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.

Pricing starting from:

US$109.00/month

  • Free Version
  • Free Trial
  • Subscription

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

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$109.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Workiz Software - Generate and send payment requests by email or SMS, straight from a mobile device
Workiz Software - Collect e-signatures from clients using any touch enabled device
Workiz Software - The Workiz app is available for any mobile or tablet device.
Workiz Software - 4
Workiz Software - 5
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Workiz video
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Workiz Software - Generate and send payment requests by email or SMS, straight from a mobile device Workiz Software - Collect e-signatures from clients using any touch enabled device Workiz Software - The Workiz app is available for any mobile or tablet device. Workiz Software - 4 Workiz Software - 5

Features

Total features of Workiz: 117

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Scheduling
  • Automatic Backup
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Call Recording Software
  • Call Tracking Software
  • Callback Scheduling
  • Client Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management Software
  • Email Marketing Software
  • Employee Management
  • Employee Scheduling Software
  • Equipment Maintenance Software
  • Equipment Tracking
  • Estimating
  • Expense Tracking
  • File Storage
  • For HVAC Companies
  • For Janitorial Services
  • For Locksmiths
  • GPS
  • Historical Reporting
  • IVR / Voice Recognition
  • Inventory Control Software
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Job Costing Software
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Live Chat Software
  • Location Tracking
  • Maintenance Scheduling
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Channel Communication
  • Multi-Location
  • Online Booking
  • Online Time Clock
  • 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 Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Sales Tax Management
  • Scheduling Software
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Surveys & Feedback
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Timesheet Management
  • Work History
  • Work Order Management
  • Workflow Management Software

Alternatives

BigChange

4.6
#1 Alternative to Workiz
BigChange JobWatch is a web-based mobile workforce management solution that combines back-office capabilities with...

Jobber

4.5
#2 Alternative to Workiz
Jobber’s award-winning software is perfect for home services businesses that want to keep jobs on track and provide a...

FieldPulse

4.5
#3 Alternative to Workiz
With powerful, easy-to-use features and integrations, FieldPulse gives plumbers, HVAC specialists, and more the tools...

ServiceWorks

3.9
#4 Alternative to Workiz
ServiceWorks is a cloud-based field operations management solution which provides tools for scheduling, dispatch,...

Reviews

Overall rating

4.7 /5
(167)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support Software
4.7/5

Already have Workiz?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 167
Oleg C.
Overall rating
  • 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/

Bryn P.
Overall rating
  • Industry: Recreational Facilities & Services
  • 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

3 years with Workiz and then this….

Reviewed on 2021-09-08

My overall experience with Workiz. Three years of use and it took me three years to write a review...

My overall experience with Workiz. Three years of use and it took me three years to write a review that they deserved a long long time ago. It’s nice to know that three years down the road I still have nothing but nice things to say about Workiz and the great people that work at Workiz.
It was a recent interaction with Workiz that was just over the top amazing when I thought I had already been amazed by them. I wish I knew the person I spoke with name but I don’t but they deserve s as huge shout out and Thank you from FUN FIX USA

Pros

We have been using Workiz for three years of our business after trying all the other ones for a brief time. We’re keys at the time had everything we needed plus they had more and when I say more it was a huge thing for us and that was the ability to have our phone ran through them. So they have a whole phone system that you can customize with different phone numbers and different answering options like virtual receptionist etc. and then when the client calls or the customer calls it will either pull up an existing customer that’s been input with that phone number or any other relevant information that it has. It didn’t make scheduling real easy when you just add a new job for the number that just called you. I don’t think I have found another company that offered the phone with the software and in addition the software really really exceeds all of our needs and I’m sure we’re not even using a third of its capabilities.
And then the customer support.
In three years I can only say I’ve probably had to talk to them 5 to 7 times total. Normally, it’s not even a call, I just go to the chat bot thing on their website and then someone is always right there in general they will pick up the phone and call me right away to assist in anyway that they can. It is weird because I don’t know how big Workiz as a company is but it feels like I may be one of 10 customers and they might have four or five employees. It feels very small almost like a family. I Would highly recommend EVERYONE!

Cons

The one thing I like least about the software which is actually a huge factor and has really kind of been left weighing our options but they offer customer self scheduling where you can put a link in your website to allow the customer to contact you and schedule service which is great but you can’t charge the customer from there. So each customer I then have toReach out to so that I can charge them so it’s kind of double stepping in makes more work and I’m hoping they change it because every other company out there I’m finding does offer that ability. If a customer wants a service call is $128 and they want to schedule it online and pay for it because they won’t be there at the time of service well then it doesn’t allow them to do that. They can tell us they want it but then we have to turn around and call them back and it makes a one step conversation now a multiple step conversation. Come on Workiz

Philip P.
Overall rating
  • 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.

Alternatives Considered

Jobber

Reasons for Choosing Workiz

Fieldedge had become glitchy and slow. Didn't work well on the app and slowed down productivity.

Switched From

FieldEdge

Reasons for Switching to Workiz

I chose Workiz due to at the time it was or seemed to be the best fit however it is not. Stay away from this software. Its just a headache

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 :-)

Adrian S.
Overall rating
  • Industry: Consumer Services
  • 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 9.0 /10

Changed from Quickbooks to Workiz - Best Decision Ever!

Reviewed on 2021-08-19

Overall it's been great, some learning curves but even my guys will contact support if they need...

Overall it's been great, some learning curves but even my guys will contact support if they need help which in this day and age where everybody is spoon fed that it awesome. I will continue to use this software for the foreseeable future.

Pros

We use the system with our Call Center and it's amazing, the staff was trained within a day for being able to use the needed features and they've been working the rest when they have the time. Excellent time based scheduling, EXCELLENT customer notifications and awareness for the clients which is way more than I expected.

Cons

The only con I had/have is that for CDN companies it's expensive and was almost the one issue in which we didn't go this route. I did manage to work with one of the guys and figured out how to best get what I wanted to start and then to be able to grow. With his input we would have gone another route and I'm really glad we didn't. Bar none the best software I've used to date in my company.

Octavia P.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Our Moving business is running more efficiently than ever!

Reviewed on 2021-05-26

Workiz has been a great asset to our business with ease of use between the office and the techs,...

Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing. This software has reduced the amount of multiple software & apps to 1, nothing is more efficient than that!!!

Pros

Integration of the software with our business was extremely easy! This software has helped our moving business streamline information to our techs with ease and efficiency; it dramatically reduced misinformation, errors & helps to get last minute changes our quickly.

Cons

Customization of our documents is not as efficient, it would help to have our already established documents translated using PDF's instead of having to re-create the documents needed.
There is some issues when viewing job reports in the filter results - when you have selected the dates, then select a job within those dates and want to review other jobs in the same selected dates you must re-select the dates, there is no option to keep that same selection of dates. This can be time consuming when verifying jobs for payroll, techs & hours.

Response from Workiz

Thanks Octavia. We love working with moving companies like yours and are excited by your great review. We've updated the product team with your feedback.
Thanks!

Showing 5 reviews of 167 Read all reviews

Workiz FAQs

Below are some frequently asked questions for Workiz.

Workiz offers the following pricing plans:

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)

Workiz has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Workiz supports the following languages:

English

Workiz supports the following devices:

Android (Mobile), iPhone (Mobile)

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

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.