Workiz

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Field Service Management Software & App

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Workiz

"Field service businesses often turn to Workiz when they need a better way to manage jobs, scheduling, and client communication without things falling through the cracks. It works well for small teams handling a high volume of service calls, where staying organized daily makes a real difference. Technicians and office staff can stay on the same page without constant back-and-forth. That said, larger companies with complex operational needs may find the platform limiting over time."
Decision Snapshot

Workiz Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$225 / month
Free Trial7 Days
Free VersionYes
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Workiz Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Workiz

Workiz is an innovative field service management software tailored specifically for small to medium-sized service businesses. It excels in streamlining scheduling and dispatching, allowing for efficient management of job assignments and technician routes. Workiz's standout feature is its real-time communication capabilities, including a client chat interface that enhances customer interaction and satisfaction. The software simplifies invoicing and payment processing, integrating seamlessly with popular payment gateways for quick, hassle-free transactions. Its user-friendly mobile app empowers technicians with on-the-go access to job details and updates, ensuring they're always informed. Additionally, Workiz offers detailed reporting and analytics, providing valuable insights into business operations and aiding in data-driven decision-making. This software is a comprehensive solution for optimizing field service management, improving productivity, and boosting customer relations.
Company Workiz
Founded 2015
Headquarters United States
Employees 101-500

Support

Email Phone Chat Knowledge Base

Training

Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Consumer Electronics Electrical & Electronic Manufacturing

Why Choose Workiz

Problem it Solves

  • Problem it Solves Streamlines Field Service Management For Improved Efficiency And Customer Satisfaction

Target Users

  • Target Users Small Business Owners
  • Target Users Field Service Technicians
  • Target Users Dispatch Managers
  • Target Users Office Administrators
  • Target Users Customer Service Representatives

Core Use Case

  • Core Use Case Schedule Appointments
  • Core Use Case Manage Field Teams
  • Core Use Case Track Job Progress
  • Core Use Case Generate Invoices
  • Core Use Case Communicate With Clients

USP

  • USP Streamline Your Business With Effortless Field Service Management

Pros

  • Pros Scheduling jobs and dispatching techs takes under two minutes
  • Pros Built-in phone system keeps all client calls logged automatically
  • Pros Field techs get clear job details pushed straight to mobile
  • Pros Online booking lets customers self-schedule without calling your office
  • Pros Payment collection works on-site, no separate invoicing tool needed
  • Pros Tracks team performance with reports that actually surface useful data
  • Pros Integrates with QuickBooks so accounting stays clean without double entry
  • Pros Automation handles follow-up messages, freeing up front-desk staff considerably

Cons

  • Cons Scheduling interface takes adjustment before teams feel fully comfortable
  • Cons Reporting depth may leave data-heavy operations wanting more
  • Cons Pricing climbs noticeably as team size and features grow
  • Cons Client communication tools feel basic compared to dedicated platforms
Editorial Buyer Guidance

Who Is Workiz Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Field Service Management For Improved Efficiency And Customer Satisfaction

Target Users

  • Small Business Owners
  • Field Service Technicians
  • Dispatch Managers
  • Office Administrators
  • Customer Service Representatives

Core Use Cases

  • Schedule Appointments
  • Manage Field Teams
  • Track Job Progress
  • Generate Invoices
  • Communicate With Clients

Unique Selling Point

Streamline Your Business With Effortless Field Service Management

Strengths and Limitations

Workiz Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Scheduling jobs and dispatching techs takes under two minutes
  • Built-in phone system keeps all client calls logged automatically
  • Field techs get clear job details pushed straight to mobile
  • Online booking lets customers self-schedule without calling your office
  • Payment collection works on-site, no separate invoicing tool needed
  • Tracks team performance with reports that actually surface useful data
  • Integrates with QuickBooks so accounting stays clean without double entry
  • Automation handles follow-up messages, freeing up front-desk staff considerably
!

