Workiz Software


Workiz is a web-based field service management solution that serves filed service businesses such as lawn care, locksmithing, and plumbing. The solution offers integrated contact management, billing, scheduling & dispatch and work order management functionalities.

The key feature of the solution includes live scheduling, which displays jobs scheduled on a list view, on a calendar, or even on a map. The two-way messaging system allows office managers to stay in constant contact with their field agents. Users can even set up custom notifications that can be sent out via text message or e-mail to on-field staff and customers.

Workiz's client management feature allows businesses to store client profiles and history centrally at one place. Customizable forms help businesses to create engaging service request forms and invoices that can be sent to customers electronically via email.

Workiz's statistics feature provides various graphs and content to analyze performance across different metrics. Other features include voice integration, e-payments, job tracking and field reporting.



46 Reviews of Workiz

Overall rating

4.49 / 5 stars

Filters:

Showing 1 - 20 of 46 reviews

February 2019

Bryan from Bethesda Chimney

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

AWESOME PROGRAM FOR SERVICE COMPANY!

Pros

The functionality and capabilities of Workiz are much better than many of the other stuff out there. What makes Workiz so much better than the other guys is how you can customize it to do exactly what you want it to do. Custom notifications, custom jobs, custom tags, custom everything. I Love Workiz and am grateful that I found it!

Cons

None that I can think of. Workiz does pretty much everything we want.

December 2018

Jen from WeFixIt Garage Door Installation and Repair

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Lifesaving

I really enjoy working with this company and wish that the other service providers we work with used them.

Pros

I like how customized it is to exactly what I need to do. The more I learn about the product, the more I discover it has the features I need.






Cons

The guide book doesn't have all the responses to the questions I have, though the live chat and people I call always do. I also wish I could customize the invoices and the tracking of payments a little easier.

July 2018

Julie from Big Lock and Key

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Send A Job has changed the structure and operation of my entire business. Simply Incredible!

Pros

User-friendly and never glitches! The developers thought of every possible scenario for working with in-house tech, freelancers, other service companies and streamlined all of it.

Cons

What I can think of that I definitely like least about the software is that I did not find it sooner!

December 2018

Eddie from Metro Garage Door Repair

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Excellent Software & Customer Service

Pros

Our company using Workiz for a few years and we are highly recommended for service businesses to used it. Very easy to manage and excellent customer service.

Cons

Actually, we are like this software and never had any issues.

June 2018

Vladimir from Elite Appliance Repair

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Very good program Highly recommended!!!

Pros

Overall, a great option for many in the field service industry. They also have a trial period, so you really have nothing to lose. And friendly support tech.

Cons

I would not change anything about this program it works great with accurate reports for employees and also your personal reports on all money coming in and out of the business

September 2018

Oleg from FIX Appliances CA

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Excellent development team.

We can provide you over the phone more details of our experience from our technicians.

Pros

Interface, excellent for appliance repair industry. "Custom fields" option is great. "Product and service" is very good.

Cons

Missing user guide. I wish to get more changes in CRM soft for our needs.

December 2017

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

December 2017

Great Software

Pros

great software it is very flexible, like it where the customer can sign using a text message, inventory etc...

Cons

They don't respond quickly lie the other software that I am use to using, they have a chat bubble and i would ask a question and I wouldn't get the question answered for days or not at all. I think if they polished up on customer service it would be a awesome software!

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Dekel was very knowledgeable and helpful. Easy to work with.

Pros

Ability to stay in touch with techs while they are out on the road doing their job installing garage doors.

Cons

Not very accounting directed. Does not have enough reports or para-matures to print the reports for financial purposes.

January 2019

Lorraine from Appliance Solutions

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

What we've been looking for!

We've been able to get all our information at our fingertips for the tech and the office, it has helped us to keep up with all we have going on. We are becoming more efficient.

Pros

It is easy to use, we can customize a lot, and the customer service is AMAZING! Anytime we've had a question, someone has been on the other end to help us immediately.

Cons

Would like to be able to customize the view on the schedule.

February 2018

Tarik from Morostar

Company Size: 1 employee

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

February 2018

A solid choice

Overall, a great option for many in the field service industry. They also have a trial period, so you really have nothing to lose.

