Let’s compare software
Cleri vs. Workiz
- Cleri lets you quote, schedule, dispatch, and get paid, with a single login
- Voice-powered AI assistant, Cleo. Works like a real office pro, just faster.
- All features included from day one. No tiers, no locked features.
- Zero tech skills needed. Set up in minutes.
20+
Hours saved in a week
23%
Avg growth in 3 months
3x
Win more jobs
Free trial. No credit card needed.
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The best tools match how your team works
In the software world, it’s common to see platforms add new features. Some are useful, others feel more like a response to trends or comparison charts.
A smart call summary here. A flashy dashboard there. But for busy service teams, more isn’t always better, especially if those tools don’t help you quote faster, dispatch quicker, or reduce admin load.
At Cleri, we don’t build to follow trends or impress the software world. We build for the people doing the real work: owners, office staff, and crews in the field.
If a feature doesn’t help your business grow, we don’t build it. Because we’re not here to look big. We’re here to make your business perform better every day.
Here is what Cleri does differently:
Every feature, unlocked from day one
Access all tools from day one. No hidden tiers, no upsells, nothing to unlock later.
Straightforward pricing
No bloated bills. No paying for inactive seats. Just simple, fair billing that flexes with your team.
Live in minutes
No demo loops. No onboarding delays. Smart data mapping imports your data smoothly and you’re ready to go, zero tech skills needed.
Works anywhere, even offline
Having signal issues? It doesn’t matter. Cleri runs the job even when offline, then syncs everything when you're back online.
Cleo, your built-in job assistant
Not just an AI that answers calls. Cleo is a built-in voice-powered AI assistant that works like a real office pro. It quotes, dispatches, logs notes, and sends invoices — all by voice.
Cleri vs Workiz: Which platform fits your workflow best
Choosing a software is a serious decision that determines the very heartbeat of your business.
You don’t need a tool that adds more work to your plate, you need one that makes everything run smoother.
If you are someone looking for Workiz alternatives, this feature face-off between Cleri and Workiz can help you decide which one is the right fit for your business.
| Feature | Cleri | Workiz |
|---|---|---|
| Full-Service AI Assistant |
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Cleo handles quoting, dispatch, scheduling, notes, and invoicing by voice commands, like a real office pro.
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Workiz offers Genius AI for messaging, call insights, and scheduling. Its mobile app also includes a beta voice assistant, but full job control by voice isn’t listed as a core feature.
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| Offline Capability |
Works even without signals. Create jobs, log notes, sync later.
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Offline viewing is supported. Offline job creation or dispatch capabilities are not clearly documented across all Workiz plans.
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| Pricing Model |
Flat-rate, all features included from day one.
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Tiered plans (Lite, Standard, Pro, Ultimate). Access to certain features vary by plan.
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| Flat Rate Pricing |
$100 base + $20/user. Inactive users billed $0.
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Pricing follows a tiered structure with set user limits. Public plans do not mention billing adjustments for inactive users.
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| Setup Time |
Live in minutes. Import your data, skip the demo.
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Workiz setup typically includes a demo or onboarding session. Timing and steps may vary based on plan and tools.
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| Support Access |
24/7 human support for every user, every plan.
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Support availability varies by plan. Higher tiers may include faster response times or priority access.
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| Automations & Routing |
Built-in, ready from the start, no paywall.
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Automation tools are offered in advanced plans. Setup may involve onboarding or configuration support.
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| User Experience |
Clean interface with field-ready design, built for speed.
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Some users describe the interface as feature-rich, with a learning curve for new or mobile-first crews.
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| Data Ownership & Privacy |
Transparent billing, encrypted data, secure access controls.
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Role-based access controls are available. Details about encryption and compliance standards are limited on public pages.
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Ready to unlock all these features for one simple price?
Start your free trial with Cleri today
How each platform handles your workflow
Some platforms pack in a wide range of tools and dashboards, which can be helpful in certain setups. But in fast-paced field service environments, extra layers of navigation can occasionally slow things down. Workiz offers a deep feature set, designed with flexibility and customization in mind. For teams that prefer detailed controls or office-based coordination, that structure may be a good fit. But if your crew needs to move quickly, especially in the field, fewer steps can often mean faster results.
