I am texting customers and making them comfortable before I even enter the homes and everything is easy to access

Very easy to operate and see exactly where when and what you finished. I like of a job isn't finished unless you know why it's not finished and why you have to go back and finish it

All the notifications that I constantly get every day and I can't turn off .

My overall experience with Workiz. Three years of use and it took me three years to write a review that they deserved a long long time ago. It’s nice to know that three years down the road I still have nothing but nice things to say about Workiz and the great people that work at Workiz. It was a recent interaction with Workiz that was just over the top amazing when I thought I had already been amazed by them. I wish I knew the person I spoke with name but I don’t but they deserve s as huge shout out and Thank you from FUN FIX USA

We have been using Workiz for three years of our business after trying all the other ones for a brief time. We’re keys at the time had everything we needed plus they had more and when I say more it was a huge thing for us and that was the ability to have our phone ran through them. So they have a whole phone system that you can customize with different phone numbers and different answering options like virtual receptionist etc. and then when the client calls or the customer calls it will either pull up an existing customer that’s been input with that phone number or any other relevant information that it has. It didn’t make scheduling real easy when you just add a new job for the number that just called you. I don’t think I have found another company that offered the phone with the software and in addition the software really really exceeds all of our needs and I’m sure we’re not even using a third of its capabilities. And then the customer support. In three years I can only say I’ve probably had to talk to them 5 to 7 times total. Normally, it’s not even a call, I just go to the chat bot thing on their website and then someone is always right there in general they will pick up the phone and call me right away to assist in anyway that they can. It is weird because I don’t know how big Workiz as a company is but it feels like I may be one of 10 customers and they might have four or five employees. It feels very small almost like a family. I Would highly recommend EVERYONE!

The one thing I like least about the software which is actually a huge factor and has really kind of been left weighing our options but they offer customer self scheduling where you can put a link in your website to allow the customer to contact you and schedule service which is great but you can’t charge the customer from there. So each customer I then have toReach out to so that I can charge them so it’s kind of double stepping in makes more work and I’m hoping they change it because every other company out there I’m finding does offer that ability. If a customer wants a service call is $128 and they want to schedule it online and pay for it because they won’t be there at the time of service well then it doesn’t allow them to do that. They can tell us they want it but then we have to turn around and call them back and it makes a one step conversation now a multiple step conversation. Come on Workiz

Money is essential life blood for Business, However, There should always be a "Care Factor" for its customers. Money should NEVER come before CARE, It should come after. WorkIZ portrays a Caring attitude for the businesses it sells its software to, But their ACTIONS suggest differently. Money Definitely comes first........Comes out the first of every month at 7am actually. If there happens to not be enough money in the account, THEY RESTRICT ACCESS. This means that I must then Make a paper copy of new work orders that come in, and simply have no access to answer customer inquires on existing work orders. I must then look extremely unprofessional and tell them I do not know any details concerning your repair until I collect checks to cover the cost of my software, might take a few days to answer your question. MIND YOU, I HAD THE MONEY TO COVER THE COST IN CREDIT CARD PAYMENTS IN WORKIZ PAY!!!!! This was prior to the "instant Transfers", however. They have now given me the option of instant transfers, BUT I'M SEEING ISSUES WITH THAT. Customer paid me nearly $700.00 for the repair of a washer and dryer [sensitive content hidden] , in the early afternoon time. I told her I would be able to order her parts out of that money because my software now offers instant transfers and get the job done by [sensitive content hidden]. I contacted them at [sensitive content hidden] to inquire as to why they have not been released. My parts supplier closes at [sensitive content hidden] and don't open again until monday

The mobile app is critical and makes work life much easier.

WorkIZ "Claims" to be diligent on adding features, and they do add lots of features all the time. Most of which consists of things that make something or another more convenient to use or navigate. I have asked them to add a "Paid Date" filter option to the sales report for accounting purposes OVER a year ago. As it now stands, I can only filter the sales report by JOB. As a result, I have been sending the IRS inaccurate monthly and quarterly reports for most of 2022. Reason being, for my specific issue, I rarely create a job, complete it, and get paid on it in the same month. I get paid for 80% of my jobs on a NET 30 basis, I simply cannot filter the report by the Job, It MUST be filtered by the date I collected the payment. Sounds like an easily resolved issue, Right? Even if it is a feature that only a handful of customers will benefit from, this is a HIGH PRIORITY deal. Not something that makes something easier. As a result of them refusing to add the feature, I now must go through EVERY SINGLE job and manually pull out the accurate numbers the IRS requires of me........This is my Biggest complaint that is causing me such a headache with the IRS.

