COMPARE · CHECKED OCTOBER 19, 2026
Workiz vs Peak
Workiz pairs field service tools with its own phone system and AI call answering, sold as add-ons on quoted, yearly plans. Peak is free with no contract, and Sherpa can work in every tool from chat or your own AI.
TL;DR
Pick Workiz if you want AI call answering and a phone system tied to dispatch, and you're fine requesting a price and paying yearly. Pick Peak if you want the core tools free with no contract, with an assistant that handles the office work.
Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.
SIDE BY SIDE
Workiz and Peak, row by row.
What Workiz's own pages said on October 19, 2026, next to what Peak does today.
| Workiz | Peak |
|---|---|
| What it covers | |
| Scheduling, dispatch, good, better, best estimates and invoices, with hookups to lead sources like Angi, Thumbtack and Yelp. A phone system is an add-on. | Leads and customers, estimates with e-sign and change orders, invoices, projects, crews, a dispatch board, a time clock, job photos and daily logs, plus Sherpa. |
| Pricing model | |
| Three plans, all "Request pricing." Billed yearly at purchase. Phone, AI answering and marketing are sold separately. | The software is free. No per-user fee and no contract. You pay your own texting, email, AI and payment providers directly. |
| AI | |
| Genius Leads and Genius Scheduling come with Pro and Ultimate. Genius Answering, an AI that answers calls, is sold separately. | Sherpa looks things up and makes changes in every Peak tool, from chat or from your own AI assistant. Anything that reaches a customer or moves money waits for your OK. It runs on your own AI key. |
| Phone app | |
| iPhone and Android apps in the app stores. Changes made offline sync when you're back online. | Installs from your phone's browser to your home screen. The crew app works offline. No App Store or Google Play app yet. |
| Your data | |
| A REST API with a developer site, plus Zapier and QuickBooks. Its help pages blocked us, so we couldn't confirm a full customer export. | When sign-up opens, your customer data lives in a database you own, not ours. Export contacts as a spreadsheet or download the whole database any time. |
| Getting started | |
| 7-day free trial with no card. You request pricing, and an onboarding team helps you start. | Sign in and start. Bring contacts and your price book over from spreadsheets. Texting, email, AI and payments start when you connect your own accounts, or we connect them for you (Get set up, $997 one-time). |
WHAT IT COSTS
Their published price, and ours.
Workiz
Not published
Workiz doesn't publish prices. Its Standard, Pro and Ultimate plans each say "Request pricing." Its FAQ says plans are billed yearly at purchase. There's a 7-day free trial with no card. Genius Phone, Genius Answering and Genius Marketing are sold separately.
From workiz.com, checked October 19, 2026. Prices change, so confirm on their site.
Peak tools
$0
Free when sign-up opens (soon). You bring your own accounts for AI, texting, email and payments. Today the tools come with every Peak service plan.
Want our team to run your marketing or lead follow-up? That's a paid service, and the tools come with it. See service pricing.
WHERE WORKIZ IS STRONG
Credit where it's due.
- AI call answering (Genius Answering) and a phone system that ties into dispatch, sold as add-ons
- Leads that come in from Angi, Thumbtack and Yelp
- Genius Leads pulls the details out of long lead emails so you don't retype them (Pro and Ultimate)
- Good, better, best estimates on site
- A mobile app that keeps working offline and syncs later
WHERE WORKIZ IS AHEAD
What Peak doesn't do yet.
If one of these is a must-have, take it seriously.
- iPhone and Android apps in the app stores
- AI phone answering and a phone system, which Peak's tools don't have
- QuickBooks integration, which Peak doesn't have yet
Everything not in the Peak tools yet
- iPhone and Android apps in the app stores (the tools install from your phone's browser today)
- QuickBooks and Xero sync
- Full job costing, estimate vs actual on every line
- Payroll
- A built-in AI phone receptionist
- AI takeoff from plans
WHERE PEAK IS DIFFERENT
What you get with Peak that Workiz doesn't do.
- The Peak tools are free, with no contract. Workiz doesn't publish prices, and its plans are billed yearly at purchase.
- Sherpa looks things up and makes changes in every Peak tool. Anything that reaches a customer or moves money waits for your OK, and you can undo a change within 10 minutes.
- Your own AI assistant can connect to your Peak records. Workiz's developer page points to an MCP server for its help docs; we didn't see one for your own business data.
The software is free
No per-user fee and no contract for the tools. You bring your own accounts for AI, texting, email and payments, and pay those companies directly at their prices. We don't mark them up.
Your data, your accounts
When sign-up opens, your customer data lives in a database you own, not ours. Export it any time. If you leave, you take everything with you.
