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Workiz Review

Workiz
Our score: 8.8 User satisfaction: 100%

What is Workiz?

Workiz is an easy-to-use field service management application created to improve the workflows being implemented by businesses for their field service operations. It provides users with complete control and visibility over various aspects of field service. It also caters to the needs of businesses of various types and sizes from SMBs to enterprise-level organizations. 

Thanks to its beautifully-designed and easy-to-use interface, users can easily navigate through various pertinent information about jobs and projects. What’s more, it has a highly-visual drag-and-drop calendar where users can easily schedule and edit service appointments to streamline dispatching processes. Plus, as the calendar can be color-coded, miscommunications can be reduced.

Another great thing about this platform is that it offers a feature called WorkizPay. This allows your techs or field personnel to receive payments on the go through an intuitive mobile app. Techs can either choose to swipe an actual credit card or get clients to enter the required credit card details. This doesn’t just make it easy for your clients to pay but also makes it easier for you to receive payments.  

Moreover, Workiz has a robust Client Management module that you can use to track client accounts and interactions. Also, it works like a CRM tool. So, you can use it to improve customer experiences as well. Other key features include customizable job forms, job dispatching, team management, online booking, and real-time job status monitoring among others. Workiz also allows field agents and office personnel to stay in touch all through easy mobile apps as well through its intuitive phone and messaging system. 

Workiz also works great for agile teams as it is mobile-friendly. Its phone features include personal call flows, custom text message appointment reminders, and voicemail-to-text transcription. Plus, it has a call tracking feature for different marketing channels. This also comes with a call masking feature to protect the privacy of your clients and technicians. Additionally, 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. Moreover, Workiz integrates well with other business systems, including QuickBooks, Google Calendar, MailChimp, and CompanyCam.

Pricing starts at $65 per month. This supports two Pro users and an unlimited number of free users. Also, there is a credit card processing fee of 2.89% and an additional 30 cents per transaction. Lastly, Workiz offers a 14-day free trial for interested parties.

Overview of Workiz Benefits

Easy Job Scheduling and Dispatching

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 job schedules, and track timeline entries.

Track Jobs and Personnel in Real-Time

The field service management application also can 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.

Receive Payments on the Field

With Workiz, your tech or service representatives can receive payments on the field. The platform offers an easy to use mobile application that they can use to either enter payment information or swipe a physical credit card. With this, payment will be easier for you and your clients. This also increases the quality of your customers’ experience.

Client Management (CRM) Made Simple 

The platform allows you to track important customer information such as payment history, details, and even balances under one hub. You even get to pull all the service locations for a particular client. Also, Workiz offers a powerful search engine with an auto-suggestion feature that returns results time closest to your real-time entry. This saves you and your client time. No more manually searching for folders in a file cabinet.

What’s more, there is a client call masking feature. This way, you leave your client’s true phone number hidden from your techs. There are times where field personnel may say things to clients over their own phones. With this, you can also immediately retrieve official call recordings to monitor CRM-related interactions.

Quick Online Booking

Another customer-related feature is Workiz’s online booking module. With this tool, customers can easily book your services online. This is also synced to your calendar in real-time. Thus, customers get to book appointments based on your business’s availability and not solely on customer preference.

Streamlined Communication and Coordination

Workiz comes with its own phone and messaging system. This 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 appointment reminders for text messages so they are alerted to 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. Also, it is easier to scan through your messages through Workiz’s voicemail-to-text transcription. 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 automated 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 that 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, it comes with call tracking options for different marketing channels. This lets them see 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
  • Call Recording
  • Client Phone Number Masking
  • Call Tracking for Marketing Channels
  • Job Scheduling
  • Dispatch Management
  • Real-Time Communication
  • Prospect and Client Engagement
  • Call Flows
  • Business Performance Monitoring
  • Text Messages
  • GPS Tracking
  • Online Booking
  • Map View
  • Inventory Tracking
  • Custom Documents
  • Customizable Notifications
  • Website Contact Form
  • Voicemail-to-Text Transcription
  • Client Management
  • Team Management
  • API Integration

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Workiz Position In Our Categories

Because businesses have specific business-related requirements, it is rational they abstain from purchasing a one-size-fits-all, ideal software system. Be that as it may, it is difficult to try to come across such application even among recognizable software systems. The clever step to undertake is to note down the various major factors that necessitate consideration such as important features, budget, technical skill ability of staff, business size, etc. After which, you must conduct the product research fully. Read some of these Workiz evaluations and look over each of the software systems in your list in detail. Such well-rounded research makes sure you drop poorly fit software products and pay for the one which has all the benefits your company requires.

