Workiz

Workiz

Your #1 choice to win more jobs and get paid faster

4.5/5 (60 reviews)

Workiz Overview

Workiz - formerly Send A Job - helps thousands of field service professionals run more profitable, five-star operations. Locksmiths, Electricians, Handymen, Plumbers and more use Workiz to get paid faster, win more jobs and get more five-star reviews. Track all aspects of your business, from scheduling, to invoicing in real time, receive payments, eliminate employee theft, boost your advertising effectiveness and create reports, on desktop, tablet or mobile. Our team helps you get set up and see results in just days.

Pricing

Starting from
US$50,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, United States

Supported Languages

English

Workiz Reviews

Overall rating
4.5/5
92% positive reviews
44
Excellent
11
Very good
2
Average
1
Poor
2
Terrible
Jocelyn D.

I love Workiz.

Used Daily for 6-12 months
Reviewed on 2019/06/24
Review Source: Capterra

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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Julien S.

Excellent for Contractors with Dispatch

Used Daily for 1+ year
Reviewed on 2019/06/03
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Chad N.

Why Workiz is great for my Business.

Used Daily for 1+ year
Reviewed on 2019/06/25
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Bryan W.

AWESOME PROGRAM FOR SERVICE COMPANY!

Used Daily for 2+ years
Reviewed on 2019/02/11
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michele B.

WorkIz Review from PunchList Professionals

Used Daily for 1-5 months
Reviewed on 2019/07/30
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

Workiz Pricing

Starting from
US$50,00/month
Pricing options
Free Trial
Subscription
Value for money

A 14-day free trial is available, after which pricing is as follows:

Starter: $50/month (2 pro users + unlimited free users)
Team: $130/month (6 pro users + unlimited free users)
Professional: $260/month (15 pro users + unlimited free users)

SMS
Free phone number
Free 500 SMS every month
$10 per 2000 additional SMS

Technician Call Recording
$2/month per number
$0.05 per minute

Workiz Features

  • Activity Dashboard
  • Automatic Notifications
  • Custom Fields
  • Customizable Reporting
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Reporting & Statistics
  • Third Party Integration

  • API
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Compliance Management
  • Data Import/Export
  • Document Storage
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Workflow Management

Additional information for Workiz

Key features of Workiz

  • Client management
  • Cloud base and mobile
  • Commission management
  • Custom fields, documents and reports
  • Get payments
  • Jobs, leads and task scheduling
  • Multi-location
  • Phone masking
  • QuickBooks online sync
  • Quotes and invoices
  • SMS
  • User and client notifications
  • User restrictions

Benefits

-Get support on any device, and run business from anywhere
-Schedule appointments with a drag and drop calendar
-Track all aspects of your business, from scheduling to invoicing in real-time
-Control the entire job lifecycle from the first call, voicemail or text message to the final payment - all from a centralized view
-Reduce your workload using smart automation
-Send appointment reminders to customers
-Create quotes and invoices
-Receive payments and e-signatures
-Dispatch employees to their next appointment
-Communicate with your team and track their location in the field
-Record your team’s calls with customers
-Easily collect reviews from customers
-Increase customer satisfaction, reviews and ratings
-Manage leads and get new business opportunities
-Understand how much you’re making (or losing) on every paid ad
-Create detailed reports about your business operations
-Use Workiz from anywhere, including desktop, our mobile app or via tablets
-Eliminate theft by employees
-Boost your advertising effectiveness
-A dedicated 24/7 support team makes it super easy to get started with Workiz and ensures you see an incredible impact on your business within days.

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$50,00/month

Pricing model: Subscription

Free Trial: Available

A 14-day free trial is available, after which pricing is as follows:

Starter: $50/month (2 pro users + unlimited free users)
Team: $130/month (6 pro users + unlimited free users)
Professional: $260/month (15 pro users + unlimited free users)

SMS
Free phone number
Free 500 SMS every month
$10 per 2000 additional SMS

Technician Call Recording
$2/month per number
$0.05 per minute

Q. What are the main features of Workiz?

Workiz offers the following features:

  • Client management
  • Cloud base and mobile
  • Commission management
  • Custom fields, documents and reports
  • Get payments
  • Jobs, leads and task scheduling
  • Multi-location
  • Phone masking
  • QuickBooks online sync
  • Quotes and invoices
  • SMS
  • User and client notifications
  • User restrictions

Q. Who are the typical users of Workiz?

Workiz has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Workiz support?

Workiz supports the following languages:

English

Q. What type of pricing plans does Workiz offer?

Workiz has the following pricing plans:

Subscription

Q. Does Workiz support mobile devices?

Workiz supports the following devices:

Android, iPhone, iPad

Q. What other apps does Workiz integrate with?

Workiz integrates with the following applications:

Authorize.net, Google Calendar, Mailchimp, Microsoft Outlook, QuickBooks, QuickBooks Online, QuickBooks Online, Stripe

Q. What level of support does Workiz offer?

Workiz offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials