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.

WorkIz Review from PunchList Professionals

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.

Pros

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.

Cons

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.

Not a software like it~

We are loving Workiz. It has been a great solution for us!

Pros

I have been shopping out software for over a year. Workiz integrates modern technology with functionality like no other programs have. If you are looking to automate your workflows and keep your customers informed with 2-Way Text messaging capabilities - look no further!

Cons

Some things that our industry needed was not available; however, Workiz is very interested in hearing our ideas and often takes them to their implementation team to be added! So wonderful to have a software company that listens to it's client's feedback and actually DOES something about it.

Great system

The SMS messaging and invoicing makes it so much easier to communicate with contractors while they are in the field! This software has saved my company's time and money!!! Highly recommended!

Pros

Easy user interface and very well thought of great process flow.

Cons

It just kind of fell flat for me, not a lot to get excited about. I've seen some better options out there.

Great support team and very intuitive interface

Great support team. Very responsive. I've communicated with them often and they never disappoint. Extremely helpful.

Pros

I love how easy it is to use Workiz. It's intuitive. Other programs really make doing simple task overly complicated with too many clicks and screen jumping. Workiz keeps it simple and also rich in features. I especially love the ability to automatically send text messages to my customers depending on the status of their work order. I work in the Appliance Repair industry and this platform works well for me.

Cons

There are some quirks like but being able to add commas or periods to certain custom fields, but the development team is always updating the app and improving it. So far every bug I've reported has been fixed.