About Workiz
Workiz is an All-in-one platform for small to medium-sized on-demand field service businesses, such as locksmith, carpet cleaning and appliance repair.
With Workiz, field service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar. Workiz provides an easy-to-use platform which allows them to manage their scheduling, invoicing, payment processing, and more.
Clients report a 22% increase in revenue since starting to use the Workiz platform.
Key benefits of Workiz
1. Client Calls to Book a Job
Most jobs start with a phone call.
Workiz is the only tool that lets service pros easily manage, track and record their calls.
2. Dispatcher Schedules a Tech for the Job
Pen and paper, Excel and Google Calendar just don't cut it anymore.
Workiz lets you schedule and manage service appointments with an easy, colorful, drag-and-drop calendar.
3. You Get Paid
Ever forgot to collect an invoice? You're leaving money on the table.
Workiz makes it easy to take payments in the field, track them and make sure you collect the money you're owed.
Devices
Business size
Markets
Supported Languages
Images
Features
Total features of Workiz: 165
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Management
- Activity Tracking
- Advertising Management
- Alerts / Escalation
- Alerts/Notifications
- Analytics/ROI Tracking
- Appointment Scheduling Software
- Asset Management
- Assignment Management
- Attendance Management
- Attendance Tracking Software
- Audit Management
- Audit Trail
- Auto-Dialer
- Auto-Responders
- Automated Scheduling
- Automatic Backup
- Batch Processing
- Billing & Invoicing
- CRM Software
- Calendar Management
- Calendar Sync
- Call Recording Software
- Call Tracking Software
- Callback Scheduling
- Client Management
- Communication Management
- Contact Database
- Contact Management Software
- Contract/License Management
- Credit Card Management
- Credit Card Processing
- Customer Database
- Customer History
- Customer Management
- Customer Service Analytics
- Customizable Caller ID
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Storage Management
- Data Synchronization
- Database Support
- Digital Signature Software
- Dispatch Management
- Document Management Software
- Document Storage
- Drag & Drop
- Duplicate Detection
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Invitations & Reminders
- Email Management Software
- Email Marketing Software
- Email Templates
- Email Tracking Software
- Employee Communities
- Employee Management
- Employee Scheduling Software
- Employee Self Service
- Equipment Maintenance Software
- Equipment Tracking
- Estimating
- Expense Tracking
- File Storage
- Financial Analysis
- For HVAC Companies
- For Janitorial Services
- For Locksmiths
- GPS
- Historical Reporting
- Historical Trend Analysis
- IVR / Voice Recognition
- Interaction Tracking
- Inventory Control Software
- Inventory Management Software
- Inventory Tracking
- Invoice Management
- Job Costing Software
- Job Management
- Job Scheduling
- Job Tracking
- Lead Management Software
- Live Chat Software
- Location Tracking
- Maintenance Scheduling
- Messaging
- Microsoft Outlook Integration
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Mobile Workforce Control
- Monitoring
- Multi-Channel Communication
- Multi-Location
- Offline Access
- Online Booking
- Online Time Clock
- Partial Payments
- Payment Collection in the Field
- Payment Processing Software
- Payroll Management
- Preventive Maintenance Software
- Project Management Software
- Project Time Tracking
- Projections
- Purchase Order Management
- Quality Control Management
- QuickBooks Integration
- Quotes/Estimates
- Real Time Analytics
- Real Time Comparisons
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Alerts
- Role-Based Permissions
- Route Management
- Routing
- Rules-Based Workflow
- SMS Messaging
- SSL Security
- Sales Tax Management
- Scheduled / Automated Reports
- Scheduling Software
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Service History
- Status Tracking
- Subcontractor Management
- Summary Reports
- Surveys & Feedback
- Task Management Software
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Calendars
- Technician Management
- Text Editing
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking Software
- Timesheet Management
- Transaction History
- Transaction Monitoring
- Work History
- Work Order Management
- Workflow Management Software
- iCalendar Support
Alternatives
Jobber
ServiceWorks
FieldPulse
AroFlo
Reviews
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- Industry: Consumer Services
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Excellent development team.
Reviewed on 2018-09-05
We can provide you over the phone more details of our experience from our technicians.
We can provide you over the phone more details of our experience from our technicians.
Pros
Interface, excellent for appliance repair industry. "Custom fields" option is great. "Product and service" is very good.
Cons
Missing user guide. I wish to get more changes in CRM soft for our needs.
Response from Workiz
We do have an amazing dev team! We just launched a new academy, highly recommended for new employees and clients. Check it out here: https://www.workiz.com/academy/
- Industry: Construction
- Company size: 2-10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great Product
Reviewed on 2021-02-24
Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new...
Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new with Workiz, but loving it so far.
Pros
The modern technology that is built right in such as 2-way texting, notifications, email, automation. The App is amazing and full of almost everything the desktop offers. It has a built-in full phone system to call customers from and to receive calls and records all communication with every lead/client that calls. They have built-in CC processing payments, online booking tools, online chatbot features that can also serve as a booking tool.
