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Workiz vs FieldPulse

Two quote-only field service platforms for home service and trade businesses, both with AI that answers calls and books jobs. Workiz sells Genius Answering as an add-on and puts Genius Leads and Genius Scheduling on its Pro and Ultimate plans. FieldPulse includes its Maverick office assistant on every plan and sells Operator AI call answering and Chat AI as add-ons. Desk research from vendor pages read Oct 29, 2026; not tested, no winner.

DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 29, 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 FieldPulse (Field service management with the Maverick AI assistant and Operator AI call answering; no public prices (quote / sales)). Facts last checked Oct 29, 2026. No winner declared; not tested.

Side by side

Workiz vs FieldPulse: vendor-published facts side by side
Sheet rowWorkizFieldPulse
CategoryField service management with Genius AI answering and marketingField service management with the Maverick AI assistant and Operator AI call answering
AI role (our label)AI features added to established productAI features added to established product
What it doesField service management software for home service and trade businesses, from growing teams to multi-location companies and franchises: scheduling, jobs, 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, multi-location management, roles and permissions, service plans, inventory, flat rate, checklists, multi-day jobs, franchise management, purchase orders, Zapier and an open API. Its Genius AI (pricing and Genius Answering pages, read Oct 18, 2026): 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, 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. Re-read Oct 19, 2026: unchanged in substance. Re-checked Oct 21, 2026: the pricing page still lists Standard (5 automations), Pro (10 automations, Genius leads and Genius scheduling) and Ultimate (30 automations, open API, franchise management) and the Genius Phone and Answering add-ons, all behind Request pricing. Re-checked Oct 23, 2026: plan structure unchanged (Standard with 5 automations, Pro with 10 plus Genius leads and Genius scheduling and new custom reports, Ultimate with 30 plus franchise management, open API, equipment tracking and purchase orders); the comparison table labels them for growing teams, mid-size teams and multi-location larger teams and franchises. The Genius Answering page adds that you can pick the voice and that it greets clients by name using their job history. Its revenue-lift headline and customer quotes are vendor material and not used. Re-checked Oct 25, 2026: homepage and pricing page unchanged in substance (AI call answering, scheduling, dispatch, good-better-best quoting, payments and campaigns; Genius Phone, Genius Answering and Genius Marketing add-ons; Genius leads and Genius scheduling on higher plans). The user-count line is a vendor claim and not used. Re-checked Oct 27, 2026 (also read for a compare): homepage, pricing and Genius Answering pages unchanged in substance (calls, emails, SMS, lead sources and website forms answered 24/7 in English, Spanish or French, with live transfer and a choice of voice).Field service management software for residential and commercial trade service businesses (its industry list includes HVAC-R, electrical, plumbing, garage door, locksmith, property management, appliance repair, commercial equipment, fire and security, septic and A/V installation, plus franchises): scheduling and dispatching, work orders, jobs and projects, custom workflows (ClearPath), estimates and invoices, payments and financing, job costing, QuickBooks integration, inventory, dashboards and reporting, customer communication, customer and booking portals, maintenance agreements, asset management and a mobile app. It groups its AI as Field Intelligence (pages read Oct 18, 2026). Maverick, an assistant for owners and office staff included in the base subscription, answers questions about revenue, open invoices and jobs from live FieldPulse data, finds records from loosely worded questions, builds reports you can pin to a dashboard or have emailed on a schedule, finds open times with the right team while a customer is on the phone, and drafts customers, jobs, estimates, invoices, purchase orders and 13+ other record types from typed or dictated requests using your item list and prices; every draft stops on a card a person reviews and approves. FieldPulse says Maverick never messages customers, cannot bulk create or delete records, charge cards or process payments, sees only what your account can see, and that neither FieldPulse nor its AI providers train AI on your data. Operator AI, an add-on, answers after-hours, declined or overflow calls (live staff get the call first), asks qualifying questions such as service type and location, books jobs into the schedule, alerts technicians by SMS or email, routes urgent calls by phone-tree rules you set and, per the Field Intelligence page, holds conversations in 30+ languages. Chat AI, also an add-on, answers questions and books jobs from your website chat and can hand a conversation to Operator AI or your team. Re-read Oct 19, 2026: the Field Intelligence page is unchanged in substance. Re-checked Oct 21, 2026: unchanged in substance; the menu marks Maverick New and Included on every plan, and the Field Intelligence page still lists Operator AI (30+ languages) and Chat AI. Re-checked Oct 23, 2026: AI pages unchanged in substance (Maverick included on every plan; Operator AI 24/7 call answering and booking in 30+ languages; Chat AI website chatbot). The site footer links a page titled Hey AI, Learn About Us aimed at AI assistants; it was not used as a source. The Highest rated FSM line is a vendor claim and not used. Re-checked Oct 25, 2026: AI pages unchanged in substance (Maverick included on every plan and answering from your own jobs, customers and numbers; Operator AI 24/7 call answering and booking; Chat AI website chat in 30+ languages). The rating line and review count are vendor content and not used. Re-checked Oct 27, 2026: homepage and pricing page unchanged in substance. Re-checked Oct 29, 2026: Maverick and Operator AI pages unchanged in substance (Maverick drafts 13+ record types that stop on a card a person approves; Operator AI answers after-hours, declined or overloaded calls and books jobs into FieldPulse, with custom phone trees). Revenue figures on the Operator AI page are vendor marketing and not used.
Who it's forHome service and trade businesses, including HVAC and appliance repair, from growing teams to multi-location companies and franchises.Residential and commercial trade service businesses from small teams to franchises: HVAC-R, electrical, plumbing, garage door, locksmith, appliance repair, fire and security and similar trades.
Pricing (as publicly stated)No public prices. The pricing page (read Oct 18, 2026) lists Standard, Pro and Ultimate plans behind a Request pricing button and the Genius Phone, Answering and Marketing add-ons with no prices shown; its FAQ says annual plans are discounted compared with monthly billing (no plan figures given; unchanged at our Oct 19, 2026 re-check) and offers a 7-day free trial with no credit card. Card readers are sold separately. Confirm with Workiz. Re-checked Oct 21, 2026: still no plan prices; the FAQ still offers a 7-day free trial with no credit card; it now also states an annual-billing savings amount (a savings statement, not a plan price, so not repeated here). Re-checked Oct 23, 2026: still no plan prices (Standard, Pro and Ultimate behind Request pricing; Genius Phone, Answering and Marketing add-ons unpriced); the FAQ still offers a 7-day free trial and an annual-billing saving, and the page notes subscription prices exclude sales tax. Re-checked Oct 25, 2026: still no plan prices (Standard, Pro and Ultimate behind Request pricing; Genius add-ons unpriced). Re-checked Oct 27, 2026: still no plan prices (Standard, Pro and Ultimate with 5, 10 and 30 automations behind Request pricing; Genius add-ons unpriced; 7-day free trial). Re-checked Oct 29, 2026: still no plan prices (Standard, Pro and Ultimate with 5, 10 and 30 automations behind Request pricing; Genius add-ons unpriced; free trial offered).No public prices. The pricing page (read Oct 18, 2026; unchanged Oct 19, 2026) says FieldPulse is seat-based: you buy a set number of seats up front for the contract term, the rate depends on what each seat can access, and a quote comes from a form that asks for industry and number of employees. Add-ons (Operator AI, Chat AI, Engage VoIP, Fleet Tracking, Pricebook, Dynamic Proposals and Custom Forms) are priced separately, some flat, some by consumption and some by seat; Engage is priced by line and license. Maverick is included in the base subscription. No free trial (a demo instead); the FAQ says prices on third-party review sites are not verified by FieldPulse. Confirm with FieldPulse. Re-checked Oct 21, 2026: still no prices (seat-based custom quote). The pricing page now lists its optional premium products as Engage (line and license-based pricing), Operator AI, Chat AI, Pricebook, FieldPulse Payments, FieldPulse Financing, Fleet Tracking and Custom Forms, without figures. Re-checked Oct 23, 2026: still no prices; the pricing page says FieldPulse is seat-based with a custom quote, premium products are optional, and Engage phone lines use line and license-based pricing on request. Re-checked Oct 25, 2026: still no prices; the pricing page says FieldPulse is seat-based with a custom quote from a form asking industry and number of employees, premium products are optional, and Engage uses line and license-based pricing on request. Re-checked Oct 27, 2026: still no prices; seat-based pricing with a custom quote, premium products optional. Re-checked Oct 29, 2026: still no prices (seat-based custom quote; Engage priced by line and license; demo instead of a free trial).
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Vendor links
Sources

