Can I take my Workiz job history with me?

Export your jobs from Workiz as a CSV with one job per row — that file carries more than a customer list does. Taskrol imports it directly in the web app, under Settings → Database import → Workiz, and creates the customers and their jobs together: job number, scheduled date, status, address and city, with repeat customers matched by name and phone instead of duplicated. If you need more of your Workiz history moved, send the rest of what Workiz exports to support@taskrol.com and our support team moves what it contains. Keep the Workiz account readable until you no longer need the old paperwork.

What is the best alternative to Workiz for an appliance repair shop?

Taskrol, in our ranking, and it is our own product. For an appliance or HVAC repair shop that needs a part on most calls, it puts the machine's brand, model, and serial on the job and carries the model number through the parts search to your own van and warehouse stock. Rossware does the same for warranty-dispatched shops, and ServiceTitan is the answer past ten technicians. Housecall Pro, if you want a multi-trade product with a strong front end and a named appliance record; Property Profiles records the make, model, serial, and install date for each address, where Workiz's appliance page describes no record and its Equipment Tracking is on Ultimate only. Jobber if Client Hub and a 14-day trial matter more.

Does Workiz track appliance make, model, and serial numbers?

On the Ultimate tier, yes. Workiz's Equipment Tracking reads the serial number, model, and make from a photo of the label and logs every repair, part, and visit against the unit, and its pricing table lists it on Ultimate only. On Standard and Pro no machine record is listed, and the appliance page itself doesn't mention make, model, or serial. Ask to see where a technician enters the model number on your tier and what the system does with it on the next visit.

Which Workiz plan includes inventory?

Ultimate, the top of the three tiers. Inventory there watches what's in stock and flags what's running low, and it sits beside purchase orders, service plans, and Equipment Tracking. Custom reports begin one tier down, at Pro. The Genius products, Phone, Answering, and Marketing, cost extra on top of whichever tier you choose.

Which Workiz alternatives put the phone inside the CRM?

Taskrol's Voice & SMS add-on keeps calls and two-way texts on a business number with the customer's record and records the calls, and its AI Agent add-on answers missed calls and books the visit. From the competitors' own pages: Service Fusion offers ServiceCall.ai as an add-on for call recording, transcription, and routing. Orcatec includes call recording on its free plan. Housecall Pro sells Voice and CSR AI as add-ons. Jobber's AI receptionist is included on Plus and an add-on on Core, Connect, and Grow. ApplianceOps offers a phone system as a separate add-on. ServiceM8, ServiceTitan, Smart Service, and Rossware don't publish a phone system on the pages we read. Workiz's own pages put calls, texts, and emails in one dashboard, and its phone-system page says every call is recorded, summarized, and searchable.

Does Workiz integrate with Angi, Thumbtack, and Google Local Services Ads?

Yes. Workiz's appliance page states full integration with all three, so a lead bought on a marketplace arrives as a job instead of an email to chase. If those marketplaces are where your jobs come from, that's the strongest reason on this page to stay.

Which Workiz alternative tells the technician the part is already on a truck?

Four of the ten put stock on a truck or a location in their documentation. Taskrol shows the van cell and the warehouse count beside the parts search, which runs off the model number. Rossware keeps minimum quantities per truck and per stock room and a stock list that says which truck or shelf holds each item. ApplianceOps keeps a ledger of stock and rolls open invoices into a Parts-to-Order list. ServiceTitan spreads stock over trucks and warehouses, with replenishment and barcode scanning, and technicians can check and reserve it. Workiz's own inventory, on Ultimate, covers stock levels and low-stock warnings. Service Fusion puts inventory on Plus, Orcatec's page lists spare parts, and Smart Service says inventory is visible before dispatch. Housecall Pro's appliance page mentions tracking parts and inventory in one line and describes no stock by truck or warehouse; its parts side is a flat-rate price book. Jobber publishes no inventory of its own, and its App Marketplace lists third-party stock apps such as FieldStockPro and VanTrack. ServiceM8's pages describe no stock.

Is Workiz's seven-day trial long enough to test it?

