Workiz

The #1 scheduling and invoicing tool for field service pros

4,6 /5 (82 reviews) Write a Review!

Workiz Overview

What is 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.

Workiz Overview

Pricing

Starting from
US$65,00/month

Pricing options

Free Trial
Subscription
Value for money

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

Starter: $65/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 Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

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.
Workiz video Workiz video Workiz video Workiz video 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:

Workiz Reviews

Workiz Reviews

Overall rating
4,6
/
5
Excellent
60

Very good
18

Average
1

Poor
2

Terrible
1

Value for Money
4,6
Features
4,5
Ease of Use
4,6
Customer Support
4,7
95% recommended this app
Oleg C.

Excellent development team.

We can provide you over the phone more details of our experience from our technicians.


Zachary H.

Quick Software

Overall the software does what I need it to do very well with a couple of exceptions. The software is quick and efficient to get my tasks accomplished.


Victor T.

Really good app!

As single contractor the option of people scheduling online and me getting all the info with calendar and remainders is a game changer. I can be on the road and the system is my “ secretary “.
I think polishing some things will make this application a success for any small to midsize business.


Scott M.

Gets worse with time

Customer service has yet to get us any results to speak of, with a dozen or so attempts at various issues.
They just recently removed a field for invoice and part numbers. We have had that field available from day one and use it multiple times each day. Customer service says it wasn't a popular item so they removed it.
So much for tracking parts or invoices...


Noam B.

Online review for Workiz software

Overall, it's been a great experience. I do recommend using this software because it has many features that other similar software companies don't offer such as phone answering system, masked calls and employee tracking


Oleg C.
Industry: Consumer Services
Company size: 2-10 Employees

Excellent development team.

Used Daily for 1+ year
Reviewed on 2018/09/05
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Zachary H.
Industry: Transportation/Trucking/Railroad
Company size: 51-200 Employees

Quick Software

Used Daily for 1+ year
Reviewed on 2020/07/27
Review Source: Capterra

Overall the software does what I need it to do very well with a couple of exceptions. The software is quick and efficient to get my tasks accomplished.

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.

Response from Workiz

Hi Zackary, Thanks for your review. It's been great to have Junk Doctors on the team! We're very happy to hear that you are happy with the software. Thank you for sharing your feedback regarding QuickBooks and the metro areas, we'll definitely be sharing this with the product team.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Victor T.
Industry: Consumer Services
Company size: Self Employed

Really good app!

Used Daily for 1-5 months
Reviewed on 2020/10/29
Review Source: Capterra

As single contractor the option of people scheduling online and me getting all the info with calendar and remainders is a game changer. I can be on the road and the system is my “ secretary “.
I think polishing some things will make this application a success for any small to midsize business.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Scott M.
Industry: Consumer Services
Company size: 2-10 Employees

Gets worse with time

Used Daily for 6-12 months
Reviewed on 2020/10/16
Review Source: Capterra

Customer service has yet to get us any results to speak of, with a dozen or so attempts at various issues.
They just recently removed a field for invoice and part numbers. We have had that field available from day one and use it multiple times each day. Customer service says it wasn't a popular item so they removed it.
So much for tracking parts or invoices...

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Noam B.
Industry: Retail
Company size: 2-10 Employees

Online review for Workiz software

Used Daily for 2+ years
Reviewed on 2020/11/01
Review Source: Capterra

Overall, it's been a great experience. I do recommend using this software because it has many features that other similar software companies don't offer such as phone answering system, masked calls and employee tracking

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 82 user ratings
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Workiz Pricing

Workiz Pricing

Starting from
US$65,00/month
Free Trial
Subscription
Value for money

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

Starter: $65/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)

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

Starter: $65/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)

Value for Money
4,6/5
Based on 82 user ratings
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Workiz Features

Workiz Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,5/5
Based on 82 user ratings
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Categories

Additional information for Workiz

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

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.

Workiz FAQs

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$65,00/month

Pricing model: Subscription

Free Trial: Available

A 14-day free trial is available, after which pricing is as follows: Starter: $65/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)

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:

Small Business, Mid Size 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:

CompanyCam, Google Calendar, Mailchimp, Microsoft Outlook, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, Stripe, Zoom

Q. What level of support does Workiz offer?

Workiz offers the following support options:

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