Your #1 choice to win more jobs and get paid faster
4.5/5 (60 reviews)Pros
It's so customizable that it will work for virtually any service business. If I have a question, within minutes, there's an answer - by someone who turns out to be fun and a bright spot in the day. Also, I've asked for several small tweaks and, next thing I know, they're done. Almost every single thing is customizable. There are a lot of things. Many, many things.
Cons
There's really nothing I don't care for. Maybe the learning curve - the program itself is easy. The customization to make it fit our business like a glove took some thinking through. But that's the beauty of it - the way it fits.
Price us very competitive against other providers and in general for what we are getting.
Scheduling, invoicing and dispatch are all solved in this platform.
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.
Overall I like workiz. It is a great addition to my business.
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
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.
Scheduling our workers, keeping track of progress, and efficiently billing and collecting.
Pros
The ability to see my workers' schedules in several different formats. Also, the ease to transfer data from an estimate to an invoice.
Cons
I sometimes struggle with having to input data in more than one place. Also, I like that I can have multiple properties with one client, but I have a hard time designating invoices and estimates for different clients without it changing all outstanding invoices or estimates for that client.
I really enjoy working with this company and wish that the other service providers we work with used them.
Pros
I like how customized it is to exactly what I need to do. The more I learn about the product, the more I discover it has the features I need.
Cons
The guide book doesn't have all the responses to the questions I have, though the live chat and people I call always do. I also wish I could customize the invoices and the tracking of payments a little easier.
Pros
User-friendly and never glitches! The developers thought of every possible scenario for working with in-house tech, freelancers, other service companies and streamlined all of it.
Cons
What I can think of that I definitely like least about the software is that I did not find it sooner!
Pros
Our company using Workiz for a few years and we are highly recommended for service businesses to used it. Very easy to manage and excellent customer service.
Cons
Actually, we are like this software and never had any issues.
Pros
Overall, a great option for many in the field service industry. They also have a trial period, so you really have nothing to lose. And friendly support tech.
Cons
I would not change anything about this program it works great with accurate reports for employees and also your personal reports on all money coming in and out of the business
Dispatching calls, updating jobs submitting invoices.
Pros
The service features are for my industry, Locksmith.
Cons
The sync with Quickbooks could be much better.
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.
Scheduling,finance,send jobs to workers (dispatch)mailing list and mailers.
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
Pros
great software it is very flexible, like it where the customer can sign using a text message, inventory etc...
Cons
They don't respond quickly lie the other software that I am use to using, they have a chat bubble and i would ask a question and I wouldn't get the question answered for days or not at all. I think if they polished up on customer service it would be a awesome software!
Pros
I liked the software for ease of access for view calls and jobs.
Cons
The lag in the phone calls when customers call in. I also noticed the the computer gets bogged down at times due to the pier to pier networking.
It helps scheduling, keeping our tech comments at one place, clocking in and out of job to keep track, send job reminders to techs
Pros
Software is helpful to schedule job with one PO every time to keep track of the information at one place
Cons
Workiz app is not adroid friendly, and we cannot save the password to login into app automatically
As a small business which is growing quickly, we were having some growing pains that required the implementation of new processes and software. We decided to use Workiz after exploring more expensive options. The (MUCH) more expensive options did have more features, but the main features that we were looking for were also available in Workiz. The main reason we were seeking out such a software was to improve our customer service by creating more organization and also to keep track of job costing.
Pros
The price point
The staff
The support
The features
Cons
Because it is a newer software there are still some kinks to work out, but it is incredibly robust for something so affordable and I'm sure it will only get better with time
Pros
Ability to stay in touch with techs while they are out on the road doing their job installing garage doors.
Cons
Not very accounting directed. Does not have enough reports or para-matures to print the reports for financial purposes.
We've been able to get all our information at our fingertips for the tech and the office, it has helped us to keep up with all we have going on. We are becoming more efficient.
Pros
It is easy to use, we can customize a lot, and the customer service is AMAZING! Anytime we've had a question, someone has been on the other end to help us immediately.
Cons
Would like to be able to customize the view on the schedule.
Overall, a great option for many in the field service industry. They also have a trial period, so you really have nothing to lose.
Pros
Covers all the necessities for running a small field service operation such as roofing, landscaping, handyman, HVAC, etc. Very easy to use and simple interface which helps to keep you organized and well maintained. Take job requests, invoice, and plan all within the palm of your hand (cell phone or tablet).
Cons
Needs a little bit of polish (low-resolution logo), and could be more customizable to suit other industries that require a little more functionality.
Pros
It helps us keep our business running smoothly with dispatching employees and keeping accurate reports
Cons
I would not change anything about this program it works great with accurate reports for employees and also your personal reports on all money coming in and out of the business
Pros
Customer Support & Customization. Meets all the dispatching and scheduling needs of the business. Syncs nicely with other platforms and even CC proccessors
Cons
Need more experts on call for immediate assistance. I do not want to wait a week to get my dispatching system up and running 100% Offer more hands on build out and charge for it
Pros
I had an experience with few leading software before I switched to Send A Job.
I'm in the field service industry for many years now and I couldn't find the right software to run my business.
Today after using Send A Job for over 6 months I can say that this software upgraded my business more then I expected!
The level of customization I get with them is making my work very efficient and my technicians and office crew love to use it!
Cons
no Xero integration, only Quickbooks
Missing GPS option.
Pros
Very easy to use. I like the new user interface
Cons
Contact button obstructing the view at the bottom.. not a big deal though
Pros
E-Signatures. It is often very hard to get signatures from clients and others. This products makes signing easy for anyone. This also a great way to keep record without all the paper trail.
The customer job field feature is always useful when you are trying to get a product to fit your companys additional needs.
Cons
The business stats. I would definitely need more information than what is captured on these reports. But the data should suffice for a basic report.
Great company, very attentive. Good training.
Pros
Software works well, and it works flows nicely. Support is fast to answer questions. Easy reports to generate. It works on many platforms. Great on boarding process.
Cons
Not all the features are on the apps, and have to be run on the website. There is not a way to add a tip to a credit bill
Wish they would review how you were using the software to help you understand features you might be missing, and work flow.
When I found out that we were going to lose our current software in 60 days, I made a spreadsheet and started researching and trials. It took me almost a month to make the decision. I reviewed about 60 different programs. Obviously, it was not a light decision.
This was the only software that I could make fit our business rather than trying to force our business to fit the software.