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Workiz Integrations for Home Service Companies Whose Jobs, Leads, and CRM Don't Match

For plumbing, HVAC, garage door, and locksmith companies on Workiz: bookings, lead sources, your CRM, and your books connected the right way, from $600.

  • 100%

    Workiz jobs mirrored in CRM

  • 6+ hrs

    Dispatch data entry saved weekly

How your project runs

01 · Free
OrdersRefreshUpdatedAPIv2GET/ordersPOST/paymentsPATCH/users/:idGET/ordersAuthRate limit200 OK38 msOrders DBCache
  1. 01 · FreePlan and Slot Review
  2. 02Event and Route Map
  3. 03Build the Routes
  4. 04Test Job Run
  5. 05Go Live and Handover

Industry leaders we work with

  • Workiz
  • Workiz Pay
  • Online booking
  • Google Calendar
  • WordPress
  • Thumbtack
  • Yelp
  • Google Local Services Ads
  • HubSpot
  • GoHighLevel
  • Zapier
  • Mailchimp
  • API v2
  • Node.js
  • QuickBooks
  • Google Sheets

The Problem

When Workiz Knows the Job but Your Other Tools Don't

It shows up once marketing, accounting, and reporting live outside Workiz. Each tool works, but the job, the lead source, and the payment don't meet in one place.

  1. Bookings

    Website bookings don't reach the marketing CRM pipeline.

    Bookings

    A webhook on new jobs updates your CRM, so the wrong campaigns stop.

  2. Lead source

    Thumbtack and Yelp leads arrive without a tracked source.

    Lead source

    Native lead links and ad group tags record where every booking came from.

  3. Slots

    Automation slots fill up with low-value reminders.

    Slots

    We spend slots on job, lead, and invoice events that move money.

  4. Month end

    Ad spend gets matched to jobs by hand in Excel.

    Month end

    A scheduled export or API feed fills one sheet with jobs and sources.

A homeowner books a water heater install through your website at 9 p.m. Workiz takes the booking, but your GoHighLevel pipeline doesn't hear about it, so the nurture campaign keeps texting them a discount. Tuesday's Thumbtack lead becomes a client with no source attached. At month end, someone exports a custom report to Excel to match ad spend against jobs. And the automation slots on your plan are already used up on reminders nobody reads.

We start by counting what you have to spend: your plan, your free automation slots, and whether the Open API and Zapier are on. Then each connection takes the lightest route that works. Native links handle QuickBooks and lead sources, booking embeds carry ad group tags, and webhooks fire on the job and invoice events that matter. API v2 covers the rest. Your CRM sees every booked job, and no slot goes to a reminder nobody reads.

  • Automation slots budgeted first

    Each webhook uses a slot, so we spend them on events that move money.

  • A source on every booking

    Ad group tags and native lead links record where each job came from.

  • Scoped keys for each job

    Every API v2 key gets only the Read or Read and Write access it needs.

Our Workiz Integrations Process

From Slot Count to Live Routes in Five Clear Steps

You see your plan's limits before we build, approve a route for every event, and watch one test job travel from booking to payment.

  1. We check your Workiz plan, how many automation slots are free, whether the Developer API and Zapier are switched on, and which tools need job or lead data. You get a list of what native links already cover.

Projects We've Built

Construction, field team, and time tracking software we designed and built. None ran Workiz, but they show how we handle jobs, crews, schedules, and status data.

What's Included

What You Get With Workiz Booking, Webhooks, and CRM Sync

Booking on your site with sources tagged, native links checked, webhooks on the events that matter, CRM sync, reporting exports, and a tested handover.

  • Booking embed with ad groups

    Workiz online booking on WordPress, Wix, or Squarespace, tagged per campaign so every booking shows its source.

  • Native link check

    QuickBooks Online or Desktop, Google Calendar, Mailchimp, and lead sources like Thumbtack and Yelp set up correctly.

  • Webhook automations

    Automations that post job, lead, invoice, and estimate events to your receiver, each counted against your slots.

  • CRM sync

    Clients, leads, and job statuses kept in step between the Workiz CRM and HubSpot or GoHighLevel.

  • Reports into Excel

    Custom reports exported as CSV on a schedule, or pulled by API, into one Excel or Google Sheets workbook.

