--- title: "Workiz Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Workiz Software - reviews, pricing plans, popular comparisons to other Appointment Scheduling products and more." source_url: "https://www.capterra.com/p/147525/Workiz/" page_type: "product" language: "en" publication_date: "2026-11-03" --- # Workiz Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Workiz ## What is Workiz? Workiz is a cloud-based and AI-enabled FSM platform that assists with automations. It offers tools such as the Genius Suite, featuring Genius Answering and AI Dispatcher, to streamline operations, boost revenue, and elevate customer experiences. It integrates with third-party solutions such as Angi, Thumbtack, and Google Local Services Ads. It offers real-time communication via the Workiz mobile app. Users can manage their entire business seamlessly by syncing with tools such as QuickBooks, Stripe, and CompanyCam. ## What is Workiz used for? [Appointment Scheduling](https://www.capterra.com/appointment-scheduling-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 218 user reviews Reviews sentiment Positive 88% Neutral 4% Negative 8% Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - HVAC / 2025 - Plumbing / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Workiz?[Manage this product listing](https://www.g2.com/products/workiz/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Workiz 4.4 (218) VS. [4.4 (18,834)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (218) Ease Of Use 4.0 (18,169) Value For Money 4.3 (181) Value For Money 4.0 (12,848) Customer Service 4.3 (192) Customer Service 4.1 (14,083) ## Workiz alternatives Highest Rated [4.7 (695)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.6 (1,490)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (509)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/147525/Workiz/alternatives/) ## FAQs about Workiz Overview ### What problems does Workiz solve? Workiz solves scattered field-service operations by centralizing appointment scheduling, technician dispatch, job status, customer records, notes, estimates, invoices, and payment tracking. Automated reminders, two-way texting, and on-the-way notifications reduce missed appointments and manual follow-up. Home-service owners, office dispatchers, call-center staff, and mobile technicians benefit most from shared real-time job information. Answer based on 122 reviews Overview ### Which roles and teams benefit most from Workiz? Workiz is most used by business owners, presidents, CEOs, and general managers overseeing field service operations. Office managers, dispatchers, and administrative teams use it to schedule jobs, assign technicians, manage customer details, and track payments. Locksmiths, plumbers, and other service professionals rely on it to organize appointments and complete work in the field. Answer based on 216 reviews Overview ### What company size and industries is Workiz built for? Workiz is designed for small field service businesses, with 96% of reviewers from this segment and Construction leading at 24%. It serves HVAC, plumbing, electrical, locksmith, junk removal, appliance repair, garage door, landscaping, and pest control providers, while Consumer Services accounts for 20% of reviewers. Answer based on 218 reviews Features and Usability ### What are the key features of Workiz? Workiz includes core field-service features for scheduling, dispatch management, client management, work order management, and billing and invoicing. Differentiating capabilities include SMS messaging with automated reminders, online booking, mobile access for technicians, payment processing, and QuickBooks integration for accounting workflows. Answer based on 74 reviews Integrations ### Which third-party tools and platforms does Workiz integrate with? Workiz integrates with 10 third-party tools, including Microsoft Excel, QuickBooks Online, Mailchimp, Google Calendar, Microsoft Outlook, Stripe, Zapier, and Zoom Workplace. Its integrations cover accounting, spreadsheet exports, email marketing, scheduling, payments, and workflow connections, supporting business data sharing across commonly used operational platforms. Answer based on 26 reviews Getting Started and Support ### What training and onboarding options does Workiz offer? Workiz provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars offer guided instruction, while documentation gives written reference material and videos support self-paced learning and feature review. Answer based on 6 reviews Getting Started and Support ### What customer support options does Workiz offer, and how do users rate the experience? Workiz offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support staff as friendly, helpful, and responsive, with some receiving quick resolutions. However, other users report delayed or unanswered responses, difficulty reaching representatives, limited assistance with complex issues, and slow follow-through on technical or billing concerns. Answer based on 74 reviews Features and Usability ### How well does Workiz handle customer communication? Workiz centralizes customer messaging with SMS, email, automated updates, and invoice links for service businesses. Small field service teams value two-way texting, job-based message history, and on-my-way notices. Some users report missed or excessive app notifications, limited lead-stage automation, and restrictions around receiving customer photos by text. Answer based on 34 reviews Features and Usability ### How well does Workiz handle invoicing and payments? Workiz creates estimates and invoices, sends them by text or email, and accepts online payments from one workspace. Service businesses value the direct connection between scheduling, job records, billing, and QuickBooks workflows. Some teams find estimate-to-invoice steps confusing, want more invoice customization, or report occasional sync and item-entry issues. Answer based on 33 reviews ## Who uses Workiz? