Workiz Inc

Workiz

Composite Score

7.0 /10

CX Score

7.2 /10

45 Reviews Write a Review

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What is Workiz?

Workiz is a field service management and communication software solution that serves on-demand service businesses in the locksmith, junk removal, carpet cleaning, garage door repair, and appliance repair industries. Business owners leverage Workiz’s complete cloud-based solution to manage every aspect of their businesses, whether in the office or in the field, 24/7. With Workiz, you can take full control of calls, scheduling, dispatching, estimates, invoices, and reports, all in one place. Workiz enables business owners to track and monitor every job and manage all communications between technicians, dispatchers, and clients.

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Awards & Recognition

Workiz won the following awards in the Field Service Management category

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1 Top Rated Capabilities

0 Top Rated Features

Latest Award, 2024

2023 Emotional Footprint Champion

2023

Conflict Resolution

2023

Workiz Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Workiz.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

88 Likeliness to Recommend

100 Plan to Renew

77 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+81 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Workiz?

7% Negative

9% Neutral

84% Positive

Pros

Transparent
Trustworthy
Respectful
Fair

Feature Ratings

Average 73

Online Booking

Field Sales Enablement

Application Integration

Quotes and Estimates

Service Scheduling

Dashboards, Analytics and Reporting

Billing and Invoice Management

Field Service Knowledge Management

Field Service Workflow Management

GPS Tracking

Dispatch Management

Vendor Capability Ratings

Average 76

Business Value Created

Usability and Intuitiveness

Ease of Data Integration

Ease of Implementation

Quality of Features

Vendor Support

Availability and Quality of Training

Breadth of Features

Ease of IT Administration

Product Strategy and Rate of Improvement

Ease of Customization

Workiz Reviews

Tory R.

Role: Sales Marketing
Industry: Energy
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2022

Workiz Simple and Easy to Use CRM Functionality!

Likeliness to Recommend

7 /10

What differentiates Workiz from other similar products?

Workiz is very easily understood and there is not a huge learning curve to understand its functionality and features. Customer service support has been exceptional and I appreciate their timely responses.

What is your favorite aspect of this product?

The fact that custom fields can be added so easily helps our sales team to keep track of lead progression and activity details. The ease of implementation was a huge plus.

What do you dislike most about this product?

I wish notifications could be more easily customizable. This way we could ensure that leads are getting the proper follow-up.

What recommendations would you give to someone considering this product?

I would tell them to do research beforehand to ensure that they're taking full advantage of the platform. Utilize the Workiz customer support and sales team because they can really empower you with their vast knowledge.

Pros

Reliable
Trustworthy
Efficient Service
Inspires Innovation

Cons

Under Delivered

Aaron H.

Role: Operations
Industry: Utilities
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Great and easy to use.

Likeliness to Recommend

9 /10

What differentiates Workiz from other similar products?

Makes thing simple to use and easy.

What is your favorite aspect of this product?

Once u make an appointment the app does the rest.

What do you dislike most about this product?

I cannot thing of something I dislike.

What recommendations would you give to someone considering this product?

Don't over think this app its very simple.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Charles V.

Role: Sales Marketing
Industry: Utilities
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Great product.

Likeliness to Recommend

8 /10

What differentiates Workiz from other similar products?

Responsive Support Team

What is your favorite aspect of this product?

Easy to use

What do you dislike most about this product?

The lack of ability to customize parts of the app to our liking

What recommendations would you give to someone considering this product?

A good recommended platform for a business looking for a convenient CRM

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Workiz

What is Workiz?

Company Details

Book a Free Demo Today!

Awards & Recognition

2023 Emotional Footprint Champion

Workiz Ratings

88 Likeliness to Recommend

100 Plan to Renew

77 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+81 Net Emotional Footprint

How much do users love Workiz?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Online Booking Customers can conveniently schedule and book appointments through an online booking system.

Field Sales Enablement Includes sales order management functions such as quotes, contracts, calls, visits, marketing, and automation.

Application Integration Includes functional and data integration with common applications such as CRM, CSM, ERP, email, etc.

Quotes and Estimates The ability for the system to provide quotes and/or estimates.

Service Scheduling Schedule and match jobs to qualified employees, automatically assign jobs to available employees and manage the pipeline from request to delivery.

Dashboards, Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting, forecasting & easy data extraction for data analysis.

Billing and Invoice Management Includes automated time capture, online bill submission, invoicing, and e-billing.

Field Service Knowledge Management The ability to provide an editable knowledge repository that field service staff can answer to answer with problem or incident resolution.

Field Service Workflow Management The ability to create, track, and manage service tickets or cases.

GPS Tracking Includes geo-fencing, real-time alerts, fleet tracking, Google maps, and mobile integration.

Dispatch Management Includes customer qualification, work order management, route planning, and signature capture.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Workiz Reviews

Tory R.

Workiz Simple and Easy to Use CRM Functionality!

Likeliness to Recommend

Pros

Cons

Aaron H.

Great and easy to use.

Likeliness to Recommend

Pros

Charles V.

Great product.

Likeliness to Recommend

Pros

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Jobber

Feature Ratings

Online Booking

Field Sales Enablement

Application Integration

Quotes and Estimates

Service Scheduling

Dashboards, Analytics and Reporting

Billing and Invoice Management

Field Service Knowledge Management

Field Service Workflow Management

GPS Tracking

Dispatch Management

Vendor Capability Ratings

Business Value Created

Usability and Intuitiveness

Ease of Data Integration

Ease of Implementation

Quality of Features

Vendor Support

Availability and Quality of Training

Breadth of Features

Ease of IT Administration

Product Strategy and Rate of Improvement

Ease of Customization