  • Test job, runbook, and handover

    One test job through every route, a runbook for each slot and key, and support after launch.

Compare Options

DeveloperLook vs Template Zaps vs a Freelancer

Workiz's template zaps and a freelancer both suit some jobs. Here is where each fits, and where it stops once automation slots, lead sources, and a second CRM need planning.

DeveloperLook
Template zaps
Slot and plan planning
DeveloperLook: Every slot budgeted firstTemplate zaps: One zap at a time
Lead source tracking
DeveloperLook: Ad group on every bookingTemplate zaps: Not covered
CRM sync depth
DeveloperLook: Clients, leads, and job statusesTemplate zaps: New jobs and leads
API v2 work
DeveloperLook: Scoped keys, retries, logsTemplate zaps: Not needed
Testing
DeveloperLook: Test job through every routeTemplate zaps: Zapier's test step
Setup speed
DeveloperLook: 1 to 5 weeksTemplate zaps: An hour per template
Upfront cost
DeveloperLook: From $600, fixed scopeTemplate zaps: Your Zapier plan fees
Handover
DeveloperLook: Runbook for slots and keysTemplate zaps: Zap history only

What Our Clients Say

What Clients Say After Launch

Feedback from teams we have built operations and field software for.

We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.

Michael BennettFounder & CEO of Northbridge Consulting01 / 03
  • 1,250+

    Projects shipped

  • 10+

    Years of experience

  • 5 stars

    Clutch rating

  • 5 stars

    GoodFirms rating

  • Excellent

    Trustpilot rating

  • Top 3%

    Upwork Top Rated Plus

  • 1,250+

    Projects shipped

  • 10+

    Years of experience

  • 5 stars

    Clutch rating

  • 5 stars

    GoodFirms rating

  • Excellent

    Trustpilot rating

  • Top 3%

    Upwork Top Rated Plus

Want results like these?

Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.

Work Culture

Why Home Service Companies Trust Us With Workiz

We check native links before writing code, spend your automation slots on events that pay, and leave a runbook your office manager can read without us.

  • Slots spent on revenue events

    We spend automation slots on events that move money: a booked job, a paid invoice, a lost lead. Reminders that already work stay as they are.

  • Native links before code

    QuickBooks, Google Calendar, and lead sources already have native Workiz links. If those cover your case, we'll tell you before we quote.

  • Least access on every key

    Each API v2 key gets Read or Read and Write on only the resources it uses. A leaked reporting key can't edit your jobs or invoices.

  • Built for dispatch reality

    We plan around reschedules, multi-day jobs, and techs closing jobs from the truck. Your integration follows how a job really changes during the day.

  • Every route written down

    The runbook names each automation, webhook URL, key, and zap with what it does. When a dispatcher leaves, the knowledge stays with you.

  • Fixed scope, written first

    You approve the event map and price before we build. If a new route turns up mid-project, we quote it before adding it.

Overview

Who sets up Workiz integrations for home service companies?

DeveloperLook sets up Workiz integrations for home service companies. We embed online booking with ad group tags and check native QuickBooks and lead source links. Jobs and leads sync to your CRM through webhooks or the API, with your automation slots budgeted. Projects start at $600 and take 1 to 5 weeks.

DEVELOPERLOOK

Project facts · Workiz Integrations

Service
Workiz Integrations (booking embeds, native links, webhooks, CRM sync, and API v2 work)
Typical timeline
1 week for booking and native links, 2 to 5 weeks for CRM sync and API builds
Platforms
Workiz, QuickBooks Online and Desktop, HubSpot, GoHighLevel, WordPress, Google Sheets
Built with
Workiz developer API v2, webhook automations, Zapier, Node.js
Experience
10+ years of development experience and 1,250+ shipped projects
Post-launch support
14, 30, or 60 days of post-launch support, by plan
Communication
Calls in US, UK, and AU business hours
Starting price
From $600 USD, fixed scope after a free discovery call

Reviewed 27 Oct 2026 by Saimul Islam

Good fit

  • Plumbing and HVAC shops on Ultimate

    You pay for Workiz Ultimate, which lists the Open API and Zapier, but no outside tool uses them yet, so the office still retypes jobs.

