Handled — AI CRM
Handled vs Workiz.
Workiz is built around the phone — calls, texts and AI answering. Handled is built around Max, an agent that runs the whole business by voice. Here is the fair comparison.
Handled is an AI CRM for small service businesses. Against Workiz, its edges are voice control of the whole app, diagnostics from real manuals, and a client card that grows itself.
The short verdict
Workiz is the strongest of the four competitors on the phone: a built-in phone system, call tracking and recording, and Genius Answering that books jobs from missed calls. If your business lives or dies by inbound calls, Workiz is a serious product. Handled's case is different: one agent that runs the CRM, the van stock, the parts search and the diagnostics — by voice, on any tab — and a client card that builds itself. Workiz has real inventory, but only on its top tier behind a quote; it has no diagnostics from manuals and no photo part ID.
Side by side
| Capability | Handled | Competitor |
|---|---|---|
| Scheduling / dispatch | Yes — Max runs the schedule; voice booking on any tab. | Yes — drag-and-drop calendar scheduling and dispatch, assigned by availability, service area and skill set. |
| Invoicing / payments | Yes — Max writes invoices; payments inside the app. | Yes — invoices, estimates and jobs; online payments and Workiz Pay with card readers and tap to pay. |
| CRM / client communication | Yes — Max takes orders and talks to clients; the client card grows itself. | Yes — client management; built-in phone with call tracking, recording and masking; two-way texting; “on my way” messages. |
| Inventory / parts (van stock) | Yes — Max knows what is on the van, writes off parts on job close, suggests what to buy. | Yes — but Ultimate tier only (top plan, quote-only). Inventory management, purchase orders and equipment tracking. |
| Parts search / ordering across stores | Yes — Max searches stores with retail and wholesale prices; the order is a draft for your approval. | Not found. |
| Diagnostics from manuals | Yes — from real service manuals, every answer marked confirmed or unconfirmed. | Not found. |
| Photo part ID | Yes — photograph a part or a nameplate; Max finds the part number. | Not found. |
| Client card | Grows itself — photographed model numbers and recorded calls are added by Max. | Manual — equipment tracking records make, model, serial numbers, photos, warranty and service history per client site. |
| Voice control of the app | Yes — the whole app, on any tab. Speak, and the app does it. | Not found. Genius Answering answers inbound calls; nothing found lets the owner run the app itself by voice. |
| QuickBooks sync | Yes — QuickBooks sync inside Handled. | Yes — QuickBooks Online integration on Standard and above. |
| Online booking | Yes — online booking into the schedule. | Yes — on every plan. |
| Reserve with Google | Yes — included in Handled. | Yes — listed on the vendor features page: customers book directly from Google search results. |
| Client portal | Yes — client portal included. | Yes — branded client portal for estimates, invoices and payments. |
| Mobile app | iOS (TestFlight) — see the Roadmap for status. | Yes — iOS and Android, on every plan. |
| AI receptionist / call answering | Sofia, AI answering of calls — see the Roadmap for status. | Yes — Genius Answering, an AI call answering dispatcher that books or reschedules jobs. Sold as an add-on; price not published. |
Where Handled is different
- Voice control of the whole app — Workiz answers calls with AI; Handled lets the owner run the app itself by voice, on any tab.
- Diagnostics from real manuals, with confirmed/unconfirmed labels — nothing comparable was found at Workiz.
- Photo part ID — nothing comparable was found at Workiz.
- Client card that grows itself — Workiz's equipment tracking is the closest analogue, but it is manual record-keeping.
- Parts search across stores with retail and wholesale prices, and draft orders — Workiz tracks stock on its top tier; it does not search stores for parts.
Where the competitor is strong
- The phone system: calls, texts and voicemail tied to the client record, with tracking and recording — the centre of the product, not an add-on.
- Genius Answering: an AI dispatcher that books or reschedules jobs from calls, emails and SMS, around the clock.
- Real inventory and purchase orders on the Ultimate tier — the closest inventory match among the four competitors.
- Reserve with Google, a branded client portal and QuickBooks sync — parity with Handled on all of these.
Price
Workiz publishes no prices. Its pricing page lists three plans — Standard, Pro and Ultimate — and every plan shows "Request pricing", with no dollar amount for any of them. The page's FAQ states a 7-day free trial with no credit card required, and that annual subscriptions are discounted ("save $400+"), without giving the discounted prices. Handled's price is also TBA, so no honest price comparison can be made yet.
One cost datapoint, with full attribution: a New York appliance-repair competitor pays $700/month for Workiz with telephony — from the competitor's own words, not from Workiz's price list. Workiz publishes no prices, so this is one business's actual bill, not a Workiz price. Third-party Workiz prices circulating online conflict sharply (from $19 to $325 a month, with incompatible plan names) and are not used as facts here.
Prices and features checked 2026-11-11. Sources: Workiz pricing page (workiz.com/pricing-plans) and Workiz features page (workiz.com/features), both fetched 2026-11-11.
Questions
There is no honest answer yet: Workiz publishes no prices, and Handled's price is TBA. The only cost datapoint is one competitor's actual $700/month Workiz bill with telephony, from that competitor's own words.
Workiz has AI answering for inbound calls, but nothing found lets the owner run the app itself by voice. Handled's voice control runs the whole app, on any tab.
Yes — inventory, purchase orders and equipment tracking, but only on the top Ultimate tier, behind a sales quote.
Compare Handled with the others: Workiz · Housecall Pro · Jobber · ServiceTitan · Pricing · Reserve with Google
Try Handled in the free pilot
The first ~10 companies use Handled free for ~2 weeks. Price TBA — announced when the Reserve with Google button works.