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Plan My Switch

For Workiz customers who want the communication stack without the stack of line items

Leave Workiz. Keep the calls, customers, and calendar moving.

We build the migration around your real account, coordinate eligible number porting, reconnect your integrations, and verify the cutover with you. Scale brings the core operation, phone, and AI together for $199 a month.

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Trusted by 400+ businesses4.9 out of 5 stars on Google Play4.8 out of 5 stars on the App Store

Managed switch estimate from Workiz to Autopilot

AutopilotManaged switch estimate
Leaving
Workiz
Moving to
Autopilot Scale
Migration
Custom plan

Named monthly configuration

Ultimate baseMonthly equivalent on annual billing in Workiz's example$445/mo
PhoneCommunication suite is sold separately$99/mo
Genius AnsweringRequires the phone plan$199/mo
Price Book ProTrade content Autopilot does not replace; excluded from savings$145/mo
Illustrated Workiz total$888/mo
Comparable Workiz subtotalUltimate + Phone + Genius Answering$743/mo
Autopilot Scale, 10 team members$199/mo

Workiz's live pricing page is quote-based. These monthly line items come from an annual-billing example inside Workiz's March 2026 billing documentation, not a binding quote for every customer. The savings calculation excludes Price Book Pro because Autopilot does not replace its maintained trade catalogs. Your Workiz proposal, seats, usage, discounts, and package may be different.

The real offer is not cheaper software. It is a safer switch.

Price gets attention. A documented migration, phone plan, and reviewed cutover make the decision possible.

Leave the bill. Keep the operating rhythm.

Your customers do not care which CRM sits behind the work. They care that the phone still rings, the appointment still appears, the crew still knows where to go, and the invoice still gets paid.

  • One published $199 Scale price
  • Phone, AI, GPS, QuickBooks, and marketing together
  • Public API, Zapier, Calendar, and Google Ads connections
  • A custom migration and number-transition plan
Autopilot dashboard, scheduling, phone, and field-service tools
The whole workday, connectedLeads · calendar · phone · estimates · invoices · payments

Compare the top stack, not the teaser price.

Every row says when a capability is included, limited, separately sold, or not publicly documented.

Run the work

CapabilityAutopilotScale · $199/moWorkiz logoWorkizWorkiz official Ultimate billing example
Clients and leads CRM
Autopilot ScaleIncluded on Scale
WorkizIncluded on Ultimate
Scheduling and dispatch
Autopilot ScaleIncluded on Scale
WorkizIncluded on Ultimate
Recurring and multi-day jobs
Autopilot ScaleIncluded on Scale
WorkizIncluded on Ultimate
Online booking
Autopilot ScaleIncluded on Scale
WorkizIncluded on Ultimate
Estimates, approvals, and invoices
Autopilot ScaleIncluded on Scale
WorkizIncluded on Ultimate
Automations and lead management
Autopilot ScaleIncluded on Scale
WorkizIncluded on Ultimate
Skills and proximity-based schedule suggestions
Autopilot ScaleMapped routes and crew availabilityGenius Scheduling parity is not established
WorkizGenius Scheduling on UltimateUses availability, proximity, skills, and the current schedule
Team members at the compared price
Autopilot Scale10 team members
WorkizVaries by quoteAdditional-user line items may apply

Phone and AI

CapabilityAutopilotScale · $199/moWorkiz logoWorkizWorkiz official Ultimate billing example
AI phone receptionist
Autopilot ScaleIncluded on Scale100 AI voice minutes
WorkizGenius Answering sold separately$199 in Workiz's billing example and requires Phone
Full team phone system
Autopilot ScaleIncluded on Scale5 numbers and 2,000 calling minutes
WorkizPhone sold separately$99 in Workiz's billing example
Call recording
Autopilot ScaleIncluded on Scale
WorkizPhone communication suite
AI call transcripts and summaries
Autopilot ScaleIncluded on Scale
WorkizCall InsightsWorkiz documents the capability, but the exact $99 Phone package in its billing example is not specified
Port an existing business number
Autopilot ScaleEligible owned numbersCarrier and ownership checks apply
WorkizCommunication suiteEligibility and carrier timing apply
Ad-source call tracking numbers
Autopilot ScaleIncluded on Scale
WorkizCommunication suite

Marketing and connections

CapabilityAutopilotScale · $199/moWorkiz logoWorkizWorkiz official Ultimate billing example
QuickBooks Online
Autopilot ScaleIncluded
WorkizAvailable
Public API
Autopilot ScaleIncluded
WorkizAvailable
Zapier
Autopilot ScaleIncluded
WorkizAvailable
Google Calendar
Autopilot ScaleIncluded
WorkizOne-way calendar feedGoogle may refresh about every 24 hours
Google Ads connection
Autopilot ScaleIncluded
WorkizLead-source and call trackingExact standard Google Ads sync was not established
SMS and email campaigns
Autopilot ScaleIncluded on Scale
WorkizGenius Marketing sold separatelyRollout and eligibility apply; 5,000 campaign emails per month, while SMS uses phone allowances or on-demand usage
Price book
Autopilot ScaleIncluded on Scale
WorkizIncluded on UltimatePrice Book Pro's prebuilt trade content is separate
Live employee GPS
Autopilot ScaleIncluded on Scale
WorkizAvailable

This table compares Autopilot Scale with Workiz's highest relevant plan and named add-ons. It does not compare Autopilot's top plan with a competitor's entry plan.

