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WorkCEO Review

WorkCEO
Our score: 8.0 User satisfaction: 96%

What is WorkCEO?

WorkCEO is an easy-to-use and all-in-one field service management software that brings benefits for companies and teams in a wide range of industries. This encompasses HVAC, residential cleaning, landscaping, painting, roofing, plumbing, electrical, pest control, janitorial, handyman, locksmith, and pool and spa services.

The innovative and dependable software is packed with the features you need to run and grow your field service business. WorkCEO allows the efficient scheduling of jobs, dispatching of field teams and agents, and management of jobs and personnel. Field personnel can track jobs via a calendar or map and access job details, updates, and notifications in real-time.

They can perform tasks from any place and at any time through WorkCEO’s mobile app. They’ll monitor and handle jobs and schedules, create and send estimates and invoices, get documents signed, and communicate with office staff.

Owners, managers, and team leaders can also use the mobile app to track field teams and agents’ real-time locations, customer communications, and track business analytics and reports. WorkCEO provides a personalized portal where clients can access service contacts and work orders, approve estimates and invoices, and send and track payments.

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Overview of WorkCEO Benefits

Improved Operations

You can streamline and optimize your field service business operations with WorkCEO. It makes feld job and personnel management more efficient and flexible. Users can instantly notify field agents about their assigned jobs and send all the job details they need, including files, photos, notes, and comments.

Using a web browser or mobile app, owners, managers, and dispatchers can monitor the locations and destinations of field teams and agents, status of jobs, and amount of time spent on the jobs in real-time. Communications with team members, office personnel, and clients are also enhanced through chat messaging and push notification.

Productivity & Profitability

The field service management software provides features for you to boost employee productivity and business profitability. For instance, it permits users to instantly create job orders and invoices from quotes/estimates. As they generate invoices, they can even calculate rates, discounts, and taxes automatically.

They can also upload and attach files to invoices, such as contracts, warranties, forms, and photos. WorkCEO has a mobile app that enables field agents to build and send invoices and accept card payments from clients anywhere and anytime.

You along with your managers and team leaders can track clients’ service, job, and payment records and prospects and customers’ text or call communications via the app. The mobile app makes it easy for you to monitor inventories, events, and activities and access business insights. too.

Real-Time Business Data

WorkCEO lets you discover and understand the advantages and drawbacks of your field service business. You’ll view real-time data regarding your operations, financials, employees, and clients on a customizable dashboard. You can evaluate the productivity and performance of field teams and agents using job and employee metrics.

The conglomeration of jobs, prospects, and customers can be monitored on a map as well. Such capability allows you to gain insights on sales, revenues, and profits across various geographical locations and business units/branches. Lastly, you can track expenses and profits by comparing services and products or analyzing financial data at the job or invoice level.

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Overview of WorkCEO Features

  • Job Scheduling & Management
  • Calendar
  • Automated Notifications
  • In-App Chat
  • Mobile App
  • GPS Tracking
  • Estimates & Invoices
  • Payment Processing
  • Electronic Signatures
  • Client Portal
  • Time Tracking
  • Business Reporting

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies

WorkCEO Position In Our Categories

Knowing that companies have distinctive business wants, it is rational they abstain from buying a one-size-fits-all, ideal software product. Be that as it may, it would be futile to discover such an app even among recognizable software systems. The clever thing to undertake is to write the different chief functions which merit scrutiny like critical features, costing, technical skill levels of staff, company size, etc. Next, you must perform your product research thoroughly. Read these WorkCEO evaluations and check out the other software options in your shortlist in detail. Such detailed research ascertain you drop mismatched software products and pay for the system that provides all the tools your company requires.

Position of WorkCEO in our main categories:

TOP 500

WorkCEO is one of the top 500 Project Management Software products

Every enterprise is different, and might need a special Field Service Management Software - FSM solution that will be fit for their company size, type of customers and employees and even individual niche they deal with. You should not count on getting an ideal solution that is going to work for each company regardless of their background is. It may be a good idea to read a few WorkCEO Field Service Management Software - FSM reviews first and even then you should pay attention to what the service is intended to do for your company and your staff. Do you need a simple and straightforward service with only basic functions? Will you really make use of the advanced functionalities required by experts and large enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to get a trustworthy service that will match your budget.

How Much Does WorkCEO Cost?

WorkCEO Pricing Plans:

Free Trial

Starter

$49/month

Preimum

$139/month

Professional

$299/month

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What are WorkCEO pricing details?

WorkCEO Pricing Plans:

Free Trial

Starter

$49/month

Preimum

$139/month

Professional

$299/month

WorkCEO offers three enterprise pricing plans for users to choose from. Here are the details:

Starter – $49/month

  • 3 users
  • Dispatching
  • Mapping
  • CRM
  • Quotes & estimates
  • Mobile application

Premium – $139/month

  • 20 users
  • All features in Starter plan, Plus:
  • Job scheduling
  • Job notes & attachments
  • Time & expense management
  • Client hub
  • Booking
  • Client notifications
  • Text messaging
  • Payments
  • Invoices
  • Estimate to Job conversion
  • Employee handling

Professional – $299/month

  • 50 users
  • All features in Premium plan, Plus:
  • Job forms & reports
  • Automated client notifications
  • Digital signatures
  • Advanced reports
  • Employee hub

User Satisfaction

Positive Social Media Mentions 71
Negative Social Media Mentions 3

We know that when you decide to purchase a Field Service Management Software - FSM it’s crucial not only to learn how experts rank it in their reviews, but also to discover if the real users and companies that use this software are genuinely happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and WorkCEO reviews across a vast range of social media sites. The data is then featured in a simple to digest form showing how many clients had positive and negative experience with WorkCEO. With that information at your disposal you should be prepared to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for WorkCEO?

No available information.

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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