Sherpa does the work, inside rules
Tell Sherpa "add a note to Susan Park: gate goes on the north side." It finds her and adds it, or asks you to reply YES first when the rules say so. Anything that reaches a customer or moves money waits for your approval. You can see every rule, and you can only make them stricter.
A team if you want one
You can run the tools on your own. If you'd rather have help, our team runs the marketing, lead follow-up and AI setup for you on a paid plan.
Read every Sherpa rule on what Sherpa will and won't do.
SWITCHING
Moving from Workiz to Peak.
Most of it is two spreadsheets. Run both side by side for a week if you like.
Step 1
Export from Workiz
Ask Workiz support for a spreadsheet of your customers and jobs. Its help pages blocked us when we checked, so we couldn't confirm a self-serve export or the steps.
Step 2
Import your customers
In Peak, open Contacts and choose Import. Upload the spreadsheet and match the columns. Rows with the same email or phone merge instead of making duplicates.
Step 3
Bring your price book
The Estimator imports your items and prices from a spreadsheet. There's a template to fill in if your old export doesn't line up.
Step 4
Connect your own accounts
Hook up your texting number, email, AI key and Stripe when you're ready to send and get paid. Nothing goes out until you do.
Step 5
Finish open jobs, then switch
Let jobs already in progress finish where they are, and start new ones in Peak. Rather not do the move yourself? Our team can help.
WHAT YOU SET UP
What works the day you sign in.
The tools are free. Texting, email, AI and payments run on accounts you own, so you pay those companies directly.
Works when you sign in
- Customers, deals, notes and tasks
- Estimates with options, change orders and invoices, shared by link
- Projects, phases, crew schedules, photos and daily logs
- A customer page for each job
Needs your own account
- Texting
- Two-way texts, missed-call text-back, text review requests and texting Sherpa. Connect your own texting account (such as Twilio), with your number registered with the carriers. Nothing sends or charges until you do.
- Sending estimates, invoices and messages by email. Connect your own email sending account. Nothing sends or charges until you do.
- AI
- Sherpa and AI drafts. Connect your own AI key (Anthropic, OpenAI, Google or a compatible provider). Nothing sends or charges until you do.
- Payments
- Card and bank payments on invoices. Connect your own Stripe account. Nothing sends or charges until you do.
Rather not do it yourself? Get set up: we connect all four and import your contacts and price book, $997 one-time.
Pick Workiz if
You want AI call answering and a phone system tied to dispatch, and you're fine requesting a price and paying yearly.
Pick Peak if
You want the core tools free with no contract, with an assistant that handles the office work.
WORKIZ VS PEAK
Common questions.
Workiz didn't publish prices when we checked on October 19, 2026. Every plan said "Request pricing," and its FAQ says plans are billed yearly. The Peak tools are free when sign-up opens, and you pay your own texting, email, AI and payment providers.
Not in the free tools. Peak has missed-call text-back, which works once you connect your own texting number. AI phone answering is a service our team can set up for you.
Ask Workiz support for a spreadsheet of your customers, since we couldn't confirm a self-serve export. Then open Contacts in Peak and import it. Rows with the same email or phone merge instead of making duplicates.
Not in the App Store yet. Peak installs from your phone's browser to your home screen, and the crew app works offline. Workiz has iPhone and Android apps in the stores.
MORE FIELD SERVICE SOFTWARE
Sources for this page (8)
- Plans, Request pricing, 7-day trial, Genius add-ons sold separately, Genius Leads and Scheduling on Pro and Ultimate: www.workiz.com/pricing-plans/ (read October 19, 2026)
- Billed yearly at purchase, onboarding team, import only: www.workiz.com/faq/ (read October 19, 2026)
- Trades served, Genius Answering and Phone, lead-source and QuickBooks integrations, estimates: www.workiz.com/ (read October 19, 2026)
- Genius Leads reads lead emails: www.workiz.com/features/genius-leads/ (read October 19, 2026)
- Offline changes sync: www.workiz.com/features/mobile-app/ (read October 19, 2026)
- REST API and help-docs MCP server: www.workiz.com/developers/ (read October 19, 2026)
- iPhone app: apps.apple.com/us/app/workiz-field-service-software/id1469769810 (read October 19, 2026)
- Android app: play.google.com/store/apps/details?id=com.workiz (read October 19, 2026)
How we checked: we read Workiz's public pages, pricing and help center on October 19, 2026, without signing up or logging in. Workiz is a trademark of its owner, used here only to identify the product. Peak Engine isn't affiliated with or endorsed by Workiz. Spot a mistake? Email hello@peak-engine.com and we'll fix it.
Try Peak next to Workiz.
Leads, estimates, invoices, jobs and photos, with Sherpa doing the office work.
Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.