App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Workiz Logo

Workiz

The #1 scheduling and invoicing tool for field service pros

learn more

(21)

Workiz Features

Features Summary

Functionality

4.5

/5

191

Total features

126

16 categories

Workiz features

Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Asset Lifecycle Management
Audit Management
Audit Trail

Common features of Billing and Invoicing software

API
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Billing & Invoicing
Billing Portal

Price starts from

0

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

191

Price starts from

0

/user

Per month

learn more

Total Features

126

Unique features

  • Email Reminders

  • Inventory Control

  • Customizable Fields

  • Surveys & Feedback

Functionality

4.5

/5

2.6K

Price starts from

49

Per month

visit website

Total Features

140

Features in Common

94

Unique features

  • Bank Reconciliation

  • Lead Management

  • Approval Process Control

  • Collaboration Tools

Functionality

4.3

/5

4.4K

Price starts from

50

/user

Per month

learn more

Total Features

112

Features in Common

40

Unique features

  • Bank Reconciliation

  • For iPad Devices

  • Sales Forecasting

  • For Insurance Industry

Common Workiz comparisons

Workiz logo
Housecall Pro logo
WorkizvsHousecall Pro
Workiz logo
RazorSync logo
WorkizvsRazorSync
Workiz logo
simPRO logo
WorkizvssimPRO
Workiz logo
Contractor+ logo
WorkizvsContractor+
Workiz logo
Powered Now logo
WorkizvsPowered Now
Workiz logo
vcita logo
Workizvsvcita

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

3 years with Workiz and then this….

Reviewed a year ago

My overall experience with Workiz. Three years of use and it took me three years to write a review that they deserved a long long time ago. It’s nice to know that three years down the road I still have nothing but nice things to say about Workiz and the great people that work at Workiz. It was a recent interaction with Workiz that was just over the top amazing when I thought I had already been amazed by them. I wish I knew the person I spoke with name but I don’t but they deserve s as huge shout out and Thank you from FUN FIX USA

Pros

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...

Cons

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...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Mediocre at best

Reviewed 2 years ago

I would say overall would never come back to utilize the service. I've utilized plenty of different softwares and this used to be great when it was SendAjob but since the transition to Workiz. You guys fall short and don't meet our needs. Maybe a one man show and or someone who doesn't need detailed, efficient workflow.

Pros

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.

Cons

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.

Vendor response

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 :-)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Our Moving business is running more efficiently than ever!

Reviewed a year ago

Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing. This software has reduced the amount of multiple software & apps to 1, nothing is more efficient than that!!!

Pros

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.

Cons

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

WorkIz is a game changer!

Reviewed 2 years ago

After testing out a few other client/job platforms, WorkIz turned out to be head and shoulders above the rest. The customer service people are super-responsive to input, are easy to reach, and take care of their clients. Highly recommend!!

Pros

Being able to have client/job information at our fingertips has transformed how our business is able to function. Before Workiz, job & client information, as well as job scheduling, was a manual process. With WorkIz, every one on our staff, from people in the office to staff out in the field, is able to access job & client information from their phones or laptops. Sending estimates to clients has enabled us to add photos and other information with our quotes. This has really set us apart from our competitors. Online payment capability is a real plus, as some clients don't feel comfortable sharing their credit card information.

Cons

Search feature isn't as good as I'd like, but still better than the manual system we had prior to WorkIz. I wish there were a more streamlined process for setting up one account for repeat clients with multiple jobs. WorkIz has improved this somewhat in the past year, and I hope they will continue to do so. Would LOVE to be able to enter more than one email address on the main client page.

Vendor response

Thanks Beverly! We're keeping improving with time and our product team just got a whole lot bigger. Stay tuned for more feature updates!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great Product

Reviewed 2 years ago

Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new with Workiz, but loving it so far.

Pros

The modern technology that is built right in such as 2-way texting, notifications, email, automation. The App is amazing and full of almost everything the desktop offers. It has a built-in full phone system to call customers from and to receive calls and records all communication with every lead/client that calls. They have built-in CC processing payments, online booking tools, online chatbot features that can also serve as a booking tool.