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 14,228 Appointment Scheduling reviews Capterra data shows that buyers of appointment scheduling software rank the following features as their top priorities: - **Appointment Management** (**58%** of reviewers rated this feature as critical) - **Calendar Management** (**54%**) - **Online Booking** (**60%**) Workiz includes **Calendar Management** and **Online Booking**, giving businesses a way to manage availability and let customers schedule appointments without manual back-and-forth. However, it does not offer **Appointment Management**. Instead, it provides other features that reviewers also rate as important, including **Confirmations/Reminders** (**50%**) and **Mobile Access** (**51%**), helping businesses reduce missed appointments and stay connected to scheduling activity from anywhere. Calendar Management 4.3 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Online Booking 4.1 (17) 70.59% of 17 reviewers that rated this feature as important or highly important Book meetings and appointments through a website or digital platform Confirmations/Reminders 4.2 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Automated reminders and confirmations for booked appointments and events via text or email Mobile Access 3.8 (26) 65.38% of 26 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Scheduling 4.1 (21) 71.43% of 21 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Billing & Invoicing 3.9 (20) 70.00% of 20 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Workiz 135 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto-Dialer: System that automatically dials calls - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Backup: Data is backed up automatically to prevent data loss - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Callback Scheduling: Schedules callback times - Client Management: Manage contact details and communication with clients - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Cost Estimating: Forecast the cost and resources required to complete a project - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - File Storage: Store and access documents, forms, and photos in one centralized place - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Carpet Cleaners: Designed to be used by carpet cleaning businesses - For Commercial and/or Industrial Electrical Contractors: Primarily serving commercial or industrial locations needing electrical work - For Handyman Industry: Serves handyman professionals - For HVAC Companies: Software designed specifically for HVAC companies - For Janitorial Services: For janitorial management, platforms, services, etc. - For Locksmiths: Software is designed specifically for use of locksmith companies - For Plumbing Industry: Serving plumbing industry professionals - For Small Businesses: Designed for small businesses - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Historical Reporting: Information, data and reports that are being tracked over time - Interaction Tracking: Track interaction history by documenting conversations for contacts - Inventory Control: Monitor product stock levels - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Live Chat: Ability to chat online in real time - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile Payments: Clients can submit payments via mobile devices - Mobile Signature Capture: Capture signatures via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Online Booking: Book meetings and appointments through a website or digital platform - Online Invoicing: Create, send, and view electronic invoices - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Payment Processing: Accept, record, and reconcile financial transactions - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Projections: Estimate or forecast of a future scenario based on the study of present trends - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quality Control Management: Track and manage all activities and tasks necessary to maintain a desired level of quality - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rescheduling: Manage the rescheduling of appointments - Routing: Plan daily routes to optimize employee scheduling and provide directions - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - SMS Messaging: Send messages via SMS - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Subcontractor Monitoring: Ensure subcontractors are working safely on client sites and document audits/inspections for reference. