Workiz
vs Crewvana.
Use the same lead-to-recurring-service workflow to evaluate each product, and verify every vendor's current answer before you buy.
Questions to ask in each demo.
Ask Workiz for a live answer. Crewvana's current answer appears beside each question.
Customer record. Ask Workiz:
Can one customer hold multiple sales opportunities, properties, conversations, Quotes, Jobs, and recurring agreements?
Contacts connect those records, while Opportunities, Jobs, Quotes, and Subscriptions retain their own lifecycle and history.
Lead capture. Ask Workiz:
What exactly happens after a website or social lead arrives?
Public Forms can update or create a Contact, apply attribution and tags, optionally create an Opportunity, record an inbox event, notify users, and trigger automation.
Offer to work. Ask Workiz:
Does an approved proposal become real work without rekeying the commercial details?
Revisioned Quotes convert idempotently into either an unscheduled one-off Job or a recurring Subscription setup queue.
Scheduling model. Ask Workiz:
Can a Job contain multiple appointments with different technicians and checklist work?
A Service Job owns one or more ordered Visits; each Visit owns its schedule, assignments, execution state, and checklist instances.
Recurring service. Ask Workiz:
Are recurring visits copied manually, or generated from a versioned agreement?
Subscriptions define recurrence, Job templates, ordered Visit preferences, exceptions, conflicts, and a controlled future-generation horizon.
Field communication. Ask Workiz:
Are conversations tied safely to the exact phone or email used?
SMS, email, Meta, call, voicemail, and form events live in endpoint-bound threads with DND and suppression enforcement.
Map claims. Ask Workiz:
Is “routing” automatic optimization, or a decision surface?
Crewvana provides geocoded pins, filters, pipeline context, rosters, distance controls, and personal territories. It does not claim automatic route optimization.
Automation control. Ask Workiz:
Can a workflow be drafted, published, paused, branched, delayed, audited, and recovered?
Pro and Scale include publishable Automations with conditions, waits, branches, history, enrollments, executions, and logs.
Plan boundary. Ask Workiz:
Which capabilities are truly restricted by plan?
Starter excludes Map, Pipelines, and Automations. Pro adds all three. Scale shares Pro capabilities and adds team capacity and lower expansion cost.
Reporting truth. Ask Workiz:
Do filters, exports, and scheduled results run from the same executable report definition?
Runnable reports support normalized filters, server-backed results, exports, scheduled delivery, and immutable run snapshots.
Competitor capabilities, packaging, and prices are intentionally not scored here because they can change. Confirm them with Workiz using the same operating scenario.
Crewvana Pro plan details.
Pro includes 5 users plus Map, Pipelines, and Automations. Every Crewvana tier starts with 90 free days.