Here’s how everyday workflows can vary:
| Daily Workflow Impact | With Cleri | With Workiz |
|---|---|---|
| Job creation & quoting |
Just say it and Cleo handles the rest, from quote to job creation.
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According to public info, Workiz supports job creation and quoting, and its mobile app includes a beta voice assistant. Voice-controlled job workflows aren’t confirmed as standard across every plan.
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| Dispatching crews |
Use Cleo to assign crews via voice or tap, with route optimization and live updates.
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Typically scheduled manually via dispatch tools.
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| Offline access |
Create jobs, update status, and save data offline — changes sync automatically when you're back online.
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Supports offline viewing. Job actions while offline aren’t clearly listed.
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| Learning curve |
Live in minutes, no training needed to use it.
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Based on user reviews, setup often includes demos or onboarding.
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| Dashboard experience |
Clean, fast, and made for real field workflows — no tech skills needed.
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Public documentation indicates it includes admin tools that may suit teams with layered workflows or oversight needs.
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| Feature relevance |
Every tool serves field work or business growth.
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Based on user reports, it offers tools like call tagging and routing, often used more on the admin side.
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In summary:
Workiz offers a feature-rich platform with tools that may suit teams who prefer administrative structure and detailed coordination. For fast-moving crews and owner-operators, however, that complexity can sometimes slow things down.
Cleri takes a different approach, streamlining everyday job actions like quoting, dispatching, invoicing, and working even when you’re offline. So if you're comparing Workiz alternatives and want software that helps your team stay quick and field-ready, Cleri offers a simplified setup that just fits.
Cleri’s Cleo vs. Workiz’s Genius: How each supports service teams
| AI Capability | Cleri – Cleo | Workiz – Genius |
|---|---|---|
| Voice-Powered Job Control |
Handles quoting, scheduling, dispatching, and invoicing, all through voice commands.
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Genius includes an AI receptionist for calls and texts, and a mobile voice assistant (currently in beta) that supports creating jobs, logging notes, and scheduling. Full voice-powered job execution is not confirmed.
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| Day-to-Day Efficiency |
Cleo manages jobs from start to finish, quoting to follow-ups, using voice to speed up everyday admin.
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Genius helps with call answering, transcriptions, summaries, messaging, lead capture, and basic scheduling. Voice execution for end-to-end job workflows is not currently listed as a standard feature.
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| Instant Availability |
Included in Cleri’s flat-rate plan with all features unlocked from day one.
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Genius AI receptionist is available on most plans; mobile voice features are currently in beta and may require plan-specific access or configuration.
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Here’s the takeaway:
Cleo isn’t just AI — it’s your built-in office pro From quoting to payments, follow-ups to field updates, Cleo handles it all by voice. Just say what you need, and Cleo gets it done. It’s one of the few AI tools in field service software built to work like a real admin assistant.
Workiz’s Genius offers an AI receptionist and a beta voice assistant for tasks like job creation and scheduling. While helpful for lead handling, it may not yet support full job workflows by voice. For those exploring Workiz alternatives, Cleo provides more complete, hands-free admin control.
Ready to try an AI that handles your full admin workflow?
Try Cleri Free
How team structure impacts workflow needs
Some field service platforms are designed with office-based teams in mind, supporting roles like dispatchers, coordinators, and back-office staff. Workiz includes features that may suit that kind of structure.
But not every service business runs with a full admin team. If you're managing jobs directly, you may prefer software that keeps workflows simple and field-friendly.
Cleri is designed to support both setups, helping solo operators and small crews stay in control without extra layers or overhead. That’s part of what makes it a practical Workiz alternative for leaner teams.
Here’s how it compares:
| Feature | Cleri | Workiz |
|---|---|---|
| Team Type Supported | Built for owner-operators and field crews who manage jobs directly. | Often used by dispatcher-led teams with office-based coordination. |
| Requires Admin Staff | Built to reduce admin needs. One person can typically manage jobs from start to finish. | May require admin support to complete certain workflows. |
| Workflow Ownership | Designed for full control in the field, from quoting to invoicing. | Tasks are typically shared across admin and field roles. |
| Crew Autonomy | Crews can quote, schedule, and invoice independently. | Field users may need admin help for some key actions. |
| Startup Fit | Simple setup, just log in and get started. | Initial setup may be handled by an admin or coordinator, depending on team size. |
The difference in workflow fit
Cleri is designed to work smoothly whether you're a solo operator or running a small team, giving you full control in the field without relying on back-office support. Workiz may be a solid fit for companies with dedicated dispatchers or office staff managing operations. But for service pros who need a simpler, more flexible setup, Cleri stands out as a practical Workiz alternative.
