Fourth Procurement and Inventory vs. Workiz

The product is user-friendly in automating the tasks, managing the master data through central purchasing, and creating custom reports. It lacks certain basic functionalities like a record of wastages, sending automated emails confirming if the automatic tasks (scheduled tasks) have been completed or not, and the ability to automate the nutrition information, etc.

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.

• The 'stock management' tab on the home screen is of particular use when keeping tabs on incoming deliveries into the restaurant.
• The option to open and close your stock period is great as you have the chance to edit your stock at a moment's notice.

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.

• It would help massively to see via Enterprise and menu items what ones are no longer active, to keep the data tidy.
• When you take purchase reports from Enterprise and select to organise them by category, show the name of the category on the actual report download.
• Quick and easy upload/download of supplier products for correcting prices, descriptions, prices in bulk.

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.

Too long to get an answer.

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.

• Procurement: Integrating some of the key suppliers with Trade Simple has saved labour hours.
• Integration: GL Integrations have increased the efficiency and quality of data.

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.