What Is Workiz?

With Workiz, home 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 you to manage your scheduling, invoicing, payment processing, and much more.

Who Uses Workiz?

Workiz works great with small to medium-sized on-demand field service businesses, such as Locksmith, Carpet Cleaning, Junk Removal, Handymen and Appliance Repair.

Workiz Details

Workiz

Founded in 2015

Workiz Details

Workiz

Founded in 2015

Workiz videos and images

Workiz video
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Compare Workiz pricing with similar products

Starting price

US$109.00/month
US$35.00/month
US$49.00/month
N/A

Free Version

Free Version No
Free Version No
Free Version Yes
Free Version No

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial No

Workiz deployment and support

Support

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

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of Workiz

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Billing & Invoicing
  • Booking Management
  • Calendar Management
  • Calendar Sync
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Confirmation/Reminders
  • Contact Database
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Reminders
  • Employee Management
  • Event Calendar
  • Event Scheduling
  • Group Scheduling
  • Mobile Access
  • Multi-Location
  • Online Booking
  • Online Payments
  • Real Time Notifications
  • Real Time Reporting
  • Recurring Appointments
  • Reminders
  • Reporting & Statistics
  • Room Booking
  • SMS Messaging
  • Scheduling
  • Social Media Integration
  • Third Party Integrations
  • Website Integration

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  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

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  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automatic Backup
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Client Portal
  • Contact Database
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Dispatch Management
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Equipment Tracking
  • Estimating
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Mobile Access
  • Multi-Location
  • Online Booking
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • SMS Messaging
  • Scheduling
  • Status Tracking
  • Third Party Integrations
  • Timesheet Management
  • Work Order Management
  • Workflow Management

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  • Customer Database
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  • Customizable Fields
  • Data Import/Export
  • Electronic Signature
  • Employee Management
  • Employee Scheduling
  • Estimating
  • For Janitorial Services
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Multi-Location
  • Payroll Management
  • Quality Control Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • Surveys & Feedback
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  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • For AEC Industry
  • Gantt/Timeline View
  • Job Costing
  • Job Scheduling
  • Multiple Projects
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Purchase Order Management
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • Rescheduling
  • Resource Management
  • Staff Calendar
  • Status Tracking
  • Subcontractor Management
  • Supplier Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

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  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customisable Branding
  • Customisable Forms
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  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Dispatch Management
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  • For Commercial and/or Industrial Electrical Contractors
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  • Invoice Management
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  • Automated Scheduling
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • Calendar Management
  • Compliance Management
  • Customer Database
  • Customisable Forms
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Dispatch Management
  • Document Management
  • Document Storage
  • Equipment Maintenance
  • Equipment Tracking
  • Fixed Asset Management
  • For Mechanical Equipment
  • GPS
  • Historical Reporting
  • Inspection Management
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Maintenance Scheduling
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  • Preventive Maintenance
  • Purchase Order Management
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Task Scheduling
  • Third Party Integrations
  • Warranty Tracking
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  • Workflow Management

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  • Customer History
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  • Estimating
  • File Storage
  • GPS
  • Historical Reporting
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Online Time Clock
  • Payment Collection in the Field
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
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  • Contact Database
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  • Customisable Forms
  • Customisable Reports
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  • Customizable Fields
  • Data Import/Export
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  • Drag & Drop
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  • Historical Reporting
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
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  • Job Scheduling
  • Job Tracking
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  • Maintenance Scheduling
  • Mobile Access
  • Mobile Signature Capture
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Routing
  • Scheduling
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  • Customer Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
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  • Customizable Fields
  • Dispatch Management
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  • Electronic Payments
  • Electronic Signature
  • Email Management
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  • Inventory Management
  • Invoice Management
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  • Mobile Payments
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  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
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  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Equipment Tracking
  • Estimating
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  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
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Reviews of Workiz

Read all 176 reviews

Average score

Overall
4.6
Ease of Use
4.6
Customer Service
4.6
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Oleg C.
Oleg C.
Founder & CEO in Canada
Verified LinkedIn User
Consumer Services, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Excellent development team.

5 3 years ago

Comments: 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.

Workiz Response

8 months ago

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/

Octavia P.
Customer Relations Director in US
Transportation/Trucking/Railroad, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Our Moving business is running more efficiently than ever!

5 6 months ago

Comments: 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.

Workiz Response

6 months ago

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!

Ariel Z.
Manager in US
Security & Investigations, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Great Value and Features

5 3 weeks ago New

Comments: Overall I am very glad I went with this software. I went from manual Excel sheets to Workiz and it has helped me organize the business and kept us automated.

Pros:

It keeps a database of all of our customers. We can easily find them and check all of the files associated. I also like that we can set up appointments and schedule reminders very easily. Documents are easy to create and manage.

Cons:

Every once in awhile there can be a weird problem, but it is easily fixed within that day. The support is pretty responsive.

Philip P.
Philip P.
Owner in US
Verified LinkedIn User
Construction, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Mediocre at best

3 10 months ago

Comments: 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.

Workiz Response

8 months ago

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 :-)

Bryn P.
Owner in US
Recreational Facilities & Services, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

3 years with Workiz and then this….

4 3 months ago

Comments: 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