Powerful Easy-to-Use Platform with Outstanding Support and Automations
Use Cases and Deployment Scope
We use Workiz for scheduling, dispatching, and managing job assignments. The visual scheduling feature helps us organize work efficiently, while the conflict management tool prevents overlapping jobs. The dispatch board is useful for assigning workers based on service areas and skills, making it easier to send the right person to the right job.
Pros
- 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.
Cons
- 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.
Return on Investment
- 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.
Usability
Alternatives Considered
Odoo and WorkWave Service
Other Software Used
QuickBooks Commerce, Microsoft 365
