ServlyPro vs. Workiz

A simpler way to run your service business.

Workiz is a comprehensive field service platform with scheduling, dispatching, communications, automations, payments, inventory, service plans, and AI tools. ServlyPro is built for small and growing home service businesses that want the essential tools to manage customers, schedule jobs, create quotes, invoice, collect payments, and automate follow-ups in a simpler workspace.

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ServlyProBuilt for simplicity

Schedule jobs
Create quotes
Send invoices
Collect payments
Automate follow-ups

WorkizFeature-rich platform

Scheduling & dispatch
Communications suite
Inventory & price book
AI call answering

Both help you manage your business

The difference is how much you need.

Workiz offers a broad field service platform with tools that extend into communications, inventory, service plans, sales proposals, integrations, and AI call answering. ServlyPro focuses on giving small home service teams the core tools they use every day in one simple, mobile-friendly workspace.

ServlyPro

Built for simplicity

A streamlined field service platform focused on scheduling, customer management, quoting, invoicing, payments, automation, and team coordination.

Simple mobile-friendly interface
AI-assisted quote creation
Automated quote and invoice follow-ups
Job scheduling and dispatch
Online booking
Customer and job management
Team access

Workiz

Feature-rich platform

A comprehensive field service management platform with scheduling, dispatching, invoicing, payments, communications, automations, service plans, inventory, integrations, and AI-powered tools.

Scheduling and dispatching
Built-in communications suite
Quotes and invoicing
Online payments
Online booking and client management
Inventory, price book, and service plans
Integrations and AI call answering

ServlyPro vs. Workiz features

Compare the tools home service businesses use to manage their day-to-day operations.

CRM / Customer Management

ServlyPro

Included

Workiz

Included

Customer Management

Customer history and job records

ServlyPro

Included

Workiz

Included

Customer Management

Customer notes

ServlyPro

Included

Workiz

Included

Customer Management

Photos and documents

ServlyPro

Included

Workiz

Included

Lead & Booking

Online booking

ServlyPro

Included

Workiz

Included

Lead & Booking

Lead / request management

ServlyPro

Included

Workiz

Included

Lead & Booking

Job pipeline / status tracking

ServlyPro

Included

Workiz

Included

Lead & Booking

Angi / Thumbtack lead integrations

ServlyPro

•Not currently offered

Workiz

•Available

Scheduling & Jobs

Job scheduling

ServlyPro

Included

Workiz

Included

Scheduling & Jobs

Team assignment / dispatch

ServlyPro

Included

Workiz

Included

Scheduling & Jobs

Drag-and-drop calendar

ServlyPro

Included

Workiz

Included

Scheduling & Jobs

Recurring jobs / service plans

ServlyPro

Included

Workiz

•Available

Scheduling & Jobs

Appointment reminders

ServlyPro

Included

Workiz

•Available

Scheduling & Jobs

Route optimization

ServlyPro

•Not currently offered

Workiz

•Available

Quotes

Professional estimates / quotes

ServlyPro

Included

Workiz

Included

Quotes

Customer quote approval

ServlyPro

Included

Workiz

Included

Quotes

AI-assisted quote creation

ServlyPro

Included

Workiz

•AI and automation tools available

Quotes

Automated estimate follow-ups

ServlyPro

Included

Workiz

•Available through automations

Quotes

Good-Better-Best sales proposals

ServlyPro

•Not currently offered

Workiz

•Available

Invoices & Payments

Professional invoicing

ServlyPro

Included

Workiz

Included

Invoices & Payments

Online / field payments

ServlyPro

Included

Workiz

Included

Invoices & Payments

Payment requests

ServlyPro

Included

Workiz

Included

Invoices & Payments

Payment tracking

ServlyPro

Included

Workiz

Included

Invoices & Payments

Automated invoice follow-ups

ServlyPro

Included

Workiz

•Available

Team Management

Multiple team members

ServlyPro

Included on applicable plans

Workiz

•Available on applicable plans

Team Management

Job assignment / dispatch

ServlyPro

Included

Workiz

Included

Team Management

Team notifications

ServlyPro

Included

Workiz

Included

Team Management

Employee time tracking

ServlyPro

•Not currently offered

Workiz

•Available

Reporting & Operations

Business dashboard / reporting

ServlyPro

Included

Workiz

Included

Reporting & Operations

Revenue / performance reporting

ServlyPro

Included

Workiz

Included

Reporting & Operations

Inventory management

ServlyPro

•Not currently offered

Workiz

•Available

Reporting & Operations

Price book

ServlyPro

•Not currently offered

Workiz

•Available

Reporting & Operations

Purchase orders

ServlyPro

•Not currently offered

Workiz

•Available

Communication & AI

Automated workflows

ServlyPro

Built-in ServlyPro workflows

Workiz

•Automation Center available

Communication & AI

Built-in phone / communications suite

ServlyPro

•Not currently offered

Workiz

•Available

Communication & AI

AI call answering

ServlyPro

•Not currently offered

Workiz

•Genius Answering available

Communication & AI

Automated review requests

ServlyPro

•Not currently offered

Workiz

•Available

Less software. More work done.

Powerful doesn’t have to mean complicated.

Create the customer, schedule the job, send the quote, collect payment, and let ServlyPro help with the follow-up.

Schedule

Assign jobs and keep your team organized from one calendar.

Quote

Create professional quotes quickly with AI-assisted estimating.

Get Paid

Send invoices and payment requests without jumping between apps.

Follow Up

Automated reminders help keep quotes and invoices from slipping through the cracks.

Built for small teams

Built for the businesses doing the actual work.

ServlyPro is designed for owner-operators and growing service teams that want powerful business software without turning software management into another full-time job.

HVAC

Cleaning

Plumbing

Landscaping

Electrical

Renovations

Roofing

Handyman

Painting

Pest Control

Garage Door

General Contractors

and many more

The price difference

Keep more of what your business earns.

ServlyPro

Simple plans designed for small home service teams.

View ServlyPro Pricing

Workiz

Tiered plans designed to scale by business size and feature needs, with annual-plan discounts advertised by Workiz.

View Workiz Pricing

Workiz pricing and feature availability can change by plan and add-on. Visit Workiz’s official pricing page for the latest details.

Which one is right for your business?

ServlyPro may be a great fit if...

You run a small or growing home service business
You want simple scheduling and dispatching
You need CRM, quotes, invoices, and payments
You want built-in automated follow-ups
You want AI-assisted estimating
You prefer a clean mobile-friendly experience
You don’t need enterprise-level operational tools

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Workiz may be a great fit if...

You want a built-in phone, text, and email communications suite
You need inventory management and a price book
You want Good-Better-Best sales proposals
You need employee time tracking or route optimization
You want AI call answering and a broad integration ecosystem

Run your business. Not your software.

Schedule jobs, manage customers, create quotes, send invoices, collect payments, and automate follow-ups from one simple platform.

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