Position of Workiz in our main categories:

Workiz is also listed in the following subcategories:

Organizations have diverse needs and requirements and no software application can be perfect in such a condition. It is futile to try to find a perfect off-the-shelf software product that meets all your business needs. The intelligent thing to do would be to customize the system for your specific needs, employee skill levels, finances, and other factors. For these reasons, do not hasten and subscribe to well-publicized popular applications. Though these may be widely used, they may not be the best fit for your particular needs. Do your research, check out each short-listed system in detail, read a few Workiz Field Service Management Software - FSM reviews, call the seller for clarifications, and finally settle for the product that presents what you require.

How Much Does Workiz Cost?

Workiz Pricing Plans:

Free Trial

Starter

$65/month

Team

$169/month

Professional

$299/month

Workiz offers different pricing packages that scale with your business:

Starter – $65/month (billed annually) or $79/month (billed monthly)

  • 2 Professional Users
  • Unlimited Free Users
  • 500 Text Messages
  • 100 Voice Minutes
  • 2 Phone Numbers
  • Credit card processing 2.89%
  • Client Management
  • Team Messaging
  • User Restrictions
  • Scheduling Options
  • Invoicing Tools
  • Website Contact Forms
  • Custom Notifications
  • API Integration
  • Chat and Support

Team – $169/month (billed annually) or $199/month (billed monthly)

  • 6 Professional Users
  • Unlimited Free Users
  • 2000 Text Messages
  • 200 Voice Minutes
  • 5 Phone Numbers
  • Credit card processing 2.79%
  • Client Management
  • Team Messaging
  • User Restrictions
  • Scheduling Options
  • Invoicing Tools
  • Website Contact Forms 
  • Custom Notifications
  • API Integration 
  • Chat and Support
  • Phone Support
  • GPS Tracking 
  • Booking Options 
  • Various Map Views
  • Personalized Job Forms 
  • Custom Reporting and Document Management 
  • Task Management 

Professional – $299/month (billed annually) or $359/month (billed monthly) 

  • 15 Professional Users
  • Unlimited Free Users
  • 5000 Text Messages 
  • 500 Voice Minutes
  • 10 Phone Numbers
  • Credit card processing 2.69%
  • Client Management
  • Team Messaging
  • User Restrictions
  • Scheduling Options
  • Invoicing Tools
  • Website Contact Forms 
  • Custom Notifications
  • API Integration 
  • Chat Support
  • Phone Support
  • GPS Tracking 
  • Booking Options 
  • Various Map Views
  • Personalized Job Forms 
  • Custom Reporting and Document Management 
  • Task Management 
  • Inventory Management
  • Free Onboarding Options

User Satisfaction

Positive Social Media Mentions 12
Negative Social Media Mentions 0

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.

Video

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Workiz Comparisons

What are Workiz pricing details?

Workiz Pricing Plans:

Free Trial

Starter

$65/month

Team

$169/month

Professional

$299/month

Workiz offers different pricing packages that scale with your business:

Starter – $65/month (billed annually) or $79/month (billed monthly)

  • 2 Professional Users
  • Unlimited Free Users
  • 500 Text Messages
  • 100 Voice Minutes
  • 2 Phone Numbers
  • Credit card processing 2.89%
  • Client Management
  • Team Messaging
  • User Restrictions
  • Scheduling Options
  • Invoicing Tools
  • Website Contact Forms
  • Custom Notifications
  • API Integration
  • Chat and Support

Team – $169/month (billed annually) or $199/month (billed monthly)

  • 6 Professional Users
  • Unlimited Free Users
  • 2000 Text Messages
  • 200 Voice Minutes
  • 5 Phone Numbers
  • Credit card processing 2.79%
  • Client Management
  • Team Messaging
  • User Restrictions
  • Scheduling Options
  • Invoicing Tools
  • Website Contact Forms 
  • Custom Notifications
  • API Integration 
  • Chat and Support
  • Phone Support
  • GPS Tracking 
  • Booking Options 
  • Various Map Views
  • Personalized Job Forms 
  • Custom Reporting and Document Management 
  • Task Management 

Professional – $299/month (billed annually) or $359/month (billed monthly) 

  • 15 Professional Users
  • Unlimited Free Users
  • 5000 Text Messages 
  • 500 Voice Minutes
  • 10 Phone Numbers
  • Credit card processing 2.69%
  • Client Management
  • Team Messaging
  • User Restrictions
  • Scheduling Options
  • Invoicing Tools
  • Website Contact Forms 
  • Custom Notifications
  • API Integration 
  • Chat Support
  • Phone Support
  • GPS Tracking 
  • Booking Options 
  • Various Map Views
  • Personalized Job Forms 
  • Custom Reporting and Document Management 
  • Task Management 
  • Inventory Management
  • Free Onboarding Options

What integrations are available for Workiz?

Workiz integrates with the following platforms:

  • MailChimp
  • Google Calendar
  • Apple Calendar
  • Outlook Calendar
  • QuickBooks Online
  • CompanyCam
  • Convert
  • Zapier
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Reviewed By Louie Andre
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