Workiz

Workiz has become an essential tool for managing customer relations and streamlining workflow for many users. Customers and projects can be easily scheduled and contacted all in one place on the Workiz website, providing a convenient and efficient experience. The software effectively addresses invoicing issues by offering features for booking, payments, scheduling, and invoicing. Users have found Workiz to be particularly useful in various areas such as transaction management, schedule setup, worker tracking, and work phone number attachment to avoid after-hours disturbances. Workiz has also received positive feedback for its dispatching capabilities, making it easier to assign and inform technicians about their assignments. The integration between team members, schedule, and customers in Workiz has been commended for its speed and efficiency. Overall, users have reported improved organization, communication, and workflow within their offices thanks to Workiz. Additionally, the platform allows users to store information efficiently and easily copy and paste it into other applications, saving time and increasing productivity. By sending appointment reminders through Workiz, users have significantly reduced the number of missed appointments and revenue loss. Not only does this software track jobs and their status effectively but it also eliminates the need for double entry, ensuring timely reporting to clients. With fast load times across different pages, Workiz provides a quick and efficient user experience. It has replaced paper invoices for many users while improving sales tracking by enabling the addition of images to jobs and facilitating technician tracking when there are issues with directions. Another benefit of using Workiz is its lead tracking functionality along with hour tracking which aids in effective resource allocation. Users have found that Workiz simplifies job scheduling based on customer location and job descriptions by allowing quick entry of contact information. The software has also proven to save significant time by providing solutions for communication between staff and customers while offering convenience in terms of quick access to tech schedules. Moreover, Workiz's automated job emails and text notifications have saved users countless hours by eliminating the need to manually fill in email templates with job details. By offering features like scheduling, CRM capabilities, and appointment reminders, Workiz has successfully resolved various business flow and customer relation problems. Users have appreciated the user-friendly and time-saving nature of Workiz, noting its effectiveness in solving invoicing and payment issues through convenient payment options for clients. Additionally, the positive feedback from users about Workiz's inventory tracking, crew management, sales tracking, lead management, and payment processing capabilities suggests that it offers a range of utilities for service providers. With its ability to consolidate multiple software and apps into one platform, Workiz has made it more efficient for users. The software has also been commended for its scheduling, dispatching, and estimating capabilities, contributing to improved business operations. Users have found Workiz to be a time-saver, as it allows for quick entry of contact information, job descriptions, and easy scheduling based on location and project duration. By providing solutions for communication between staff and customers, Workiz has positively impacted workflow and customer relations within offices. Users appreciate the software's ability to store customer information in one place and facilitate seamless communication with clients. The automated job emails and text notifications have significantly reduced missed appointments and revenue loss for users, while also saving them countless hours on manual email templates. Workiz has proven effective in solving invoicing and payment issues by providing convenient payment options for clients. With features like inventory tracking, crew management, sales tracking, lead management, and payment processing capabilities, Workiz offers a comprehensive solution for service providers. Overall, users have praised Workiz for its user-friendly interface, simplicity, and time-saving benefits. It has successfully streamlined business operations, improved organization and communication within offices, enhanced client interfacing, and increased sales revenue for many users.

Workiz is a powerful and flexible software that helps small businesses streamline their systems, communicate more effectively with customers, and track time sheets. Customers have had positive experiences with Workiz, noting its user-friendly interface, helpful customer service, cost-effectiveness, and ability to customize commissions and lead sources. However, some users wish there was more administrator functionality in the app and simpler ways to execute actions. They also mention minor technical issues such as server glitches or syncing issues with QuickBooks, Thumbtack, and Google Calendar.

Overall, customers find WorkIz to be an effective software that offers great features such as call recording, GPS connection, address autofill, integrated phone systems, and notifications that save time. There are some issues such as WePay fees or Thumbtack integration but these can be worked out easily with helpful customer service reps who are always willing to assist. Customers report great experiences with Workiz through its user-friendly platform combining calendar, docusign, and other services. It allows for direct contact with clients while also helping them manage customers efficiently and save time on tasks related to scheduling and invoicing. Additionally, they appreciate the automated one-time processes which keep everything organized without requiring extra manual effort from managers or employees. All in all, customers feel satisfied with Workiz's price point given its features and benefits resulting in favorable returns on investment overall.

Workiz is a great tool for small businesses, with many features and benefits that customers have praised. These include:

• Easy-to-use platform - Customers appreciate the intuitive importer and user-friendly interface and find it easy to use the integrated phone system or connect with other apps like QuickBooks. They also enjoy being able to easily monitor crew hours so they can quickly assign tasks as needed. The platform made it easy to manage customers and communicate with them while taking advantage of great features such as customer relations tools and address autofill.
• Pricing - Customers appreciated the transparent and cost-effective pricing structure.
• Customer Support - The support team is quick to respond and helps solve any issues that customers may encounter.
• Features - Workiz has a variety of features such as GPS tracking and payment processing which allow users to save time and simplify their workflows. It makes communicating with clients easier by bringing almost all communication together in one place. The scheduling feature simplifies dispatching and helps customers track their workload. The automated job emails and text notifications are useful reminders about upcoming jobs for both employers and employees. Additionally, it allows companies to create an unlimited number of subcontractors for added flexibility in scheduling.

Workiz is a great product with many useful features, but there are some common cons or dislikes described by users:

• Lack of administrator functionality in the app - Users have to log in through a web browser for full to access full admin functionality that isn’t available through the app.
• Technical issues: some customers have experienced intermittent technical glitches and server connection problems. Some experienced slight bugs like estimate line items auto-populating when they would rather load their own items according to current projects. Other issues included formatting documents and syncing with QuickBooks, Google Calendar, and Thumbtack integrations.
• WePay fees: customers may experience additional charges of up to 3% for using the WePay to process payments with a credit card.

Users have made several recommendations based on their experiences with Workiz. The most common recommendations include trying the free demo or trial to get a hands-on experience with the software, utilizing all the features offered by Workiz for improved productivity and profitability, and taking advantage of the customer support provided by Workiz to address any questions or issues that may arise. These recommendations emphasize the importance of exploring the software through demos or trials, making full use of its features, and leveraging customer support for a successful experience with Workiz.