  • Contractors marketing from HubSpot or GoHighLevel

    Your marketing runs in GoHighLevel while dispatch lives in the Workiz CRM, so nobody knows which campaign leads became paid jobs.

  • Owners comparing lead source spend

    You pay for Google Local Services Ads, Thumbtack, and Yelp, and you want every booking tagged with its source before the next budget meeting.

  • Locksmith and garage door teams on Pro

    Your Pro plan gives you 10 automation slots, and you need to choose which job and invoice events actually deserve a webhook.

  • Agencies serving home service brands

    You build websites and run ads for contractors, and you need Workiz booking embeds, ad group tags, and lead routing set up on every account.

Not a fit

  • Company runs Jobber

    Your company schedules and invoices in Jobber, not Workiz. Our Jobber Integration page covers its booking, CRM, and accounting connections.

  • Team uses Housecall Pro

    Your techs work in Housecall Pro. Our Housecall Pro Integration page covers its booking, API, and QuickBooks links instead.

  • QuickBooks sync only

    You only need invoices and payments in QuickBooks. Workiz's native QuickBooks integration covers that one-way sync, so switch it on before paying anyone.

  • Moving to ServiceTitan

    You're moving a larger operation to ServiceTitan. Our ServiceTitan Integration page covers its booking, API, and accounting work.

Not sure we're the right fit?

Book a free call or message us. We'll tell you honestly whether we're the right team.

Pricing

Transparent Starting Prices for Workiz Integrations

These are starting points in USD. Your final price depends on your Workiz plan, connected tools, and API work, and you get a fixed proposal after a free discovery call.

$500$1k$1.5k$2k$2.5k$3k$3.5k$4k$600$1,450$3,250

For one-location companies that need tracked online booking and their native links set up right.

$600one-time, USD

Get a fixed quote
  • Plan, slot, and API access review
  • Online booking embedded with ad group tags
  • QuickBooks and lead source links checked
  • Up to 2 webhook automations to your CRM or Sheets
  • Test job from booking to payment
  • 14 days of post-launch support

Recommended

For companies whose marketing CRM and Workiz need to agree on clients, leads, and job status.

$1,450one-time, USD

Get a fixed quote
  • Everything in Booking and Native Links
  • Clients, leads, and job statuses synced to your CRM
  • Slot plan across job, lead, and invoice events
  • Template zaps set up where your plan includes Zapier
  • Custom report export routine to Excel or Sheets
  • 30 days of post-launch support

For multi-crew companies that need two-way status sync and one reporting feed on API v2.

$3,250one-time, USD

Get a fixed quote
  • Everything in CRM and Webhook Sync
  • Custom API v2 service with scoped Read or Write keys
  • Two-way lead status sync with your CRM
  • Jobs, invoices, and ad groups in one reporting sheet
  • Retries, failure alerts, and a key rotation runbook
  • 60 days of post-launch support

For Agencies

White-Label Workiz Booking and CRM Work for Agencies

You own the home service client, their website, and their ads. We supply the Workiz side: booking embeds with ad group tags, webhook automations, CRM sync, and API v2 work, tested on a full job before launch. Your brand stays on it.

How the partnership works

White label: your client only ever sees your brand

Your clientSees only your brand
You, the agencyOwn the relationship
DeveloperLookBehind your brand
  1. Share the brief

    Send the client's Workiz plan, website platform, CRM, and paid lead sources.

    • Client needs
    • You share the details
    • Details received
  2. We map and build

    We map events to routes, price the work, then build under your agency's name.

    • Scope and plan
    • Proposal to resell
    • Your quoteYOUR LOGO
  3. Hand off

    You get a white-label runbook and test job notes to share with your client.

    • Done by our team
    • Your brand on it
    • Handed to your clientDone
  • Your client
  • You, the agency
  • DeveloperLook
  1. Share the brief

    Send the client's Workiz plan, website platform, CRM, and paid lead sources.

    1. Client needs
    2. You share the details
    3. Details received
  2. We map and build

    We map events to routes, price the work, then build under your agency's name.

    1. Scope and plan
    2. Proposal to resell
    3. Your quoteYOUR LOGO
  3. Hand off

    You get a white-label runbook and test job notes to share with your client.

