Workiz review

Workiz has one of the most HVAC-specific feature pages here. It describes service plans to fill slow months with maintenance work, good, better, best sales proposals, flat-rate pricebooks for techs, and equipment tracking that stores model numbers, serial numbers, installation dates and service history. Genius AI Answering responds to calls, emails and texts, which matters when the phones ring nonstop in July. A JB Warranties integration lets contractors sell extended protection, and consumer financing breaks large system sales into monthly payments. Multi-day project tools handle milestone billing on big installs. The catch is the plan structure: the pricing page shows Standard, Pro and Ultimate with prices by request, and service plans, flat rate, equipment tracking, sales proposals and inventory are all Ultimate features. Standard includes 5 automations, Pro 10 and Ultimate 30.

Who it is for

HVAC companies that want AI call answering, service plans and warranty selling in one tool.

Price

See vendor pricing (USD check pending); Standard, Pro and Ultimate plans by request.

US price check pending. See the vendor pricing page.

Key features

• Service plans for recurring maintenance work on the Ultimate plan
• Good, better, best sales proposals and flat-rate pricebooks
• Equipment tracking with model numbers, serial numbers, install dates and service history
• Genius AI Answering for calls, emails and texts
• JB Warranties integration and consumer financing for installs

Strengths and weaknesses

• Strength: HVAC page covers service plans, equipment tracking and extended warranties
• Strength: AI answering helps in peak season
• Strength: Multi-day project tools for large installs
• Weakness: Prices are now by request only
• Weakness: Service plans, flat rate and equipment tracking need Ultimate
• Weakness: Standard is limited to 5 automations

Key facts

• Plans: Standard, Pro, Ultimate
• Service plans: Ultimate only
• Customers: 120K+ home service pros in US and Canada (vendor figure)
• Warranties: JB Warranties integration

Where it ranks

Workiz is No. 5 in our Best HVAC Software verdict.