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.

Pricing starting from:

US$109.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Workiz

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:

US$109.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Workiz

Images

Workiz Software - Generate and send payment requests by email or SMS, straight from a mobile device
Workiz Software - Collect e-signatures from clients using any touch enabled device
Workiz Software - The Workiz app is available for any mobile or tablet device.
Workiz Software - 4
Workiz Software - 5
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Workiz Software - Generate and send payment requests by email or SMS, straight from a mobile device Workiz Software - Collect e-signatures from clients using any touch enabled device Workiz Software - The Workiz app is available for any mobile or tablet device. Workiz Software - 4 Workiz Software - 5

Features

Total features of Workiz: 163

  • 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
  • Customisable Caller ID
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Storage Management
  • Data Synchronisation
  • 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
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • 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

Alternatives

Jobber

4.5
#1 Alternative to Workiz
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ServiceWorks

3.9
#2 Alternative to Workiz
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AroFlo

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#3 Alternative to Workiz
AroFlo is a full featured, mobile job management system for the field service and construction industries that...

BigChange

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Reviews

Overall rating

4.7 /5
(167)
Value for Money
4.6/5
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 167
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 05/09/2018

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/

Adrian P.
Overall rating
  • Industry: Furniture
  • 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 9.0 /10

It Helps!

Reviewed on 26/05/2021

I do love the software. If they can work out those few minor things, then I would say it is the...

I do love the software. If they can work out those few minor things, then I would say it is the perfect software. Overall, I'm pretty satisfied with it.

Pros

I like the scheduling feature, and sales tracking feature the most. It saves me time.

Cons

The app does not always display the unit number for apartments without having to go through 2 screens to get to it. When your phone lags, it's frustrating. Scrolling through the calendar in the phone app can be challenging. If you scroll past a certain dat, you cannot easily scroll backwards, you have to drop down the calendar to go back to the date.

Alternatives Considered

Verizon Connect

Switched From

Jobber

Reasons for Switching to Workiz

They did not offer me a free trial to test it.

Response from Workiz

Come for the scheduling, stay for everything else :-)
thanks Adrian!

Adrian S.
Overall rating
  • Industry: Consumer Services
  • 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 9.0 /10

Changed from Quickbooks to Workiz - Best Decision Ever!

Reviewed on 19/08/2021

Overall it's been great, some learning curves but even my guys will contact support if they need...

Overall it's been great, some learning curves but even my guys will contact support if they need help which in this day and age where everybody is spoon fed that it awesome. I will continue to use this software for the foreseeable future.

Pros

We use the system with our Call Center and it's amazing, the staff was trained within a day for being able to use the needed features and they've been working the rest when they have the time. Excellent time based scheduling, EXCELLENT customer notifications and awareness for the clients which is way more than I expected.

Cons

The only con I had/have is that for CDN companies it's expensive and was almost the one issue in which we didn't go this route. I did manage to work with one of the guys and figured out how to best get what I wanted to start and then to be able to grow. With his input we would have gone another route and I'm really glad we didn't. Bar none the best software I've used to date in my company.

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 15/02/2021

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 :-)

Octavia P.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2-10 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

Our Moving business is running more efficiently than ever!

Reviewed on 26/05/2021

Workiz has been a great asset to our business with ease of use between the office and the techs,...

Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing. This software has reduced the amount of multiple software & apps to 1, nothing is more efficient than that!!!

Pros

Integration of the software with our business was extremely easy! This software has helped our moving business streamline information to our techs with ease and efficiency; it dramatically reduced misinformation, errors & helps to get last minute changes our quickly.

Cons

Customization of our documents is not as efficient, it would help to have our already established documents translated using PDF's instead of having to re-create the documents needed.
There is some issues when viewing job reports in the filter results - when you have selected the dates, then select a job within those dates and want to review other jobs in the same selected dates you must re-select the dates, there is no option to keep that same selection of dates. This can be time consuming when verifying jobs for payroll, techs & hours.

Response from Workiz

Thanks Octavia. We love working with moving companies like yours and are excited by your great review. We've updated the product team with your feedback.
Thanks!

Showing 5 reviews of 167 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

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

Workiz offers the following support options:

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

Related categories

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