A switch plan your crew can actually follow.

The sequence is designed to reduce downtime risk, lost records, phone surprises, and last-minute training chaos.

  1. 01

    Map the account

    We inventory the records, workflows, integrations, users, open work, and phone numbers that matter before anyone touches the live account.

  2. 02

    Build the move

    We import the agreed records into a staged Autopilot account and reconnect QuickBooks, Zapier, Calendar, and Google Ads where applicable.

  3. 03

    Plan the phones

    We preflight ownership and carrier eligibility, submit supported ports, and create an alternate number plan when a port is not possible.

  4. 04

    Verify, then cut over

    You review the agreed record counts and core workflows with us. The transition is scheduled only after the switch checklist is understood.

The phone-number preflight for Workiz

Workiz phone and texting sit inside a separately sold communication package. We first confirm who controls each number, whether it is eligible to port, what messaging registration is attached to it, and how carrier timing affects the cutover. No number is promised before that preflight.

Autopilot AI voice assistant settings and call handling interface

Already in the product

The AI phone assistant is not a future roadmap promise.

Eva can answer incoming calls, work from your business instructions, capture lead details, and hand the conversation back to the same operating system your team uses all day.

See how the AI voice assistant works

The honest part

What we will not pretend away.

Workiz is not successful by accident. If one of these capabilities is central to your business, we should talk about it before you move, not after.

Inventory, equipment, and purchasing

Workiz Ultimate documents truck and warehouse inventory, low-stock controls, equipment history, and purchase orders. Those capabilities are not established in Autopilot today.

Service plans and recurring billing

Workiz goes deeper on memberships, recurring visits, service-plan relationships, and recurring payments. Autopilot supports recurring work, but exact service-plan parity should not be claimed.

Franchise and multi-location controls

Workiz positions Ultimate for franchise and multi-location organizations with advanced roles, restrictions, and reporting. Autopilot should not claim equivalent franchise administration until those controls are confirmed.

A mature communications operation

Workiz has years of phone queues, call flows, masking, attribution, dispatch, and communications history. Autopilot bundles the core outcome at a lower price, but every edge-case workflow is not identical yet.

Maintained trade catalogs and scheduling intelligence

Price Book Pro supplies maintained trade catalogs, material costs, labor hours, flat-rate tasks, and quarterly updates. Genius Scheduling recommends times and technicians using proximity and skills. Autopilot should not claim to replace either capability today.

businesses run on Autopilot
400+
Google Play rating
4.9
App Store rating
4.8
per month starting price
$49

Questions owners ask before leaving Workiz.

No hand-waving around prices, phone numbers, or what can actually move.

Does Workiz Ultimate really cost $888 per month?

Workiz does not publish a universal live Ultimate price. Its own March 2026 billing help article shows an illustrative annual-billing account with monthly line items of $445 for Ultimate, $99 for Phone, $199 for Genius Answering, and $145 for Price Book Pro, totaling $888 per month. Treat that as an official example, not a quote for your business.

Are Phone and Genius Answering included in Workiz Ultimate?

Workiz's current pricing page labels the communication suite as sold separately, and AI Answering requires the phone plan. Exact packaging and pricing are quote-based, so your proposal controls.

Can you port my Workiz phone numbers?

We can coordinate ports for eligible numbers you own or control. Carrier, ownership, number type, messaging registration, and active account status all matter, so we complete a preflight before scheduling the cutover.

What Workiz data can move?

We start with a data inventory and a written map of the records Autopilot supports. Customers, jobs, estimates, invoices, price-book records, schedules, tags, notes, media, call history, and payment data each need a verified path rather than one blanket promise.

Why switch if Workiz already has phones and AI?

Workiz is capable and already offers both. The case for Autopilot is a simpler $199 top-tier software price, a custom migration and number plan, and the ability to run the whole operation without assembling the same number of separate line items.

Leave Workiz. Not your momentum.

Book a migration call. We will map the data, integrations, and phone-number path before asking you to bet the business on the switch.

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Comparison sources and methodology

Competitor pricing and features were checked against the sources below on July 21, 2026. Regular prices and named configurations are used unless the copy explicitly says an example or quote. Promotions, taxes, usage, region, negotiated terms, and vendor changes can alter the result.

Workiz and its marks belong to their respective owner. Autopilot is not affiliated with, sponsored by, or endorsed by Workiz. Migration scope, number eligibility, timing, and third-party integrations are confirmed during preflight. Autopilot pricing shown is the current planned Scale price and should be rechecked before publication.