# Page 2 | Workiz Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Workiz the right Appointment Scheduling solution for you? Explore 218 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/147525/Workiz/reviews --- Workiz 4.4 (218) [View alternatives](https://www.capterra.com/p/147525/Workiz/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Workiz ## Showing most helpful reviews Showing 26-50 of 218 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Louis A. F. President Construction Used the software for: 6-12 months ### "Great Option for Home Services!" July 31, 2025 5.0 I have really enjoyed the switch to Workiz. The cost is a great value for the money. Invoicing customers is very easy and can be sent via email and SMS texting which is a great feature. Payments are secure and the scheduling of appointments and overall management of customers is super easy. Pros Workiz is really simple to use and the learning curve is not very long. Once you identify the process its the same for every Home Services business. You'll really enjoy how easy it is Cons I think the filed app can be made a bit more visually user friendly to show the customer BUT for the field techs it is supper easy to use. Alternatives considered [FieldEdge](https://www.capterra.com/p/111740/FieldEdge/) Reason for choosing Workiz I liked the onboarding team and the demo of the application. It was different than this software Switched from [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) I needed an easier flow for customers from the appointment to the completion of the job. I liked that Workiz has images attached to our services which helps relay trust to our customers of what they are paying for. Review Source Response from Workiz September 10, 2025 Hi Louis, Thank you so much for sharing your thoughtful review! We’re thrilled to hear that you’ve found Workiz simple to use and that the onboarding process and demo made your transition smooth. It’s wonderful to know that features like invoicing via email and SMS, secure payments, and appointment scheduling have made managing your business easier and more efficient. Our team is always looking for ways to improve, and insights like yours help us continue growing and delivering the best experience possible. Thanks again for choosing Workiz and for trusting us to support your business growth! JS Jesus S. NA Construction Used the software for: 2+ years ### "Workiz – Poor Experience, Lacking Support" May 20, 2025 1.0 Throughout the last year, we were assigned roughly six different account managers. Only two or three of them formally introduced themselves. In most cases, we didn’t even know our account manager had changed until we needed support and discovered someone new was assigned to us. Our biggest ongoing issue was with the phone system. For the entirety of our time with Workiz, we dealt with calls coming in where we would hear hold music, but no one was on the other end. We reported this multiple times, but support consistently told us nothing was wrong. After realizing Workiz wasn’t the right fit, we made the decision not to renew. We reached out proactively to our account manager, \[sensitive content hidden\] asking to be downgraded to the Lite plan to allow us time to port our phone numbers and transfer our data before the contract ended. That didn’t happen. Instead, our account was fully deactivated—cutting off access to our phone lines, app, and all client data. We emailed \[sensitive content hidden\] immediately, but this happened on a Friday. On Saturday, I called Workiz support 71 times before finally getting through to someone. They told me no one who could help would be available until Monday. On the fifth, everything was restored—but only after over 100 calls, follow-up emails, and unnecessary delays. I’m writing this because I believe in transparency, and I wouldn’t want another small business to go through the same thing. Other frustrations we experienced include: No unlimited phone plan – Most FSM platforms offer this. Workiz doesn’t, even though it’s one of the most requested features. Limited automations – Even on the Ultimate plan, you were still limited to a certain number of automatons you could set up. Unreliable mobile app – The app frequently froze or crashed, requiring us to force close and restart regularly. In short, Workiz might work for some businesses, but based on our experience, we cannot recommend it. Pros Workiz, like any other FSM, makes client interactions easy. I also liked the ease of use of the product and how we could minimize the number of software we needed to use in order to complete projects. Cons It is difficult to get a hold of customer support, and when you do, they are limited to what they can help you with. There is a lack of accountability when they make errors, and it seem they are in no rush to fix them when you reach out. Alternatives considered [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/)[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)[Jobber](https://www.capterra.com/p/127994/Jobber/)[Fieldd](https://www.capterra.com/p/203654/Fieldd/)[Zuper](https://www.capterra.com/p/197014/Zuper/) Reason