Workiz service plans: Ultimate only, what the add-on does, and how to run memberships on Standard or Pro

Published September 2, 2026 · Updated September 24, 2026: pricing page, help-center quotes and community quotes re-checked

• I checked every tier gate on this page against Workiz's pricing page on September 24, 2026, and every limit is quoted from Workiz's own help center or from Workiz users, links at the bottom.
• I build Deepsel, a maintenance-agreement tool that runs beside Workiz. That's relevant to exactly one section of this page, and it's labeled.

Workiz service plans are Workiz's name for maintenance agreements and memberships. It's an add-on, and as of September 24, 2026 only the Ultimate tier includes it. It sells a plan with a price, a visit count and a billing frequency, charges a saved card through Workiz Pay, applies a member discount, and drops each visit on your schedule as a placeholder the client is asked to call in and book. Workiz publishes no price for Ultimate. Shops on Standard and Pro run memberships with recurring jobs, a client tag and a spreadsheet, or with a ledger tool beside Workiz.

• Which tier: Ultimate only. Standard and Pro get recurring jobs, online booking and the client portal, but no service plans.¹
• What it does: plan templates, portal enrollment, automatic card charges, a member discount, statuses (Pending approval, Active, Expires soon, Expired) and placeholder visits you convert into jobs one at a time.^{2, 7}
• What Ultimate costs: "Request pricing." Third-party estimates put the paid tiers at roughly $200 to $350 a month before extra users and add-ons, and none of them gives an Ultimate figure.^{1, 16, 17}
• Without Ultimate: a recurring job per member, a client tag, a card on file charged by hand, and a sheet for renewals and visits owed. Steps below.

Which Workiz plan includes service plans?

Ultimate, and only Ultimate. On the pricing page, "Service plans" is the first line in the Ultimate column's "Everything in Pro, plus" list, ahead of 30 automations, sales proposals, inventory, flat rate, checklists, multi-day jobs, franchise management, open API, equipment tracking and purchase orders. The comparison table further down marks Service plans, Equipment tracking, Open API, Zapier integration, Custom documents and Checklists as Ultimate-only, and Recurring jobs, Online Booking and Client portal as available on all three tiers.¹ Here's the picture as of September 24, 2026:

Workiz's own Service Plans feature page never mentions a tier. It says "Once activated" and describes templates, visits, invoices and reminders as if every account had them.¹² The help center calls it "a great add-on" you switch on from the Feature Center.² The pricing page is the only place the gate shows up, so shops find out on the demo call. An owner comparing platforms in May 2025 put it bluntly: "Workiz is useless under the ultimate tier (no custom documents, API, Zapier, or service plans)."¹⁴ He was right about the list. Whether that's "useless" depends on whether you sell agreements.

How much does Workiz Ultimate cost?

Workiz doesn't say. Standard, Pro and Ultimate each show "Request pricing" and a demo form, the only dollar figure on the page is that "by choosing an annual plan, you can save $400+." Genius Phone, Genius Answering and Genius Marketing are "sold separately" on every tier, and the trial is seven days.¹ Third-party pages still describe a free Lite plan, today's pricing page lists only the three paid tiers.^{1, 17}

All that's public is estimates. checkthat.ai (page dated March 30, 2026) lists Kickstart $225, Standard $275 and Pro $325 a month, 17% off on annual billing, and "Ultimate: Custom pricing", the Kickstart tier doesn't exist on Workiz's page today, so treat it as a range.¹⁶ serviceagent.ai (June 11, 2026) puts the paid tiers at "roughly the $200 to $350 per month range for small teams," with extra users at "$40 to $45 per user per month," and Ultimate as custom.¹⁷ In January 2023 a Workiz user on Reddit quoted "$225 a month" for the first paid step up from the free version.¹³ So Ultimate sits above every number anyone publishes. On the quote call, ask for the Ultimate price at your user count, the per-user overage, whether Service Plans carries any fee beyond Workiz Pay processing, and the monthly figure against the annual one. I've collected everything public about cost on the Workiz pricing breakdown.

