Include Workiz in a demonstration shortlist if call handling and dispatch are important buying criteria. The lack of public dollar pricing means it cannot be declared cheaper than another product without a comparable written quote.
Where it belongs on your shortlist
Worth considering
- Standard lists scheduling, estimates, invoices and QuickBooks.
- Published tiers state automation counts: 5, 10 and 30.
- Ultimate lists inventory, service plans and API access.
Check before buying
- No current public subscription price or seat allowance to calculate.
- Phone availability does not mean the phone product is included.
- Ask separately about numbers, usage, AI answering and migration.
Published plans and costs
Current Standard, Pro and Ultimate plans are quote-only. We do not reuse historical Lite or Kickstart prices. Genius Phone, Answering and Marketing are sold separately.
USD, excluding taxes, processing, optional add-ons and migration. No introductory discounts assumed. Published information checked 2026-10-22.
Which tier should you examine?
| Requirement | Published starting point |
|---|---|
| Scheduling and invoicing | Standard and above |
| QuickBooks | Standard; confirm edition |
| Automation counts | Standard 5 / Pro 10 / Ultimate 30 |
| Service plans, inventory and API | Ultimate |
What to demonstrate before committing
- Demonstrate an incoming call becoming a scheduled job.
- Ask what counts as one automation and what happens at the plan limit.
- Get a written line-item quote with users, phone charges and onboarding.
Use a fictional customer and a representative job. Record the exact paid tier used in the demonstration and any additional services needed. Treat an unresolved requirement as a question, not an included feature.
Trial and commitment
7-day trial; no credit card required. Request the exact trial scope, included users and any phone-service requirements.
Confirm billing, cancellation, data export and the regular renewal price in writing. Our research is a shortlist aid, not a guarantee of fit or a substitute for your agreement with the provider.
Published information checked 2026-10-22. This is documentation-based research, not a hands-on product test. Features, pricing and contract terms can change.