The biggest value is really being able to pinpoint the revenue generated from a campaign. I didn’t get that with Mailchimp.
Liz Ramirez
Marketing Manager, Gold Eagle Services
Equipment tracking
Remember everything about every unit your team ever touched
Snap the label. Log the unit. Every tech arrives knowing exactly what was done and what to do next.
Full service history
Know what was tried before you try again
Every repair, part, and visit is logged so techs are not starting from scratch when they show up. They see what was done last time, what didn't work, and what to try next.
Label scanner
Snap the label, skip the typing
Just point your phone at any label and Workiz pulls the serial number, model, and make automatically. No typing out long numbers, no human error.
Prepare the parts
Reduce return visits by having the right parts on hand
With the exact make, model, and service history of the unit in front of them, your techs leave the shop with the parts they needs, not a van full of maybes.
REPLACEMENT TIMING
Get first dibs at the replacement job
Every unit will go at some point. By tracking equipment history, you're the first to know when repairs stop making sense, making you first in line for the big replacement.
WARRANTY PROTECTION
Warranty disputes end when you have the paper trail
You have the full record to prove what was done and when. When a client says the problem is your fault, or that your past repair failed, the facts will speak for themselves.
Make more with the business you already built
One portal. One login. Every tool to fill the calendar and keep the trucks moving.
Genius Answering
AI answering instantly handles your calls, emails, and texts. It talks to clients, books jobs, and dispatches the right tech without any human intervention.
Genius Marketing
A built-in marketing suite that uses your live job data in marketing campaigns, and protects your online reputation by flagging bad reviews as soon as they hit.
Genius Phone
An embedded phone system that gives you actionable insights from your calls — like your true job win rate, why leads say no, and how dispatchers can improve.
Scheduling
Smart scheduling and dispatching that keeps your team efficient, optimally routed and running on time.
Invoicing
Professional invoices that let clients pay by credit card, mobile wallet, ACH, cash, check, and consumer financing.
Automations
Automate tasks with ‘when this happens, do that’ rules. For example, ‘When an invoice is due, send client an SMS’.
Workiz helps you gather all this information in a very easy and professional way.
Robert
CEO, HR Locksmith 24/7
We use it all day. Everyday. It's incredible.
Shawn Fago
CEO, Noble Locksmith
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Christian Fowler
Co-founder, Junk Doctors
I've yet to see anything better than Workiz. You have all you need to make wise business decisions.
Lee Godbold
Founder, Junk Doctors, Junk Removal Authority
Best bang for your buck field service management software! No more pen and paper.
Andrew Knicley
HVAC company owner, All-Air Systems
Since we started with Workiz, my company has grown 3 times in revenue every year.
Yuriy Dyomkin
Owner, Garage Door Ninja
Workiz makes booking our appointments super easy.
Theodore Proia
Owner, JDog Junk Removal & Hauling, Elkridge, MD
Our scheduling has improved and retention rates on jobs have increased by 10%
Tega
Owner of Removerz
We've seen a massive growth with Workiz
Jerry Flanagan
CEO and co-founder of JDog
Workiz is significantly impactful for my franchise business
Thomas Scott
Founder & CEO, Home Run Franchises
Workiz makes my business run a lot smoother!
James Thornton
Owner of Cupid disposal
Workiz completely automated my business, making management easier and more efficient than ever!
Omer
Owner of Best Pro Services
Workiz makes my life a lot easier!
Chris Heenan
Owner of AvaAir Heating and cooling
The only thing I use for my business is Workiz
Titus Zeigler
Owner of Haul Away Junk Removal
Workiz is the core of my business
Roi Tapiaro
Owner of Must Air USA
My whole business is all in one place
Mitch Harrison
Founder, CEO of Junk Masters
Workiz is the best system out there
Shane Miller
Marketing specialist at Junk Removal Authority
Workiz saved our company 20 hours a week!
Melissa Carvajal Perez
Operations manager, Carvajal AC
Workiz continuously improves their product, making it easy for us to recommend and benefit from the partnership.
Matt Merry
Operations, Junk Removal Authority
Workiz helped us generate unexpected, extra income.
Matthew Vick
Owner, Sonoma Strong Hauling & Junk Removal
It has been the best platform that I have used in 25 years in being in business.
Dan Johnson
CEO, Einstein Pros
The payment process is very seamless and all integrated into one.
John-Michael Williams
Owner, AC Panda Mechanical Contractors
I've used over 10 CRMs and Workiz is the #1 tool in my toolkit
Ben Bergloff
Owner of Epic Exterior Services
We chose Workiz because the UI is simple & easy to learn.
Kristen Zinzi
Administrator at County Comfort Home Solutions
With Workiz I was able to expand my small business into multiple locations & over 100 employees.
Jacob Szender
CEO of Sure Lock & Key
Workiz’s support delivers prompt, effective solutions, making it exceptional.
Antonia Vicens
Owner of JDog Junk Removal, GA
Workiz streamlined processes, automating tasks and updates.
Rayah Gilliland
Director of Administration Tulsa Christian Bros Painting
Workiz streamlined our business with digital estimates, invoices, and phone integration.
Olga White
Manager at Instafix Appliance Repair
Workiz simplified our business with automation, boosting growth.