    1. Done by our team
    2. Your brand on it
    3. Handed to your clientDone
  • Stay client-facing

    You keep the contractor relationship while we handle the Workiz setup.

  • Predictable delivery

    Fixed scope and launch dates you can share with your client.

  • Senior engineering

    Developers who know Workiz automations, Zapier, and API v2 build it.

  • Flexible capacity

    Use us for one contractor or every home service account you manage.

The Right Technology for Your Project

Technology Stack

The tools we connect around Workiz, limited to its marketplace links, automation webhooks, the Zapier app, and API v2, so every route is one Workiz supports.

    • Workiz
    • Workiz Pay
    • Online booking
    • Google Calendar
    • WordPress logoWordPress
    • Thumbtack
    • Yelp
    • Google Local Services Ads
    • HubSpot logoHubSpot
    • GoHighLevel
    • Zapier logoZapier
    • Mailchimp
    • API v2
    • Node.js logoNode.js
    • QuickBooks logoQuickBooks
    • Google Sheets logoGoogle Sheets
    • Excel
01 / 04

FAQ

Frequently Asked Questions

Straight answers on Workiz costs, exports, Zapier, the CRM, webhooks, and API access.

  • Workiz integration work with DeveloperLook starts at $600 for a booking embed with ad group tags, native link checks, and up to 2 webhook automations. CRM sync for clients, leads, and job statuses starts at $1,450. A custom service on API v2 with two-way status sync and a reporting feed starts at $3,250. You get a fixed quote after a free review.

  • A custom API v2 build takes 3 to 5 weeks, including several days testing a job from booking to payment. Booking embeds and native links take about 1 week, and CRM sync through webhooks takes 2 to 3 weeks. Access comes first: the Developer API is switched on in your Feature Center before we can start.

  • Workiz is field service management software for home service businesses in the US and Canada. It serves HVAC, plumbing, electrical, locksmith, appliance repair, and garage door companies, running calls, scheduling, dispatch, estimates, invoices, and payments from one account. Workiz also sells AI add-ons under the Genius name, including an AI receptionist that books jobs.

  • Workiz software runs the working day of a home service company: booking, dispatch, estimates, invoices, and payments. Techs get jobs dispatched with GPS, customers get good, better, best estimates, and payments run through Workiz Pay. Its client management area works as a CRM with job history and logged calls. Most of our work starts where those records need to reach tools outside Workiz.

  • Workiz quotes its plans on request: the pricing page lists Standard, Pro, and Ultimate without prices, plus a 7-day free trial with no card. A product summary Workiz publishes for AI tools lists Standard at $275 and Pro at $325 a month, billed annually for 5 users. Check your quote, since the Open API and Zapier sit on Ultimate.

  • Yes, as CSV files that open in Excel. Built-in reports export as PDF or CSV, and custom reports on Pro and Ultimate export from Actions, then Export as. There's no single button that exports every job and client. For a full or scheduled export, we pull records through API v2 or a saved report into one workbook.

  • Yes. Zapier lists a Workiz app with triggers for new jobs, new leads, a job marked done, and status changes. Its actions create jobs and leads. Workiz's pricing table puts Zapier on the Ultimate plan, and it uses your Developer API credentials. For anything past those triggers and actions, we use webhooks or API v2.

  • Not natively: Workiz's marketplace lists no HubSpot, Salesforce, or GoHighLevel connector. The routes Workiz documents are API v2, which reads and writes clients, leads, and jobs, webhooks posted from Automations, and Zapier on Ultimate. We usually let Workiz own jobs and invoices while your marketing CRM owns campaigns, then sync statuses between them.

  • Yes. Workiz builds webhooks as a post webhook action inside Automations, so each one uses a slot: 5 on Standard, 10 on Pro, and 30 on Ultimate. Webhooks fire on job, lead, invoice, and estimate events and can send a key as a Bearer token. That's why we plan which events deserve a slot before building anything.

  • You do. API keys are created in your Workiz account, the webhook receiver and any API code live in your repository, and zaps sit in your Zapier workspace. The runbook lists each key's access level, so you can rotate or delete one in Workiz without guessing. Support runs 14, 30, or 60 days after launch, depending on your plan.

Saimul IslamFounder & CEO, DeveloperLook

Still have questions?

Send a message or book a call with the team.

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