Workiz vs Birdy
We make Birdy, so we are not neutral. Workiz is built around the phone: recorded and transcribed calls, AI answering, and lead sources such as Angi and Thumbtack flowing into one place. If your leads mostly arrive by phone, it does things Birdy does not. Birdy is built around the office's lead follow-up, quotes and service plans. Facts about Workiz link to public sources, checked November 10, 2026.
By the Birdy team · Facts checked
Side by side
Workiz sells three plans (Standard, Pro and Ultimate) with prices on request and a 7-day free trial. Its phone page lists recordings and transcripts of every call, call masking and call flows; Genius Phone and Genius Answering are listed as add-ons. Its lead page names integrations with Reserve with Google, Angi, Thumbtack and HouseHappy, and automations that remind or alert a dispatcher when a lead has not responded. Service plans, checklists and proposals are on Ultimate. Its iPhone app is rated 4.6 out of 5 on about 2,200 ratings (Apple App Store, third party).
Published prices
- Birdy
- Not published. Pricing is set when your account is opened
- Workiz
- Not published; every plan says Request pricing
How you start
- Birdy
- Join the waitlist on the sign-up page. Accounts are opened by hand, a few companies at a time
- Workiz
- 7-day free trial, no credit card
Phone system
- Birdy
- Not offered. Calls stay on your own phone (the crew's Call button opens the phone's dialer)
- Workiz
- Yes: recordings and transcripts of every call, call masking and call flows. Genius Phone and Genius Answering are listed as add-ons
Lead sources
- Birdy
- Online booking and leads your office adds. No lead marketplace connections yet
- Workiz
- Integrations with Reserve with Google, Angi, Thumbtack and HouseHappy; Genius Leads turns lead emails into leads (Pro and up)
Leads and speed to lead
- Birdy
- A leads pipeline with your own stages, quote appointments and email follow-ups. Each lead shows how long it has waited, and Reports shows speed to lead and close rate by rep. A live speed-to-lead timer is coming
- Workiz
- Lead statuses and source tracking; automations can remind or alert a dispatcher on a lead after a set time (5, 10 or 30 automations by plan)
Office inbox
- Birdy
- One Messages inbox with threads on the customer or lead, Assign, a Mine tab, Mark done, and search by phone or by what was said. Texting is being connected, so texts to customers are not live yet. An unassigned queue, claiming and a collision guard are coming
- Workiz
- Genius Phone keeps calls, emails and texts in one place (add-on)
Quotes
- Birdy
- Good, better and best options from a price list with minimums and bundles, signed online by the customer
- Workiz
- Estimates on every plan; sales proposals and flat rate on Ultimate
Service plans
- Birdy
- Service plans with services per visit, rotations and online signing
- Workiz
- On Ultimate
Field app
- Birdy
- A phone web app the crew adds to the home screen: on my way, checklists, sign-off, notes, chemical log and timesheets (before and after photos are coming). No App Store or Google Play app, and no offline mode
- Workiz
- Native app. 4.6 out of 5 on about 2,200 App Store ratings (third party)
Card payments
- Birdy
- Invoices go out by email and are marked paid by hand when the check or cash comes in. Card payments are coming
- Workiz
- Online payments on every plan
Accounting
- Birdy
- Job costing and margins, commissions, finance reports and a payroll hours CSV. QuickBooks Online sync is coming
- Workiz
- QuickBooks integration on every plan
Track record
- Birdy
- A young product, opening accounts a few companies at a time in November 2026
- Workiz
- Established, with thousands of App Store ratings
| Topic | Birdy | Workiz |
|---|---|---|
| Published prices | Not published. Pricing is set when your account is opened | Not published; every plan says Request pricing |
| How you start | Join the waitlist on the sign-up page. Accounts are opened by hand, a few companies at a time | 7-day free trial, no credit card |
| Phone system | Not offered. Calls stay on your own phone (the crew's Call button opens the phone's dialer) | Yes: recordings and transcripts of every call, call masking and call flows. Genius Phone and Genius Answering are listed as add-ons |
| Lead sources | Online booking and leads your office adds. No lead marketplace connections yet | Integrations with Reserve with Google, Angi, Thumbtack and HouseHappy; Genius Leads turns lead emails into leads (Pro and up) |