Long enough for the first half of a job: the call, the booking, the dispatch. It's short for the second half. A repair that needs a part ordered on the first visit often isn't closed within a week, so the return visit falls after the trial ends. If you're evaluating Workiz, put a callback on a real machine into the plan and ask for the time to see it through. The trials on this list that fit a return visit are Housecall Pro's 14 days, Jobber's 14 days of Grow, ApplianceOps's 14 days with no card, and Taskrol Solo, which is free and doesn't expire.

Which Workiz alternatives sync with QuickBooks on every plan?

Workiz syncs on every tier, and that's a real advantage to keep in mind. Taskrol's comes from Basic, its first paid plan: the sync with QuickBooks Online runs one way, from Taskrol to the books, and carries each job's customer, invoice, payments, tips, card surcharges and refunds. ServiceM8 syncs Xero, QuickBooks Online, and MYOB on every plan. Orcatec includes QuickBooks Online on its free plan. ApplianceOps puts every feature on every plan, with a nightly QuickBooks Online push. Service Fusion publishes a bi-directional sync, Housecall Pro a QuickBooks sync, ServiceTitan covers Online and the Premier and Enterprise editions of Desktop, and Smart Service is built around QuickBooks itself. Jobber needs Connect or above, and Rossware exports only.

Have you used Workiz yourselves?

Yes: Cactus Appliance, the Orange County repair company that runs on Taskrol, has used Workiz. What this page says about it still comes from its own pages, read on September 1, 2026 and again on October 15, 2026, because a product changes faster than memory and we'd rather cite what it publishes today. Cactus spent years on Housecall Pro before it moved to Taskrol. Every entry is marked lived or read.

Why is Taskrol at the top of this list?

Start with the disclosure: Taskrol is ours. We rank it first here because this page measures what happens after the phone rings, and the second half of the job, the machine, the part, the stock, and the callback, is what it's built for, on the same three platforms Workiz runs on. Housecall Pro and Jobber follow because they carry the broad customer-facing front end that most people chose Workiz for, and a plumbing or electrical business can move to either and keep everything in one system.

Does any Workiz alternative handle warranty-network dispatch?

Rossware and ApplianceOps publish it. Rossware's DispatchLinks add-on names twelve networks, ServiceBench, ServicePower, and ServiceLive among them, and creates the job when a dispatch lands. ApplianceOps parses dispatch emails from First American, AHS, ServicePower, and Choice into work orders and handles the split billing. Workiz's own pages say nothing about warranty dispatch, and the other seven products' pages are silent too.

Which Workiz alternative suits a multi-trade shop?

A company that also sends trucks out for plumbing or cleaning needs a product that takes every trade, and on this list that means Housecall Pro or Jobber. Taskrol is built for appliance and HVAC equipment repair, and Rossware and ApplianceOps for appliances alone.

Buyer’s guide

Workiz Alternatives: 10 Tools Ranked by What Happens After the Phone Rings

By the Taskrol team at Kereon Inc. Vendor pages read October 15, 2026; page last reviewed October 15, 2026. Dates per vendor are at the bottom.

The short answer

For an appliance or HVAC repair shop the job is decided at the part, and Taskrol, our own product and first pick, carries the model number from the doorstep through the parts search, the van and warehouse stock, and the callback years later. Housecall Pro is the nearest Workiz replacement for a multi-trade shop: it keeps a strong front end, booking and reminders included, and Property Profiles gives the machine a named record; Workiz's is top-tier only. Jobber keeps the customer side smooth through Client Hub. Rossware suits warranty-dispatched shops, and ServiceTitan those past ten technicians. The phone and marketplace leads inside the CRM remain Workiz's own strength.

What Workiz costs, and what Taskrol costs

Workiz: Every plan — Standard, Pro and Ultimate — says “Request pricing”; the trial is 7 days with no credit card (Workiz’s pricing page, read October 15, 2026).

Inventory management, equipment tracking and purchase orders are on Ultimate only, priced by request.
Genius Answering, its AI answering, is sold separately from the plans, with no price on the page.