Cons

  • Scheduling interface takes adjustment before teams feel fully comfortable
  • Reporting depth may leave data-heavy operations wanting more
  • Pricing climbs noticeably as team size and features grow
  • Client communication tools feel basic compared to dedicated platforms
Category-Based Capabilities

Workiz Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Appointment Scheduling Software 20 selected features Open category ↗ ⌄
Automated Scheduling Appointment Management Customer Database Credit Card Processing Client Portal Electronic Payments Billing & Invoicing Recurring Appointments Client Management Online Payments Calendar Management Multi-Location SMS Messaging Group Scheduling Online Booking Website Integration Availability Management Mobile Access Booking Management Email Management
Field Service Management Software 24 selected features Open category ↗ ⌄
Routing Online Time Clock Dispatch Management Service History Customizable Forms Contract/License Management Alerts/Notifications Payment Collection Real Time Data Electronic Signature Work Order Management Quotes/Estimates Scheduling Billing & Invoicing Inventory Management Activity Tracking CRM Accounting Integration Maintenance Scheduling File Storage Contact Database Mobile Access GPS Calendar Management
Billing and Invoicing Software 18 selected features Open category ↗ ⌄
Mobile Payments Billing Portal Project Billing Tax Calculation Multi-Currency Reporting & Statistics Contact Database Third-Party Integrations Credit Card Processing Customizable Invoices Time & Expense Tracking Invoice Processing Reminders Payment Processing Document Management Hourly Billing Contingency Billing Quotes/Estimates
Carpet Cleaning Software 14 selected features Open category ↗ ⌄
Scheduling Dispatch Management Mobile Access Online Booking Reporting & Statistics Email Management Work Order Management Billing & Invoicing Electronic Payments Quotes/Estimates Customer Management Reminders GPS For Carpet Cleaners
Construction Scheduling Software 13 selected features Open category ↗ ⌄
Rescheduling Project Scheduling Task Scheduling Subcontractor Management Bid Management Job Scheduling Change Order Management Gantt/Timeline View Activity Dashboard Staff Calendar Calendar Management Timesheet Management Task Management
Electrical Contractor Software 14 selected features Open category ↗ ⌄
Billing & Invoicing Scheduling GPS Contract/License Management Customer Management Job Scheduling Calendar Management Mobile Access Quotes/Estimates Alerts/Notifications Invoice Management Time Tracking Work Order Management For Commercial and/or Industrial Electrical Contractors
Equipment Maintenance Software 19 selected features Open category ↗ ⌄
Inventory Control Preventive Maintenance Inventory Management Equipment Tracking Inspection Management Work Order Management Asset Lifecycle Management Warranty Tracking Billing & Invoicing Job Management Maintenance Scheduling Multi-Location Fixed Asset Management Reporting/Analytics Inventory Tracking Audit Trail Mobile Access Calibration Management Vendor Management
Garage Door Software 13 selected features Open category ↗ ⌄
Contract/License Management Electronic Signature Quotes/Estimates Scheduling Billing & Invoicing Customer Management Equipment Tracking QuickBooks Integration Warranty Tracking Job Costing Dispatch Management Inventory Management Technician Management
Handyman Software 18 selected features Open category ↗ ⌄
Electronic Payments Reporting & Statistics Real-Time Data Customer Database Job Scheduling Timesheet Management Dispatch Management Invoice Management Alerts/Notifications Billing & Invoicing Calendar Management Job Tracking Calendar Sync Payment Processing Quotes/Estimates Mobile Access QuickBooks Integration GPS
HVAC Software 16 selected features Open category ↗ ⌄
Service History Calendar Management Job Management Billing & Invoicing Electronic Payments Inventory Management Task Scheduling Customer History Technician Management Quotes/Estimates Inventory Control Location Tracking Customer Database Routing Real-Time Updates Maintenance Scheduling
IVR Software 23 selected features Open category ↗ ⌄
Call Center Management Call Routing Voice Mail Text to Speech Call Recording Call Logging Survey/Poll Management Callback Scheduling Phone Key Input Reporting & Statistics IVR/Voice Recognition Caller ID Campaign Management Call Disposition Call Monitoring Auto-Dialer Multi-Channel Communication Multiple Scripts Automatic Call Distribution Computer Telephony Integration Voice Customization Real-Time Monitoring Pre-recorded Messages
Janitorial Software 11 selected features Open category ↗ ⌄
Billing & Invoicing Quality Control Management Surveys & Feedback Time Tracking Employee Scheduling Mobile Access Payroll Management Work Order Management Inventory Management Bid Management Client Management
Locksmith Software 9 selected features Open category ↗ ⌄
Inventory Management Dispatch Management Scheduling CRM Mobile Access Billing & Invoicing Work Order Management Payment Processing GPS
Plumbing Software 13 selected features Open category ↗ ⌄
Routing Dispatch Management Mobile App Service History Maintenance Scheduling Real-Time Data Customer Database Billing & Invoicing Payment Processing Electronic Signature Technician Management Quotes/Estimates Equipment Tracking
Service Dispatch Software 17 selected features Open category ↗ ⌄
Customer Database Real-Time Updates Job Management Work Order Management Billing & Invoicing Self Service Portal GPS Routing Real-Time Data Quotes/Estimates Mobile Access Accounting Integration Calendar Management Technician Management Inventory Control Contract/License Management Service History
Subcontractor Software 19 selected features Open category ↗ ⌄
Cost Estimating Project Tracking Document Management Time & Expense Tracking Project Time Tracking Task Management Qualification Tracking Contract/License Management Communication Management Calendar Management Contractor Management Time Tracking Customizable Reports Budgeting/Forecasting Task Scheduling Bid Management Multiple Projects Alerts/Notifications Subcontractor Monitoring
Connected Applications