| Leads and speed to lead | A leads pipeline with your own stages, quote appointments and email follow-ups. Each lead shows how long it has waited, and Reports shows speed to lead and close rate by rep. A live speed-to-lead timer is coming | Lead statuses and source tracking; automations can remind or alert a dispatcher on a lead after a set time (5, 10 or 30 automations by plan) |
| Office inbox | One Messages inbox with threads on the customer or lead, Assign, a Mine tab, Mark done, and search by phone or by what was said. Texting is being connected, so texts to customers are not live yet. An unassigned queue, claiming and a collision guard are coming | Genius Phone keeps calls, emails and texts in one place (add-on) |
| Quotes | Good, better and best options from a price list with minimums and bundles, signed online by the customer | Estimates on every plan; sales proposals and flat rate on Ultimate |
| Service plans | Service plans with services per visit, rotations and online signing | On Ultimate |
| Field app | A phone web app the crew adds to the home screen: on my way, checklists, sign-off, notes, chemical log and timesheets (before and after photos are coming). No App Store or Google Play app, and no offline mode | Native app. 4.6 out of 5 on about 2,200 App Store ratings (third party) |
| Card payments | Invoices go out by email and are marked paid by hand when the check or cash comes in. Card payments are coming | Online payments on every plan |
| Accounting | Job costing and margins, commissions, finance reports and a payroll hours CSV. QuickBooks Online sync is coming | QuickBooks integration on every plan |
| Track record | A young product, opening accounts a few companies at a time in November 2026 | Established, with thousands of App Store ratings |
Which to choose
Workiz is the better choice if
- Most of your leads come by phone and you want calls recorded, transcribed and searchable in the same product.
- You buy leads from Angi or Thumbtack and want them to land in the software automatically.
- You want an AI to answer calls after hours.
- You want card payments and QuickBooks today.
Birdy is the better choice if
- Your leads mostly arrive online or by message, and the office needs each one followed up and owned by one person.
- You sell service plans and good, better and best quotes and do not want to move to a top plan for them.
- You want speed to lead and close rate by rep in Reports.
- You run a dispatch board by truck with booked versus available hours per crew.
Do I need a phone system in my field service software?
Only if your office lives on the phone. Workiz puts calls in the product: recordings, transcripts, call masking and call flows, with AI answering sold as an add-on. Birdy does not make or take calls; your phones stay as they are, and the crew's Call button opens the phone's own dialer.
Which one helps us answer leads faster?
Workiz's lead page describes automations that send a reminder or alert a dispatcher after a set time, with the number of automations capped by plan, and it pulls leads in from marketplaces. That is a real advantage today if you buy leads. Birdy shows how long each lead has waited and reports speed to lead and close rate by rep; a live timer on the leads screen is coming.
How do I move from Workiz?
Export what your current tool lets you export (customers, jobs, price items) as spreadsheet files, then upload them in Birdy under Settings, then Import. The importer guesses each column from its header, you fix any guess before anything is saved, duplicates are matched, and past jobs arrive as history. The steps are on the switching page.
If your business numbers live in Workiz, ask Workiz how to move them to a phone provider before you cancel.
Sources
Checked November 10, 2026. Other companies' figures are theirs, as published.
Questions
How much does Workiz cost?
Workiz does not publish prices: every plan says Request pricing, as of November 10, 2026. It offers a 7-day free trial without a credit card.
Does Birdy have a phone system like Workiz?
No. Birdy does not make, take or record calls. Calls stay on your own phones.
Is this comparison independent?
No. We make Birdy. Facts about Workiz link to public sources, checked November 10, 2026.
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Switching is easier than it looks
Export your customers and price list, and we bring them over with you: duplicates checked, every change shown before anything is saved.