Relay vs Workiz

Workiz's Genius Scheduling, on its Pro and Ultimate plans, suggests technicians and time slots for a new job based on how close it is to jobs and leads already on the calendar, within a distance range you set; you pick a suggestion and assign it. Suggestions appear only when it finds nearby jobs or leads. Online bookings are never assigned automatically: each one waits for someone on your team to assign a technician.

Relay automatically plans who takes each job, when it happens, and how it fits with the rest of the team's day. It compares qualified technicians and appointment placements to reduce total drive time, and can rearrange flexible work to accommodate a new appointment while preserving fixed times and customer arrival windows.

The same scheduling engine powers office scheduling, online booking, eligible maintenance booking, and Relay's AI voice and SMS agents.

Workiz's Genius Answering is sold separately and requires Genius Phone. It answers calls and texts, and replies by text to emailed leads from sources such as your website form, Angi, and Thumbtack. It offers the earliest available appointment first and, by default, adds the job unassigned for your team to assign; you can let it assign technicians by availability, skills, and service area.

Relay's SMS agent is included. It texts a new lead as soon as it arrives, collects job details, answers questions, and books by text, with a handoff when you need to help. The times it offers come from the same scheduling engine as office booking, so each appointment goes to a qualified technician at a time that fits the route.

Workiz offers service plans and equipment tracking on its Ultimate plan. A plan visit is a placeholder on the schedule until the business converts it into a job, and a technician can't be assigned before then. The automatic reminder sent 14 days ahead tells the client to contact the business to book a time.

When a plan owes a visit that can be booked online, Relay automatically invites the customer by text and email to book it themselves, using times the scheduling engine has already checked against the route. Reminders follow while it stays unbooked, and booking creates the job, tied to the plan and any covered equipment.

Jobs, customers, schedules, and the pricebook are ready when you need them. Move between screens without waiting for information to load, whether you’re in the office or in the field.