We started using this software as we developed our business. Workiz has been an integral part of building our business. It has allowed us to keep our customer information, job, scheduling, invoicing and payments in one system.

It is easy to enter someone as a lead, create a job related to that lead, then generate an estimate and eventually schedule the work if the estimate is accepted. We've gotten a lot better at utilizing the features of the software as we've gotten more comfortable. I love that we can manage our workflow and invoice directly from the same system. Plus being able to accept online payments helps us with billing.

They've made several changes I had hoped for. It's now easier to track a tech's time on the job, and the change to WePay has been good for us. I do wish there was an easier way to job cost within the software. We are a lot better at using the time tracking tool, but I'd like an easier way to track materials costs.

The best part about Workiz is the ability to access our files from our sales teams' mobile devices. The majority of our staff do not sit in an office, rather they work almost exclusively from job sites and their trucks. Being able to access customer information from their mobile phones makes coordinating with our office staff and customers so simple.

Workiz has made managing our projects so simple! We are able to store project information, manage our AP and AR, photos and paperwork so efficiently.

At first, we did have some issues integrating other software with Workiz. However your support team was always available and eager to assist.

If the call system isn’t fixed and the time shortened on deposits I can no longer work with Workiz

Ease of invoicing and all in one service app.

Calls continue to drop, get lost, not go through. The waiting times on receiving money is extensive.

Very happy with all aspects of the service so far, seems like everyone is on point and ready to help. Reduced the monthly payment rate during the plague without having to even ask(who does that), unlike most companies I deal with on various front's. I ask a lot of annoying questions and everyone has been answered professionally and thoroughly. [SENSITIVE CONTENT HIDDEN] has had to deal with the brunt of my ongoing stupidity and is constantly been very welcoming and quickly able to resolve my issues everytime. Extremely knowledgable, without doubt, the best support possible. Thank you endlessly!

Very clean user interface and logically laid out very well. Haven't had any downtime or major headaches, things keep rolling along smoothly thanks!

Importing contacts was impossible despite valid attempts from staff to help. The only option, in the end, was to manually input over 2k contacts by hand.

I have been using Workiz for over 5 years and initially, it was hard to transition from paper invoicing... But today, I can't go without it. This software will do everything you need to run your business professionally. It has many innovative features that help grow and differentiate from others

Easy to use, has many features such as call masking, call recorder, automatic text and email notifications for the clients with reminders, online booking

I wish they would allow notifications to work for past clients... This way, I can send auto reminders to re-clean

I really like most of the features, I've explored many options for appointment scheduling and although I do think Workiz is quite expensive, it does get the job done.

I like the ease of use as far as inputing the information and the fact it helps locate the specific address with correct spelling. I like the fact it links to maps as well.

I do not like that on my cell phone I can't look at the schedule while scheduling an appointment, it makes it difficult at time to not double book a time slot. I also don't like it doesn't automatically refresh, if I keep the app open all day and continue to book appointments then I'll most likely be double booking time slots, after each booking I have to close the app to ensure this doesn't occur.

Customers repeatedly tell me they like the reminders and ease in which to book appointments compared to other local appliance repair companies. For myself, I like the scheduling reminders and at a glance daily scheduling.

The app is a little flakey sometimes where it won't save comments or finance items. As a user I have had it remove all payment data when I was only trying to clear one incorrect entry. I have stopped using the app entirely and just use the website.

Customer service has yet to get us any results to speak of, with a dozen or so attempts at various issues. They just recently removed a field for invoice and part numbers. We have had that field available from day one and use it multiple times each day. Customer service says it wasn't a popular item so they removed it. So much for tracking parts or invoices...

Pros: The app is yellow and I do like the color yellow.

Complete garbage. Worst mapping on the planet, cumbersome software forces you to use an app and the web based "portal" to complete a workorder, they remove features without warning or apology, support is a complete waste of time

If you use hcp or any other, give workiz a shot, you will be glad you did.

