Workiz Pricing, Features, Reviews and Alternatives

Interface, excellent for appliance repair industry. "Custom fields" option is great. "Product and service" is very good.

Missing user guide. I wish to get more changes in CRM soft for our needs.

We do have an amazing dev team! We just launched a new academy, highly recommended for new employees and clients. Check it out here: https://www.workiz.com/academy/

Integration of the software with our business was extremely easy! This software has helped our moving business streamline information to our techs with ease and efficiency; it dramatically reduced misinformation, errors & helps to get last minute changes our quickly.

Customization of our documents is not as efficient, it would help to have our already established documents translated using PDF's instead of having to re-create the documents needed. There is some issues when viewing job reports in the filter results - when you have selected the dates, then select a job within those dates and want to review other jobs in the same selected dates you must re-select the dates, there is no option to keep that same selection of dates. This can be time consuming when verifying jobs for payroll, techs & hours.

Thanks Octavia. We love working with moving companies like yours and are excited by your great review. We've updated the product team with your feedback. Thanks!

It keeps a database of all of our customers. We can easily find them and check all of the files associated. I also like that we can set up appointments and schedule reminders very easily. Documents are easy to create and manage.

Every once in awhile there can be a weird problem, but it is easily fixed within that day. The support is pretty responsive.

It seemed like a great software that would be able to customized to our needs. They used to be "SendAJob." When they were the service was great and flowed well.

The cons can go on and on. Very hard to distinguish the schedule. if you need a client with multiple properties and sub addresses this is the worst software I have ever encountered for such client management. The card processing wasn't efficient. the technical team when needed would only answer very generic and not try to create solutions.

Sorry to hear you didn't like it Philip. We're always listening to our clients and we want to thank you for submitting this review. We're making Workiz even more robust this year. We've just launched an update to our CC payments and we're soon launching more automations for owners of larger businesses as yourselves. Check out another software and share with us your experience. No software is perfect but we're sure we can beat our competition... Would love it if you gave us another shot soon :-)

We have been using Workiz for three years of our business after trying all the other ones for a brief time. We’re keys at the time had everything we needed plus they had more and when I say more it was a huge thing for us and that was the ability to have our phone ran through them. So they have a whole phone system that you can customize with different phone numbers and different answering options...

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The one thing I like least about the software which is actually a huge factor and has really kind of been left weighing our options but they offer customer self scheduling where you can put a link in your website to allow the customer to contact you and schedule service which is great but you can’t charge the customer from there. So each customer I then have toReach out to so that I can charge them...

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