for choosing Workiz Ease of use, and seemed to offer more features that worked well together. Review Source Response from Workiz June 4, 2025 e're sorry to hear you're experiencing issues with Workiz—particularly with the difficulty reaching support, recurring phone system problems, unexpected account changes, and the lack of clear communication from our team. We completely understand how frustrating and disruptive this must have been, especially when trying to manage your business smoothly and transition out of the platform. We’d love to proactively reach out and help resolve the problem, but unfortunately, the Gartner Digital Markets doesn't share user contact information with us. Customer response is our number one priority, so please email us at reviews@workiz.com with details about the issue you're facing, along with your full name and contact info. Our team will get in touch with you as soon as possible to assist you further and make things right. DD DERRICK D. Owner Construction Used the software for: Less than 6 months ### "USE ANY OTHER CRM " March 24, 2025 1.0 They take your money, then the support is non existent. We have been waiting over a week to get a support response and a call back. The people we communicate with via email just keep giving responses like, we will have someone contact your back in 1-2 days. I got one call back and the guy could not even tell who was in charge of my account. He kept trying to refer me to the onboarding trainer who had already told me he didn't manage my account. They have over $4000 from us and we are not in anyway confident that we want to grow a business using this platform. This is the worst customer service experience I have ever had. I am a part of nearly every social media HVAC contractors group out there and have contributed significantly over the years. I will warn everyone that asks about CRMS ( daily occurrence) to turn and run away from Workiz. DO THE RIGHT THING, GIVE ME A REFUND, AND LET ME GO TO SOMEONE THAT KNOWS HOW TO TREAT A CUSTOMER. We have not been with the business even a month since we launched. I couldn't imagine how terrible it will be as we grow. Pros automation, Training videos, user friendly if you've worked in a CRM before Cons non existent customer service, glitchy, lack organization, no dedicated account representative Alternatives considered [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Reason for choosing Workiz They seemed excellent upfront. The sales guys and onboarding guy where great. Then they disappeared. Switched from [FieldEdge](https://www.capterra.com/p/111740/FieldEdge/) Starting new company and wanted more automation Review Source Response from Workiz June 4, 2025 We're sorry to hear you're experiencing issues with Workiz, especially the lack of timely support, confusion around account ownership, and the frustration of feeling unheard after investing so much into the platform. We completely understand how disappointing this must be, particularly when you're trying to build and grow your business. We’d love to proactively reach out and help resolve the problem, but unfortunately, the Gartner Digital Markets doesn't share user contact information with us. Customer response is our number one priority, so please email us at reviews@workiz.com with details about the issue you're facing, along with your full name and contact info, and our team will get in touch with you as soon as possible to make things right. OC Oleksandr C. Owner Consumer Services Used the software for: Less than 6 months ### "Workiz – Deceptive, Inconvenient, and Full of Hidden Fees" February 1, 2025 1.0 Workiz is the worst CRM I have ever used. They don’t honor their agreements – they promise one thing, but in reality, it’s all a scam. They offered a 30-day trial with a money-back guarantee, but when I tried to contact an agent to cancel, no one responded. The time passed, and now canceling is a nightmare. You can’t do it through your account—you have to call or email, but that doesn’t work either. Support says that cancellations are handled by a special department that is “very busy” (probably because they have too many cancellations to process, which is the only believable thing about this company). 🔴 Unreasonably expensive system – CRM + phone service costs around $400 per month. The phone service alone costs $100 but only includes 1,500 SMS messages. I used up the entire limit in two weeks—during the slowest season! After that, each SMS costs $0.01. In peak months, I need 4,000-6,000 more SMS messages, which means an extra $40-60 per month. 🔴 Issues with online booking – Customers immediately see a service fee in the booking system, even if they later choose a payment method that doesn’t require one. The only way to remove this fee is to completely disable card payment fees, which means you have to cover all transaction costs yourself. Because of this, my online booking conversion rate dropped significantly, costing me thousands of dollars in lost revenue. 