Workiz Review
OUR SCORE 83%
- What is Workiz
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Workiz?
Workiz is a field service software that offers you and your team with the ability to complete job requests and answer client inquiries in a timely and efficient manner. From customer calls to invoice management, this platform helps your business with the help of various tools. Whether you’re in charge of a locksmith company or a carpet cleaning business, Workiz can adapt to the needs of your company. In particular, it is designed to streamline the workflow of a field service business. This platform allows you to manage your jobs by providing scheduling, tracking, and assigning tools. Workiz also provides a phone system, which enables you to add a call greeting and record your conversations. Finally, this platform provides you and your team with the ability to create a chatbot to further improve your customers' experiences.Product Quality Score
Workiz features
Main features of Workiz are:
- Calls and Messages Management
- Job Management
- Invoice Management
- Client Management
- Team Management
- Phone System
- Business Reports
- Service Dispatch
- Service Chatbot
Workiz Benefits
The main benefits of Workiz are extensive management tools, customer-oriented features, and actionable business reports.
Extensive Management Tools
Workiz is a field service software that provides extensive management tools that allow you to keep track of your jobs, clients, and teams. For jobs, you can use this platform to not only schedule your tasks but also track work time as well as view the status of your projects. It also comes equipped with client management tools, which include keeping track of their location, inquiries, and requests. Finally, this platform provides team management capabilities through two-way SMS and their mobile app. You can also restrict their access to improve security.
Customer-Oriented Features
Beyond the client management tools mentioned above, Workiz provides customer-oriented features such as its service chatbot, as well as its flexible payment options and phone system. You and your team can create a chatbot within minutes, which can help answer customer inquiries immediately and automatically. The phone system also ensures that each of your customers receives a personalized experience through call greetings. Meanwhile, this platform also allows your customers to pay through their credit cards or e-payments.
Actionable Business Reports
You and your team can further improve your business strategies through Workiz’s actionable business reports. These analytics provides business data and statistics to inform you of cancellation rates, job profits, and advertising revenue, among many others. Your commission-based subcontractors and salespeople can also benefit from this feature as it provides information on sales rewards and member performance. To further improve your experience, you can customize these reports according to the information you need to know.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Workiz Integrations
The following Workiz integrations are currently offered by the vendor:
- Google Calendar
- Apple Calendar
- Outlook Calendar
- QuickBooks Online
- Email Integration
- MailChimp
- Zoom
- CompanyCam
Video
Customer Support
Pricing Plans
Workiz pricing is available in the following plans:
