The implementation of Workiz is designed to be fast, intuitive, and scalable for small to midsize service businesses. The typical process can be completed in a few days to a couple of weeks, depending on the size of the team and the complexity of the business setup. Here's a step-by-step breakdown:
Sign-Up and Account Creation
Users begin by signing up for Workiz via the website. A free trial is available, and no credit card is required initially.
Initial Setup and Customization
After account creation, users can upload their company logo, set up service areas, and customize the dashboard by pinning frequently used features.
Team Onboarding
Admins can add team members, assign roles, and set permissions. Workiz supports advanced role-based access control to tailor user experiences.
Data Import
Businesses can import existing customer data, job history, and inventory records. Workiz offers tools and support to facilitate seamless data migration.
Integration Setup
Users can connect Workiz to third-party tools like QuickBooks, Google Calendar, and payment gateways. This step ensures seamless financial and operational workflows.
Custom Field Creation
Businesses can create searchable custom fields for jobs, clients, invoices, and estimates to match their specific operational needs.
Document and Template Customization
Users can customize estimate, invoice, and work order templates, including branding and messaging. This helps maintain consistency and professionalism.
Automation Configuration
Workiz Automations allow users to set up workflows for job alerts, review requests, and payment reminders, reducing manual tasks.
Training and Support
Workiz offers onboarding assistance, tutorials, and customer support to help teams get comfortable with the platform.
Workiz is highly customizable and designed to adapt to a wide range of service business models. Here are key customization capabilities:
Custom Fields
Users can create custom fields for jobs, clients, estimates, and invoices that are searchable. This allows businesses to track unique data points relevant to their operations.
Document Templates
Workiz supports full customization of estimate, invoice, and work order templates. Users can edit branding, layout, and messaging to match their business identity.
Sidebar and Dashboard Personalization
Users can pin favorite features to the sidebar and customize dashboard views for quick access to essential tools.
Service Area Mapping
Businesses can define geographic service zones for individual technicians or the entire company, optimizing dispatch and coverage.
Role-Based Permissions
Admins can assign roles and permissions to team members, ensuring that each user has access only to the tools and data they need.
Price Book Customization
Workiz allows users to build flat-rate and item catalogs or integrate with industry-standard price books. This helps standardize pricing and improve transparency.
Automation Rules
Users can automate workflows such as sending job alerts, review requests, and payment reminders. These rules can be tailored to specific triggers and conditions.
Lead Source Tracking
Businesses can customize how they track and manage leads from different sources, including integrations with platforms like Angi and Thumbtack.
Multi-Day Job Planning
For complex projects, Workiz allows scheduling over multiple days with detailed checklists and technician assignments.
Client Profiles and CRM Customization
Users can customize client profiles to include relevant details, past job history, and payment status, improving customer management.
These customization options make Workiz a flexible solution for industries like HVAC, plumbing, locksmithing, appliance repair, and junk removal.
Workiz offers transparent pricing with no mandatory setup fees for most plans. The platform provides a 7-day free trial without requiring a credit card, allowing businesses to explore its features before committing. The core subscription plans—Kickstart, Standard, Pro, and Ultimate—include most essential features, but there are optional add-ons that may incur extra costs:
Additional Users: Beyond the included users, extra members cost $46–$65/month, depending on the plan and billing cycle.
Integrated Phone System: Workiz’s built-in phone system is sold separately and includes features like call flows, masking, and AI answering.
Card Readers: For payment processing, card readers are available but sold separately.
There are no recurring maintenance fees listed, and updates are included as part of the subscription. Support is generally included, but premium support tiers may be available for enterprise clients under the Ultimate plan.
Workiz provides a range of training and support options to help new users get started quickly and confidently:
These resources ensure that businesses can onboard quickly and maximize the value of the platform.
Workiz takes data security seriously and implements several measures to protect user and customer information:
Workiz regularly updates its platform to improve functionality, security, and user experience. The company reserves the right to make changes to its terms and software features at any time. Updates are typically communicated through:
Website announcements, especially on the Terms and Conditions page
These updates become effective 10 days after posting, and continued use of the platform implies acceptance of the changes. Workiz also updates the “Last Updated” date and version number to reflect new releases.
According to Workiz’s Terms and Conditions:
Portability: While Workiz does not explicitly detail a data export policy in its public terms, users can typically export client lists, job histories, invoices, and other records manually or via integrations (e.g., QuickBooks). For advanced needs, Workiz offers an API that allows businesses to access and manage their data programmatically.
If a business decides to leave the platform, it is responsible for exporting its data before terminating the account. Workiz may retain data for a limited time post-termination for legal or operational reasons.
Workiz offers flexible subscription plans that allow businesses to scale up or down based on their operational needs:
Adding Users: Businesses can add more users to their account at any time. Each additional user incurs a monthly fee (typically $46–$65, depending on the plan).
Service Plans Feature: Workiz also allows businesses to scale their service offerings through customizable service plans, which include recurring visits, billing intervals, and automated renewals.
This flexibility ensures that businesses can adapt their use of Workiz as they grow or restructure.
Although these measures align with best practices in data protection, businesses operating in regulated industries or regions (such as the EU or GCC) should contact Workiz directly to confirm compliance with specific legal frameworks.
Cancellation Policy: Users can cancel their subscription at any time. However, cancellation does not automatically entitle the user to a refund for the remaining billing period. For service plans (recurring job templates), cancellation must be done through the client profile, and it will permanently delete all upcoming jobs, visits, and scheduled payments associated with that plan.
Changes to Terms: Workiz may update its terms and conditions at any time. Changes become effective 10 days after posting, and continued use of the platform implies acceptance.
Workiz
By Workiz Inc.