🔴 Appointment rescheduling is a disaster – If a client requests to reschedule, the system does not notify them, and there’s no way to automate this process. This is ridiculous in 2024. 🔴 Their “smart” answering system is a joke – Genius Answering (Jessica) can’t even tell customers the prices of your services, yet it costs $200 per month! I have another AI agent for $9 per month that does far more—it provides pricing information and can even book appointments independently. 🔴 "Jessica" can’t be customized – You can’t change her name or voice. So, if a customer calls a competitor who also uses Workiz, they’ll hear the exact same “Jessica” answering the phone. Great way to lose brand identity. Workiz is a service that charges you at every step, performs poorly, and has an endless list of issues. I do NOT recommend it! Pros Absolutely nothing. Overpriced, poorly designed, and full of hidden fees. Worst CRM experience ever. Cons Deceptive pricing, poor automation, lack of customer support, hidden fees at every step, and an overpriced, useless AI assistant. Switched from [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) I wanted to try it, but it turned out to be overpriced, misleading, and full of hidden fees. Definitely not worth it. Review Source Response from Workiz February 11, 2025 We’re sorry to hear that your experience with Workiz didn’t meet your expectations. Our goal is to provide a powerful and transparent field service management solution that helps businesses succeed, and we take your feedback seriously. We’d love the opportunity to address your concerns directly and find a resolution. QT Quandra T. Administrative Assistant Construction Used the software for: 1-2 years ### "Functional But Newer" December 16, 2024 3.0 Overall, the concept is definitely a great business move- to have all you need for business in one app: phone, messaging, automations, invoicing, tech assignment, etc. is very convenient! With them being a fairly new company, they just have some bugs and glitches to work out. Pros It offers multiple features helpful to all businesses such as phone service as well as CRM services, which include automations- super helpful for any business! Cons The phone service is only web based- so you’re relying on an app for all calls and we have experienced several dysfunctions using the app for this. Switched from [Avaya Cloud Office](https://www.capterra.com/p/212483/Avaya-IP-Office/) We were looking for something more efficient and that had more features f what we needed in one. Review Source Response from Workiz January 21, 2025 Thank you for the thoughtful review! We're glad to hear you find our all-in-one approach convenient and helpful for your business. We appreciate your patience as we continue to improve and address any bugs or glitches—your feedback is invaluable in helping us refine the platform! VR Verified Reviewer Data Entry Specialist Outsourcing/Offshoring Used the software for: Less than 6 months ### "Workiz 10/10" February 4, 2025 5.0 10/10 one of the best app that I used for Invoice and Estimate. Also, I can easily track my new and old customers data. recommending this app to people that want to use a simple and effective tool for thier business. Pros Very easy to use when creating invocie and estimate Cons Sometimes it lags for the whole day when connected into a specific internet provider. Review Source Response from Workiz February 16, 2025 Thank you for the 10/10 rating and for recommending Workiz! We understand how frustrating lags can be, especially when connected to specific internet providers. Our team is always working to optimize performance, and we are definitely taking this information back to development Thanks again for your support and for being a valued part of the Workiz community! Steven M. system technique Management Consulting Used the software for: 6-12 months ### "united work between all" November 18, 2024 4.0 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 Response from Workiz December 23, 2024 Thank you for your thoughtful review! We’re glad to hear that Workiz has made your workflow more efficient and helped automate repetitive tasks, saving you valuable time. We appreciate your feedback regarding response times and will continue working to ensure that our support team provides quicker resolutions. It’s great to know that the platform is helping you and your team stay connected for more efficient work. Your insights are valuable as we strive to improve and enhance the Workiz experience! SN Sylla N. Fabricator Fine Art Used the software for: Less than 6 months ### "Would recommend " January 2, 2025 5.0 Pros The intuitive dashboard made it easy to schedule jobs, track technicians, and handle customer communication all in one place. Features like automated reminders and invoicing saved significant time, while the integration with tools like QuickBooks and Zapier streamlined our workflows. The mobile app was particularly helpful for on-the-go updates and ensuring field technicians had access to real-time information. Cons The mobile app, although useful, can