Facts last checked: Oct 29, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • Call answering: Workiz says Genius Answering replies to calls, emails, texts, lead sources and website forms 24/7, lets clients schedule or reschedule, answers questions on services and pricing, collects details for technicians, live-transfers calls to your team, greets clients by name using their job history, speaks English, Spanish or French, and lets you pick the voice and read summaries. FieldPulse's Operator AI answers after-hours, declined or overflow calls (your staff get the call first), asks qualifying questions, books jobs into the schedule, alerts technicians by SMS or email and routes urgent calls by phone-tree rules you set; Chat AI covers website chat.
  • Office assistant: FieldPulse's Maverick, included on all plans, answers questions about revenue, invoices and jobs from live FieldPulse data, builds reports and drafts customers, jobs, estimates, invoices and other records, each stopping on a card a person approves. The Workiz pages we read list Genius Leads, Genius Scheduling, Genius call insights and smart messaging, plus a Genius Marketing add-on with an AI writer, but no comparable office assistant.
  • Plans: Workiz lists Standard, Pro and Ultimate with 5, 10 and 30 automations; Ultimate adds franchise management and an open API. FieldPulse is seat-based, with the rate set by what each seat can access, and add-ons such as Operator AI, Chat AI, Engage VoIP and Fleet Tracking priced separately.
  • Pricing (checked Oct 29, 2026): neither publishes plan prices. Workiz plans and Genius add-ons sit behind Request pricing, and it offers a free trial. FieldPulse quotes by seat and offers a demo instead of a free trial. See each tool page for detail.
  • Not used here: Workiz's revenue-lift headline and customer quotes, and FieldPulse's revenue lines and ratings badges (vendor material). Neither tool has been tested by Means & Methods Lab.

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.

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Questions to ask in your review

  • What each costs for your team size with AI call answering added
  • How each AI agent handles a caller who wants a price the agent has not been given
  • 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?
  • Where does it fall short, and what would make you switch?

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