Workiz

The #1 scheduling and invoicing tool for field service pros

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

S M L

Markets

Canada, United States

Supported Languages

English

Images

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

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
  • Asset Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • Batch Processing
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Call Recording
  • Call Tracking
  • Callback Scheduling
  • Client Management
  • Communication Management
  • Contact Database
  • Contact Management
  • 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
  • Dispatch Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Duplicate Detection
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Communities
  • Employee Management
  • Employee Scheduling
  • Employee Self Service
  • Equipment Maintenance
  • 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
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Lead Management
  • Live Chat
  • 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
  • Payroll Management
  • Preventive Maintenance
  • Project Management
  • 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
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Summary Reports
  • Surveys & Feedback
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Technician Management
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Transaction Monitoring
  • Work History
  • Work Order Management
  • Workflow Management
  • iCalendar Support

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FieldPulse

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AroFlo

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Reviews

Overall rating

4,7 /5
(120)
Value for Money
4,7/5
Features
4,6/5
Ease of Use
4,6/5
Customer Support
4,7/5

Already have Workiz?

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

Write a Review!
Showing 5 reviews of 120
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
  • 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/

Richard T.
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
  • 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.

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
  • 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 :-)

Beverly B.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • 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!

John A.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • 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.

Showing 5 reviews of 120 Read all reviews

Workiz FAQs

Below are some frequently asked questions for Workiz.

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)

We do not have any information about Workiz features

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 & Chat

Workiz offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Workiz.