Switching from Workiz to Conduit should be treated as a controlled record move, not a rushed account shutdown. Keep Workiz available, confirm what your account can export, and move the records that matter for live work before the team changes systems.
For the competitive breakdown, see /vs/workiz. For invoice collection and ACH payment details, see /payments.
Verdict
Move from Workiz to Conduit when the business wants simpler team pricing, a fresh operating system for customers and jobs, and lower-cost ACH options for large invoices. Stay on Workiz for now if the team depends on Workiz-specific workflows and your current quote still fits the budget.
Confirm Workiz Pricing and Terms
Before you build the migration plan, save a copy of your current Workiz quote, invoice, or subscription detail. The public pricing page showed “Request pricing” when checked, so exact plan cost and terms should be verified from your own account.
| Platform | Listed monthly price | Listed detail | Listed 5-person team cost |
|---|---|---|---|
| Workiz | Not published (custom quote) | First 5 users included on Standard, Pro, and Ultimate; extra members listed at $55-65/mo on annual payment. | Not published (custom quote) |
| Conduit | $35-250/mo | Every plan is built around team size. No setup costs. | $65/mo |
Who Workiz Is Right For
Workiz is right for a contractor that already relies on its call, dispatch, and field-service workflow and does not want to retrain during an active season. It can also be the practical choice when the source account has historical notes, attachments, or operational habits that need more review before a replacement goes live.
Who Conduit Is Right For
Conduit is right for a team that wants customers, jobs, bids, invoices, scheduling, team time, and payments in one place without making the software decision depend on hidden public pricing. It is also a better fit when the owner wants to steer larger invoices toward ACH instead of defaulting every customer to card fees.
Inventory the Records You Need
Start with current operational records rather than every historical note. The first pass should identify:
- Active customers and service addresses.
- Open jobs and upcoming appointments.
- Unpaid invoices and payment status.
- Open estimates or quotes.
- Recurring service notes that need to continue.
- Attachments, photos, or call notes the field team uses often.
If a record will not affect scheduling, billing, or customer communication during the first month, mark it for later review instead of slowing down the launch.
Export Workiz Data
Check the export options available inside your Workiz account and confirm whether customer, job, invoice, estimate, and attachment data can be exported directly. If your plan exposes additional export or API options, confirm the scope with Workiz support before committing to a date.
Conduit can work from CSV files and other structured records. Put each export in a labeled folder, keep the original files unchanged, and use a small sample import first so the office can review field mapping before moving the full dataset.
Prepare Conduit
Set up the destination account before importing data:
- Confirm your Conduit plan and team seats.
- Connect Stripe in Settings -> Payments.
- Add the office users who will validate imported records.
- Prepare tags or notes for records that need special handling.
- Decide which jobs will start in Conduit and which will finish in Workiz.
This keeps the migration from becoming a same-day scramble. The office can review records while technicians continue working from the source system.
Validate Before Launch
After the import sample, compare Conduit against Workiz record by record:
- Review 5 to 10 active customers and addresses.
- Compare invoice totals for several unpaid invoices.
- Check open jobs and scheduled dates.
- Confirm estimate totals and customer links.
- Recreate recurring work where needed.
- Invite field users only after the office signs off.
Keep Workiz active until the team confirms that current jobs, invoices, and contacts are usable in Conduit.
Payment Fee Savings
On a $10,000 invoice, standard card processing at 2.9% + 30 cents is about $290. Conduit’s ACH option is a $1 platform fee plus Stripe ACH processing at 0.8% capped at $5, making the total ACH fee $6 on the same invoice.
That difference can matter during a Workiz replacement search because the monthly subscription is only one piece of the cost. The other piece is what each collected invoice costs the business.
Ready to Move Off Workiz?
Start with export verification, run a sample import, validate active customers and unpaid invoices, then move new work into Conduit once the office has checked the records. For a side-by-side view, continue to /vs/workiz.
FAQ
Does Workiz publish exact plan prices?
The official pricing page showed “Request pricing” when checked on 2026-06-08, so exact plan prices and the full 5-person cost need to be verified from your quote or account.
What Workiz data should move first?
Move active customers, open jobs, unpaid invoices, estimates likely to convert, and recurring service notes before long-tail history.
Do I need to cancel Workiz before importing?
No. Keep Workiz active until the office verifies imported records and the team knows which system owns new work.
What should I do if Workiz export options are limited?
Ask Workiz support which exports or API options are available for your account, then use CSV or structured records for the first Conduit import pass.