monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
$36
per month (3 seats)
Workiz
Score9.1 out of 10
N/A
Workiz is a field service management application created to improve the workflows being implemented by field service businesses. It provides users complete control and visibility over various aspects of their operations. These include creating customizable job forms, preparing schedules for jobs on a drag-and-drop and color-coded calendar, dispatching jobs to the right field technicians, monitoring the status of assigned jobs, streamlining payment collection, and enhancing engagements with…
$225
per month per user
Pricing
monday.com
Workiz
Editions & Modules
Basic
$12
per month per user
Standard
$14
per month per user
Pro
$24
per month per user
Enterprise
Contact Sales
Contact us
Kickstart
$225
per month 1-3 members
Standard
$275
per month 1-5 members
Pro
$325
per month 1-5 members
Ultimate
Let’s talk
per month
Offerings
Pricing Offerings
monday.com
Workiz
Free Trial
Yes
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
An 18% discount is available for annual billing.
Workiz charges $30 per additional user. A 17% discount is available for annual pricing.
Another feature I love in the free plan is the “Sort” feature, which enables me to sort all my clients by name alphabetically. Or sort by date, status, progress notes, etc. I make extensive use of the text column, where I can keep ongoing, detailed notes on the progress of a particular client's work and the information I am still waiting on. I have it open automatically every day, and my tasks are listed there for me to follow through on.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
Intuitive board functionality with a variety of column types and customizations to address different use-cases, such as templates for user lifecycle management, checklists for onboarding.
Extensive automation capabilities to reduce tedium in more complex boards, such as our company's computer asset inventory board, to ensure devices are kept organized within the board for quicker reference.
The ability to connect boards and mirror info across them allowed us to build out a cross-functional, quasi-ticketing system enabling more efficient processing of requests that involved action items from different departments and/or teams.
We could use both the many board functions in tandem with the WorkForm feature to create an IT ticketing system that could be replicated and tailored for other teams needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
The management of holdable items, continuously drops in incorrect places or doesn't show the 'correct way' to handle in the wished place, it happens with the dragable items on dashboards
The 'favorites' menu on desktop is now with 'Use my IA feature' everywhere and has removed the Fav section of for the boards in the sidebar. It was so useful when there were hundreds of Tables and only work on or update 3 - 4 of them (it is still visible on the mobile version, by the way)
The errors after using for a while, like 90 minutes, I am writing something and unexpectedly the app says something is wrong and I need to reload the page, and the thing I was doing doesn't still local storage as in other use cases
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
monday.com was pretty easy to use from the get-go. Their automation templates are really easy to get things set up. A few of my monday.com boards are essentially upgraded spreadsheets that are much easier to digest and automatically send out reminder email to myself and my team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I personally haven't found their customer success managers to be proactive or useful as the primary user of our monday.com account. This is different from a few years ago, when I had a contact that I reached out to as-needed (we are an enterprise account). I don't get a lot of touchpoints with anyone from monday.com and rarely submit tickets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
monday.com gives us the most flexibility when it comes to its features -- to create templates and quickly modify or customize. While limited in its overall functionality, it is secure and does what it is supposed to do well. An ability to interpret documents given to it -- not just its own assets -- would take monday.com to the next level.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