Cleri vs Workiz pricing: What scales best with your setup?
Workiz offers a free Lite plan for up to two users, which may work well for teams that only need the basics, like scheduling, job management, and online payments.
However, features like automations, AI tools, and advanced reporting options are only available on higher-tier plans. Offline access and some customizations may also be limited.
Cleri takes a simpler approach. Every feature is included from the start — voice-powered job control, automations, offline tools, reporting, routing, and 24/7 support, all in one flat-rate plan.
| Pricing Element | Cleri | Workiz |
|---|---|---|
| Base Plan | $100/month (1 user, all features included) | Lite plan is free (up to 2 users, includes core features like scheduling and jobs) |
| Next Tier Pricing | $20/user for extra active users | Standard is listed at ~$225/month (1–5 users, billed annually) |
| Higher Plans | None, all features included in base | Pro plan ~$270/month; Ultimate plan uses custom pricing |
| Seasonal Billing / Auto-Pauses | Yes, automatically pauses billing for inactive users | Seasonal billing not advertised or confirmed |
| Feature Access | All features unlocked from day one | Many advanced tools, like automations and custom fields, are only available in higher-tier plans |
| AI & Offline Access | Included — voice control (Cleo) and full offline functionality | Genius AI and automations appear in higher-tier plans; offline functionality not clearly confirmed for all tiers |
How feature access scales in Workiz plans
Workiz offers features across multiple plans, with tools unlocked based on subscription level. Some capabilities, like automations, AI tools, and advanced reporting, are not available in the Lite plan and require upgrading to Standard, Pro, or Ultimate tiers.
| Feature | Available In | Starts At |
|---|---|---|
| Automations & Smart Routing | Standard and up | ~$225/month (billed annually) |
| Genius AI Tools | Pro and above | ~$259/month (billed annually) |
| Advanced Reporting | Pro and above | Requires higher-tier plan |
| Custom Fields & Workflows | Standard and up | Not available in Lite |
| Performance Pay, Asset Tracking | Pro only | ~$259/month (billed annually) |
| Service Plans, Inventory, Proposals | Ultimate plan | Custom pricing |
In conclusion:
Workiz offers a simple starting point, but as your needs evolve — adding automations, AI, or advanced reporting — those tools appear only in higher-tier plans.
Cleri keeps things straightforward. Every feature is included from day one, so there’s no need to upgrade just to access key tools.
That simplicity is part of what makes Cleri a practical Workiz alternative for growing service businesses.
If your software is slowing you down, it’s not
built for your business
Running a field service business isn’t easy. You’re managing customers, coordinating jobs, and keeping a team moving, all at once.
When your software adds steps instead of saving time, that’s often a sign it no longer fits how you work.
Because the right software should be dependable, cost-effective, and ready to grow with your business.
Workiz may be a decent fit for companies with layered teams and structured roles. But for those seeking simpler Workiz alternatives, especially for leaner setups, tools like Cleri can offer a more streamlined path.
Cleri includes everything in a single plan, so you can quote, schedule, and get paid without juggling features across upgrades.
Why Cleri might be the right fit for service
pros who value speed and control
If you've made it this far, you're likely comparing what actually fits your day-to-day work and what doesn’t.
Most service pros don’t need complex systems or steep learning curves. They need tools that save time, reduce steps, and help them get paid, fast.
That’s exactly why we built Cleri.
"We built Cleri for service pros who'd rather get the job done than sit through a software demo. No paywalls. No complexity. Just the tools you need to get paid fast and grow your business."
- Cleri’s Founder
With Cleri, you get:
- All features included from day one, no locked tiers, no upsells
- A clean, simple interface that takes minutes to learn, not weeks
- Fast, reliable performance that keeps your jobs moving, not slowing you down
- Transparent pricing with zero hidden fees or surprise add-ons
- A growth-focused design that scales with your business, not against it
Test-drive Cleri free and experience a Workiz alternative that’s built for the way you actually work.
Try Cleri Free
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