Workiz 2026: Benefits, Features & Pricing

I have really enjoyed the switch to Workiz. The cost is a great value for the money. Invoicing customers is very easy and can be sent via email and SMS texting which is a great feature. Payments are secure and the scheduling of appointments and overall management of customers is super easy.

My over all experience with this software for daily dispatching of jobs and also invoicing has been good.

GREAT so far. I don't see running my business with out it.

10/10 one of the best app that I used for Invoice and Estimate. Also, I can easily track my new and old customers data. recommending this app to people that want to use a simple and effective tool for thier business.

it facilitates tasks and helps everyone to be connected for efficient work

They take your money, then the support is non existent. We have been waiting over a week to get a support response and a call back. The people we communicate with via email just keep giving responses like, we will have someone contact your back in 1-2 days. I got one call back and the guy could not even tell who was in charge of my account. He kept trying to refer me to the onboarding trainer who had already told me he didn't manage my account. They have over $4000 from us and we are not in anyway confident that we want to grow a business using this platform. This is the worst customer service experience I have ever had. I am a part of nearly every social media HVAC contractors group out there and have contributed significantly over the years. I will warn everyone that asks about CRMS ( daily occurrence) to turn and run away from Workiz. DO THE RIGHT THING, GIVE ME A REFUND, AND LET ME GO TO SOMEONE THAT KNOWS HOW TO TREAT A CUSTOMER. We have not been with the business even a month since we launched. I couldn't imagine how terrible it will be as we grow.

Workiz is the worst CRM I have ever used. They don’t honor their agreements – they promise one thing, but in reality, it’s all a scam. They offered a 30-day trial with a money-back guarantee, but when I tried to contact an agent to cancel, no one responded. The time passed, and now canceling is a nightmare. You can’t do it through your account—you have to call or email, but that doesn’t work either. Support says that cancellations are handled by a special department that is “very busy” (probably because they have too many cancellations to process, which is the only believable thing about this company). 🔴 Unreasonably expensive system – CRM + phone service costs around $400 per month. The phone service alone costs $100 but only includes 1,500 SMS messages. I used up the entire limit in two weeks—during the slowest season! After that, each SMS costs $0.01. In peak months, I need 4,000-6,000 more SMS messages, which means an extra $40-60 per month. 🔴 Issues with online booking – Customers immediately see a service fee in the booking system, even if they later choose a payment method that doesn’t require one. The only way to remove this fee is to completely disable card payment fees, which means you have to cover all transaction costs yourself. Because of this, my online booking conversion rate dropped significantly, costing me thousands of dollars in lost revenue. 🔴 Appointment rescheduling is a disaster – If a client requests to reschedule, the system does not notify them, and there’s no way to automate this process. This is ridiculous in 2024. 🔴 Their “smart” answering system is a joke – Genius Answering (Jessica) can’t even tell customers the prices of your services, yet it costs $200 per month! I have another AI agent for $9 per month that does far more—it provides pricing information and can even book appointments independently. 🔴 "Jessica" can’t be customized – You can’t change her name or voice. So, if a customer calls a competitor who also uses Workiz, they’ll hear the exact same “Jessica” answering the phone. Great way to lose brand identity. Workiz is a service that charges you at every step, performs poorly, and has an endless list of issues. I do NOT recommend it!

Overall, the concept is definitely a great business move- to have all you need for business in one app: phone, messaging, automations, invoicing, tech assignment, etc. is very convenient! With them being a fairly new company, they just have some bugs and glitches to work out.

Money is essential life blood for Business, However, There should always be a "Care Factor" for its customers. Money should NEVER come before CARE, It should come after. WorkIZ portrays a Caring attitude for the businesses it sells its software to, But their ACTIONS suggest differently. Money Definitely comes first........Comes out the first of every month at 7am actually. If there happens to not be enough money in the account, THEY RESTRICT ACCESS. This means that I must then Make a paper copy of new work orders that come in, and simply have no access to answer customer inquires on existing work orders. I must then look extremely unprofessional and tell them I do not know any details concerning your repair until I collect checks to cover the cost of my software, might take a few days to answer your question. MIND YOU, I HAD THE MONEY TO COVER THE COST IN CREDIT CARD PAYMENTS IN WORKIZ PAY!!!!! This was prior to the "instant Transfers", however. They have now given me the option of instant transfers, BUT I'M SEEING ISSUES WITH THAT. Customer paid me nearly $700.00 for the repair of a washer and dryer [sensitive content hidden] , in the early afternoon time. I told her I would be able to order her parts out of that money because my software now offers instant transfers and get the job done by [sensitive content hidden]. I contacted them at [sensitive content hidden] to inquire as to why they have not been released. My parts supplier closes at [sensitive content hidden] and don't open again until monday

I would say overall would never come back to utilize the service. I've utilized plenty of different softwares and this used to be great when it was SendAjob but since the transition to Workiz. You guys fall short and don't meet our needs. Maybe a one man show and or someone who doesn't need detailed, efficient workflow.