Taskrol: Solo $0 forever (1 technician), Basic $29/month (1 user), Pro $129/month (3 users), each extra user $29/month; 7 days of Pro for every new account, no card. Basic already carries the reports, the accounting sync and the team tools: all reports, including margin and on-hand inventory, team roles and permissions, technician assignment, van and warehouse inventory, the QuickBooks Online sync, appliance manuals and AI invoices; Pro adds the shared company warehouse. Calls with recording, two-way texts and AI call answering are add-ons on any plan, free Solo included: Voice & SMS from $25 a month and AI Agent packs from $49 a month. Taskrol pricing →

A Workiz shop answers the phone well. The call comes in and the dashboard shows it beside the texts and the emails. If it came in at two in the morning, Genius AI Answering has already booked the caller. Every call is recorded, summarized, and searchable. If the lead came from Thumbtack or Angi or Google's Local Services Ads, it arrived as a job, not as an email to chase. That is the first half of a repair, and Workiz's own pages describe it in detail. Then the technician knocks on the door, and the appliance page goes quiet.

Taskrol, which opens the list of ten below, is ours, so this page is not neutral. Cactus Appliance, an appliance repair company in Orange County, California that runs on Taskrol every day, has used Workiz, but a product moves faster than memory, so what we say about it here comes from its own pages, read on September 1, 2026 and again on October 15, 2026. The entry we can write from years of daily use is Housecall Pro, which Cactus ran on for years. Every other product is described from its own documentation and nothing else.

So this page follows one job after the lead is captured. The technician arrives and needs somewhere to put the machine. He diagnoses it and wants the manual, or the fault code, or the last visit. He needs a part, and the question that costs money is whether he already owns one. He comes back to fit it. Four years later the same machine fails again, and someone has to find out what was done last time. The list is ranked for an appliance repair shop. Our own product, built to cover that road, is first; the two entries after it keep the customer-facing front end most people chose Workiz for, and every entry says how far down that road its own pages take you.

There's a catch, and it's the honest center of the page. Workiz's appliance page starts from the phone, and it states full integration with Angi, Thumbtack, and Google's Local Services Ads. A shop that chose Workiz for the phone and then found the back half thin is weighing two halves of a job, so every entry says what it does with the call as well as with the machine. Each vendor's published prices sit on its entry with the pricing page and the date we read it, because they move faster than this page will. When a vendor's pages don't say something, we write "not published" and leave it there, because silence in the documentation is not proof of absence. Taskrol is first, and its entry argues why.

What Workiz does well

Written first, on purpose. If none of this describes a problem you have, the rest of the page is not for you and you should stay where you are.

The phone is part of the product. Calls, texts, and emails sit in one dashboard, and every call is recorded, summarized, and searchable, so the dispatcher can hear what the customer said instead of reading a note about it.
Genius AI Answering picks up when nobody else can and books the emergency caller around the clock. A call that comes in at midnight can be a booked job before you're awake.
Marketplace leads land as jobs. The appliance page says Workiz is fully integrated with Google's Local Services Ads, Thumbtack, and Angi, and for a shop that buys its work there, that one line is the reason to choose it.
QuickBooks syncs on every tier. The books don't wait for an upgrade, whichever plan you start on.
Purchase-order tracking for parts on back-order, and Good, Better, Best sales proposals, both on the appliance page. Those are two pieces of the second half of a job that the page does describe.
Inventory and the machine both exist in the product. On the Ultimate tier inventory knows which parts are in stock and which are running low, with purchase orders next to it, and Equipment Tracking reads the serial number, model, and make from a photo of the label and logs every repair, part, and visit against the unit. Jobber's appliance page doesn't mention inventory, and Housecall Pro's mentions it in a single line about tracking parts and inventory, with no stock by truck or warehouse.
Web, iOS, and Android, with more than 120,000 pros on it by its own count.

Workiz’s own pages → read October 15, 2026

Why shops leave Workiz

The technician arrives, and below the top tier there is nowhere described to put the machine. Not one of make, model, or serial appears on the appliance page. Workiz does publish Equipment Tracking, which reads them from a photo of the label, but its pricing table lists it on Ultimate only, so on Standard and Pro, in a trade whose whole history is kept per machine, the arc stops at the doorstep.
Inventory and the machine are on the top tier. The module that watches stock levels and flags what's running low sits on Ultimate, with Equipment Tracking, purchase orders, and service plans beside it. The step of the job where the money leaks, the part, is priced on the most expensive plan.
Custom reports begin at Pro, so the first tier answers the questions Workiz chose to ask, and the questions you'd write yourself wait for the middle one.
The Genius products are priced on top of the tier. Phone, Answering, and Marketing each cost extra, so the front end that brought you in is a separate line under whichever plan you picked.
The trial is seven days. A repair that needs a part ordered on the first visit often isn't closed inside a week, so the trial ends before the return visit, and you never see the half of the job you were trying to test.
It's built for every home-service trade, and the appliance page reads that way: the phone, the leads, the proposals, and the purchase orders are all there, and the machine itself isn't described anywhere on it.

