Switch / Workiz
Switch from Workiz to NorTech Pro Business
A field service tool with scheduling, phone features and invoicing for service businesses. If you are ready to try something else, here is an honest comparison, the exact export steps, and a way to move your customers over in an afternoon without losing your old data.
- Workiz may suit you better if: Businesses that depend on its calling and lead-tracking features.
- Workiz may suit you better if: Teams whose phone workflow lives inside Workiz.
Workiz and NorTech Pro Business side by side
Workiz does not list every price publicly. Comparison sites commonly report plans from around $225 a month for a few users (October 2026). Check Workiz for current numbers.
A free plan, or paid plans from $39 a month for the whole account: Pro $39, Business $99, Company $199. A yearly discount applies.
A core part of Workiz. Check the vendor for what each plan includes.
Your own customer list, estimates with good, better and best options, invoices, payments to your own account, a booking link and review requests, depending on the plan.
Mostly built for running the customers you already have. Some tools offer marketing add-ons; check the vendor.
Optional: homeowners can find and book you through the NorTech marketplace, and you set your own prices.
Check the vendor for its export options and limits before you commit.
One-click export of your customers, jobs, invoices and price book as CSV, on every plan.
Typical published pricing as of October 2026; check the vendor for current numbers. This page describes NorTech. It is not a review of Workiz, which is a fine fit for many businesses.
See what switching could save
Pick your tool and team size. We pre-fill a typical starting price as of October 2026; type what you actually pay and the math follows your number.
Workiz does not list every price publicly. Comparison sites commonly report plans from around $225 a month for a few users (October 2026). Check Workiz for current numbers.
Your tool at $225 a month is $2,700 a year. NorTech Pro Business Pro for one user is $468 a year ($39 a month).
An estimate from the numbers you entered, not a quote. Card processing fees, add-ons, extra users and what each tool does for you are not included on either side. Check each vendor for current pricing. The NorTech plan is a software fee only. It does not change what you charge your customers or how marketplace jobs work.
Export your customers from Workiz
- Look for a client or customer export under Workiz Settings or Reports.
- If you cannot find one, ask Workiz support for your client list as a CSV or Excel file. They can send it.
- Upload that file here.
What to expect. We could not confirm Workiz export steps or column names. The mapper reads common names and you review everything before it is saved. If it does not work, use the done-for-you option.
We could not confirm a self-serve client export for Workiz. Look in Settings or Reports, or ask Workiz support for your client list as CSV or Excel.
If you cannot get a file, send us what you have and we will help.
Switch in an afternoon: three steps
Export from your old tool
Each tool has its own export. The steps for yours are below. It takes a few minutes, and nothing changes in the old tool.
Upload and check
Drop the file into NorTech Pro Business. We match the columns, flag problem rows and spot customers you already have. You see every row before anything is saved.
Import, and undo if you need to
One tap imports your customers, addresses, notes, tags and price book. Changed your mind? Undo the last import in one tap.
You can always leave
One click in the app exports your customers, jobs, invoices and price book as plain CSV files in a single ZIP. It is free on every plan, including after you downgrade, so your data is never held hostage. If NorTech is not right for you, take everything and go.
Want us to move your Workiz customers for you?
Send your export and NorTech staff will import it, then reply in writing. No file yet? Tell us and we will help you find it.
Questions about leaving Workiz
How do I export my customers from Workiz?
Look for a client or customer export under Workiz Settings or Reports. If you cannot find one, ask Workiz support for your client list as a CSV or Excel file. They can send it. Upload that file here. We could not confirm Workiz export steps or column names. The mapper reads common names and you review everything before it is saved. If it does not work, use the done-for-you option.
What moves over from my old tool?
Customers, their addresses (several per customer), phone numbers and emails, notes, tags, lead source, and your own price book items. An old open balance comes in as a note so you remember it; it never becomes an invoice. Job history and past invoices are not imported, so keep an export of those from the old tool for your records.
Will importing change or delete anything in my old tool?
No. An import only reads the file you upload. Keep your old subscription running until you are comfortable, then cancel it yourself.
What if I import something wrong?
Every row is checked before it is saved, and you can download a file of the rows that had problems. If you still want to start over, undo the last import in one tap. Customers you changed with a merge are put back as they were, and customers you have already built estimates or invoices for are kept.
How are customers I already have handled?
NorTech matches on email, phone number and the ID from your old tool. You choose whether to skip them, add the missing details to them, or update them. A shared address alone is only flagged, never merged for you.
Can I leave NorTech later?
Yes. Export your customers, jobs, invoices and price book as CSV files at any time, on every plan.
Can NorTech staff do the import for me?
Yes. Send your export file with the done-for-you form on this page and NorTech staff will import it and reply in writing.
How accurate is the price comparison?
The prices for other tools are typical published starting prices as of October 2026, taken from public pages and comparison articles that do not always agree. They only pre-fill the calculator. Type what you really pay, and check each vendor for current numbers.
Ready to leave Workiz?
Start free, bring your customers over in an afternoon, and keep your old tool until you are sure.
Start freeSwitching from something else? Jobber, Housecall Pro, ServiceTitan, FieldPulse, Service Fusion, QuickBooks, Spreadsheets.