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Workiz REVIEW

Field Service Management Software - FSM

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.4

What is Workiz?

Workiz is an easy-to-use field service management application created to improve the workflows being implemented by field service businesses. It provides users complete control and visibility over various aspects of their operations. These include creating customizable job forms, preparing schedules for jobs on a drag-and-drop and color-coded calendar, dispatching jobs to the right field technicians, monitoring the status of assigned jobs, streamlining payment collection, and enhancing engagements with prospects and clients.

The field service application ensures that there is a smooth flow of information between office personnel and field technicians. Field technicians can access job-related information, update job status, and communicate with their manager or team leader using their mobile devices.

Workiz has a call recording and monitoring feature that enables users to track and assess phone conversations with prospects and clients. They can leverage this for performance evaluation, ad campaign optimization, and customer retention. The application also allows them to enable electronic document management, track and handle inventory items automatically, and access data-rich reports.

Overview of Workiz Benefits

Job Dispatch Management

Workiz makes the process of planning, preparing, and dispatching field service jobs a breeze. The application permits users to specify and display on a map all the locations they are dispatching field services for. Then, using the application’s built-in calendar, they can create schedules for jobs that need to be performed in those locations. This calendar has a drag-and-drop user-interface and supports color-coding, so it is easy for users to assign job schedules to field technicians, make changes in the job schedules, and track timeline entries.

The field service management application also has the ability to pinpoint and show the exact locations of personnel and agents that are deployed in the field. Managers and team leaders can find out in real-time which available technicians and personnel are nearest to the service locations and dispatch the jobs to them. In addition, Workiz lets users discover the most efficient routes towards the service locations their personnel can take, thereby helping them reduce travel times and expenses.

Streamlined Communication and Coordination

Workiz delivers capabilities that streamline and enhance the way users communicate and coordinate with people involved in their field service business. For instance, they can send out email and text notifications to their clients to ask confirmation for scheduled jobs or communicate the dispatching of field technicians. Text messages are delivered to field technicians as well so they can confirm that they have received their assignments, access important job details, and notify the office when the jobs are completed.

Owners and managers can also create custom notifications to get alerted on different situations like when a job is being canceled, a field technician is working too slow, or a job generates a profit lesser than expected. Moreover, they can access information and messages related to the jobs referred to them by their business partners right straight within Workiz.

Business Performance Tracking

Field service businesses can improve the performance of their teams by taking advantage of the application’s call recording and monitoring features. Workiz makes it possible for users to build their own call flows that determine how phone calls coming from prospects and clients should be routed and handled. Each of these call flows is linked to a specific phone number which is not exposed to prospects and clients who are calling in.

Calls going through the call flows are recorded by the application, allowing owners and managers to track how their personnel is interacting with their prospects and clients and find opportunities to improve engagements. Additionally, the call flows are connected to the different online and offline advertisement sources utilized by users. As a result, they can check if their ad campaigns are producing more clients, jobs, and profits.

Overview of Workiz Features

  • Custom Job Forms
  • Drag-and-Drop Interface
  • Job Scheduling
  • Dispatch Management
  • Real-Time Communication
  • Prospect & Client Engagement
  • Call Flows
  • Business Performance Monitoring

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#15
Category:Position:
Field Service Management Software - FSM#15

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
$59/month
TEAM
$149/month
PROFESSIONAL
$299/month

Workiz offers three SMB pricing plans that you can avail either through a monthly or an annual subscription. Here are the details of each plan:

Starter – $59/month or $600/year

  • 2 Professional Users
  • Unlimited Free Users
  • Job Scheduling
  • Estimating & Invoicing
  • Custom Notifications
  • 500 Text Messages
  • Team Management
  • Chat & Email Support

Team – $149/month or $1,560/year

  • 6 Professional Users
  • Unlimited Free Users
  • All Starter Plan Features
  • Custom Job Forms
  • Custom Documents
  • Map View
  • Location Tracking
  • Reporting
  • Tasks
  • 2,000 Text Messages
  • Phone Support

Professional – $299/month or $3,120/year

  • 15 Professional Users
  • Unlimited Free Users
  • All Starter & Team Plan Features
  • Inventory Monitoring
  • Multiple Franchises
  • 5,000 Text 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

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NEGATIVE SOCIAL MENTIONS

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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
  • Freelancers
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Workiz pricing details?

Workiz Pricing Plans:
Free trial
STARTER
$59/month
TEAM
$149/month
PROFESSIONAL
$299/month

Workiz offers three SMB pricing plans that you can avail either through a monthly or an annual subscription. Here are the details of each plan:

Starter – $59/month or $600/year

  • 2 Professional Users
  • Unlimited Free Users
  • Job Scheduling
  • Estimating & Invoicing
  • Custom Notifications
  • 500 Text Messages
  • Team Management
  • Chat & Email Support

Team – $149/month or $1,560/year

  • 6 Professional Users
  • Unlimited Free Users
  • All Starter Plan Features
  • Custom Job Forms
  • Custom Documents
  • Map View
  • Location Tracking
  • Reporting
  • Tasks
  • 2,000 Text Messages
  • Phone Support

Professional – $299/month or $3,120/year

  • 15 Professional Users
  • Unlimited Free Users
  • All Starter & Team Plan Features
  • Inventory Monitoring
  • Multiple Franchises
  • 5,000 Text Messages

What integrations are available for Workiz?

Workiz supports integration with:

  • MailChimp
  • Google Calendar
  • Apple Calendar
  • Outlook Calendar
  • QuickBooks Online
  • Authorize.Net
  • Stripe
  • Companycam
  • Convert

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