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Workiz

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The #1 field service management software for scheduling, dispatching, invoicing, and team coordination.

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Reviews onG2Capterra
442 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Streamlines entire field service operations in one platform

Biggest con

Specific pricing details are not readily available, requiring users to request a demo or contact sales.

TL;DR - Workiz

  • All-in-one platform for field service management.
  • Automates scheduling, dispatching, communication, and payments.
  • Includes AI tools for call answering and lead processing.
Pricing: Paid only
Best for: Enterprises & pros
4.5/5 across review platforms

What is Workiz?

Editorial review
Workiz is a comprehensive field service management (FSM) software designed to help field service teams streamline their operations, increase efficiency, and boost revenue. It provides an all-in-one platform for managing various aspects of a field service business, including job scheduling, dispatching, client relationship management (CRM), communication, and payment processing. The platform is built to be intuitive and easy to use, catering specifically to the needs of field service professionals rather than IT experts. Key functionalities include an AI-powered answering service to capture missed calls and book jobs, smart scheduling with drag-and-drop capabilities and AI suggestions for optimal technician dispatch, and robust client management features to track job history, payments, and service plans. Workiz also automates tedious tasks like sending 'on-my-way' texts, review requests, and payment reminders. It integrates a built-in phone system for team and customer communication, along with various payment options to ensure timely compensation.

Available on: Web, iOS, Android

Pros & Cons

Pros

  • Streamlines entire field service operations in one platform
  • Increases job booking and revenue through automation and 24/7 availability
  • Improves team efficiency and communication
  • Reduces administrative tasks and paperwork
  • Easy to implement and use with a short learning curve

Cons

  • Specific pricing details are not readily available, requiring users to request a demo or contact sales.
  • While AI is mentioned for scheduling and answering, the extent of its customization or advanced capabilities for diverse field service needs is not detailed.
  • The platform emphasizes ease of use and quick setup, but the depth of integration with other business tools or complex enterprise systems is not explicitly outlined.

Ratings Across the Web

4.5(442 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

Online booking widget for 24/7 job bookingDrag-and-drop job scheduling calendarAI-powered Genius Scheduling for optimal dispatchingBuilt-in phone system for team and customer communicationAutomated alerts, messages, and review requestsMultiple payment options (online, card readers, tap-to-pay)AI Genius Answering for missed calls and job bookingAI Genius Leads for converting emails into leads

Pricing

Paid

Workiz offers paid plans. Visit their website for current pricing details.

View pricing

Reviews

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4.5/5

Across 442 verified user reviews on G2, Capterra

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Workiz FAQ

How does Workiz help field service businesses manage their daily operations?

Workiz streamlines field service operations by providing an all-in-one platform for job scheduling, dispatching, client relationship management (CRM), and payment processing. It helps teams coordinate effectively and automates tasks like sending 'on-my-way' texts and payment reminders.

Which teams benefit most from using Workiz?

Workiz is designed for field service professionals who need to manage scheduling, dispatching, invoicing, and team coordination efficiently. It caters to teams looking to streamline operations, increase job booking, and improve overall communication without requiring IT expertise.

How is Workiz priced?

Workiz is a paid product and does not offer a permanently free tier. Specific pricing details are available by requesting a demo or contacting their sales team.

What kind of limitations should users consider when evaluating Workiz?

Users should note that specific pricing details are not readily available, requiring direct contact with sales. While AI is used for scheduling and answering, the extent of its customization for diverse field service needs is not detailed.

Can Workiz integrate with other business tools?

Workiz provides a comprehensive platform for field service management, including a built-in phone system and various payment options. The depth of its integration with other business tools or complex enterprise systems is not explicitly outlined.

How does Workiz compare to Jobber for field service management?

Workiz offers an AI-powered answering service to capture missed calls and book jobs, along with smart scheduling that includes AI suggestions for optimal technician dispatch. Both Workiz and Jobber aim to streamline field service operations, but Workiz emphasizes its comprehensive platform for scheduling, dispatching, CRM, and payment processing.

Source: workiz.com

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