When you’re choosing software for your integration business, it’s less about features on paper and more about how well a tool matches your workflow. Portal.io and Workiz serve different types of teams. Here’s a breakdown for AV, IT, and security integrators trying to choose between sales software.
About Portal.io
Portal.io is a cloud-based platform for technology integrators that helps sales teams manage quoting, approvals, and payments.
Key features:
Fast Proposal Building: Quickly generate professional quotes for AV, IT, and security jobs using pre-set scopes and workflows.
Structured Product Catalog: Continuously updated with over 2 million SKUs, including dealer pricing and product metadata.
Change Order Management: Client-facing change orders with approval tracking and integrated e-signatures.
AI Proposal Builder: Just type or say what the project involves. Portal instantly builds a detailed proposal with areas, items, descriptions, and labor included.
Ideal For
Portal is best suited to integration firms focused on quoting and managing AV, IT, or low-voltage security jobs. It helps small to midsize businesses or sales departments within larger firms speed up approvals and avoid manual pricing work.
About Workiz
Workiz is a cloud-based platform built for field service teams. It offers tools for scheduling, communication, and billing that help coordinate technicians and manage day-to-day service operations.
Key features:
Job Scheduling and Dispatch: Drag-and-drop calendar for assigning jobs with technician routing tools.
Integrated Communications: Built-in VoIP and SMS features allow teams to handle customer calls and job updates without switching platforms.
Inventory Management: Track tools and service parts across jobs and locations with basic inventory tools.
Marketing Add-ons: Optional features like follow-up campaigns and lead capture forms for simple marketing workflows.
Ideal For
Workiz is ideal for service businesses that rely on scheduling and dispatch, particularly those with high volumes of short-duration jobs. Its core users include HVAC, plumbing, electrical, and locksmith companies that need tools for managing technicians, customer communications, and job billing.
Feature Comparison
Feature | Portal.io | Workiz |
Platform Type | Cloud-based | Cloud-based |
Product Catalog | 2 million industry SKUs with pricing | — |
Proposal Generation | Area-based or AI-assisted | Manual builder with basic line items |
Change Orders | Client-facing with approval and e-signature | Notes-based edits only |
Document Handling | Upload specs, drawings, and PDFs to quotes | Upload specs, drawings, and PDFs to quotes |
Scheduling | — | Technician calendar |
Inventory and Purchasing | PO generation | Inventory tracking with limited PO tools |
Payments | Payment Processing Integrations with Stripe, Square, QuickBooks (Intuit Payments) | Built in, Workiz Processing |
Reporting | — | Job and dispatch metrics |
Mobile Access | Browser and iOS app | Browser, iOS app, Android |
Deployment | Cloud only | Cloud only |
Pricing | Starts at $29 per month | Starts at $79 per month |
Conclusion
Workiz is well-suited for service-focused businesses that depend on technician scheduling, dispatch, and mobile job management. It provides tools for handling day-to-day operations in industries like HVAC, electrical, and plumbing.
Portal.io, by contrast, is designed for teams looking for structured product catalog with managed pricing, professional proposals, and streamlined invoicing. It supports AV, IT, and security integration firms that prioritize quoting efficiency, pricing accuracy, and streamlined approvals.
Choosing between the two depends on whether your primary needs center around field operations or sales and quoting workflows.