FieldPulse vs Workiz in 2027: Which Fits Your Trade Shop

Key Takeaways

• Neither FieldPulse nor Workiz publishes list prices, so the cost comparison has to come from written quotes with every add-on itemized.

• Workiz publishes its plan ladder, automation caps and a free trial on one page, which makes it easier to scope before a sales call.

• FieldPulse documents a QuickBooks Online sync and job, estimate and invoice webhooks, but its QuickBooks Desktop support is not documented and webhook setup runs through its support team.

• Phone and AI are sold as add-ons at both vendors, so the phone line can change your total more than the core plan does.

• We found no 2026 acquisition, merger or rename for either company; the funding history we could confirm is recent for FieldPulse and older for Workiz.

Start with the category decision, not the logo

Field service management (FSM) software is the single system a home-service company uses to schedule and dispatch technicians, write estimates, send invoices and log customer calls. Both FieldPulse and Workiz sell that category, so the real question is which core plan fits your trade mix and accounting setup, and which add-ons you will pay for on top.

TL;DR: FieldPulse fits a shop that wants QuickBooks Online sync and an optional phone and AI stack from one vendor, and that can accept sales-led pricing. Workiz fits a shop that wants a visible plan ladder and a free trial to test before any sales call, and that can work within automation caps that rise by plan.

Both products still sell under the names used here. FieldPulse's most recent round is a Series C announced August 11, 2025, led by Fulcrum Equity Partners with Catalyst Investors joining as a new strategic partner, and the company says the money goes toward AI-powered product development, more flexible platform customization and a larger customer success team, according to FieldPulse (2025). Workiz's most recent round we could find was a Series C announced November 17, 2021, led by Lead Edge Capital, in a company release distributed by PR Newswire, according to PR Newswire (2021). That release describes the money as funding for scaling operations and growing the customer base. A 2021 round says nothing about 2027 product plans, so ask both vendors for their current roadmap and funding position in writing.

How we evaluated these tools

We weighted six criteria by the decisions an owner has to undo later. Trade fit and accounting sit at the top because a wrong fit or a broken invoice sync is expensive to unwind. Phone and AI carry real cost but are optional for some shops, so they weigh less. Every fact in this guide comes from a vendor page, a vendor help article or a third-party source we opened during this review.

The weights are our judgment, not a vendor statistic. We did not convert them into a numeric score, because the public record is too uneven for a fair ranking. Star ratings on G2 and Capterra were not usable here because those pages blocked our fetches, so this guide cites no ratings.

The feature matrix and the numbers behind it

Table 2 lists only the figures each vendor publishes. Where a vendor is silent, the cell says so instead of guessing.

Workiz automation caps: 5, 10, and 30 by plan according to Workiz (2026). The same page places the Open API and Zapier on the Ultimate plan only, which matters if you plan to build workflows outside the vendor's own tools.

Table 3 compares capabilities that the public pages describe in prose rather than numbers.

The FieldPulse rows come from FieldPulse's pricing page and its webhook documentation. The Engage details come from FieldPulse's Engage help article. The Workiz rows come from Workiz's pricing page.

Our read: Workiz's matrix is easier to map to a budget because each capability sits on a named plan. FieldPulse's matrix is easier to map to a stack, because its phone, AI and payments are modules you add. Neither page confirms every feature a buyer will care about, so put the features you need into the trial script.

Pricing: quote-based at both vendors

Pricing checked October 28, 2026. Neither vendor publishes list prices, so the figures below record what each page says rather than a number we could not verify.

FieldPulse describes its pricing as seat-based and customized to each business, and its pricing page offers a custom quote request and no published plan prices, according to its pricing page. Workiz lists three plans with request-pricing links, and its page states that subscription prices exclude sales tax and that card readers are sold separately, according to its pricing page.

Workiz free trial: 7 days, no card required according to Workiz (2026). FieldPulse's pricing page does not confirm a trial, so ask for one in writing before you schedule a demo.

Our read: quote-based pricing moves the work to you. Before you compare totals, ask each vendor to itemize seats, phone lines and per-line costs, AI add-ons, payment processing and card readers. Third-party price estimates on review sites disagree with each other and with the vendors' own pages, so this guide does not use them. Workiz's comparison page also publishes per-user averages without defining them, so we left those out too.

FieldPulse: where it fits, where it strains

Vendor facts: FieldPulse describes its core platform as running the full operation, with premium modules for Engage phone, Operator AI, Chat AI, Pricebook, payments, financing, fleet tracking and custom forms. Its QuickBooks Online connection is documented step by step, and its webhooks cover job, estimate and invoice events.