Workiz alternatives at a glance

Who each one is for, and how much of what’s said about it below comes from running it rather than reading about it. The detail on every entry is in the list underneath — this table deliberately doesn’t repeat it.

Alternative	Best for	How we know
1. Taskrol	Appliance and HVAC repair shops where the job is won or lost at the part	Ran it, September 1, 2026
2. Housecall Pro	The straight swap for a multi-trade shop that wants to keep its front end and give the machine a name	Ran it, October 15, 2026
3. Jobber	Shops that want the customer side polished and a trial long enough to cover a return visit	Read their pages, October 15, 2026
4. ServiceM8	Small crews that want a label on the machine and pricing by jobs, not seats	Read their pages, September 1, 2026
5. Service Fusion	Office-heavy shops on QuickBooks that want a flat price and call handling as an add-on	Read their pages, September 1, 2026
6. Orcatec	Shops that want a free scheduler with call recording and QuickBooks Online, and will type the model into a form	Read their pages, September 1, 2026
7. ServiceTitan	Ten-plus technicians with a warehouse and someone whose job is purchasing	Read their pages, September 1, 2026
8. Smart Service	QuickBooks shops, Desktop especially, that want the whole arc kept on one unit record	Read their pages, September 1, 2026
9. Rossware (ServiceDesk)	Appliance shops paid by warranty networks, with a Windows office and someone to run the configuration	Read their pages, September 1, 2026
10. ApplianceOps	Small appliance shops on Android phones that do home-warranty claims and lose signal in basements	Read their pages, September 1, 2026

“Not published” anywhere below is said of another vendor and means the pages we read don’t mention it. It doesn’t mean the feature doesn’t exist.

10 Workiz alternatives, ranked

1. Taskrol

Our product · First-hand · pages read September 1, 2026

Best for: Appliance and HVAC repair shops where the job is won or lost at the part
What changes if you move here: Taskrol was built for the half of the job Workiz's page skips, so we'll walk the arc. At the door, the machine's brand, model, and serial go onto the job. Before anyone touches it, the customer signs an authorization to diagnose; the estimate and the completion are two more signatures, each its own event. During the diagnosis the service manual for the model opens from the job on Basic and Pro. Then the part: the search takes the model number to a catalog and returns only the parts that fit that machine, and beside each result it shows which cell of your own van holds one and how many the shared warehouse has. Parts diagrams are on every plan, including the free Solo plan. What has to be bought goes to a shopping list, one per technician on free Solo and one for the whole company on Pro. On the return visit the part is fitted and stays on the job. Four years later, the customer's record still lists that machine and every past job, and a warranty callback carries the number of the job it came from. You can pass a job to a partner company, or take one of theirs and invoice it under their name, from inside the app. Once the invoice is paid, the books follow: the owner connects the company to QuickBooks Online with Intuit's sign-in and maps the line types to QuickBooks items once, and from then on the customer, the invoice and its payments, a sales receipt for tips and card surcharges, and any refund are sent to QuickBooks, one way, as each job is completed and paid, on Basic and Pro, where the web report also exports a CSV of jobs. Pricing is published: one technician on Solo pays nothing, with unlimited jobs and no card on file; Basic is a flat price with one user included and unlimited subcontractors; Pro is a flat price with three users included; on both, each additional user is billed monthly. The phone is the Voice & SMS add-on: a business number whose calls and two-way texts stay with the customer's record, with call recording, and the AI Agent add-on answers the calls the office misses, checks the caller's ZIP, offers real technician windows, and books the visit. Web, iOS, and Android.
What it costs: Solo $0 forever (1 technician), Basic $29/month (1 user), Pro $129/month (3 users), each extra user $29/month; 7 days of Pro for every new account, no card. Taskrol pricing →

Why Taskrol opens this list: the page follows one job after the phone rings, and the second half of that job, the machine, the part, the stock, the callback, is what the product is built for. That makes it our first pick for a shop that repairs appliances and HVAC units with a model and serial plate. It lives on the same three platforms as Workiz, web, iOS, and Android, the price is published, and Solo is free for one technician and does not expire, so you can see a return visit through before paying anything. Housecall Pro and Jobber come next for their customer-facing front end, the thing most people chose Workiz for: booking, reminders, review management, and campaigns on Housecall Pro, and Client Hub on Jobber. A shop with plumbing or electrical work on the schedule can go to either and run everything in one system.