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Technician Management: Oversee technicians and track their assigned work orders - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (211) 4.3 Based on 211 reviews ## Pricing Value for money 4.3 (181) Free Trial [View pricing plan details](https://www.capterra.com/p/147525/Workiz/pricing/) Standard | 1-5 members Contact Us Pro | 1-5 members Contact Us Ultimate | The complete plan Contact Us Value for money 4.3 (181) 4.3 Based on 181 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe Payments](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (192) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (192) 4.3 Based on 192 reviews ## User reviews Overall rating 4.4 Based on 218 reviews Filter by rating Counts reflect reviews available in this feed. 5(146) 4(46) 3(9) 2(7) 1(10) Mentioned topic Recent reviews first, then most helpful Steven M. system technique Used the software for: Less than 1 year ### "united work between all" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 24, 2024 it facilitates tasks and helps everyone to be connected for efficient work Pros it is a system that can integrate several areas and thus be able to work on the same platform, it makes everything more efficient and tasks that are repetitive and take time can be automated, it helps me a lot in the automation process because I save hours of work with tasks that the system can help me do in a very safe way Cons its response management is a little slow in responding but it is not something so bad that it cannot be solved or sometimes it is the advisor since not all are fast Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 3-5 years ### "3 years with Workiz and then this…." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 14, 2021 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 Pros 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! Cons 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "Before You Decide To Go With Workiz..." 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 May 12, 2024 My experience with Workiz has been terrible. It's costed my business thousands of dollars in extra time and mind space, and I'm pretty sure my accountant hates me now. Pros There are a few things I grew to appreciate about Workiz like the automations, but there's way more to the story. Cons Since day one of switching to Workiz it has been a non-stop headache. The sales team was quick to promise every functionality that was important to us like a call center that can manage multiple locations, importing all of our historical data into Workiz, and much more. We quickly found out that there was no merit to what they promised on the sales calls. We experienced extensive QuickBooks sync issues that skewed our financial reporting, making it impossible to know what our true financial situation was. After months of reaching out to Workiz support they finally admitted they had an internal problem that was causing this and refunded us 1 month of software cost. The onboarding team did an embarrassing job of importing our historic data. Almost every invoice over the past year was populated in Workiz but was not showing a collected payment, so the system was showing hundreds of thousands of dollars overdue in payments over the past year. The other customer service reps that we spoke with couldn’t answer simple questions we had about the functionality of the software. We had to figure out everything on our own. Workiz is also missing some functions that you think would be obvious to anyone using a home service software, for example: You are unable to make invoicing required before closing out a job (techs consistently forget to create invoices leaving this up to office staff to catch). You are unable to be signed in on multiple devices at the same time, e.g. your cellphone and a field device like iPad or tablet. The mobile app does not rotate sideways. Workiz text can’t display emojis. The list goes on and on, but I just can’t believe that a company like this is so popular and doing so much revenue annually. They’re thieves selling software on a 12 month contract that is way worse than other options on the market. If you’re reading this, look elsewhere. We used Jobber before and although imperfect, it’s cheaper, easier to use, has much better customer service, easier to train techs on, etc.. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "Changed from Quickbooks to Workiz - Best Decision Ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 24, 2021 Overall it's been great, some learning curves but even my guys will contact support if they need help which in this day and age where everybody is spoon fed that it awesome. I will continue to use this software for the foreseeable future. Pros We use the system with our Call Center and it's amazing, the staff was trained within a day for being able to use the needed features and they've been working the rest when they have the time. Excellent time based scheduling, EXCELLENT customer notifications and awareness for the clients which is way more than I expected. Cons The only con I had/have is that for CDN companies it's expensive and was almost the one issue in which we didn't go this route. I did manage to work with one of the guys and figured out how to best get what I wanted to start and then to be able to grow. With his input we would have gone another route and I'm really glad we didn't. Bar none the best software I've used to date in my company. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Office Manager Used the software for: 1-3 years ### "WorkIz is a game changer!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 4, 2021 After testing out a few other client/job platforms, WorkIz turned out to be head and shoulders above the rest. The customer service people are super-responsive to input, are easy to reach, and take care of their clients. Highly recommend!! Pros Being able to have client/job information at our fingertips has transformed how our business is able to function. Before Workiz, job & client information, as well as job scheduling, was a manual process. With WorkIz, every one on our staff, from people in the office to staff out in the field, is able to access job & client information from their phones or laptops. Sending estimates to clients has enabled us to add photos and other information with our quotes. This has really set us apart from our competitors. Online payment capability is a real plus, as some clients don't feel comfortable sharing their credit card information. Cons Search feature isn't as good as I'd like, but still better than the manual system we had prior to WorkIz. I wish there were a more streamlined process for setting up one account for repeat clients with multiple jobs. WorkIz has improved this somewhat in the past year, and I hope they will continue to do so. Would LOVE to be able to enter more than one email address on the main client page. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Dispatch Used the software for: 1-3 years ### "Quick Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 28, 2020 Overall the software does what I need it to do very well with a couple of exceptions. The software is quick and efficient to get my tasks accomplished. Pros Learning the software was pretty quick and simple. I love how fast the software and how booking the job is all on the same page. Being able to add pictures to each job is great. I like being able to assign the job to a technician and it turns the color of that technician. It makes dispatching simple. The reports are also another wonderful feature that makes it easier to determine job numbers. Cons I do not like how you cannot block off the schedule for a specific metro. We have three metros at Junk Doctors (Greensboro, Charlotte, Raleigh) and I am not able to just block off Charlotte without blocking off Raleigh and Greensboro. This leads to over scheduling issues for us. The QuickBooks transfer has not been very smooth on our end. We are having to manually enter most of our transactions into QB's. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Richard T. Owner Used the software for: Less than 1 year ### "Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 2, 2021 Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new with Workiz, but loving it so far. Pros The modern technology that is built right in such as 2-way texting, notifications, email, automation. The App is amazing and full of almost everything the desktop offers. It has a built-in full phone system to call customers from and to receive calls and records all communication with every lead/client that calls. They have built-in CC processing payments, online booking tools, online chatbot features that can also serve as a booking tool. Cons They have a "Leads" feature you can turn on so for a company like myself who does all estimates a lead is where about 90% of the communications occur, but you can't set notifications and text alerts to clients when they are in the lead status. This should be updated and hopefully will be. Once a lead becomes a Job or someone that owes you the money you have full range to communicate with them via text, email, and auto-notifications. This works great for a service business that doesn't do many estimates and only sets up service appointments for service work, but not so much for a company using Leads and doing estimates. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner/Manager Used the software for: 3-5 years ### "Simple and affotdable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 24, 2020 It helps us know where are techs are at and how long they will be there, the automatic review request, We are logging our tines of srrival, departure and mileage. There are great as one they offer as your company grows. Pros My technicians are old school and want everything on paper but this software made it so easy for them to do. Our productivity increased and so did out customer base and I believe it had a lot to do with this software and keeping us organized, ,,Thank you Workiz!!!!!! Cons Yes, I have trouble understanding the estimate vs job input. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Operations Manager Used the software for: Less than 1 year ### "Workiz WORKS for US!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 28, 2022 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. Pros 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. Cons At first, we did have some issues integrating other software with Workiz. However your support team was always available and eager to assist. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Customer Relations Director Used the software for: Less than 1 year ### "Our Moving business is running more efficiently than ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2021 Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing. This software has reduced the amount of multiple software & apps to 1, nothing is more efficient than that!!! Pros Integration of the software with our business was extremely easy! This software has helped our moving business streamline information to our techs with ease and efficiency; it dramatically reduced misinformation, errors & helps to get last minute changes our quickly. Cons Customization of our documents is not as efficient, it would help to have our already established documents translated using PDF's instead of having to re-create the documents needed. There is some issues when viewing job reports in the filter results - when you have selected the dates, then select a job within those dates and want to review other jobs in the same selected dates you must re-select the dates, there is no option to keep that same selection of dates. This can be time consuming when verifying jobs for payroll, techs & hours. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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