Benchmark Estimating Software vs. Service Fusion vs. Workiz

I have used it for bulk earthworks, for roadworks, stormwater drainage, sewer reticulation, water reticulation, and associated works. It's easy to use a process called subcontractor manager to get multiple sub-contractor prices into your estimate for quick comparison, then pick the one that you really want to use in the estimate. It also has a process called auto allocation which can almost fully automate your estimating process, bringing in Items from the library that match the items in your bid. Haven't found a scenario that it's less appropriate, it all comes down to how detailed you set up your initial item library and resource library.

Incentivized

Service Fusion is a fantastic application for any business conducting fieldwork. Any instance in which you need to schedule and route agents for services (ie onsite repair services, contractors, construction, project management firms). Additionally, it could be applied to field sales representatives. As Service Fusion does have a CRM function, a structured sales organization could apply the features to track and follow up on lead generation and/or sales visits!

Incentivized

Scenarios Where Workiz is Well Suited:
Workiz works well for businesses that need visual scheduling, conflict management, and dispatching with filtering based on service areas and skills. For example, if a company manages multiple jobs daily and needs to assign the right worker based on their expertise and location, Workiz makes this process quick and efficient.
Scenarios Where Workiz is Less Appropriate:
If your business requires deep customization, Workiz may have limitations. For instance, if you need highly specific charge types without duplicating services or if you want to create complex team structures beyond the existing dispatch board, Workiz might not provide enough flexibility.

• Progress Claims
• Standard quotes

Incentivized

• GPS Integration for routing agents/technicians to job sites.
• Reporting, especially post-ticket completion.
• Customer Management - containing all pertinent files and information for a given customer.

Incentivized

• Workiz makes it easy to see all scheduled jobs at a glance. For example, we can quickly drag and drop assignments on the calendar, making rescheduling simple when changes come up.
• If two jobs are accidentally scheduled for the same time and worker, Workiz alerts us immediately. This prevents double bookings and ensures smooth operations.
• We can filter workers by service areas and skills. For example, if we need a technician with a specific certification in a certain zone, we can find and assign them instantly.

• I haven't found anything yet. Benchmark is constantly evolving and adding new processes, I believe it keeps up to date with what it's users want.

Incentivized

• Integrations with 3rd Party Applications - especially CRM.
• Access permissions are complicated and somewhat unnecessary.

Incentivized

• Currently, we have to create duplicate services just to distinguish between different charge types. This adds unnecessary work and makes managing services more time-consuming. It would be much more efficient to allow multiple charge types within the same service.
• While the dispatch board allows filtering by service areas and skills, it would be helpful to have a dedicated section for organizing teams. A feature that lets us group workers by zones, skills, and availability in one place would make scheduling and dispatching even smoother.
• Manually entering service areas can be tedious. It would be great to have a feature where we could input an array of zip codes, and Workiz would automatically create the corresponding service areas. This would save time and reduce errors.

I rated Workiz 10/10 for usability because it’s intuitive and easy to navigate. The drag-and-drop scheduling, automated workflows, and dispatch board simplify daily tasks. Even while still implementing it, our team adapted quickly, showing how user-friendly it is. Features are well-organized, reducing the learning curve for new users. Overall, Workiz makes scheduling, dispatching, and managing jobs much more efficient.

The support guys were always helping and sorted out issues we had very quickly.

Incentivized

I have always found that Benchmark allows for a more rapid compilation of the estimate through the library system. It can also allow for easy duplication of an estimate for a second stage etc, using the original rates in the resources, or at a click of a button, reverting to updated resources from the library. I have found that other systems rely on a great number of spreadsheet type operations that can easily be changed in the estimate and can lead to errors if copied to another estimate.

Incentivized

Compared to Odoo, Workiz is much easier to use, with a more intuitive interface that requires little training. Odoo offers deep customization but has a steeper learning curve and requires technical expertise to configure.
Against Service WorkWave, Workiz stands out for its modern UI and clear feature set. While WorkWave has strong scheduling tools, Workiz offers more flexibility with dispatching and automation.
We chose Workiz because it delivers on the features promised, has an easy-to-use system, and is actively improving, especially with upcoming AI integrations.

• Benchmark has created standardisation in quotes and tenders.
• Created standard progress claims.

Incentivized

• Postive ROI.
• Streamlined scheduling process for field service calls.
• Reporting has generated a traceable trail for long-term customers, to help better serve their needs.

Incentivized

• Time Savings & Cost Reduction:
• Since we’re still implementing Workiz, it’s hard to measure the exact ROI yet. However, automations are already reducing manual work for both admin and field users. This translates to saved labor hours, which ultimately means cost savings.
• Increased Website Conversions:
• The online booking tool makes it easier for customers to schedule services directly from our website. This will help increase our website conversion rate, leading to more booked jobs without additional effort from our team.
• Lower Upfront Costs:
• Unlike some other platforms that require large upfront payments or long-term contracts, Workiz has helped us save money by allowing us to pay as we go instead of committing to expensive multi-year licenses.