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Workiz vs FieldEdge

Two field service management platforms for home service and trade contractors, both sold by quote. Workiz covers scheduling, jobs, estimates and invoices, payments, a phone system and automations, and adds Genius AI: lead and scheduling features on its Pro and Ultimate plans plus Genius Answering, Phone and Marketing add-ons. FieldEdge, aimed at multi-truck HVAC, plumbing and electrical operations, covers call booking, a central dispatch board with GPS, work orders, a flat-rate pricebook, service agreements, reporting and QuickBooks sync, and names no AI features on the pages we read. Partly like-for-like: the core field service jobs overlap, but the AI comparison is one-sided. Desk research from vendor sites read Oct 31, 2026; no winner.

DESK RESEARCH FROM VENDOR SITES. Compiled from vendors' public websites (accessed Nov 2, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.

In short: Workiz (Field service management with Genius AI answering and marketing; no public prices (quote / sales)) vs FieldEdge (Field service management for multi-truck HVAC, plumbing and electrical contractors; no public prices (quote / sales)). Facts last checked Nov 2, 2026. No winner declared; desk research from vendor sites.

Side by side

Workiz vs FieldEdge: vendor-published facts side by side
Sheet rowWorkizFieldEdge
CategoryField service management with Genius AI answering and marketingField service management for multi-truck HVAC, plumbing and electrical contractors
AI role (our label)AI features added to established productNot AI-first
What it doesField service management software for home service and trade businesses, from growing teams to multi-location companies and franchises: scheduling, dispatch, jobs, good-better-best estimates and invoices, online payments, estimate deposits and consumer financing, client portal, price book, service areas, built-in reports, subcontractor management, QuickBooks Online sync, an integrated phone system and, on higher plans, custom reports, multi-location management, roles and permissions, service plans, inventory, equipment tracking, flat rate, checklists, multi-day jobs, franchise management, purchase orders, Zapier and an open API. Its Genius AI: Genius Leads and Genius Scheduling on the Pro and Ultimate plans; Genius Call insights and Smart messaging in its phone system; and the Genius Phone, Genius Answering and Genius Marketing add-ons. Genius Answering answers calls, emails, SMS, lead sources and website forms 24/7 in English, Spanish or French with a choice of voice, greets clients by name using their job history, books, reschedules or cancels jobs, answers questions on services, pricing and policies, collects details for technicians, live-transfers calls to your team and lets you set custom greetings, questions and answers; you can listen to calls or read summaries. Genius Marketing covers blast and automated campaigns, an AI writer and designers, and a reputation manager. Revenue-lift and user-count lines and customer quotes are vendor content and are not used.Field service management software for HVAC, plumbing, electrical, locksmith, appliance repair and other service contractors, aimed at multi-truck operations: call booking, scheduling and dispatching from a central dispatch board with GPS tracking, work orders and a technician mobile app, quotes and invoices, a good-better-best pricebook with flat-rate pricing, purchases and replenishment, service agreements, reporting and performance tracking across business units, marketing-to-revenue attribution, tech time tracking, integrated SMS texting and QuickBooks Online and Desktop sync. Add-on products include FieldEdge Payments, FieldEdge Flat Rate (an equipment and repairs pricing database), Proposal Pro (good, better, best options for the homeowner), MarketingEdge (email marketing and two-way texting) and a Consumer Management Portal; the company also sells a separate product, ESC. No AI features are named on the homepage, pricing, scheduling and dispatching or What's New pages; smart dispatching is described as GPS tracking and intelligent task assignment without saying it uses AI. What's New lists a Mobile 2.0 app in progress (forms, equipment, work order details, invoices, payments, secondary technicians and offline mode), with Mobile 1.0 updates resuming after the vendor's Maui migration. We list FieldEdge as a comparison point for the AI features of other field service platforms. ROI and time-saved figures and customer quotes are not used.
Who it's forHome service and trade businesses, including HVAC and appliance repair, from growing teams to multi-location companies and franchises.Small and mid-market multi-truck service contractors in HVAC, plumbing and electrical, plus locksmith, appliance repair and similar trades.
Pricing (as publicly stated)No public prices. The pricing page lists Standard (5 automations; growing teams), Pro (10 automations, Genius leads and Genius scheduling; mid-size teams) and Ultimate (30 automations, franchise management, open API; multi-location teams and franchises) behind a Request pricing button, and the Genius Phone, Answering and Marketing add-ons with no prices shown. The FAQ says annual plans are discounted compared with monthly billing and offers a 7-day free trial with no credit card; subscription prices exclude sales tax, and card readers are sold separately. Confirm with Workiz.No public prices. The pricing page lists three plans, Select, Premier and Elite, each behind a Request Pricing button, with 2, 4 and 6 mobile app licenses included; its FAQ says pricing varies with the number of technicians or employees and the add-ons you choose. The plan table shows Proposal Pro, MarketingEdge, Academy and the Consumer Management Portal as Call for Pricing on Select and Premier and included on Elite; Warehouse Inventory Management and Outbound Call Recording on Elite only (warehouse inventory for QuickBooks Desktop Enterprise users with Advanced Inventory); and Performance & Commission and Prospect Tracking on Premier and Elite. The FAQ says Select support is by chat, Premier by email or phone, and Elite gets a dedicated customer success representative; an onboarding specialist, Navigator and Field Services Academy are on all plans. No free trial; FieldEdge says its team does onboarding, data transfer and training instead. Upgrades are allowed any time and downgrades at the end of the contract period. Confirm with FieldEdge.
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Vendor links
Sources

