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Workiz

Tekpon Score
8.4

Workiz Reviews

& Product Details

What is Workiz?

Workiz is an innovative field service management software designed specifically for service-oriented businesses such as locksmiths, junk removal, carpet cleaning, and plumbing, among others. The platform is engineered to streamline operations, enhance customer service, and drive business growth through its comprehensive suite of features.

At the heart of Workiz’s capabilities is its advanced scheduling and dispatching system, which facilitates the efficient organization of jobs and assignments. This feature ensures that the right technician is scheduled for the right job at the right time, improving overall operational efficiency and customer satisfaction.

Moreover, Workiz includes a robust invoicing and payment processing module, which simplifies the billing process, allowing businesses to generate invoices directly from the job site and accept payments through various channels. This not only accelerates the payment cycle but also enhances the professionalism of the service provided.

Another significant feature is the platform’s integrated phone system and SMS messaging, which enable seamless communication between the office, field technicians, and customers. This ensures that all parties are kept informed, improving service delivery and customer experience.

Workiz also offers detailed reporting and analytics, providing business owners with insightful data on their operations. This information aids in making informed decisions that can lead to improved service quality, increased efficiency, and higher profitability.

In essence, Workiz is a comprehensive solution that addresses the unique challenges faced by service-based businesses. Its blend of scheduling, communication, invoicing, and reporting features make it an indispensable tool for those looking to optimize their operations and enhance their service delivery.

Best For

Schedule jobs, dispatch, invoice, track performance, & get paid.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Workiz

  • Located In

    United States

  • Website

    workiz.com

Starting from:

$225 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Workiz offers pricing plans starting with a free Lite plan for up to 2 members, including basic features. The Standard plan is $198/month for 1-5 members with an annual payment option, or $225/month with a monthly payment but annual commitment. Each additional member costs extra. The Ultimate plan's pricing is available upon contact, designed for comprehensive needs including advanced features like inventory management and equipment tracking.

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Asset Lifecycle Management
  • Automated Scheduling
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Dispatch Management
  • Drag & Drop
  • Electronic Signature
  • Employee Management
  • Equipment Tracking
  • File Storage
  • GPS
  • Inventory Tracking
  • Inventory Management
  • Job Management
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Multi-Location
  • Payment Collection in the Field
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Routing
  • Scheduling
  • Service History
  • Subcontractor Management
  • Task Management
  • Task Scheduling
  • Time Tracking
  • Work Order Management
  • Workflow Management

Additional Features

  • Job Scheduling
  • Credit Card Processing
  • Preventive Maintenance
  • Work History
  • Invoice Creation
  • Job Costing
  • Call Tracking
  • Payroll Management
  • Electronic Payments
  • Email Management
  • Mobile Signature Capture
  • Email Reminders
  • Audit Trail
  • Mobile Alerts
  • Project Tracking
  • Online Booking
  • Document Storage
  • For Janitorial Services
  • Project Scheduling
  • Surveys & Feedback
  • Customer History
  • Customer Management
  • Technician Management
  • Recurring/Subscription Billing
  • Automatic Backup
  • Live Chat
  • Online Time Clock
  • Subcontractor Monitoring
  • For Locksmiths
  • Secure Data Storage
  • Confirmation/Reminders
  • Messaging
  • IVR/Voice Recognition
  • Alerts/Notifications
  • Time & Expense Tracking
  • Mobile App
  • Task Progress Tracking
  • For Carpet Cleaners
  • Multi-Channel Communication
  • Cost Estimating
  • Data Import/Export
  • Project Management
  • Purchase Order Management
  • Calendar Sync
  • Quality Control Management
  • For Handyman Industry
  • Timesheet Management
  • Offline Access
  • Mobile Payments
  • Project Time Tracking
  • Callback Scheduling
  • Self Service Portal
  • Payment Processing
  • Email Marketing
  • SMS Messaging
  • Audit Management
  • Document Management
  • Third Party Integrations
  • Inventory Control
  • Projections
  • Status Tracking
  • Real Time Analytics
  • Employee Scheduling
  • Contact Management
  • Monitoring
  • QuickBooks Integration
  • For Commercial and/or Industrial Electrical Contractors
  • Invoice History
  • For AEC Industry
  • Estimating
  • Call Recording
  • Reminders
  • Invoice Management
  • Historical Reporting
  • Online Invoicing
  • For Plumbing Industry
  • Client Management
  • Real Time Updates
  • Reporting/Analytics
  • For HVAC Companies
  • Customizable Templates
  • Auto-Dialer
  • Call Routing
  • Microsoft Excel

    Document Management Software

  • Zoom

    Video Conferencing Software

  • MailChimp

    Marketing Automation Software

  • Google Calendar

    Scheduling Software

  • Gusto

    Payroll Software

  • Stripe

    Payment Processing Software

  • QuickBooks

    Accounting Software

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    Data Integration Software

  • Microsoft Outlook

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    Online Reputation Management Software

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    Online Reputation Management Software

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