Field service and CRM
Jobs, estimates, and revenue. We set up Claude for your business and connect it to Workiz, so your AI works with what you already have. No new software to learn, and nothing to switch.
Use Workiz? On a free 20-minute call we'll show you what your AI can do with it.
Not ready to talk? See what it looks like: a sample dashboard for a made-up business.
Every plan works on a few priorities at a time. With Workiz connected, these are the ones it helps with most.
Follow up on every quote until it's a yes or a no, so fewer jobs slip away to the next bid.
We'd track: Share of estimates won, Quotes sent
Start with this →Fill the schedule with better routing, faster callbacks, and fewer gaps between jobs.
We'd track: Jobs completed per week
Start with this →Offer the right upgrades, repairs, and maintenance plans on every call, without the hard sell.
We'd track: Average job value
Start with this →More calls and requests from Google, reviews, neighbors, and past customers.
We'd track: New leads per week
Start with this →Answer every lead fast, day or night, and follow up until they book.
We'd track: New customers per week
Start with this →Plan tune-up promotions and maintenance-plan pushes before the phones go quiet.
We'd track: Jobs on the schedule
Start with this →Once Workiz is connected these come in on their own, and your dashboard shows each one against where you started. Nothing for you to type in.
On setup day we connect Workiz with you on the call. You approve the connection, and you can remove it at any time. We see the work your AI does and the numbers, not your conversations. How it works · Pricing
Also in field service and crm: Jobber · Housecall Pro · GoHighLevel · HubSpot
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