What the Service Plans add-on does

Credit where it's due, the billing side is solid. You enable Service Plans from the Feature Center and build templates in the Service Plans Manager under Settings.^{2, 4} A template holds a plan name and description, a job type, a service period ("1 year, 3 months, etc."), a number of visits, a "Renew automatically" toggle, a plan price, billing options ("annual, quarterly, monthly, custom, or one-time payment"), optional price-book items that replace the plan price, tax, a member discount and attachments for your terms.⁴

You enroll a client from the client profile (Create new, then Service plan) against a property address, from a template or a single-use custom plan, and techs can also enroll from a job or a client profile in the mobile app.^{5, 8} You pick a billing schedule (Bill now, a custom billing date, or no billing) and a collection method. With "Recurring payment with credit card," in Workiz's words, "Cards will be saved on file and automatically charged when future payments are due."⁵ One-time card or ACH and manual entry are the other two. Workiz Pay runs the charges, and when a card fails "an email notification will be sent to both you and your client," with a portal link so the member can enter a new card.⁶ You can backdate the start by up to three months, and a card on file "may immediately be charged for all of the due payments."⁵

The Service Plans page then sorts subscriptions into Pending approval, Active, Expires soon (within 30 days) and Expired, shows total plan revenue and who sold each plan, and lists every visit with a converted-or-not flag and a Sent reminder column.⁷ Members get a badge, and the member discount, a percentage, applies to all future line items on jobs, estimates and invoices.^{5, 10} The Automations center ships pre-built service-plan rules: a reminder before a visit, before a plan expires, before it auto-renews, and after an offer is sent, by text or email, with conditions such as a client tag.⁹ Selling and collecting: handled.

Then the visits start.

How a service plan visit becomes a job in Workiz

When a plan is paid, Workiz generates all of its visits at once.³

"By default, visits will be added to your schedule as unassigned events at 9 a.m. on weekdays (Monday–Friday)."³

"The visits you create from your service plan subscriptions are designed to be converted into jobs. Before converting them into jobs, visits will simply serve as placeholders on your schedule. You will not be able to make changes or assign techs to these visits until after you convert them into jobs."²

One thing has loosened since I first checked in early September: the conversion article now says you can set specific dates at enrollment and modify existing visit dates from the schedule or the Service Plans dashboard.³ So the date moves. The tech, the time slot and everything else wait for conversion. A 200-member spring-and-fall program still puts 400 semi-transparent blocks on the calendar, all unassigned, and someone converts each one from the client's Visits tab, the My visits tab or the schedule when the customer is ready.³ Workiz installs one automation to get the customer ready:

"Workiz helps simplify this process for you by creating an automation rule that sends your clients a reminder 14 days before their upcoming service plan visit... This way, your client knows to contact you to book a specific time and day for the job."²

Workiz adds that rule by default and it doesn't count against the 5, 10 or 30 automations in your tier.² Read the last sentence twice, though. The marketing page says the reminders "prompt clients to confirm or reschedule",¹² the help center says the client contacts you. Nothing in the help center describes a booking link in that reminder, even though Workiz's online booking page exists on every tier, so the booking is a phone call and a manual conversion, one visit at a time. You can add a rule that reminds your own team, "preventing a service visit from ever falling through the cracks."³

Two more rules before you're deep in it. Converted jobs get a "Service Plan" tag, useful for filtering. But "new, standalone jobs cannot be connected to existing service plans,"³ so a tune-up your dispatcher booked the normal way never counts against the plan. And canceling a plan "will permanently delete all upcoming jobs, visits, and scheduled payments associated with it. This data cannot be recovered."⁷

Workiz service plans without Ultimate: the Standard and Pro workaround

Recurring jobs are on all three tiers.¹ They hold the visits and nothing else: no plan price, no card charge, no renewal date, no member discount, and a frequency you can't change. Here's the setup shops run on Standard and Pro, in Workiz's own field names. It's the same shape as the Jobber workaround, with different menus.

