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 that 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.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

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

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Workiz: 122

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Automated Scheduling
  • Automatic Backup
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Call Recording
  • Call Tracking
  • Callback Scheduling
  • Client Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Reminders
  • Employee Management
  • Employee Scheduling
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Expense Tracking
  • File Storage
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Janitorial Services
  • For Locksmiths
  • For Plumbing Industry
  • GPS
  • Historical Reporting
  • IVR / Voice Recognition
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Live Chat
  • Location Tracking
  • Maintenance Scheduling
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Channel Communication
  • Multi-Location
  • Online Booking
  • Online Invoicing
  • Online Time Clock
  • 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 Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Sales Tax Management
  • Scheduling
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Work History
  • Work Order Management
  • Workflow Management

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Reviews

Overall rating

4,6 /5
(188)
Value for Money
4,5/5
Features
4,5/5
Ease of Use
4,5/5
Customer Support
4,5/5

Already have Workiz?

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Write a Review!
Showing 5 reviews of 188
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/

Bryn P.
Overall rating
  • Industry: Recreational Facilities & Services
  • 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

3 years with Workiz and then this….

Reviewed on 2021/09/08

My overall experience with Workiz. Three years of use and it took me three years to write a review...

My overall experience with Workiz. Three years of use and it took me three years to write a review that they deserved a long long time ago. It’s nice to know that three years down the road I still have nothing but nice things to say about Workiz and the great people that work at Workiz.
It was a recent interaction with Workiz that was just over the top amazing when I thought I had already been amazed by them. I wish I knew the person I spoke with name but I don’t but they deserve s as huge shout out and Thank you from FUN FIX USA

Pros

We have been using Workiz for three years of our business after trying all the other ones for a brief time. We’re keys at the time had everything we needed plus they had more and when I say more it was a huge thing for us and that was the ability to have our phone ran through them. So they have a whole phone system that you can customize with different phone numbers and different answering options like virtual receptionist etc. and then when the client calls or the customer calls it will either pull up an existing customer that’s been input with that phone number or any other relevant information that it has. It didn’t make scheduling real easy when you just add a new job for the number that just called you. I don’t think I have found another company that offered the phone with the software and in addition the software really really exceeds all of our needs and I’m sure we’re not even using a third of its capabilities.
And then the customer support.
In three years I can only say I’ve probably had to talk to them 5 to 7 times total. Normally, it’s not even a call, I just go to the chat bot thing on their website and then someone is always right there in general they will pick up the phone and call me right away to assist in anyway that they can. It is weird because I don’t know how big Workiz as a company is but it feels like I may be one of 10 customers and they might have four or five employees. It feels very small almost like a family. I Would highly recommend EVERYONE!

Cons

The one thing I like least about the software which is actually a huge factor and has really kind of been left weighing our options but they offer customer self scheduling where you can put a link in your website to allow the customer to contact you and schedule service which is great but you can’t charge the customer from there. So each customer I then have toReach out to so that I can charge them so it’s kind of double stepping in makes more work and I’m hoping they change it because every other company out there I’m finding does offer that ability. If a customer wants a service call is $128 and they want to schedule it online and pay for it because they won’t be there at the time of service well then it doesn’t allow them to do that. They can tell us they want it but then we have to turn around and call them back and it makes a one step conversation now a multiple step conversation. Come on Workiz

Kala O.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Workiz WORKS for US!!

Reviewed on 2022/04/25

The best part about Workiz is the ability to access our files from our sales teams' mobile devices....

The best part about Workiz is the ability to access our files from our sales teams' mobile devices. The majority of our staff do not sit in an office, rather they work almost exclusively from job sites and their trucks. Being able to access customer information from their mobile phones makes coordinating with our office staff and customers so simple.

Pros

Workiz has made managing our projects so simple! We are able to store project information, manage our AP and AR, photos and paperwork so efficiently.

Cons

At first, we did have some issues integrating other software with Workiz. However your support team was always available and eager to assist.

Alternatives Considered

AccuLynx

Reasons for Choosing Workiz

Workiz is affordable and offers more features to help our company succeed.

Switched From

JobNimbus

Reasons for Switching to Workiz

Better price with great features.
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.

Alternatives Considered

Jobber

Reasons for Choosing Workiz

Fieldedge had become glitchy and slow. Didn't work well on the app and slowed down productivity.

Switched From

FieldEdge

Reasons for Switching to Workiz

I chose Workiz due to at the time it was or seemed to be the best fit however it is not. Stay away from this software. Its just a headache

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 :-)

Alison F.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Great product but support is not so good.

Reviewed on 2022/05/20

It has been able to run our business very well, there have been problems with response time. When...

It has been able to run our business very well, there have been problems with response time. When these problems happen it does not seem that there is anyone there that really knows how to fix it. Deposit Report does not go to an excel file and I have been asking for 14 months for that to be fixed. Still no fix as of May 2022.

Pros

Easy to use and set up. Great start up product.

Cons

Product Security doesn't work. The support team always has a canned answer that this is the way it works. Nothing ever seems to get fixed. In 14 months 0 requests have been filled.

Showing 5 reviews of 188 Read all reviews

Workiz FAQs

Below are some frequently asked questions for Workiz.

Workiz offers the following pricing plans:

  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Lite Free forever (2 pro users) - Eliminate the pen and paper with the perfect starter kit. Standard: $45 per user per month (minimum 5 pro users + unlimited free users) - The top tools to grow your company faster, save time, and increase revenue. Ultimate: Contact Workiz (unlimited pro users) - The complete plan to operate your business, franchises, partners, and inventory. 7-day free trial available for all packages.

Workiz has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

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

Workiz offers the following support options:

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

Related categories

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