YOUR TOOLKIT
Everything your team needs to run, grow, and get paid
Streamline scheduling & dispatching
Dispatch the right tech to every job with a simple drag-and-drop calendar. Your team stays organized and routing gets more efficient.
Easy drag-and-drop interface
Dispatch more efficiently
Accept all forms of payments
Accept payment by credit card, mobile wallet, cash, ACH, or consumer financing. Offering many ways to pay improves your customers' experience and helps you win more jobs.
Swipe or tap credit cards on-site
Win more jobs with consumer financing
Automate your admin work
Guarantee that important admin work so it gets done on time every time, no matter how busy you are. Automating tasks saves your team hours every week and helps you make more money.
Automate important admin tasks
Save 20+ hours on admin work weekly
Centralize client communications
Manage all calls, texts, and emails from one unified dashboard. This keeps your business organized, adds transparency across your team, and ensures that every opportunity is captured and tracked.
Centralize calls & texts in one hub
Genius AI Answering prevents missed opportunities
Capture leads with AI answering
Let an AI dispatcher instantly handle your calls and texts, 24/7. This is how you capture every opportunity, even while your phone lines are tied up, or after hours.
Answer 100% of missed calls & texts
Book new jobs without lifting a finger
Service Plans
Turn one-time customers into recurring revenue by signing them up for a service plan. This builds more profitable, long-term client relationships and helps mitigate slow seasons.
Eliminate tedious manual data entry
Keep your financial records accurate
Sales Proposals
Quote Good | Better | Best options for each job and watch your average job ticket size skyrocket. Build sales proposal templates to make in-field quoting fast and professional.
Boost your average job ticket size
Help clients get more premium service options
Easily manage big projects
Run complex projects without losing visibility. From non-consecutive multi-day scheduling, to section management, costs, materials, and billing. Workiz keeps it together from day one to the final payment.
Plan projects over many non-consecutive days
Oversee many project phases and teams
integrations
Plays nice with your favorite tools
Zapier
Linxup
Wisetack
Thumbtack
CompanyCam
AnswerConnect
NiceJob
JB Warranties
Intuit Quickbooks
Reserve with Google
Sunbit
Angi Leads
Google Calendar
SearchKings
Nexa
HouseHappy
GENIUS AI
Your team handles the wrench. AI handles the rest.
Missed calls, slow follow-ups, and data entry cost you jobs every week. Genius AI takes them off your plate.
Genius Phone
Your techs should be fixing things, not filling out forms. Genius Phone logs the call, builds the job, and keeps your crew on the tools.
Genius Answering
A missed call is a lost job. Genius Answering picks up every one — qualifies the lead, books the job, even at 2 AM.
Genius Marketing
Your best leads are clients you've already served. Genius Marketing re-engages them automatically — right message, right time, more repeat work.
CUSTOMERS
What HVAC teams say after switching to Workiz
Real results from real HVAC teams
30%
More revenue with Genius Answering
23%
Average revenue growth in 3 months
3x
More jobs won per month
Users love us
Spring 2026
Leader
Winter 2025
Capterra
Shortlist 2025
Software Advice
Front Runners 2025
We built Workiz so HVAC pros can stop running their business from a clipboard and start running it like a real company.
Dan Kadosh, co-founder Workiz
See how HVAC teams win more jobs and grow faster
Over 120,000 service pros use Workiz to book more installs, fill slow seasons, and get paid faster.
A walkthrough tailored to your HVAC workflow: scheduling, dispatch, estimates, and maintenance agreements
See Genius AI answer calls 24/7 and book jobs, so you never miss a lead
Learn how HVAC teams your size cut 20+ hours of admin per week
