Workiz Reviews

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.

Pros

Learning the software was pretty quick and simple. I love how fast the software and how booking the job is all on the same page. Being able to add pictures to each job is great. I like being able to assign the job to a technician and it turns the color of that technician. It makes dispatching simple. The reports are also another wonderful feature that makes it easier to determine job numbers.

Cons

I do not like how you cannot block off the schedule for a specific metro. We have three metros at Junk Doctors (Greensboro, Charlotte, Raleigh) and I am not able to just block off Charlotte without blocking off Raleigh and Greensboro. This leads to over scheduling issues for us. The QuickBooks transfer has not been very smooth on our end. We are having to manually enter most of our transactions into QB's.

Pros

Chatbot integration and online booking is my favorite part. Easy to integrate with website and most importantly I can interact live with customer if needed.
Validation of address is another great tool for scheduling new customers, link to gps system (Waze, Maps,Google maps)is a great tool.
System allows you to keep track of tax collections, easy system once you get familiar with.
Credit Card processing is very easy and no issues between accounts (money is always there after the 2 days period).
Invoices via text or email with option to pay online is also a plus.

Cons

It’s a little confusing to process of crediting money previously collected back into a given quote plus in the final invoice “ customer invoice “ the software will account the credit back but will not show it listed for people to see.
The calendar on the chatbot should be highlighted for available slots or takeaway slots already taken.

Pros

Pros: The app is yellow and I do like the color yellow.

Cons

Complete garbage. Worst mapping on the planet, cumbersome software forces you to use an app and the web based "portal" to complete a workorder, they remove features without warning or apology, support is a complete waste of time

Pros

It's really easy to use and operate. I have been using this software for over 5 years to manage my Cleaning business and I've really seen how this company has innovated and grown over the years.

Cons

I think they should add a re-marketing option for the customer list. This will give them a huge advantage over the other programs available

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.

Pros

I love how easy it is to use Workiz. It's intuitive. Other programs really make doing simple task overly complicated with too many clicks and screen jumping. Workiz keeps it simple and also rich in features. I especially love the ability to automatically send text messages to my customers depending on the status of their work order. I work in the Appliance Repair industry and this platform works well for me.

Cons

There are some quirks like but being able to add commas or periods to certain custom fields, but the development team is always updating the app and improving it. So far every bug I've reported has been fixed.

Pros

It is easy to enter someone as a lead, create a job related to that lead, then generate an estimate and eventually schedule the work if the estimate is accepted. We've gotten a lot better at utilizing the features of the software as we've gotten more comfortable. I love that we can manage our workflow and invoice directly from the same system. Plus being able to accept online payments helps us with billing.

Cons

They've made several changes I had hoped for. It's now easier to track a tech's time on the job, and the change to WePay has been good for us. I do wish there was an easier way to job cost within the software. We are a lot better at using the time tracking tool, but I'd like an easier way to track materials costs.

Pros

Very clean user interface and logically laid out very well. Haven't had any downtime or major headaches, things keep rolling along smoothly thanks!

Cons

Importing contacts was impossible despite valid attempts from staff to help. The only option, in the end, was to manually input over 2k contacts by hand.

Pros

I like that any of my workers can send an "On My Way" text message to the customer all thru the Mobile App.

Cons

The fact that it only shows a "Tech Confirmation" for only one tech per job, even though your able to add additional techs to the job.

Pros

I like the ease of use as far as inputing the information and the fact it helps locate the specific address with correct spelling. I like the fact it links to maps as well.

Cons

I do not like that on my cell phone I can't look at the schedule while scheduling an appointment, it makes it difficult at time to not double book a time slot. I also don't like it doesn't automatically refresh, if I keep the app open all day and continue to book appointments then I'll most likely be double booking time slots, after each booking I have to close the app to ensure this doesn't occur.

Pros

Workiz is a great place for me to bill my customers and track who has paid and who has not. It is also great for scheduling jobs, although I don't schedule much work in advance. It syncs with quick books and one of the best features is I can track my sales tax with out any kind of a hassle.