1. Build one recurring job per member. Create new, then Job. Fill in client details, service location and job details, and put the tune-up line item on the job now. In the Scheduled section select Set recurring schedule, pick the frequency, set Jobs Stop to end after the plan's visit count, and set Create jobs to 30 or 45 days ahead so reminders have room to fire. Save, then Submit. It has to be a new job: "You cannot create a recurring job from an existing job."¹¹
2. Tag the client. A tag such as "Member" lets the Clients list filter to who's due and lets automation rules target members only (rules can be limited by "client tags, job type, and service areas").¹⁸ Standard has five rules in total and Pro ten,¹ spend one on "Notify your team and clients before an appointment."¹⁸
3. Save a card on file, and charge it by hand. With Workiz Pay on, open the client profile, Payment methods, then Add card or Request card (a request expires in five days, max 20 a day).¹⁹ Charging is per invoice, by the office. The only automatic recurring charge Workiz documents belongs to Service Plans.⁶ For per-visit billing, Automatic Invoicing batches a client's unpaid Done jobs into one invoice daily, weekly, monthly or annually.²⁰
4. Park unbooked visits as unscheduled jobs. For a seasonal tune-up the member hasn't picked a week for, create the job with the Scheduled toggle off, it waits in the schedule's unscheduled side pane and you drag it onto the calendar when they call.²¹
5. Keep the ledger in a sheet. One row per agreement: plan, price, paid date, renewal date, visits owed, visits delivered, card status, equipment. The free tracking spreadsheet has those columns and a visits-at-risk filter.
6. Know the two rules that bite. "After creating a recurring job, you will not be able to edit the frequency of those jobs... you will have to delete it and recreate it from scratch,"¹¹ so a member moving from two visits to four is a rebuild. To skip one visit, set that job to Canceled. To end a series, open the first job that shouldn't happen, Actions, Delete job, "Yes, delete this and all future occurrences."²²

What still needs a spreadsheet, even on Ultimate

An HVAC shop that has run Workiz for five years, first residential and now mostly commercial, put it this way in March 2026: "Their service plan feature is poor. 5 years in we have had no onboarding. Our dashboard is a total mess."¹⁵ That's one shop, and I'll be straight about the evidence: I searched nine trade subreddits back to 2023 and found no wave of Workiz membership complaints. The feature doesn't come up much. What I can show you is the paperwork, and the paperwork has four holes.

• Visits owed vs delivered, per member. The My visits tab shows each visit and whether it's been converted.⁷ There's no per-member count of visits paid for against visits completed, and no report of members in their last 60 days with a visit still unconverted. That's the number that decides whether a renewal is a fair ask.
• The renewal date, and what happens after it. "Expires soon" fires at 30 days,⁷ and a pre-built reminder can go to the client before a plan expires.⁹ Neither is conditional on a visit still being owed, and the help center doesn't say what becomes of an unconverted visit when the plan expires. Assume it's gone, and track it yourself.
• Failed cards after the email. Workiz emails you and the member once.⁶ The help center documents no retry schedule and no text. Cash and check members are fully manual: every later payment "must also be recorded manually on the corresponding invoice."⁶
• Equipment. Which furnace, which serial, which filter size. Equipment tracking is a separate Ultimate feature,¹ and the plan itself attaches to a property address, not a unit.⁵ A two-system house with one plan is one plan, and the second system lives in the job notes.

None of these is a bug. They're the difference between a billing feature and an agreement ledger, and it's the same difference across platforms. See how to track HVAC maintenance agreements for the five fields the ledger needs.

