- • You're solo or you have one partner, Workiz Lite is genuinely free for up to 2 users and the CRM is solid.
- • Your business is built on inbound calls (locksmith, garage door, junk removal) and you want the phone system + CRM tightly bundled.
- • You're fine paying $200/mo extra for AI answering when you need it.
- • You hit 6+ users and the Pro tier seat cap is forcing per-user upgrades.
- • You want photo-based estimating, predictive maintenance, multi-step invoice chase, or a field tech AI trained on your SOPs.
- • You don't want AI Answering as a $200/mo bolt-on, you want it bundled.
- • Your team's trained on Workiz, your phone tree is wired through it, you don't want to migrate.
- • Corex bridges via webhook, leads captured by Corex flow into Workiz as new jobs.
- • Drop the $200/mo AI Answering add-on. Add 2 to 3 Corex modules. Often net-cheaper.
at the team sizes that matter.
If your phone tree lives on Workiz and your team's trained on the dispatch board, you don't have to migrate. Corex bridges via webhook, leads captured by the Corex AI voice receptionist or chat widget flow into Workiz as new jobs. Photo estimates from the field tool attach to the customer record. Post-job review requests fire automatically.
The common pattern: keep Workiz for CRM + dispatch + phone routing, drop the $200/mo AI Answering add-on, and add 2 to 3 Corex modules for the workflows Workiz doesn't cover, photo estimating, predictive maintenance, multi-step invoice chase, field tech AI.
We set up the webhook bridge on your onboarding call. No code, no IT project.
Workiz has an AI answering add-on. How is Corex different?
Corex trains the receptionist on your own documents, so it answers with your pricing, your service area, and your policies rather than a generic script, and it books straight into your calendar. It also covers work beyond the phone: photo estimating, invoice chasing, review requests, and win-back campaigns.
Do Workiz seat caps matter for my shop?
They do once you grow. Workiz tiers cap the number of seats, so adding techs pushes you into a higher tier. Corex is flat-rate with unlimited users, so headcount does not change your bill.
What does Workiz do better than Corex AI?
Workiz is a complete field service platform with strong scheduling, dispatch, and job management, plus built-in phone handling. If you want scheduling and telephony from one vendor, that is a real advantage.
Can I keep Workiz and add Corex AI?
Yes, and that is the usual path. Workiz keeps running the operation while Corex handles the AI work on top, so there is no migration to start.