
Workiz is a leading SaaS field service management platform trusted by over 120,000 professionals, designed to streamline operations for field service businesses such as HVAC, plumbing, locksmith, electrician, and garage door services. The platform offers comprehensive tools including scheduling, dispatching, invoicing, client CRM, inventory management, and AI-powered automation features like Genius Answering and Genius Leads to improve efficiency, increase revenue, and enhance customer experience. Workiz integrates with popular tools like QuickBooks Online and Google, supports mobile app usage, and provides an all-in-one communication suite with built-in phone and messaging systems. Its business model is subscription-based with tiered pricing plans catering to small to large teams, including franchises and enterprises. Workiz emphasizes ease of onboarding, intuitive use, and AI automation to reduce busywork and boost productivity, positioning itself as a scalable solution for growing field service companies primarily in North America.

Workiz is a leading SaaS field service management platform trusted by over 120,000 professionals, designed to streamline operations for field service businesses such as HVAC, plumbing, locksmith, electrician, and garage door services. The platform offers comprehensive tools including scheduling, dispatching, invoicing, client CRM, inventory management, and AI-powered automation features like Genius Answering and Genius Leads to improve efficiency, increase revenue, and enhance customer experience. Workiz integrates with popular tools like QuickBooks Online and Google, supports mobile app usage, and provides an all-in-one communication suite with built-in phone and messaging systems. Its business model is subscription-based with tiered pricing plans catering to small to large teams, including franchises and enterprises. Workiz emphasizes ease of onboarding, intuitive use, and AI automation to reduce busywork and boost productivity, positioning itself as a scalable solution for growing field service companies primarily in North America.
Product: SaaS field service management platform with scheduling, dispatch, invoicing, payments, CRM, inventory, mobile apps and AI-powered call/lead features
Customers: Claims over 120,000 field service professionals
Founded / HQ: Founded 2015; headquartered in San Diego, California
Funding: Total disclosed funding $60.25M; notable rounds include 2019 Series A and 2021 $40M growth round
Target verticals: On-demand/home-field service businesses (HVAC, plumbing, locksmiths, electricians, garage doors)
Operational inefficiencies and manual processes for on-site service businesses (scheduling, dispatching, customer communication, invoicing and lead handling).
2015
Field service management / SaaS
5000000.00
Aleph participated
40000000.00
“Backed by institutional growth investors including Lead Edge Capital, New Era Capital Partners, Magenta Venture Partners and Aleph”