For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$250
per month 5 users
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
Square 9 Softworks
Workiz
Editions & Modules
Square 9 Process Automation Essentials
$50
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
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
Square 9 Softworks
Workiz
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Required
No setup fee
Additional Details
Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
Workiz charges $30 per additional user. A 17% discount is available for annual pricing.
Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.
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
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 software is very flexible, and the technicians were great at implementing our customizations for the PO project.
While indexing fields in Global Search, the Key Free tool works great.
Global Search is well-organized. It's easy to navigate and find your documents.
The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.
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
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.
GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalForms could have better formatting tools to enhance the fields and text formatting
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
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.
We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
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
The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.
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.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.
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
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
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 tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.
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.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Reduction in human error through manual data entry process now being automated
Reduction in cost due to automation allowing the function to not require a full time employee
Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)
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
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.