occasionally be glitchy, leading to delays in updates or missed notifications. The reporting and analytics can be limited without an upgrade to the higher-tier plans. Review Source Response from Workiz January 21, 2025 Thank you for your review and recommendation! We're thrilled that the platform has streamlined your workflows and saved you time with features like automated reminders and integrations. We appreciate your feedback on the mobile app and reporting—our team is continuously working to enhance these areas to deliver an even better experience! KM Kyle M. Owner Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Horrid, Lies" October 7, 2024 1.0 Horrible, lies, and deceiving! I signed up with this company for the "Lite" version as a business phone number when I'm just starting out, worked for about 2 weeks, & then got complaints of calls not going through to only be told that phone calls aren't part of the lite version. Tried getting me to buy their product as they can't offer it in the lite version. Over 500 business cards printed with the phone # to be given the run around & it's a "human error" Pros Worked while it lasted Ok quality Can't say much more Cons Horrible customer service Not transparent Review Source Response from Workiz December 23, 2024 We understand your frustration regarding the limitations of the "Lite" version and the confusion about phone call functionality. We strive to be transparent about what is and isn’t included in each subscription, and this information is clearly outlined on our website. We regret that there was a misunderstanding in your case and will work to ensure future customers have a better understanding of our offerings. VB Vladislav B. Owner Machinery Used the software for: 2+ years ### "Very poor support and responsiveness" July 31, 2024 3.0 We have been loyal customers of Workiz for years, subscribing to their premium package. Unfortunately, we’ve encountered significant issues with their support and customer service recently. Our online booking form has been malfunctioning for over 72 hours, causing us to lose 50% of our traffic. Despite multiple attempts to reach out, our emails are ignored, and customer service only responds with vague promises of future assistance. This experience has been extremely frustrating and disappointing, especially after many years of reliable service. We are now seriously considering alternative options. Maple Leaf Appliance Repair Pros Commission report Mobile APP Payment solution Cons Customer support Technical Support Responsiveness Alternatives considered [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Review Source Response from Workiz October 10, 2024 Thank you for your feedback, and we apologize for the inconvenience. We’ve worked with our support team to assist you, and we hope the issue with your online booking form has been resolved. Please don’t hesitate to reach out if you continue to experience any problems, as we are committed to ensuring your satisfaction. jL justin L. CEO Individual & Family Services Used the software for: 1-2 years ### "Customer support isn't too responsive. Impossible to get a refund. " July 3, 2024 3.0 Not overall impressed with the customer support. I think the software is getting worse and worse with bugs and updates. Pros It's does the basic scheduling and invoicing feature ok. Its been getting worse. Cons The customer support takes a month. \[sensitive content hidden\], Customer Success Team Lead, is very unresponsive. Took a whole month to try to get a refund. I asked to change to a monthly. They still charged me $3000+ for the yearly plan. There expensive for the phone services which doesn't even connect with calls to well. Alternatives considered [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Reason for choosing Workiz Somebody gave me a bad recommendation Review Source Response from Workiz July 7, 2024 Thank you for sharing your feedback. We sincerely apologize for the delays and difficulties you experienced with our customer support and billing process. We aim to provide a better experience than this. We apologize for the delay in processing your refund. We are also aware of the connectivity problems with our phone services and are actively working on improvements. Your input helps us identify and address these issues more effectively. We are continuously working to enhance our software so that our service pros can provide the best service possible. We appreciate your patience and are committed to providing better support moving forward. CS Christopher S. Owner Consumer Services Used the software for: 1-2 years ### "SOUNDS like a great software" September 2, 2023 3.0 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 Pros The mobile app is critical and makes work life much easier. Cons 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. Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/) Reason for choosing Workiz No. I never researched the alternatives. I was letting my assistant go and was in need of something better than Excell spreadsheets ASAP. I became unhappy with workIz for reasons described in review and concluded that nearly 2 years worth of jobs, pics, and info would have to be transferred......Either back to excell or to another platform. WorkIZ does not offer any Good way to accomplish this. They will do an excell comma value sheet for the clients and their info........But no way to get all the reports and pics transferred over except manually. Why would they offer a good way to accomplish this? Now that I understand The motivation behind WorkIZ, Wayyyy on the money side. What I have come to realize in business is that if you actually CARE about what you do and who you do it for, Money will flow abundantly with less resistance. I am simply stuck with workIZ , not willing to manually transfer everything over somewhere else. If you are a start up company especially, consider all I've written in my review. Jobber seems to do everything workIZ does for less cost. Excell spreadsheets actually got me by for the first 5 years, if you have knowledge of how to operate. Review Source SS Sandra S. RESIDENTIAL CLEANING Environmental Services Used the software for: 6-12 months ### "Disappointing Experience with Workiz System and Account Manager" September 27, 2023 2.0 continue.... has fallen short of my expectations!I hope that you take this feedback seriously and use it constructively to improve your services and customer support. As a loyal customer who has faced numerous difficulties throughout our partnership, I genuinely believe that addressing these concerns will not only benefit my business but also contribute to enhancing your reputation in the industry. Pros allows you to place the colors for the technicians who will perform each job Cons I am writing to express my deep disappointment with the experience I have had using your system for the past year. Unfortunately, our journey together has been marred by frequent technical issues that have proven incredibly challenging to resolve. These ongoing problems have caused significant damage to my company, leading to frustration and hindered productivity.Furthermore, I feel compelled to share my dissatisfaction with my account manager, \[sensitive content hidden\]. Despite his role being crucial in assisting with business-related matters, I found him to be consistently unresponsive and lacking the proactive approach necessary to address our concerns effectively. It is regrettable that he did not demonstrate the required qualifications for his position, leaving me feeling unsupported throughout our partnership.Compounding these issues, I recently discovered that Workiz charged me for an annual renewal without obtaining my authorization. Upon raising this matter with \[sensitive content hidden\], he assured me of a 100% refund. However, to my disappointment, he was unable to fulfill his promise, leaving me feeling further let down and dissatisfied with the overall experience.I understand that technical challenges are not uncommon, and mistakes can happen. However, it is crucial for companies to provide prompt and efficient resolutions to such issues, and for account managers to be proactive and supportive in addressing customer concerns. Unfortunately, my experience with Workiz and its handling of these matters Review Source JS James S. Owner Transportation/Trucking/Railroad Used the software for: 2+ years ### "Workiz is a game changer in CRM" November 18, 2021 5.0 Fantastic software. Fantastic customer support. I recommend Workiz to other businesses every chance I get. Pros Workiz makes it simple to run a business. From CRM, and scheduling, to invoicing and payment. Our clients love the added communication this software provides to them. Staff is always happy to help with questions. Many popular 3rd party software sync is supported, such as Quickbooks Online, Mailchimp, credit card payment services, and more. Workiz is an absolute must if your operating a professional service business. Cons The one feature I wish Mobile had, that the website does, it the ability to block time off from the schedule from the app. I have to open up Workiz.com from my mobile browser to have access to this feature. Reason for choosing Workiz This choice was originally made primarily because an outside call center (JRA - Junk Removal Authority), uses Workiz to input leads and jobs directly to our schedule. Our experience with Workiz over the last 2 years has shown this product to be the right product for not only our company, but for the service industry in general. Review Source Philip P. Owner Construction Used the software for: Less than 6 months ### "Mediocre at best " February 15, 2021 3.0 I would say overall would never come back to utilize the service. I've utilized plenty of different softwares and this used to be great when it was SendAjob but since the transition to Workiz. You guys fall short and don't meet our needs. Maybe a one man show and or someone who doesn't need detailed, efficient workflow. Pros It seemed like a great software that would be able to customized to our needs. They used to be "SendAJob." When they were the service was great and flowed well. Cons The cons can go on and on. Very hard to distinguish the schedule. if you need a client with multiple properties and sub addresses this is the worst software I have ever encountered for such client management. The card processing wasn't efficient. the technical team when needed would only answer very generic and not try to create solutions. Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/) Reason for choosing Workiz I chose Workiz due to at the time it was or seemed to be the best fit however it is not. Stay away from this software. Its just a headache Switched from [FieldEdge](https://www.capterra.com/p/111740/FieldEdge/) Fieldedge had become glitchy and slow. Didn't work well on the app and slowed down productivity. Review Source Response from Workiz April 12, 2021 Sorry to hear you didn't like it Philip. We're always listening to our clients and we want to thank you for submitting this review. We're making Workiz even more robust this year. We've just launched an update to our CC payments and we're soon launching more automations for owners of larger businesses as yourselves. Check out another software and share with us your experience. No software is perfect but we're sure we can beat our competition... Would love it if you gave us another shot soon :-) MD Mehgan D. VP Environmental Services Used the software for: 2+ years ### "Workiz is great!" July 17, 2023 5.0 Pros It’s easy to learn and keep up with for the most part. There’s usually someone available to help me and if they’re not because it’s the middle of the night, I always get an answer in the morning. Cons Some things can’t be done on cell phone Review Source FL Fernando L. Owner Real Estate Used the software for: 2+ years ### "Horrible do not use " April 25, 2023 1.0 Pros none they don't deal with problems there softwire has created Cons this has cost me thousands, this would tell my customers that we had no availability and if it did say that we where available it would say the available times were from midnight to 8am in the morning we are a moving company and this one this cut our business in half Reason for choosing Workiz regrating Review Source OP Octavia P. Customer Relations Director Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Our Moving business is running more efficiently than ever!" May 26, 2021 5.0 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. Reason for choosing Workiz Workiz has it all and works extremely well for our moving business. Switched from [Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[Homebase](https://www.capterra.com/p/153076/Homebase/) To reduce the amount of misinformation or lack of information & to reduce per transaction % on sales. Review Source Response from Workiz June 4, 2021 Thanks Octavia. We love working with moving companies like yours and are excited by your great review. We've updated the product team with your feedback. Thanks! TF Tony F. Owner Individual & Family Services Used the software for: 6-12 months ### "Great support team and very intuitive interface" March 29, 2020 5.0 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. Alternatives considered [Kickserv](https://www.capterra.com/p/122541/Kickserv/)[Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/)[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)[SkyBoss](https://www.capterra.com/p/147480/SkyBoss/)[FieldEdge](https://www.capterra.com/p/111740/FieldEdge/) Reason for choosing Workiz The UI is very intuitive. I didn't feel confused when learning how to use it. The workflow makes sense, making it easy to use. Switched from [Jobber](https://www.capterra.com/p/127994/Jobber/) Workiz has certain features that Jobber doesn't, like the ability to send auto text messages. Review Source Response from Workiz August 4, 2020 Hi Tony, thanks so much for taking the time to leave us a review! It's always great to hear when our customers are satisfied with our software. Regarding the quirks, we are always happy to hear your feedback and make improvements accordingly. Keep them coming! :) JG Joshua G. Office Manager Automotive Used the software for: 2+ years ### "Needs work or the old system back" May 28, 2021 1.0 Before the update I was very happy with it, worked smoother, very little issues, layout was better. Not a big fan of this new system. Pros clicking address in quick edit and bring up google maps, tags option in quick edit, ability to edit columns. Cons So much wrong with it. Very glitchy, frustrating having the entire job page open when you click just a mm away from the job id and just in general clicking anywhere on the job will open it is frustrating, call recordings are places in an inconvenient place in quick edit, it is COMPLETELY unorganized, you have to click sub status in in-progress EVERY TIME in order to organize your jobs where before it was organized automatically. Same with submitted, very unorganized and list of jobs starts from oldest to newest so you have to click 'date and time' column to reorganize it every time. Messaging system is terrible and always says i