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Workiz vs FieldInsight Comparison

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Overview

Category Leaders

Workiz is the only field service management and communication platform for small-medium on-demand businesses in North America,...

We help Systemise & Automate HVAC businesses using leading edge job management workflows designed to solve problems for the...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$

109

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

124

31

3

2

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

5.0

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

It's a field service solution, but has an awesome phone number and lead tracking system built-in, which is great for marketers or anyone trying to figure out their RIO.
Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new with Workiz, but loving it so far.
A software growing as I grow my business I was very impressed software is easy to use very friendly and I have recommended to several of my contract friends.

Pros

Not enoughreviews yet

Cons

Maybe it's just me but occasionally I have trouble finding old invoices or jobs. Also sometimes when I enter an item to go on the invoice it disappears after entering more items.
Issues dialing customers while entering passcode at times. This can be frustrating when the numbers pressed are not recognized.
I really see no reason why it shouldn't. Also more congruency between online, mobile and ipad (features and how they work/appearance.).

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features165
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Advertising Management
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Asset Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • Availability Indicator
  • Batch Processing
  • Billing & Invoicing
  • Booking Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Call Recording
  • Call Tracking
  • Callback Scheduling
  • Client Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Credit Card Management
  • Credit Card Processing
  • Custom Development
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Caller ID
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Defect Tracking
  • Demand Forecasting
  • Digital Signature
  • Dispatch Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Communities
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Profiles
  • Employee Scheduling
  • Employee Self Service
  • Employee Time Tracking
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Event Tracking
  • Expense Tracking
  • Feedback Management
  • File Storage
  • Financial Analysis
  • Fixed Asset Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Janitorial Services
  • For Locksmiths
  • For Mechanical Equipment
  • GPS
  • Geographic Maps
  • Graphical Workflow Editor
  • Historical Reporting
  • Historical Trend Analysis
  • IT Asset Tracking
  • IVR / Voice Recognition
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Base Management
  • Labor Cost Reporting
  • Lead Management
  • Live Chat
  • Location Tracking
  • Maintenance Scheduling
  • Manual Time Entry
  • Messaging
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Mobile Workforce Control
  • Monitoring
  • Multi-Channel Communication
  • Multi-Location
  • Offline Access
  • Online Booking
  • Online Time Clock
  • Overtime Calculation
  • Partial Payments
  • Payment Collection in the Field
  • Payment Processing
  • Payroll Management
  • Preventive Maintenance
  • Prioritization
  • Project Accounting
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quality Control Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Role-Based Permissions
  • Route Management
  • Route Optimization
  • Routing
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Sales Forecasting
  • Sales Orders
  • Sales Reports
  • Sales Tax Management
  • Scheduled / Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Summary Reports
  • Surveys & Feedback
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Technician Management
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Requests
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Transaction Monitoring
  • Warranty Tracking
  • Web Forms
  • Work History
  • Work Order Management
  • Workflow Management
  • iCalendar Support
  • Total features143
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Advertising Management
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Asset Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Auto-Dialer
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • Availability Indicator
  • Batch Processing
  • Billing & Invoicing
  • Booking Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Call Recording
  • Call Tracking
  • Callback Scheduling
  • Client Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Credit Card Management
  • Credit Card Processing
  • Custom Development
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Caller ID
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Defect Tracking
  • Demand Forecasting
  • Digital Signature
  • Dispatch Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Communities
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Profiles
  • Employee Scheduling
  • Employee Self Service
  • Employee Time Tracking
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Event Tracking
  • Expense Tracking
  • Feedback Management
  • File Storage
  • Financial Analysis
  • Fixed Asset Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Janitorial Services
  • For Locksmiths
  • For Mechanical Equipment
  • GPS
  • Geographic Maps
  • Graphical Workflow Editor
  • Historical Reporting
  • Historical Trend Analysis
  • IT Asset Tracking
  • IVR / Voice Recognition
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Base Management
  • Labor Cost Reporting
  • Lead Management
  • Live Chat
  • Location Tracking
  • Maintenance Scheduling
  • Manual Time Entry
  • Messaging
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Mobile Workforce Control
  • Monitoring
  • Multi-Channel Communication
  • Multi-Location
  • Offline Access
  • Online Booking
  • Online Time Clock
  • Overtime Calculation
  • Partial Payments
  • Payment Collection in the Field
  • Payment Processing
  • Payroll Management
  • Preventive Maintenance
  • Prioritization
  • Project Accounting
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quality Control Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Role-Based Permissions
  • Route Management
  • Route Optimization
  • Routing
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Sales Forecasting
  • Sales Orders
  • Sales Reports
  • Sales Tax Management
  • Scheduled / Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Summary Reports
  • Surveys & Feedback
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Technician Management
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Requests
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Transaction Monitoring
  • Warranty Tracking
  • Web Forms
  • Work History
  • Work Order Management
  • Workflow Management
  • iCalendar Support

Integrations

  • Total integrations15
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations6
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation