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
Online payments
Accept payments anytime, anywhere
Get paid on time with fast, simple, and secure online payment solutions. Easily send payment requests, estimates, and invoices from the office or the field.
Secure your cashflow
Accept deposits
Increase cash flow and reduce cancellations by taking deposits from clients when they book a service.
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’.
We chose Workiz because the UI is simple & easy to learn.
Kristen Zinzi
Administrator at County Comfort Home Solutions
Workiz streamlined our business with digital estimates, invoices, and phone integration.
Olga White
Manager at Instafix Appliance Repair
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
We are getting so many 5-star reviews and more business!
Mike Bryant
CEO at Plumbing 365
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
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
Frequently asked questions
Workiz Online Payments makes it easy to collect payments from clients directly from their invoices or Client Portal. Clients can pay from any device—phone, tablet, or desktop—using credit cards, debit cards, digital wallets, ACH, or various consumer financing options. Payments are tracked and logged automatically inside Workiz, helping you collect payments professionally and securely.
Once you send an invoice, estimate, or sales proposal from Workiz, the client receives a payment link via email or text which lets them make a secure payment from their client portal. They can pay instantly using credit cards, debit cards, digital wallets, ACH, or various consumer financing options—no account setup or login required.
Clients can pay using major credit cards (Visa, Mastercard, American Express, Discover), debit cards, and Apple Pay or Google Pay, ACH, and various consumer financing options.
Yes. You can request deposits upfront, helping to ensure commitment before works begins. You can also collect the first payment of a flexible progressive billing schedule, useful for larger project where you collect money at different phases.
Yes, absolutely! All the payment partners we work with (from gateways, to processors and hardware providers) use industry-standard encryption and security protocols to keep payment data protected. Payment transactions are PCI-compliant, and sensitive information is never stored on your devices.
Yes. You can customize invoice settings to include due dates, payment terms, and even add late fees to the invoice, if that’s your policy. This helps set expectations clearly and encourages faster payments.
Yes. Each invoice in Workiz updates automatically once payment is received. You’ll see real-time payment status, including partial payments, overdue invoices, and clients who have yet to pay. You can also set automations to trigger based off of payment status. For example, you can send a thank you message once an invoice is paid, or late payment notifications to the client or your internal team if a payment is overdue. You will also get an automatic notification once payment is received.