have unread messages when I dont. Also only way to know if you have new message is if you see the red 'unread' its not colored darker or have the little yellow dot next to the name which was helpful. The new update is terrible to work with. old system was 100x better. Review Source Response from Workiz June 4, 2021 Hi Joshua. We're sorry to read you don't like our latest features. We'll make sure someone calls you in the following days to see how we could be of help. MB Michele B. C.O.O. Construction Used the software for: 6-12 months ### "WorkIz Review from PunchList Professionals " March 24, 2020 5.0 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. Alternatives considered [Joist](https://www.capterra.com/p/230138/Joist/)[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) Reason for choosing Workiz I thought it had a more comprehensive approach to what we wanted to do and more ability to customize it. Review Source Response from Workiz August 4, 2020 Michele, you just made our day! :) Thanks for the great review and we're happy that PunchList Professionals joined the Workiz team. It's great to hear you're enjoying the features. Thanks for your comment about the job cost, we will pass this on to the product team. If you have specific suggestions you can always reach out to your account manager, we'd love to hear your feedback! AF Alison F. Office manager Construction Used the software for: 1-2 years ### "Great product but support is not so good. " May 20, 2022 4.0 It has been able to run our business very well, there have been problems with response time. When these problems happen it does not seem that there is anyone there that really knows how to fix it. Deposit Report does not go to an excel file and I have been asking for 14 months for that to be fixed. Still no fix as of May 2022. Pros Easy to use and set up. Great start up product. Cons Product Security doesn't work. The support team always has a canned answer that this is the way it works. Nothing ever seems to get fixed. In 14 months 0 requests have been filled. Reason for choosing Workiz Great sales team Review Source JH Jason H. Owner Electrical/Electronic Manufacturing Used the software for: 6-12 months ### " Send A Job Review" July 29, 2020 5.0 Very happy with all aspects of the service so far, seems like everyone is on point and ready to help. Reduced the monthly payment rate during the plague without having to even ask(who does that), unlike most companies I deal with on various front's. I ask a lot of annoying questions and everyone has been answered professionally and thoroughly. \[SENSITIVE CONTENT HIDDEN\] has had to deal with the brunt of my ongoing stupidity and is constantly been very welcoming and quickly able to resolve my issues everytime. Extremely knowledgable, without doubt, the best support possible. Thank you endlessly! Pros Very clean user interface and logically laid out very well. Haven't had any downtime or major headaches, things keep rolling along smoothly thanks! Cons Importing contacts was impossible despite valid attempts from staff to help. The only option, in the end, was to manually input over 2k contacts by hand. Alternatives considered [FieldEZ](https://www.capterra.com/p/134327/FieldEZ/)[ServiceNow](https://www.capterra.com/p/254088/ServiceNow/) Reason for choosing Workiz Told me you wouldn't share or sell my customers data at all. UI. Cost. Review Source Response from Workiz August 4, 2020 Hi Jason, thank you very much for your great review. Glad to hear that Workiz has been a smooth ride for you and that you've gotten such great support from our team! Regarding importing contacts, I'm sorry to hear - we'll pass your comments over to our product team. In addition, feel free to reach out to Anna should you have any questions or need any support in the future. EM Erik M. Operations manager Construction Used the software for: 1-2 years ### "Easy to use " June 27, 2023 5.0 if i ever have a question I've received an answer within 24 hrs. Pros easy to use. This was one of my first products like this and I've found out how important it is to my business highly recommend. Cons Some issues with calendar reminders could mobile carrier but other than that my customers love receiving the invoice in their email and paying online. Review Source JS James S. Owner Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Very nice Field management software" January 30, 2024 5.0 Pros Reminders on estimates and jobs not closed. Easy to see anything open on desk top. Has a lot of preset rules you can implement. Cons Messaging is a little difficult to follow. I was hoping the reporting would be a little more straightforward. Switched from [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Lack of reporting showing the kpi's I need. Review Source Response from Workiz June 4, 2024 Thank you for you positive, but honest feedback We have upgraded our layout since, offering a more easy to navigate messaging feature. We are continuously evolving our offerings to allow for ease of use. 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