Facts last checked: Nov 2, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • What each sells (vendor wording): Workiz's plans list scheduling, invoices, jobs and estimates, online payments, service areas, built-in reports, client management and custom fields on Standard, adding performance pay and custom reports on Pro, and service plans, sales proposals, inventory, flat rate, checklists, multi-day jobs, franchise management, an open API, equipment tracking and purchase orders on Ultimate (5, 10 and 30 automations). FieldEdge's Select, Premier and Elite plans list a dashboard, call booking, work orders, dispatching, quoting, invoices, a pricebook and service agreements, with 2, 4 and 6 mobile app licenses included; Proposal Pro, MarketingEdge and the Consumer Management Portal are add-ons.
  • Who each names: Workiz labels its plans for growing teams, mid-size teams and multi-location teams and franchises in home service and trade businesses. FieldEdge says it is built for multi-truck operations in HVAC, plumbing and electrical service, plus locksmith and appliance repair.
  • AI (vendor statements): Workiz lists Genius leads and Genius scheduling on Pro and Ultimate, and Genius Answering as an add-on that answers calls, emails, SMS, lead sources and website forms 24/7 in English, Spanish or French, books jobs, answers questions on services, pricing and policies, and live-transfers calls to your team. FieldEdge's homepage, pricing and future-features pages name no AI features; its smart dispatching is described as GPS tracking and intelligent task assignment. We tag Workiz AI features added to an established product and FieldEdge not AI-first.
  • Pricing (checked Oct 31, 2026): neither publishes figures. Workiz shows Standard, Pro and Ultimate behind Request pricing, its Genius add-ons unpriced, says annual plans are discounted against monthly billing, and offers a 7-day free trial with no credit card. FieldEdge shows Select, Premier and Elite behind Request Pricing; its FAQ says price varies with technicians or employees and add-ons, and that there is no free trial because its team does onboarding.
  • Not used here: Workiz's revenue-lift headline and customer quotes, and FieldEdge's hours-saved, cost and ROI figures and promotional banner (vendor marketing). Facts for both tools come from vendor websites (desk research).

Paraphrased from the sources listed above. Vendor claims are reported as claims.

What users say

The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.

Used either of these? Share your take

Good or bad, an honest review from an estimator, PM or super helps the next team more than another vendor demo. You post under a handle; your email is never shown.

Questions to ask in your review

  • What either would cost for your number of technicians and office seats, with the add-ons you need
  • Whether FieldEdge plans AI features for its Mobile 2.0 app or dispatch board
  • How Workiz's Genius Answering hands off calls it cannot resolve in your setup
  • What did you use it for, on what kind of work and project size?
  • How long did setup and training take, and who on your team did it?
  • What does it cost you in practice, compared with what the sales call said?

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