Your #1 choice to win more jobs and get paid faster
4.5/5 (60 reviews)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.
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.
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
-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.
Below are some frequently asked questions for Workiz.
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
Workiz offers the following features:
Workiz has the following typical customers:
Mid Size Business, Small Business
Workiz supports the following languages:
English
Workiz has the following pricing plans:
Subscription
Workiz supports the following devices:
Android, iPhone, iPad
Workiz integrates with the following applications:
Authorize.net, Google Calendar, Mailchimp, Microsoft Outlook, QuickBooks, QuickBooks Online, QuickBooks Online, Stripe
Workiz offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
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.