Our read: FieldPulse is the stronger pick for a shop that wants accounting and a phone system tied to customer records, and that is willing to run a sales-led purchase with every add-on priced up front. A review from FieldCamp, a competing field-service software vendor, puts its best fit at HVAC, plumbing, electrical and general contracting crews, according to FieldCamp (undated), which also reports that FieldPulse scales poorly past about 15 technicians.

The limits show up in the official pages. Without public pricing, the cost of Engage, AI and payments can only come from the sales team. The QuickBooks connection is gated, so your office cannot connect until FieldPulse enables it, and the help article covers QuickBooks Online only, which leaves a Desktop shop without a documented path. The webhook events cover jobs, estimates and invoices, and FieldPulse's developer documentation says setup and configuration are handled by its support team. The same FieldCamp review, from a competing field-service vendor, criticizes basic workflow automation, saying it lacks automated follow-ups and smart reminders, and reports that QuickBooks Desktop sync created duplicates. Treat those as one competitor's claims and test them in a trial.

Implementation for the QuickBooks connection starts before anyone touches FieldPulse. Turn off Automatically apply credits in QuickBooks Online, confirm the connecting user is an active admin, and ask FieldPulse to enable the integration. Then, under Company Settings, open Features & Plugins, connect, choose the sync period and records, and set the default tax, sales and purchase accounts. The help article describes a sync window that depends on data volume, which is the figure in the bold line below.

QuickBooks first sync: 24–48 hours for 0–5,000 data points according to FieldPulse (undated).

For Engage, plan for 10DLC registration before texting US numbers. Engage lines do not support verification codes, and Limited Agents have no Engage access, so staff roles need to be set before rollout. Those constraints affect how your team works as much as the technology does.

Trade coverage of the funding matches the company's own account. According to Dallas Innovates (2025), the Series C was announced in August 2025 with Fulcrum leading and Catalyst joining. Built In lists 250 total employees for FieldPulse, according to Built In (2026).

Workiz: where it fits, where it strains

Vendor facts: Workiz publishes three named plans, and each includes everything in the plan before it. Standard covers scheduling, jobs, estimates and invoices, online payments, service areas, reports, client management, custom fields, subcontractor management and a QuickBooks integration. Pro adds performance pay, Genius Leads, Genius Scheduling, custom reports, multi-location management and roles and permissions. Ultimate adds service plans, sales proposals, inventory management, flat-rate pricing, checklists, multi-day jobs, franchise management, equipment tracking, purchase orders, the Open API and Zapier.

Our read: Workiz is the easier pick if you want to see what each tier includes before a sales call, and if your automation needs will stay within the cap of the plan you would buy. It is also the only one of the two that publishes a free trial on its pricing page. Its Ultimate tier is the only one with the Open API, so a custom workflow means buying that tier first.

Its limits are the caps and the gaps in the public record. Automation caps are a ceiling that you can hit as you add follow-ups. Add-ons for phone and AI are priced on request. Workiz's own comparison page says it offers free unlimited training and that FieldPulse offers none, and it claims more automations for less money. Those are vendor claims, and they should be confirmed with both sales teams before you rely on them, according to its comparison page, which we read as vendor marketing.

On a trial, ask Workiz to show which QuickBooks data it syncs and how often, what happens to customers who already sit in your accounting file, and how a Standard-plan shop would add a phone line. The Workiz pages we could read do not spell out the sync scope, and the Workiz help center blocked our research fetches, so the trial is where those answers will come from.

The independent record is thinner for Workiz. Its most recent round we found is the 2021 Series C described above, and third-party review pages were blocked to our fetches, so we cannot cite independent ratings. Ask for references from shops of your trade and size during the sales process.

Where the built-in tools stop and workflows start

Both products handle job records well. The gap is what happens after a status changes: an estimate that goes quiet, a customer who replies to a text, or an invoice that needs a human decision. That is where a configured workflow earns its place.

US Tech Automations would configure that follow-up gap as a proposed workflow, not a live one. The trigger is a FieldPulse Estimate Custom Status Update event, and FieldPulse's webhook documentation says the payload carries old_value, new_value and a nested object. The action reads the estimate from that object, waits for a scheduled check that the estimate's status has not changed for three days, and drafts a follow-up message. The output is a draft in a review queue, not a text that goes out automatically. Prerequisites are that FieldPulse Support enables and configures the webhook, and that the shop has an endpoint able to receive the event. Human review points are an office user who approves every draft and a manager who checks any message that mentions discounts or payment terms. If the text is sent from Engage, the sending number must already be 10DLC-registered, and the message cannot carry a verification code.

