
Ready to Try Workiz?
Start with their free plan and see if their communication-first approach works for your business.
Visit Workiz →