Six workarounds inside Workiz on Ultimate

1. Set visit dates by season. At enrollment choose "set dates manually" or "specific dates each month," and move dates afterward from the schedule or the dashboard.^{3, 5} Spring visits in April, fall visits in October, so placeholders land in your slow weeks and the 14-day reminder rings the phone when you want it to.
2. Turn on the expiry reminder and add a team reminder. Enable the pre-built "before a service plan is scheduled to expire" rule,⁹ and add a rule that pings your dispatcher 30 days before each placeholder,³ giving the office two weeks of outbound calls before the client reminder goes out.
3. Convert from the My visits tab, weekly. Filter to unconverted visits, sort by date, clear the list every Monday.⁷ The semi-transparent blocks on the schedule are easy to skim past.
4. Never book a member's tune-up as a standalone job. A standalone job can't be attached to the plan afterward.³ Train dispatch on this one, it's where the visit count slips.
5. Record offline payments the same day. The invoice with the "Service plan billing cycle" line item needs cash and check payments entered by hand.⁶
6. Cancel jobs, don't delete them, and think twice about retroactive start dates. Deleting a converted job is unrecoverable.³ A plan backdated three months on monthly billing can hit the card for three months at once.⁵ Tell the customer first.

Running maintenance agreements beside Workiz, on any tier

This is the part I have a product in, so take it with a grain of salt. Deepsel is agreement software that works beside Workiz, whether you're on Standard, Pro or Ultimate. It owns the one record Workiz doesn't have and leaves scheduling, dispatch and invoicing where they are.

There's no Workiz integration, and I'd rather say that plainly than imply one. You export your client list from Workiz (or upload the spreadsheet you're running today), and Deepsel imports it. From there it keeps the agreement ledger: plan, tier, covered equipment by model and serial, filter sizes off a nameplate photo, card on file, renewal date, and visits owed vs delivered per unit. It charges renewals itself, retries a failed card, and flags the ones that stay failed. Each spring and fall it emails every member who's due (texts on Pro) a reminder that carries your Workiz online-booking link or your office number, so the member books and your dispatcher creates the Workiz job the way they'd create any other. Before a paid visit expires unused, you and the member both get warned.

Pricing is flat: Starter is $79 a month with unlimited users, Pro is $159 (coming soon, Starter is live). I can't put a stack price next to Workiz Ultimate because Workiz doesn't publish one. If the only line pulling you from Standard or Pro to Ultimate is service plans, $79 a month beside the tier you already have is worth pricing against the quote. Details are on the pricing page, the cross-platform comparison is in the best HVAC maintenance agreement software roundup.

Frequently asked questions

Does Workiz have maintenance agreements or memberships?

Yes, under the name Service Plans. It's an add-on that only the Ultimate tier includes, as of September 24, 2026.¹ A plan template holds a service period, a number of visits, a price, a billing frequency (annual, quarterly, monthly, custom or one-time) and an optional member discount.⁴ Clients approve and pay through the Workiz client portal, and a saved card is charged automatically when each payment is due.⁵ Standard and Pro don't include it.

Which Workiz plan includes service plans?

Ultimate only. On Workiz's pricing page, Service plans is the first item in the Ultimate column's 'Everything in Pro, plus' list, and the comparison table marks it unavailable on Standard and Pro. Recurring jobs, online booking and the client portal are on all three tiers. Every tier says 'Request pricing'.¹

How much does Workiz Ultimate cost?

Workiz doesn't publish it. Standard, Pro and Ultimate all say 'Request pricing' as of September 24, 2026, and the only number on the page is that an annual plan saves '$400+'.¹ Third-party estimates from 2026 put Workiz's paid tiers between roughly $200 and $350 a month before extra users and add-ons, and both list Ultimate as custom pricing.^{16, 17} A 2023 Reddit post quoted $225 a month for the first paid tier.¹³ Treat every figure as an estimate until you have a written quote.

Can I use Workiz service plans on the Standard or Pro plan, without Ultimate?

