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Workiz REVIEW

Field Service Management Software - FSM

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.3

What is Workiz?

Workiz is a field service scheduling software to help organizations manage and schedule their business better. Previously known as Send A Job, this newly upgraded software empowers field service professionals to improve their operations and make it more profitable. Plumbers, handymen, locksmiths, electricians, and professionals in various industries can use the tool with ease for getting more jobs and getting paid faster.

The software is quick to set up and Workiz’s team will assist users during the process. Hence, you can immediately gain benefits from the software such as tracking all important aspects of your business like real-time invoicing, scheduling, and payment processing. It also helps you prevent employee theft risks and enhance your advertising efforts. It is accessible on any device so users can stay connected even when on-the-go.

Equipped with a comprehensive set of features and tools, the solution helps the managers, teams, and clients to ensure timely and proper execution of field service jobs.

Overview of Workiz Benefits

For field services managers and business owners, scheduling management of field service job gets easier with Workiz. Its support team is also available 24/7 to guide users in the implementation process and offer assistance when needed.  Here’s an overview of the main benefits of Workiz:

Accelerate scheduling

Workiz streamlines scheduling with its drag-and-drop calendar where you can quickly point and click on jobs and field tech. To remind clients of their appointments, you can send notifications ahead of schedule.

Optimized invoicing

You can create and email quotes and invoices to your clients in real-time. It has features such as estimate tracking, custom documents, and e-signatures where your client can sign using a touchscreen mobile device. Invoices can be saved, retrieved and updated easily. It also accelerates receiving of payments.

Automated, centralized data

The software has a centralized view of a job’s lifecycle. It consolidates all information from the initial point of contact – text message, call, or voicemail – up to the final payment. It also uses automation to lessen your team’s workload. Having complete visibility over your business operations prevents employee theft.

Accessible anywhere

Workiz enables you to run your business anywhere – from your office and on the go. It supports any device. This streamlines dispatching employees to their next scheduled appointment. Teams can also communicate and stay connected while you can track their location in the field. Calls between clients and your employee can be recorded for documentation. Meanwhile, you can improve your customer experience by collecting reviews from customers.

Generate insightful reports

If you have paid ads, you can monitor how much you’re making or losing from them. Workiz oversees your campaigns by monitoring each call flow as your business’ ad source. You can boost your ad’s performance and effectiveness by implementing the right strategies. With the right insights and detailed business reports, you can recognize new business opportunities and manage leads more effectively

Overview of Workiz Features

  • Local and toll free numbers
  • Mobile access
  • Call tracking
  • Schedule management
  • Live dashboard
  • Custom notification
  • Service areas
  • Website widget
  • Client notification
  • Call history
  • Cloud IVR
  • Map view
  • Ad performance
  • Calendar sync
  • Auto client search
  • Call masking
  • Client locations
  • Balance management
  • Drag-and-drop calendar
  • Call recording
  • Client phone masking
  • User restrictions
  • CRM
  • Job status
  • Tech timeline
  • Payment tracking
  • Inventory management
  • Lead management
  • Location tracking
  • Two-way SMS
  • Custom field

What Problems Will Workiz Solve?

1) Loss of service and canceled jobs – Ever got a call from a tech saying this job is not going to close?

With Workiz you can simply click and play the conversations they had with your client.

A call comes in and you schedule a job.
You assign a field tech and send him an SMS, Email or Push notification.
Your tech receives a temporary phone number that is forwarded to the client.

You can now know:

When the tech called, If he was rude, if he got the customer to close a side deal.

2) Losing your clients to ex-employees – You send out a tech, the client keeps the tech’s phone number. A year goes by and the client needs some more work.

With Workiz, call masking you control the caller id of the calls your tech makes to clients.

3) Inventory management – The are many inventory apps out there though Service businesses need more than that. What if the inventory is spread out across 5 service vans?

With Workiz, you can move your items across “Service container” and restrict them to the assigned tech. Now you know what parts are in each vehicle.

Awards & Quality Certificates

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Workiz Position In Our Categories

Position of Workiz in our main categories:

200

Workiz is one of the top 200 Project Management Softwareproducts

200

Workiz is one of the 200
Project Management Software products


Workiz is also listed in the following subcategories:

Category:Position:Category:Position:
Field Service Management Software - FSM#18
Category:Position:
Field Service Management Software - FSM#18

Every business has its own characteristics, and may require a specific Field Service Management Software - FSM solution that will be fit for their business size, type of customers and employees and even particular niche they cater to. You should not count on getting an ideal software that will work for every business regardless of their background is. It may be a good idea to read a few Workiz reviews first and even then you should remember what the software is intended to do for your business and your staff. Do you need a simple and straightforward service with only elementary features? Will you actually use the complex tools needed by experts and big enterprises? Are there any particular features that are especially useful for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a reliable app that will match your budget.

How Much Does Workiz Cost?

Workiz Pricing Plans:
Free trial
Starter
$50
Team
$130
Professional
$260

Workiz has scalable plans to fit your needs:

Starter – $59/month

  • $50/month billed annually
  • 2 pro users
  • Unlimited free users
  • Team restrictions
  • Quickbooks online integration
  • 500 SMS messages
  • Customizable notifications
  • Website contact form
  • Invoices and estimates
  • Schedule management
  • Chat and Email support
  • Client management
  • Team messaging

Team – $149/month

  • $130/month billed annually
  • 6 pro users
  • Unlimited free users
  • All inclusions of the Starter plan, plus:
  • Map view
  • 2000 SMS messages
  • Custom documents
  • Phone support
  • Custom job forms
  • Custom reports
  • GPS Tracking
  • Tasks

Professional – $299/month

  • $260/month billed annually
  • 15 pro users
  • Unlimited free users
  • All features of the Team plan, plus:
  • Franchises
  • Inventory tracking
  • 5000 SMS messages

User Satisfaction

We realize that when you make a decision to buy Field Service Management Software - FSM it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Workiz reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Workiz. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

12

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Workiz pricing details?

Workiz Pricing Plans:
Free trial
Starter
$50
Team
$130
Professional
$260

Workiz has scalable plans to fit your needs:

Starter – $59/month

  • $50/month billed annually
  • 2 pro users
  • Unlimited free users
  • Team restrictions
  • Quickbooks online integration
  • 500 SMS messages
  • Customizable notifications
  • Website contact form
  • Invoices and estimates
  • Schedule management
  • Chat and Email support
  • Client management
  • Team messaging

Team – $149/month

  • $130/month billed annually
  • 6 pro users
  • Unlimited free users
  • All inclusions of the Starter plan, plus:
  • Map view
  • 2000 SMS messages
  • Custom documents
  • Phone support
  • Custom job forms
  • Custom reports
  • GPS Tracking
  • Tasks

Professional – $299/month

  • $260/month billed annually
  • 15 pro users
  • Unlimited free users
  • All features of the Team plan, plus:
  • Franchises
  • Inventory tracking
  • 5000 SMS messages

What integrations are available for Workiz?

Workiz integrates with the following business systems and applications:

  • Quickbooks
  • Google calendar
  • MailChimp
  • Authorize.net
  • Stripe
  • Twilio

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