Cons

Maybe it's just me but occasionally I have trouble finding old invoices or jobs. Also sometimes when I enter an item to go on the invoice it disappears after entering more items. For example I will put in a service call for $50.00 and then sell a product for $25.00 it will give me a running total of $75.00 but then sometimes when I enter another item All the above disappear and I will be left with the one item I just entered. I have talked to tech about it but either they don't believe me or it is so random there is no way to track it.

Pros

It has all of the tools that I need to run my service business. Technicians can easily access their daily job site calendars and all pertinent information.

Cons

There is no editable PDF forms available. I would like to see the ability to add editable PDF documents.

Pros

I have been shopping out software for over a year. Workiz integrates modern technology with functionality like no other programs have. If you are looking to automate your workflows and keep your customers informed with 2-Way Text messaging capabilities - look no further!

Cons

Some things that our industry needed was not available; however, Workiz is very interested in hearing our ideas and often takes them to their implementation team to be added! So wonderful to have a software company that listens to it's client's feedback and actually DOES something about it.

Pros

The software is a great communication tool between the office the teams in the field and most important the client.
Scheduling is a very easy and offers a clear view of the daily and weekly plan.

Cons

Waiting for them to provide MMS capabilities.

Pros

It makes my life SO much easier to organize! There are boxes for everything. The software is so customizable that I can't think of a single scenario or service business that it wouldn't work for.

Cons

Well, nothing... everything I've ever suggested or requested has been added.

Pros

I found this software to be very easy to set up and implement for organization. After we set up a few settings and loaded some products we were up and running within a couple of days. We were able to implement the software and training with no problems.

Cons

We would like the ability to see a product photo of in the software and we would like to have the option to send out PDF attachments not just a picture/

Pros

I like that the drivers for my company can just touch a button and have directions to their job locations. Our customers love the reminders and notifications.

Cons

I have suggested a couple of times that they add functionality for businesses like mine who need to add 2 locations for a single job. We are a business that often relocates large items and it would be nice if I could add the pickup address and the delivery address on the job screen. I can't justify another $80 a month to get the plan that allows for custom fields.

I had issues integrating with Quickbooks so I don't use it for invoicing.

Pros

The functionality and capabilities of Workiz are much better than many of the other stuff out there. What makes Workiz so much better than the other guys is how you can customize it to do exactly what you want it to do. Custom notifications, custom jobs, custom tags, custom everything. I Love Workiz and am grateful that I found it!

Cons

None that I can think of. Workiz does pretty much everything we want.

Pros

Customers repeatedly tell me they like the reminders and ease in which to book appointments compared to other local appliance repair companies. For myself, I like the scheduling reminders and at a glance daily scheduling.

Cons

The app is a little flakey sometimes where it won't save comments or finance items. As a user I have had it remove all payment data when I was only trying to clear one incorrect entry. I have stopped using the app entirely and just use the website.

Pros

i like the online booking feature the best, it give my customers the flexibility to book a service order at there convenience and saves me time.

Cons

i would like to see faster navigation and integration

Pros

The service features are for my industry, Locksmith.

Cons

The sync with Quickbooks could be much better.

Pros

I like the ease of use. It's a simple format and if you use it to full potential, you can really micro manage a lot of the aspects to your company that could otherwise slip through the cracks. The support team is wonderful. [SENSITIVE CONTENT HIDDEN] has been a life saver and we have access to the support team even out on the job.

Cons

I would like to see further development into the app features. There's a lot of info that's available on the webpage that you don't really have access to in the app. I do see a certain functionality to it but as an owner, sometimes I just want to check the reports and everything when I'm out and about and thinking about my company's system.

Pros

Easy to manage call jobs and reports as well

Cons

Jobs and invoices could be more functional

Pros

easy,intuitive,inexpensive,seems to be growing as we do

Cons

Under industries in this review there should be "other" as we are in the junk removal and moving industry