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. Online booking can use technician availability, which considers jobs, leads, tasks, events, and time off.

Relay compares the additional drive time each eligible placement would create before offering the customer a time. It matches the work to qualified technicians, accounts for the appointments on either side of each placement, and can shift flexible work to make room while preserving fixed times and customer arrival windows.

The office, online booking, and maintenance booking all use this same check, so a time a customer picks online has already been tested against the route it joins.

The same engine also builds a whole day in one step: Build Schedule assigns the day's unscheduled work to technicians and orders each route, keeping locked jobs in place and respecting priorities, skills, and availability.

In Workiz, a service 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.

Relay keeps jobs, customers, schedules, and the pricebook locally on web and mobile. Screens open instantly, without waiting for a server.