No. Service Plans is Ultimate-only.¹ Shops on Standard and Pro run memberships by hand: one recurring job per member with the visit count as the stop rule, a client tag so automations and the client list can target members, a card on file that the office charges per invoice, and a spreadsheet for the plan price, renewal date and visits owed against visits delivered. Recurring jobs bill nothing on their own, don't renew, apply no member discount and lock their frequency once saved.¹¹ The other route is a ledger tool that runs beside Workiz on any tier.

Do Workiz service plan visits schedule themselves?

No. When a plan is paid, Workiz generates every visit at once and adds them to the schedule as unassigned events at 9 a.m. on weekdays.³ You can set or move the dates, but you can't assign a tech or edit anything else until you convert each visit into a job.^{2, 3} The default automation sends the client a reminder 14 days before a visit so, in Workiz's words, the client knows to contact you to book a specific time and day.²

Does Workiz track visits owed vs delivered?

Partly. Each plan carries a number of visits, and the My visits tab shows whether each one has been converted into a job.⁷ There's no per-member count of visits paid for against visits completed, no report of plans expiring with a visit still unconverted, and no equipment-level history unless you also use the Ultimate-only equipment tracking feature.¹ That reconciliation is what shops keep in a spreadsheet.

Are Workiz recurring jobs the same as service plans?

No. Recurring jobs are a scheduling feature on every tier: real, assignable jobs on a fixed cadence, each invoiced on its own, with a frequency that can't be edited after the series is created.¹¹ Service Plans is an Ultimate-only add-on that sells a plan with a duration, a visit count and a billing schedule, charges a saved card automatically, and drops each visit on the schedule as a placeholder you convert into a job.^{2, 5} Neither one counts visits owed against visits delivered per member.

Does Deepsel integrate with Workiz?

There's no direct integration. Deepsel runs beside Workiz on any tier: you import your customer and agreement list from a Workiz export or a spreadsheet, Deepsel keeps the agreement ledger and bills renewals, and its seasonal reminder emails carry your Workiz online-booking link or your phone number. When a member books, your office creates the job in Workiz as usual. Workiz stays your system for scheduling, dispatch and invoicing.

