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.