Customer support, innovation, easy to use, no unwanted ad ons

None

Overall I am very glad I went with this software. I went from manual Excel sheets to Workiz and it has helped me organize the business and kept us automated.

It keeps a database of all of our customers. We can easily find them and check all of the files associated. I also like that we can set up appointments and schedule reminders very easily. Documents are easy to create and manage.

Every once in awhile there can be a weird problem, but it is easily fixed within that day. The support is pretty responsive.

Before the update I was very happy with it, worked smoother, very little issues, layout was better. Not a big fan of this new system.

clicking address in quick edit and bring up google maps, tags option in quick edit, ability to edit columns.

So much wrong with it. Very glitchy, frustrating having the entire job page open when you click just a mm away from the job id and just in general clicking anywhere on the job will open it is frustrating, call recordings are places in an inconvenient place in quick edit, it is COMPLETELY unorganized, you have to click sub status in in-progress EVERY TIME in order to organize your jobs where before it was organized automatically. Same with submitted, very unorganized and list of jobs starts from oldest to newest so you have to click 'date and time' column to reorganize it every time. Messaging system is terrible and always says i have unread messages when I dont. Also only way to know if you have new message is if you see the red 'unread' its not colored darker or have the little yellow dot next to the name which was helpful. The new update is terrible to work with. old system was 100x better.

The online booking feature is one of the best I've seen.

Fees for everything. Unlike other software, there are fees for automation, calls, texts, etc.

I was using a different software for organization previously. I was always needing to make "workarounds." This software fits every unique need we have. I researched for months - tried numerous trials, none worked like this one. As long as we're in business, we'll be with this software.

It makes my life SO much easier to organize! There are boxes for everything. The software is so customizable that I can't think of a single scenario or service business that it wouldn't work for.

Well, nothing... everything I've ever suggested or requested has been added.

Our overall experience with Wirkiz has been very positive and they are working on continuous improvements for software. There are always tying to make it work better.

I found this software to be very easy to set up and implement for organization. After we set up a few settings and loaded some products we were up and running within a couple of days. We were able to implement the software and training with no problems.

We would like the ability to see a product photo of in the software and we would like to have the option to send out PDF attachments not just a picture/

As mentioned in the pros section above overall I think it's a great service business software, especially for small and growing businesses.

I love the calling features, the dashboard is really easy to use, I love the customizable options, the reports are great but they can do a little better with balances, overall its a great sofware.

The mobile app is a bit limited, especially for dispatch use, notifications don't really come through well on my iPhone 12 even though my notification settings are on. I'm guessing it's more tailored to field techs.

It has streamlined our scheduling

I like that the drivers for my company can just touch a button and have directions to their job locations. Our customers love the reminders and notifications.

I have suggested a couple of times that they add functionality for businesses like mine who need to add 2 locations for a single job. We are a business that often relocates large items and it would be nice if I could add the pickup address and the delivery address on the job screen. I can't justify another $80 a month to get the plan that allows for custom fields. I had issues integrating with Quickbooks so I don't use it for invoicing.

I handle a slow flow of incoming work assignments. WorkIZ can handle organizing and managing assignments that are stand alone as well as ongoing assignments. Customer service is quick to respond to my needs, and over the years, I have seen them implement a few of my suggestions.

WorkIZ really keeps all of our job assignments organized. We can see exactly all the information that we need and the status of the job. We can quickly and easily communicate with our team and our customers within the app, and I copy and paste job related text messages into the notes for the related job. WorkIZ helps me keep all the information about the jobs in one location.

The iphone app is limiting in function. As a work around, I just use safari to log into WorkIZ from my phone, and then I have access to all of the functions.

The booking schedule platform Mack’s it easy for the customers

I sometimes would like to add a task at a fair cost

Its ease of use is user-friendly cuts down on training time as it guides you through the program.

I can keep track of all techs and the incoming jobs as well as closings

Glitches and wait time for support when an issue occurs, can be a bit long.

The software is good the customer service is bad

Great software, how many features in overall it's pretty good I do like the phone system best

The customer service of this company is very poor , every time I have an issue I have to contact them numerous amount of times and it usually takes many days to resolve. It is extremely hard to get a representative

Great solution for self employment, history records and easy search feature that really helps

Easy to manage call jobs and reports as well

Jobs and invoices could be more functional