Sources

1. Workiz pricing page: Standard, Pro and Ultimate all "Request pricing," Ultimate tagged "Most popular"; Ultimate's "Everything in Pro, plus" list begins "Service plans, A total of 30 Automations, Sales proposals, Inventory management, Flat rate, Checklists, Multi-day jobs, Franchise management, Open API, Equipment tracking, Purchase orders"; the comparison table marks "Service plans," "Equipment tracking," "Open API," "Zapier integration," "Custom documents" and "Checklists" Ultimate-only and "Recurring jobs," "Online Booking" and "Client portal" available on all three tiers; automations 5 / 10 / 30; Genius Phone, Genius Answering and Genius Marketing "(sold separately)"; FAQ: "By choosing an annual plan, you can save $400+"; "7 days free trial"; no free tier listed. workiz.com/pricing-plans, retrieved September 24, 2026.
2. Workiz help center, "Managing recurring work with Service Plans" (updated May 26, 2026): "Service Plans is a great add-on"; enabled from the Feature Center ("Select Service Plans," "Select Get started to enable the add-on"); statuses Pending approval, Active, Declined, Expires soon, Expired; "Before converting them into jobs, visits will simply serve as placeholders on your schedule. You will not be able to make changes or assign techs to these visits until after you convert them into jobs"; the 14-day client reminder "is added to your account by default, and will not count towards the number of rules included on your Workiz plan. This way, your client knows to contact you to book a specific time and day for the job." help.workiz.com, retrieved September 24, 2026.
3. Workiz help center, "Converting service plan visits into jobs" (updated May 27, 2026): "After receiving payment from your clients for a service plan, Workiz will automatically generate all of the visits"; "By default, visits will be added to your schedule as unassigned events at 9 a.m. on weekdays (Monday–Friday)"; "Setting specific dates when enrolling a client in a plan" and "Editing the visit dates after clients have been enrolled. You can modify existing visit dates from your schedule or the Service Plans dashboard"; visits have "a semi transparent appearance"; conversion from the client's Visits tab, the My visits tab or the schedule; the "Service Plan" job tag; team reminders "preventing a service visit from ever falling through the cracks"; "Deleted jobs cannot be recovered, and new, standalone jobs cannot be connected to existing service plans." help.workiz.com, retrieved September 24, 2026.
4. Workiz help center, "How to create a service plan template" (updated May 27, 2026): Settings, then Service Plans Manager, then New plan template; fields Plan name, Plan description, Job type, Service period ("1 year, 3 months, etc."), Number of visits, Renew automatically, Plan price, Billing options ("annual, quarterly, monthly, custom, or one-time payment"), optional Plan items ("your plan price will be replaced with the price associated with the items"), Tax, Member discount, Attachments. help.workiz.com, retrieved September 24, 2026.
5. Workiz help center, "Enrolling clients in service plans" (updated July 8, 2026): "from a service plan template or from a single-use custom plan"; Create new, then Service plan, against a property address; billing schedule "Bill now," "Custom billing date," "No billing required"; visits "set dates manually, specific dates each month, specific weekday each month"; "Recurring payment with credit card... Cards will be saved on file and automatically charged when future payments are due"; "One-time payment with credit card or ACH"; "Manual payment"; retroactive start "of up to three months" and "your client may immediately be charged for all of the due payments"; the member badge and the client's Service plans and Visits tabs. help.workiz.com, retrieved September 24, 2026.
6. Workiz help center, "Collecting payments for service plans" (updated May 26, 2026): recurring payment "powered by Workiz Pay"; "If the card on file for auto-recurring payments fails, an email notification will be sent to both you and your client. Your client will be provided with a link to the client portal, where they can provide a new card for payment"; offline payments "must also be recorded manually on the corresponding invoice," which carries a "Service plan billing cycle" line item. help.workiz.com, retrieved September 24, 2026.
7. Workiz help center, "Managing service plan subscriptions" (updated March 18, 2026): Client plans tab with statuses Pending approval, Active, Expires soon ("expiring within 30 days"), Expired ("has expired and was not renewed"); total revenue and "the member of your team who sold the plan"; My visits tab showing "whether or not the visit has been converted into a job yet" and a "Sent reminder column"; "Canceling a service plan will permanently delete all upcoming jobs, visits, and scheduled payments associated with it. This data cannot be recovered." help.workiz.com, retrieved September 24, 2026.
8. Workiz help center, "Using Service Plans on the mobile app" (updated March 27, 2025): enrolling from a job ("Add service plan") or a client profile; property address, billing option, member discount "for all future line items on jobs, estimates, and invoices," planned dates, automatic renewal, attachments; "Send payment request" via Workiz Pay or "Enter payment manually." help.workiz.com, retrieved September 24, 2026.
