What is Workiz?

Trying to manage your field service team with pen and paper or Excel spreadsheets?

Workiz is designed for growing field service teams who need to streamline their business. We provide an all-in-one platform that makes scheduling, estimating, invoicing, payment processing, and communication easier than ever before.

With Workiz, you can finally take your business to the next level. You’ll have more time to focus on what you do best – providing top-notch service to your customers.

Who Uses Workiz?

The Most Efficient Way To Manage Your Home Service Team. Increase your revenue by up to 22% with Workiz.

Where can Workiz be deployed?

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

About the vendor

  • Workiz
  • Located in San Diego, US
  • Founded in 2015
  • Phone Support
  • Chat

Countries available

Canada, United States

Languages

English

About the vendor

  • Workiz
  • Located in San Diego, US
  • Founded in 2015
  • Phone Support
  • Chat

Countries available

Canada, United States

Languages

English

Workiz videos and images

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Compare Workiz pricing with similar products

US$65.00/year
Free Version
Free Trial
US$35.00/month
Free Version
Free Trial
US$49.00/month
Free Version
Free Trial
N/A
Free Version
Free Trial

Features of Workiz

  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automated Scheduling
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Call Recording
  • Callback Scheduling
  • Client Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customisable Templates
  • Dispatch Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Equipment Tracking
  • Estimating
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Janitorial Services
  • For Locksmiths
  • GPS
  • IVR / Voice Recognition
  • Inventory Control
  • Inventory Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Location Tracking
  • Maintenance Scheduling
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Location
  • Online Booking
  • Online Invoicing
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Preventive Maintenance
  • Project Management
  • Quality Control Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Notifications
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Scheduling
  • Service History
  • Surveys & Feedback
  • Task Management
  • Technician Management
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Work Order Management

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Reviews of Workiz

Average score

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

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 4 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

last year

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.
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 8 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

Kala O.
Operations Manager in US
Construction, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Workiz WORKS for US!!

5 4 weeks ago New

Comments: 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.

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

Alternatives Considered:

Mediocre at best

3 last year

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

last year

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 :-)

Eldar C.
CEO in US
Retail, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Poor customer service

4 2 months ago New

Comments: The software is good the customer service is bad

Pros:

Great software, how many features in overall it's pretty good I do like the phone system best

Cons:

The customer service of this company is very poor , every time I have an issue I have to contact them numerous amount of times and it usually takes many days to resolve. It is extremely hard to get a representative