Taskrol appliance repair software →

2. Housecall Pro

First-hand · pages read October 15, 2026

Best for: The straight swap for a multi-trade shop that wants to keep its front end and give the machine a name
What changes if you move here: The like-for-like move, and the only product here Cactus Appliance paid for month after month. Most of the front end survives the switch: online booking, automated reminders, review management, marketing campaigns, a website product, dispatch to the closest technician, Instapay deposits, and a published card-processing rate. QuickBooks syncs. And at the doorstep it does something Workiz's appliance page doesn't describe. Property Profiles, which you turn on under My Apps, gives the machine a record per address with the make, model, and serial, plus the item type, a display name, the install date, and notes, attached to the job. So the arc gets one stop further: the technician arrives, and the machine has a name. Web, iOS, and Android, with a 14-day trial and no card, which is twice the length of the one you're leaving.
What it costs: Basic $79 a month or $59 billed annually, 1 user; Essentials $189 a month or $149 billed annually, 5 users; Max $329 a month or $299 billed annually, 8 users; $35 a month per additional user (Housecall Pro’s pricing page, read October 15, 2026).
Watch for: Two things we'd want said plainly. First, the seats: one user on Basic, a seat block on Essentials and on Max, and extra users billed by the month. Second, the add-ons: Voice, GPS, CSR AI, Payroll, and Campaigns are each their own line, and the top tier is where route optimization, API access, and recurring service plans live. The phone is one of those add-ons, so the thing Workiz put in the box is a line item here. On leads, Housecall Pro's features page lists Google Local Services and its pricing FAQ names a Thumbtack integration; we didn't find an Angi feed on its pages, so ask how those leads arrive. And the record is where it ends: the documentation shows no path from Property Profiles to a part or to a truck, the appliance industry page mentions inventory only in one line about tracking parts and inventory and describes no stock by truck or warehouse, and on the parts side the documentation offers a flat-rate price book. In practice Cactus's technicians kept photographing model plates, and we haven't opened Property Profiles since the shop moved.

Housecall Pro →

3. Jobber

Documentation-based · pages read October 15, 2026

Best for: Shops that want the customer side polished and a trial long enough to cover a return visit
What changes if you move here: Jobber's strength is the stretch between the booking and the door. Client Hub is a portal the customer opens at any hour to approve the quote, see when the technician is due, and pay, and a quote can carry optional lines the customer chooses. It's a well-reviewed app by its own numbers, a 4.8 on the App Store across nearly 14,000 reviews, on web, iOS, and Android. QuickBooks Online syncs from the Connect tier up. At the doorstep the machine gets a custom field, text, number, dropdown, true/false, or area, that can sit on the client, property, quote, job, or invoice, and a field set on the quote can be carried forward to the job and the invoice. That's a step past a page that describes nothing. The trial is 14 days of Grow, long enough to order a part and come back.
What it costs: One user: Core $49 a month or $29 billed annually; a team with 5 users: Connect $199 ($149), Grow $299 ($229), Plus $499 ($399) (Jobber’s pricing page, read October 15, 2026).
Watch for: The field is where the arc ends. Nothing on Jobber's appliance page covers parts or inventory, so nothing links the model number to a part or a part to a truck; stock comes from third-party apps in its App Marketplace, such as FieldStockPro and VanTrack. Custom fields themselves are on Connect and above, not on Core. Job costing sits on Grow. On the front end you're giving up, the marketing suite and the AI receptionist are included on Plus and add-ons below it, and its App Marketplace lists apps for Angi, Thumbtack, and Google's Local Services Ads. Users follow team size, not tier: Core, Connect, and Grow come for one user, Connect, Grow, and Plus for teams of five, ten, or fifteen, and extra users are billed monthly. Warranty-network dispatch is not published.

Jobber →