9. Workiz help center, "Sending automated reminders for service plans" (updated September 23, 2024): pre-built rules for reminders "Before a service plan visit," "Before a service plan is scheduled to expire," "Before a service plan is set to automatically renew," "After a service plan offer was sent to a client"; requires the Workiz Automations and Service Plans add-ons; message type "text and/or email," timing, body and conditions "(e.g., only if client tag = [custom tag])." help.workiz.com, retrieved September 24, 2026.
10. Workiz help center, "Applying member discounts with service plans" (updated May 27, 2026): "enter the percentage you want to apply"; "the discount will be applied to all line items across future jobs, estimates, and invoices"; the service plan invoice template needs a short code added by hand to display it. help.workiz.com, retrieved September 24, 2026.
11. Workiz help center, "How to create recurring jobs" (updated September 23, 2024): "You cannot create a recurring job from an existing job"; Create new, then Job; "From the Scheduled section, select Set recurring schedule"; fields "Daily: Choose the frequency," "Jobs Stop: ... end after a specific number of jobs or on a specific date," "Create jobs: Enter the number of days ahead of schedule that you want the recurring job to be created"; "After creating a recurring job, you will not be able to edit the frequency of those jobs... To make changes to a recurring schedule, you will have to delete it and recreate it from scratch." help.workiz.com, retrieved September 24, 2026.
12. Workiz, "Recurring Service Plan Software for Contractors" feature page: no tier or add-on mentioned; FAQ "Once activated, you can create service plan templates..."; "These automatic messages prompt clients to confirm or reschedule, reducing no-shows." workiz.com/features/service-plans, retrieved September 24, 2026.
13. r/smallbusiness, "CRM and Scheduling software," January 12, 2023: "I am currently using a free version of Workiz... The upgraded price is $225 a month and that seems a bit steep." User-reported and dated; Workiz's tiers have changed since. reddit.com, re-checked September 24, 2026.
14. r/pressurewashing, "What FSM/CRM do you use? (Markate Sucks)," May 18, 2025: "Workiz is useless under the ultimate tier (no custom documents, API, Zapier, or service plans)." reddit.com, re-checked September 24, 2026.
15. r/Connecteam, comment on "TL;DR: Honest Workiz Review (2025)," March 6, 2026, from a shop that "started as a residential HVAC company" and has used Workiz for five years: "Their service plan feature is poor. 5 years in we have had no onboarding. Our dashboard is a total mess." reddit.com, re-checked September 24, 2026.
16. checkthat.ai, "Workiz Pricing 2026" (page dated March 30, 2026): Lite free, Kickstart $225, Standard $275, Pro $325 a month, "Ultimate: Custom pricing," "17% savings" on annual billing. Tier names don't match Workiz's current Standard / Pro / Ultimate lineup, so use it as a range, not a quote. checkthat.ai, retrieved September 24, 2026.
17. serviceagent.ai, "Workiz Pricing 2026: Monthly Cost, Plans & Hidden Fees" (June 11, 2026): paid plans "roughly the $200 to $350 per month range for small teams"; a free Lite tier "for up to two users" capped at 20 jobs, invoices and estimates a month; extra users "$40 to $45 per user per month"; Ultimate custom. Third-party estimate. serviceagent.ai, retrieved September 24, 2026.
18. Workiz help center, "Automate your essential business tasks with Workiz Automations" (updated August 31, 2026): example rules "Notify your team and clients before an appointment," "Follow up with clients with overdue invoices," "Send coupons to retain existing clients"; rules can be limited "based on a number of different factors, such as client tags, job type, and service areas." help.workiz.com, retrieved September 24, 2026.
19. Workiz help center, "How to add a card on file for clients" (updated September 5, 2025): Workiz Pay required; client profile, Payment methods, then "Add card" or "Request card"; a request "will expire five days after the request is sent"; "You can only send 20 requests per day." help.workiz.com, retrieved September 24, 2026.
20. Workiz help center, "Turn hours of work into just a few clicks with Automatic Invoicing" (updated December 15, 2023): "a batch invoice for all 'Done' jobs that haven't been paid is automatically created and sent at a time of your choosing. This is especially handy for recurring jobs"; per client, "daily, weekly, monthly, or annually." help.workiz.com, retrieved September 24, 2026.
21. Workiz help center, "Creating unscheduled jobs" (updated October 18, 2024): "Turn the Scheduled toggle switch off"; the schedule's unscheduled-jobs side pane and drag-and-drop onto the calendar. help.workiz.com, retrieved September 24, 2026.
22. Workiz help center, "Deleting recurring jobs" (updated September 26, 2023): "open the job you want to cancel and change the status to Canceled"; to delete future jobs, open "the first job that will no longer be taking place," Actions, Delete job, "Select Yes, delete this and all future occurrences." help.workiz.com, retrieved September 24, 2026.