SMG Tools vs Workiz
An honest comparison for a business choosing between them, or thinking of switching. Every fact about Workiz is quoted from its own pages, with the date it was checked.
On every plan
Everything here is on every SMG Tools plan, the free one included. Workiz has 5 of these 14 on every plan of its own.
- Quotes and proposals
- Options and extras on a quote
- Online booking
- A page for each client
- Invoicing and card payments
- Job costing
- Alerts when a job’s profit slips
- Route planning
- Finding a time for a job
- Automations
- Time tracking
- Expense tracking
- Inventory and truck stock
- Commissions and pay rules
A year, at your volume
What a year costs a business with 2 people in the office, 3 technicians in the field, and $25,000 a month in card payments averaging $350.
| Plan | Subscription | Extra users | Card fees | A year |
|---|---|---|---|---|
| SMG Tools Crew | $1,188 | None | $9,707 | $10,895 |
Workiz publishes no prices: Standard, Pro and Ultimate are each priced by quote, so there is no year to set beside SMG Tools’. Card fees are each product’s published rate for a domestic card payment: Workiz, none published; SMG Tools, Stripe’s 2.9% + 30¢ plus 0.25%.
Where SMG Tools is different
- SMG Tools prices the office, not the crew: Crew is $99 a month with 5 office seats and any number of field workers. Workiz does not publish its prices.
- Options and extras on a quote: on every SMG Tools plan; Workiz’s Sales proposals on Ultimate.
- Finding a time for a job: on every SMG Tools plan; Workiz’s Genius Scheduling on Pro and Ultimate.
- Inventory and truck stock: on every SMG Tools plan; Workiz’s Inventory management on Ultimate.
- Commissions and pay rules: on every SMG Tools plan; Workiz’s Performance pay on Pro and Ultimate.
Where Workiz is stronger
- QuickBooks online sync: on every Workiz plan. SMG Tools’ Accounting sync is on Professional.
- Genius Phone, an add-on: a phone system with two-way texting, call flows and call masking.
- Genius Answering, an add-on, answers email, texts and web forms as well as calls, in English, Spanish and French.
- Multi-location management on Pro and Ultimate, and franchise management on Ultimate.
- Card readers and the Workiz Charge Card on every plan.
Switching
Your clients, the units at their properties, your Price Book and your kinds of work come across from a spreadsheet, each file checked row by row before anything is created. Past jobs, invoices and payments stay in the system you are leaving, as the history: SMG Tools starts from the day you switch. Importing and exporting your data
The facts
What each side has, row by row. SMG Tools’ side is read from the product itself; Workiz’s is quoted from the pages under Sources, below, each as it read on the day it was checked.
| What | SMG Tools | Workiz |
|---|---|---|
| Quotes and proposals | Proposals: Every plan | Estimates: Every plan |
| Options and extras on a quote | Proposal Options: Every plan | Sales proposals: Ultimate |
| Online booking | Online Booking: Every plan | Online Booking with optional checkout: Every plan |
| A page for each client | Client Hub: Every plan | Client portal: Every plan |
| Invoicing and card payments | Invoices and payments: Every plan | Invoices, and online payments: Every plan |
| Job costing | Job costing: Every plan | Not listed on Workiz’s pricing page |
| Alerts when a job’s profit slips | Margin Intelligence: Every plan | Not listed on Workiz’s pricing page |
| Route planning | Route Planning: Every plan | Not listed on Workiz’s pricing page |
| Finding a time for a job | Scheduling & dispatch: Every plan | Genius Scheduling: Pro and Ultimate |
| Automations | Automations: Every plan | Automations (5 on Standard, 10 on Pro, 30 on Ultimate): Every plan |
| Time tracking | Time tracking: Every plan | Not listed on Workiz’s pricing page |
| Expense tracking | Expenses & receipt scanning: Every plan | Not listed on Workiz’s pricing page |
| QuickBooks Online and Xero sync | Accounting sync: Professional | QuickBooks online sync: Every plan |
| An AI assistant | Assistant: Professional | Not listed on Workiz’s pricing page |
| Answering the phone | Phone Assistant: Add-on, $19/month | Genius Answering: An add-on on every plan, its price not published |
| Inventory and truck stock | Inventory: Every plan | Inventory management: Ultimate |
| Commissions and pay rules | Commissions & pay rules: Every plan | Performance pay: Pro and Ultimate |
| Card payments | Stripe 2.9% + 30¢, plus 0.25% (at least $1 on Starter) | Not published |
| Who is charged for | Office seats; Crew includes 5 and any number of field workers | Not published |
Workiz’s plans
Standard, Pro and Ultimate, each priced by quote.
Sources:
- workiz.com/pricing-plans , checked October 7, 2026
- stripe.com/pricing (as archived) , checked October 7, 2026
Workiz is a trademark of its owner, used here only to say which product is meant. This page compares published facts, checked October 7, 2026; if one has changed, email support@smgtools.com and we will correct it.