Workiz is a cloud‑based field service management platform that unifies CRM, scheduling, dispatch, invoicing, and payment processing for small to mid‑size service businesses. Its mobile app and real‑time GPS tracking let technicians update job status, capture payments, and receive AI‑driven lead and marketing tools, while integrations with QuickBooks streamline financial workflows.
Funding
$40M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
5OLEFounders
Product
Problem
Field service businesses often rely on fragmented tools for scheduling, dispatch, invoicing, and customer communication, leading to inefficient operations, missed appointments, and delayed payments. Manual processes and lack of real-time visibility make it difficult to optimize technician routes, track job progress, and maintain accurate financial records.
Solution
Workiz offers an integrated field service management platform that combines CRM, job scheduling, dispatching, invoicing, online booking, and mobile technician tools into a single cloud‑based system. The platform automates lead capture, assigns jobs based on technician availability, location, and skill set, and provides real‑time GPS tracking and automated customer notifications. Built‑in payment processing, expense management, and QuickBooks integration streamline financial workflows, while AI‑driven features such as lead capture, marketing automation, and call insights help businesses acquire and retain customers more efficiently. A mobile app enables technicians to create estimates, capture payments, and update job status on the go, giving managers end‑to‑end visibility and control.
Target Audience
Workiz is designed for small to mid‑size field service companies such as HVAC, plumbing, electrical, locksmith, garage‑door, appliance repair, and junk‑removal businesses that need a single platform to manage jobs, technicians, and finances.
Features
- Unified CRM with lead source integrations and AI‑powered lead capture
- Drag‑and‑drop scheduling and AI‑assisted dispatch that matches jobs to technician skills and proximity
- Real‑time GPS tracking and automated “On my way” notifications for customers
- Mobile app for technicians to generate estimates, capture payments, and update job status offline/online
- Integrated invoicing, online payments, expense management, and QuickBooks sync
- Automated workflows, service plans, equipment tracking, and customizable checklists
- Built‑in phone system with call recordings, AI answering, and marketing automation tools
- Advanced reporting and analytics dashboard for performance monitoring