Workiz Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

Workiz Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial 7 Days
Free Version Yes
Payment Frequency Annual Subscription
Kickstart
$225 Per Month
Standard
$275 Per Month
Pro
$325 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Workiz Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Workiz Review ↗
5.0
Based on 2 approved reviews
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
James S.
James S. Owner

Reliable Field Management with Minor Improvements Needed

This is a very solid field management software that makes it easy to track open estimates and unfinished jobs. The desktop view gives a clear picture of what still needs attention, and the preset rules help streamline daily work. Messaging can sometimes be a bit hard to follow, and I wish the reporting was more straightforward, but overall it’s a dependable tool.

Reviewed on January, 2024
Vanessa P.
Vanessa P. Owner

Truly an All-in-One Solution

This tool is about as easy as it gets. It offers an all-in-one experience that runs smoothly once you get familiar with it. While there are always additional features one could ask for, what’s currently available is top tier. The customer service is excellent, and once everything was set up, the platform practically runs on autopilot. I wouldn’t change anything.

Reviewed on August, 2023
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Frequently Asked Questions

Workiz FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Workiz is an innovative field service management software tailored specifically for small to medium-sized service businesses. It excels in streamlining scheduling and dispatching, allowing for efficient management of job assignments and technician routes. Workiz's standout feature is its real-time communication capabilities, including a client chat interface that enhances customer interaction and satisfaction. The software simplifies invoicing and payment processing, integrating seamlessly with popular payment gateways for quick, hassle-free transactions. Its user-friendly mobile app empowers technicians with on-the-go access to job details and updates, ensuring they're always informed. Additionally, Workiz offers detailed reporting and analytics, providing valuable insights into business operations and aiding in data-driven decision-making. This software is a comprehensive solution for optimizing field service management, improving productivity, and boosting customer relations.

  • Yes, Workiz offers a free version.

  • Yes, Workiz offers a free trial.

  • No, Credit Card details are not required for the Workiz trial.

  • Workiz offers the following pricing plans & packages:

    Kickstart

    $225 Per Month

    Standard

    $275 Per Month

    Pro

    $325 Per Month

  • Workiz supports the following payment frequencies:

    • Annual Subscription

  • No, Workiz does not offer an API.

  • Workiz can be integrated with the following applications:

    • QuickBooks Online , Mailchimp , Slack , Zoom Meetings , Twilio , Microsoft Outlook , Zapier , Google Contacts

  • Workiz offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Workiz offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Workiz supports the following languages:
    • English

  • Following are the typical users of the Workiz:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Workiz supports the following deployment:
    • Cloud Hosted

  • Workiz supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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