Average Ratings 15 Ratings

Total
ease
features
design
support

Average Ratings 6 Ratings

Total
ease
features
design
support

Description

Leading software for the service industry, e.g. HVAC, Electrical, Plumbing and General Contracting. To run a successful business, you must have all the MUST-HAVE features. Schedule and dispatch appointments Use our unique system of work planning to distribute work among your team members. Time Cards A special service will protect you from negative reviews Employees can be tracked by GPS Optimization of routes Very low credit card processing charges

Description

Workiz is the leading all-in-one FSM platform powered by AI and automations, trusted by over 120,000 professionals across North America. Our Genius Suite, featuring Genius Answering and AI Dispatcher, helps streamline operations, boost revenue, and deliver exceptional customer experiences. Win more jobs with integrations like Angi, Thumbtack, and Google Local Services Ads. Impress customers with real-time communication via the Workiz mobile app, and manage your entire business from one powerful dashboard. Seamlessly integrate with tools like QuickBooks, Stripe, and CompanyCam to simplify workflows and grow smarter.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
AnswerForce No 
Authorize.Net No 
Beeline Routes No 
CardConnect Yes 
CardPointe Yes 
CompanyCam No 
Enzy No 
Google Yes 
Google Calendar No 
Google Maps Yes 
Mailchimp No 
Microsoft Outlook No 
QuickBooks Accountants Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
Stripe No 
Zoom No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
AnswerForce Yes 
Authorize.Net Yes 
Beeline Routes Yes 
CardConnect No 
CardPointe No 
CompanyCam Yes 
Enzy Yes 
Google No 
Google Calendar Yes 
Google Maps No 
Mailchimp Yes 
Microsoft Outlook Yes 
QuickBooks Accountants No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
Stripe Yes 
Zoom Yes 

Pricing Details

Free
Monthly user based
Free Trial Yes 
Free Version Yes 

Pricing Details

Standard

Pro

Ultimate
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Orcatec

Founded

2019

Country

United States

Website

orcatec.com

Vendor Details

Company Name

Workiz

Founded

2015

Country

United States

Website

workiz.com

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff No 
Version Control Yes 

Construction Estimating

Accounting Integration Yes 
Audit Trail No 
Bid Management Yes 
Billing & Invoicing Yes 
Building Product Database Yes 
Calculators Yes 
Change Orders Yes 
Contract Management Yes 
Cost Database Yes 
Customer Management Yes 
Customizable Templates Yes 
Electrical Estimating Yes 
HVAC Estimating Yes 
Historical Database Yes 
Job Costing Yes 
Plumbing Estimating Yes 
Price Data / Price Books Yes 
Project Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling Yes 
Subcontractor Management Yes 
Takeoff Yes 
What-if Analysis Yes 

Construction Scheduling

Bid Management Yes 
Change Orders Yes 
Gantt Charts No 
Job Scheduling Yes 
Project Scheduling Yes 
Rescheduling Yes 
Staff Calendar Yes 
Task Management Yes 

Contractor Management

Contractor Database Yes 
Insurance Tracking No 
License Tracking Yes 
Permit Tracking Yes 
Skills & Competencies Yes 
Task Management Yes 
Work Hour Tracking Yes 

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial Yes 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking Yes 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing Yes 
Change Orders Yes 
Cost Database Yes 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management Yes 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing Estimating

Change Orders Yes 
Commercial / Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Fitting Management No 
For General Contractor Yes 
Overhead Costs Estimating Yes 
Prebuilt Assembly No 
Quotes / Proposals Yes 
Takeoff No 

Remodeling Estimating

Cost Database Yes 
Quote Management Yes 

Residential Construction Estimating

Bid Management Yes 
Billing & Invoicing Yes 
Building Product Database Yes 
Change Orders Yes 
Customer Management Yes 
Project Management Yes 
Quote Management Yes 
Scheduling Yes 
Takeoff Yes 

Roofing

Aerial Measurement No 
Billing & Invoicing Yes 
Checklists & Inspections Yes 
Commercial / Industrial Yes 
Dispatch Management Yes 
Lead Management Yes 
Photo Capture Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Product Features

Carpet Cleaning

Billing & Invoicing Yes 
Customer Management Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Mobile Access Yes 
Online Booking Yes 
Scheduling Yes 
Work Order Management Yes 

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial No 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking Yes 
Work Order Management Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Garage Door

Billing & Invoicing Yes 
Contract Management Yes 
Customer Management Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Management Yes 
Job Costing Yes 
Scheduling Yes 
Warranty Tracking No 

Handyman

Billing & Invoicing Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Payments Yes 
Payment Processing Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Janitorial

Bid Management No 
Billing & Invoicing Yes 
Client Management Yes 
Employee Scheduling Yes 
Inventory Management Yes 
Mobile Access Yes 
Payroll Management Yes 
Quality Control Yes 
Surveys & Feedback Yes 
Time Tracking Yes 
Work Order Management Yes 

Limo

Accounting / Payroll No 
Customer Management No 
Dispatching / Navigation No 
Driver Management No 
Job Dashboard No 
Pricing Management No 
Reservation Management No 

Locksmith

Billing & Invoicing Yes 
CRM Yes 
Dispatch Management Yes 
GPS Tracking Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Processing Yes 
Scheduling Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Alternatives

RIB Candy Reviews

RIB Candy

RIB Software

Alternatives

STACK Reviews

STACK

Stack Construction Technologies