Pros

Covers all the necessities for running a small field service operation such as roofing, landscaping, handyman, HVAC, etc. Very easy to use and simple interface which helps to keep you organized and well maintained. Take job requests, invoice, and plan all within the palm of your hand (cell phone or tablet).

Cons

Needs a little bit of polish (low-resolution logo), and could be more customizable to suit other industries that require a little more functionality.

October 2015

Michelle from Prime Locksmith


Ease-of-use

5 of 5

Functionality

5 of 5

October 2015

Great Asset To Our Company

Pros

It helps us keep our business running smoothly with dispatching employees and keeping accurate reports

Cons

I would not change anything about this program it works great with accurate reports for employees and also your personal reports on all money coming in and out of the business

March 2016

Dave from DPH Plumbing & Heating Inc


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2016

Best software out there!

Pros

I had an experience with few leading software before I switched to Send A Job.
I'm in the field service industry for many years now and I couldn't find the right software to run my business.
Today after using Send A Job for over 6 months I can say that this software upgraded my business more then I expected!
The level of customization I get with them is making my work very efficient and my technicians and office crew love to use it!

Cons

no Xero integration, only Quickbooks
Missing GPS option.

August 2016

kelley from A-C Electric Company


Ease-of-use

3.5 of 5

Functionality

4 of 5

August 2016

Send A Job Service Business Solution

Pros

E-Signatures. It is often very hard to get signatures from clients and others. This products makes signing easy for anyone. This also a great way to keep record without all the paper trail.
The customer job field feature is always useful when you are trying to get a product to fit your companys additional needs.

Cons

The business stats. I would definitely need more information than what is captured on these reports. But the data should suffice for a basic report.

February 2019

Omarie from K08 Sounds

Company Size: 1 employee

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

February 2019

Great for Busy Landscapers

Pros

We used this program for my father's landscaping company and it works really well! It tracks everything we need including clients, invoices, contracts, and more.

Cons

It's a little pricey for what it is. I would only recommend for a free-lancer who has A LOT of work and clients.

January 2019

Diane from Action Overhead Door

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

January 2019

Makes service work a breeze

Pros

We no longer have to do paperwork. It makes going paperless easy. The program is very simple to use and integrates nicely with QuickBooks. You can customize this software to best suit your needs. You can use SMS for your technicians. This makes scheduling easier. They have excellent customer support.

Cons

None...any issues are dealt with my customer support and taken care of immediately. Definitely recommend the software!

November 2018

KARIN from top leader constructio

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

LOVE THIS SOFTWEAR!!!

solve me the headache of jumping from 2-3 different software and just deal with workiz for all my business needs from the tech to the client to the form and the report .

Pros

So easy to use, i have the option to customize my own docs and fields and i can have all my jobs info in one place.
also very easy for techs to see their job and get updated .

Cons

honestly nothing .
every time i add something i least like i could easily change it .

November 2018

Kyle from Graphics

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Functional and easy to use, though a bit unfinished

Pros

The simplicity was what sold me on the program.

Cons

It does feel a bit clunky and unfinished. I think this program could be a top end program if a bit more time was spent in the dev side.

September 2016

Chris from CEO Consulting


Ease-of-use

4.5 of 5

Functionality

4 of 5

September 2016

Strong software for workforce management

Pros

Very responsive and technically sound product, it does a good job with everything it promised. I would be interested to see where similar technologies expand within the next few years.

Cons

I would like to see greater integration with a mapping feature to help plan out routes or highlight who would be free in the area at that time.

December 2018

Steven from The Patriot Brass Ensemble

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Great product!

They have GREAT customer service, real people who you can talk to and I love this so much!!!

Pros

I love that everything works so well, it is all very clear and easy to use. Everything has been really well thought out and is seemless.

Cons

I would like to see it a little more customizable but that might take away from how easy the program is easy to use and would never sacrifice that.

July 2018

Jocelyn from Envigorate.Me

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

I looked over 60+ programs and took trials on 5 of the best ones. This is the best I have found!

Save time, better communication with customers. It keeps everybody on the same page.

Pros

Support is top notch! This software is fully featured for a great price. I love how customizable it is - the other softwares were forcing us to fit into boxes. This one allows the box to fit us. Definitely take the trial and check it out.

Cons

Haven't found anything I don't like!