Miguel Contreras
Owner and CEO at Bros Pro Hauling
Workiz is a game changer, keeping our company organized and everyone in constant contact.
Brian McLemore
Owner of Next Level Renovations
With Workiz, our team feels like we're always working in one office, no matter where we are.
Jenny Will
Sales manager at Junk Out Now
Workiz has been our secret weapon for scaling effortlessly.
Andrew Warkentine
Owner of Top Dawg Junk Removal
Workiz transformed our business with streamlined scheduling, payments, and communication.
Yedil Rakhmet
Owner of Bumsi Junk Removal
Workiz is fantastic! It manages scheduling, job creation, and leads, keeping our technicians informed and customers happy.
Kristine Taylor
Air Flows Chicago
I switched to Workiz from Service Titan in summer 2023 and have loved it ever since.
Jed Green
Co-owner of NexLvl Services
Workiz simplified scheduling and billing, boosting our efficiency.
Brian Harding
Élecproménager
Workiz integrates everything, from communication to payments, and has been our go-to for over four years.
Trevoy Dunn
Dedicated Mold Specialists
I used to run my business on paper, but Workiz lets me track all my jobs in one place digitally.
Ron Dahari
CEO at Superior Garage Door
We are getting so many 5-star reviews and more business!
Mike Bryant
CEO at Plumbing 365
Workiz has saved me thousands and thousands of hours in time
Wayne Winton
Owner Tri County Locksmith Service
Workiz transformed my business—saving time on scheduling, invoicing, and hiring.
Mike Landry
Owner, Landry Services LLC
Workiz helps me get paid faster—instant invoices, easier growth!
Don Taylor
Sales Manager Woodson & Bozeman Memphis
Jessica is phenomenal - she gets the client before the next guy would’ve, instead of losing them to voicemail.
Nick Tellie
We Love Junk
It's so easy to add jobs, send invoices and get paid all in one place
Elisha Robinson
Bob’s Plumbing, Heating & A/C LLC
Genius Answering transformed how we handle calls and book jobs!
George Galanis
Director of Operations at Air Flows Air Duct Services
Workiz keeps our business running smoothly—it's a game-changer!
Bill McHugh
McHugh Junk Removal
Workiz makes my HVAC business more efficient and profitable
Muneeb Chaudhry
Owner at HVAC Worx LLC
Workiz gives us everything we need to run our business seamlessly.
Hector Perez
Fidelis Repairs
Workiz makes running a business seamless—no more paperwork, easy payments, and automated customer follow-ups!
Brian Orchard
Owner at Everett Air
Since using Workiz, we’ve been able to take on more jobs, stay organized, and keep our customers happier than ever.
Filipe Souza
Owner at SmarTech Solutions
Workiz made our operations faster, smoother, and boosted customer satisfaction.
Gus Velasco
COIT Cleaning & Restoration
With Workiz, our growth skyrocketed over 300% — everything’s faster and easier now.
Rafael Roa
Appliances USA Pro
Workiz keeps our business running smooth—faster estimates, happy customers, and techs who get more done.
Dan and Wyatt Johnson
Einstein Pros
Workiz keeps our team efficient, organized, and ready to grow without anything slipping through the cracks.
Mike Gidich
Owner at Honey Dudes Handyman
Workiz is powerful yet simple—helping us save time, win more jobs, and stand out from the competition.
Keating Kuhn
Gold Eagle Services
Workiz helps us ensure our customers get a great experience from the first call to the final invoice.
Lior Mizrahi
Same Day Garage Door Services & Repair
This is more than just a user-friendly work management app, it's a simple, customizable solution for all your HVAC business needs.
Dan Kadosh
co-founder Workiz
Frequently asked questions
Workiz’s Equipment Tracking feature is a robust tool within our field service management software that allows you to monitor and manage all installed equipment associated with your jobs, sites, and clients. It lets you record essential details such as serial numbers, warranty information, installation dates, and service history, and exactly installation location, ensuring complete visibility, organization, and control over the equipment you install at a client’s site.
You can add equipment to specific jobs. Equipment you assign to a job will automatically also appear on the client’s CRM profile. When doing a new installations, you can add more specific details about the equipment you installed, such as location, serial number, model, make, etc. Those details are added to the job, which gives you information and visibility when you need it quickly. For existing equipment, you can manually log them into the system. Each piece of equipment is linked to a property address, and its history—including installations, services, and removals—is meticulously recorded.
Absolutely. Workiz allows you to log services performed on each piece of equipment, linking them to specific jobs. This creates a comprehensive service history, enabling you to monitor performance, schedule maintenance, and provide informed recommendations to clients.
Yes. Workiz’s mobile app supports full functionality of the Equipment Tracking feature. Technicians can add, view, and update equipment details directly from the field, ensuring real-time data accuracy and efficient service delivery.
Certainly. Workiz allows you to customize equipment entries, ensuring that all relevant information is captured and easily accessible.
Yes. Even if you’re servicing equipment not originally installed by your team, Workiz enables you to manually add third-party equipment to client profiles. This ensures a complete service history and facilitates better customer support, so you can better serve the client moving forward.
Equipment Tracking seamlessly integrates with Workiz’s scheduling, dispatching, invoicing, and CRM features. For instance, equipment details are accessible during job scheduling, and service history can inform invoicing and client communications, enhancing overall operational efficiency.