Method:CRM vs. Workiz

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.

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 customization team is brilliant!
• The various integrations, QBO & Gmail, help me keep track of all customer interactions.
• The more organized I am, the more time I have to take care of my clients!
• I have nothing but praise for the support team and the rest of the crew at Method.

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 be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
• All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

• 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.

The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM

Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here

Incentivized

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 Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.

Incentivized

Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.

We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.

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.

• Method:CRM has probably saved me about 6-10 hours per week over the past few years.
• It has likely saved our company several hundred hours in the last 10 years.
• It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.

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.