Cons
They have a "Leads" feature you can turn on so for a company like myself who does all estimates a lead is where about 90% of the communications occur, but you can't set notifications and text alerts to clients when they are in the lead status. This should be updated and hopefully will be. Once a lead becomes a Job or someone that owes you the money you have full range to communicate with them via text, email, and auto-notifications. This works great for a service business that doesn't do many estimates and only sets up service appointments for service work, but not so much for a company using Leads and doing estimates.
Response from Workiz
Great review Richard - we really appreciate it! Feedback noted and will be shared with our product team.
- Industry: Construction
- Company size: 2-10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
Mediocre at best
Reviewed on 2021-02-15
I would say overall would never come back to utilize the service. I've utilized plenty of different...
I would say overall would never come back to utilize the service. I've utilized plenty of different softwares and this used to be great when it was SendAjob but since the transition to Workiz. You guys fall short and don't meet our needs. Maybe a one man show and or someone who doesn't need detailed, efficient workflow.
Pros
It seemed like a great software that would be able to customized to our needs. They used to be "SendAJob." When they were the service was great and flowed well.
Cons
The cons can go on and on. Very hard to distinguish the schedule. if you need a client with multiple properties and sub addresses this is the worst software I have ever encountered for such client management. The card processing wasn't efficient. the technical team when needed would only answer very generic and not try to create solutions.
Response from Workiz
Sorry to hear you didn't like it Philip. We're always listening to our clients and we want to thank you for submitting this review. We're making Workiz even more robust this year.
We've just launched an update to our CC payments and we're soon launching more automations for owners of larger businesses as yourselves.
Check out another software and share with us your experience. No software is perfect but we're sure we can beat our competition...
Would love it if you gave us another shot soon :-)
- Industry: Construction
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
WorkIz is a game changer!
Reviewed on 2021-03-02
After testing out a few other client/job platforms, WorkIz turned out to be head and shoulders...
After testing out a few other client/job platforms, WorkIz turned out to be head and shoulders above the rest. The customer service people are super-responsive to input, are easy to reach, and take care of their clients. Highly recommend!!
Pros
Being able to have client/job information at our fingertips has transformed how our business is able to function. Before Workiz, job & client information, as well as job scheduling, was a manual process.
With WorkIz, every one on our staff, from people in the office to staff out in the field, is able to access job & client information from their phones or laptops.
Sending estimates to clients has enabled us to add photos and other information with our quotes. This has really set us apart from our competitors.
Online payment capability is a real plus, as some clients don't feel comfortable sharing their credit card information.
Cons
Search feature isn't as good as I'd like, but still better than the manual system we had prior to WorkIz.
I wish there were a more streamlined process for setting up one account for repeat clients with multiple jobs. WorkIz has improved this somewhat in the past year, and I hope they will continue to do so.
Would LOVE to be able to enter more than one email address on the main client page.
Response from Workiz
Thanks Beverly!
We're keeping improving with time and our product team just got a whole lot bigger.
Stay tuned for more feature updates!
- Industry: Construction
- Company size: 2-10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Simple and affotdable
Reviewed on 2020-07-23
It helps us know where are techs are at and how long they will be there, the automatic review...
It helps us know where are techs are at and how long they will be there, the automatic review request, We are logging our tines of srrival, departure and mileage. There are great as one they offer as your company grows.
Pros
My technicians are old school and want everything on paper but this software made it so easy for them to do. Our productivity increased and so did out customer base and I believe it had a lot to do with this software and keeping us organized, ,,Thank you Workiz!!!!!!
Cons
Yes, I have trouble understanding the estimate vs job input.
Response from Workiz
Hi John, thanks so much for your outstanding review. It's incredible to hear that your productivity and customer base has increased after you started using Workiz! Akins Garage Door Service has been a great addition to our team, and we're here for anything that you need. In regards to your comment about the estimate vs. job input, we'd like to see how we can help you out. Please reach out to your account manager and she will be happy to take you through it! Thanks again for your review.
Workiz FAQs
Below are some frequently asked questions for Workiz.Q. What type of pricing plans does Workiz offer?
Workiz offers the following pricing plans:
- Starting from: US$109.00/month
- Pricing model: Subscription
- Free Trial: Available
A 14-day free trial is available, after which pricing is as follows: Starter: $109/month (2 pro users + unlimited free users) Team: $199/month (6 pro users + unlimited free users) Professional: $299/month (15 pro users + unlimited free users)
Q. What are the main features of Workiz?
We do not have any information about Workiz features
Q. Who are the typical users of Workiz?
Workiz has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does Workiz support?
Workiz supports the following languages:
English
Q. Does Workiz support mobile devices?
Workiz supports the following devices:
Android (Mobile), iPhone (Mobile)
Q. What other apps does Workiz integrate with?
Workiz integrates with the following applications:
Google Calendar, Gusto, Mailchimp, Microsoft Excel, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, Salesforce Platform, Stripe, Zapier, Zoom Meetings & Chat
Q. What level of support does Workiz offer?
Workiz offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat
Related categories
See all software categories found for Workiz.
- IVR Software
- Billing and Invoicing Software
- Field Service Management Software
- Appointment Scheduling Software
- Garage Door Software
- Carpet Cleaning Software
- Equipment Maintenance Software
- HVAC Software
- Plumbing Software
- Handyman Software
- Electrical Contractor Software
- Janitorial Software
- Service Dispatch Software
- Field Activity Management Software