Duplicate protection matters because webhook deliveries can repeat. The design keys each draft on the estimate plus its old_value and new_value pair, so one status change produces at most one draft, and a failed send retries with the same key instead of creating a second message. On Workiz, the same design needs API access, which the pricing page places on the Ultimate plan, and an event feed we could not confirm because Workiz's help center blocked our research. Until a trial confirms the event list, treat a Workiz version as unscoped rather than as a known build.

The honest comparison is not against the vendor's built-in tools alone. It is against Zapier, Make or n8n stitched together by your own staff. When configured that way, those tools can keep run histories, retry failed steps, route errors to a separate branch and leave audit evidence. The buyer still designs and owns observability, idempotency, escalation paths, access controls and ongoing maintenance. A proposed US Tech Automations design would set those pieces up front, including the duplicate guard above, an escalation to a named manager after a set number of unanswered attempts, and role-based access to the review queue. It would still depend on FieldPulse Support enabling the webhook, and someone in the office would still need to update the field mapping when a status is renamed.

Illustrative only, not a customer: a six-technician shop sends 120 estimates a month, and 30% of them stall past three days, which is 36 estimates. If the office writes each follow-up by hand at five minutes apiece, that is 180 minutes, or three hours a month. If a reviewed draft takes one minute to approve, the same 36 estimates take 36 minutes, which saves 144 minutes, or 2 hours and 24 minutes a month. The math leaves out the plan price, which neither vendor publishes, and it assumes each new_value change produces exactly one draft.

Who should choose which

Who this is for: owners and operations leads at small home-service businesses who are close to choosing between these two products and want a direct answer before they book a call. Red flags: you need published list prices before any sales contact; your accounting runs on QuickBooks Desktop; you plan to build a custom integration without an API tier.

Choose FieldPulse if you need QuickBooks Online sync, want the phone, AI and pricebook modules from one vendor, and can run a sales-led purchase with every add-on itemized in writing. Its documented limits are QuickBooks Desktop support and a webhook setup that runs through its support team.

Choose Workiz if you want to see the plan ladder before the first call, can start with a trial, and your automation needs fit the cap on the plan you would buy. If you need the Open API or Zapier, you need the Ultimate plan.

Choose neither if your trade or accounting setup falls outside what these two can confirm. If FieldEdge is also on your list, compare it against the same criteria before you book a call.

When NOT to use US Tech Automations: skip a configured workflow if the built-in QuickBooks sync and estimate status already cover your follow-up, because a workflow layer adds an owner and another failure point. Skip it if your vendor will not enable the webhook or your plan does not include API access, since the design depends on both. Skip it if nobody in the office has time to review drafts, because the review step is what keeps messages accurate.

Common mistakes when comparing these two

• Comparing the two pricing pages as if both show prices. Neither does.

• Assuming the core plan includes phone, AI and payments. Both vendors sell those separately or do not publish them.

• Skipping the accounting check. Confirm your QuickBooks version before the trial, because FieldPulse's official help covers QuickBooks Online only.

• Quoting third-party price estimates in an internal memo. They disagree with each other and with the vendors' own pages.

• Counting automations on a sales call instead of checking them against the cap on the plan you would actually buy.

Questions buyers ask before a trial

Is FieldPulse or Workiz cheaper?

Neither vendor publishes list prices, so no public page can declare a winner on cost. Get written quotes from both with every seat, phone line and AI add-on itemized before you compare totals.

Does FieldPulse sync with QuickBooks Desktop?

Its official QuickBooks help covers QuickBooks Online only, so get Desktop support in writing before you sign anything. The FieldCamp review we read, from a competing field-service vendor, also reports duplicate records in Desktop sync, which is one more reason to ask.

Does Workiz offer a free trial?

Yes, Workiz's pricing page lists a free trial with no credit card required, and the length appears in the pricing section above. FieldPulse's pricing page does not confirm a trial, so ask for one directly.

Which vendor has the stronger API?

Neither has a verified edge, because they offer different things: Workiz's Open API sits on its Ultimate plan, while FieldPulse documents webhooks for job, estimate and invoice events that its support team configures.

Has either company been acquired or renamed?

We found no 2026 acquisition, merger or rename for either company in our research. FieldPulse's most recent round is the Series C announced August 2025, and Workiz's most recent round we found is from 2021.

Decide before your next sales call

Start with three questions: which QuickBooks version you run, whether phone and AI are must-haves or nice-to-haves, and whether a follow-up workflow matters enough to design now. Put those answers into written quote requests for both vendors, and ask each one to itemize add-ons and state the trial terms. If a configured follow-up workflow is the missing piece, see how US Tech Automations configures this and bring its trigger, review and retry requirements to both sales conversations.