Cons

They have a "Leads" feature you can turn on so for a company like myself who does all estimates a lead is where about 90% of the communications occur, but you can't set notifications and text alerts to clients when they are in the lead status. This should be updated and hopefully will be. Once a lead becomes a Job or someone that owes you the money you have full range to communicate with them via text, email, and auto-notifications. This works great for a service business that doesn't do many estimates and only sets up service appointments for service work, but not so much for a company using Leads and doing estimates.

Vendor response

Great review Richard - we really appreciate it! Feedback noted and will be shared with our product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Workiz WORKS for US!!

Reviewed 5 months ago

The best part about Workiz is the ability to access our files from our sales teams' mobile devices. The majority of our staff do not sit in an office, rather they work almost exclusively from job sites and their trucks. Being able to access customer information from their mobile phones makes coordinating with our office staff and customers so simple.

Pros

Workiz has made managing our projects so simple! We are able to store project information, manage our AP and AR, photos and paperwork so efficiently.

Cons

At first, we did have some issues integrating other software with Workiz. However your support team was always available and eager to assist.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Great product if you own a cleaning service!

Reviewed 3 years ago

My over all experience with this software for daily dispatching of jobs and also invoicing has been good.

Pros

I like that any of my workers can send an "On My Way" text message to the customer all thru the Mobile App.

Cons

The fact that it only shows a "Tech Confirmation" for only one tech per job, even though your able to add additional techs to the job.

Vendor response

Hi April, we're glad to have Anytime Cleaning Services on the Workiz team! Thanks for your feedback regarding tech confirmations, we'll take this to our product team and keep you updated regarding further solutions.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Quick Software

Reviewed 2 years ago

Overall the software does what I need it to do very well with a couple of exceptions. The software is quick and efficient to get my tasks accomplished.

Pros

Learning the software was pretty quick and simple. I love how fast the software and how booking the job is all on the same page. Being able to add pictures to each job is great. I like being able to assign the job to a technician and it turns the color of that technician. It makes dispatching simple. The reports are also another wonderful feature that makes it easier to determine job numbers.

Cons

I do not like how you cannot block off the schedule for a specific metro. We have three metros at Junk Doctors (Greensboro, Charlotte, Raleigh) and I am not able to just block off Charlotte without blocking off Raleigh and Greensboro. This leads to over scheduling issues for us. The QuickBooks transfer has not been very smooth on our end. We are having to manually enter most of our transactions into QB's.

Vendor response

Hi Zackary, Thanks for your review. It's been great to have Junk Doctors on the team! We're very happy to hear that you are happy with the software. Thank you for sharing your feedback regarding QuickBooks and the metro areas, we'll definitely be sharing this with the product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

WorkIz Review from PunchList Professionals

Reviewed 3 years ago

We started using this software as we developed our business. Workiz has been an integral part of building our business. It has allowed us to keep our customer information, job, scheduling, invoicing and payments in one system.

Pros

It is easy to enter someone as a lead, create a job related to that lead, then generate an estimate and eventually schedule the work if the estimate is accepted. We've gotten a lot better at utilizing the features of the software as we've gotten more comfortable. I love that we can manage our workflow and invoice directly from the same system. Plus being able to accept online payments helps us with billing.

Cons

They've made several changes I had hoped for. It's now easier to track a tech's time on the job, and the change to WePay has been good for us. I do wish there was an easier way to job cost within the software. We are a lot better at using the time tracking tool, but I'd like an easier way to track materials costs.

Vendor response

Michele, you just made our day! :) Thanks for the great review and we're happy that PunchList Professionals joined the Workiz team. It's great to hear you're enjoying the features. Thanks for your comment about the job cost, we will pass this on to the product team. If you have specific suggestions you can always reach out to your account manager, we'd love to hear your feedback!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

It Helps!

Reviewed a year ago

I do love the software. If they can work out those few minor things, then I would say it is the perfect software. Overall, I'm pretty satisfied with it.

Pros

I like the scheduling feature, and sales tracking feature the most. It saves me time.

Cons

The app does not always display the unit number for apartments without having to go through 2 screens to get to it. When your phone lags, it's frustrating. Scrolling through the calendar in the phone app can be challenging. If you scroll past a certain dat, you cannot easily scroll backwards, you have to drop down the calendar to go back to the date.

Vendor response

Come for the scheduling, stay for everything else :-) thanks Adrian!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Honest Review for Workiz

Reviewed a year ago

I have been using Workiz for over 5 years and initially, it was hard to transition from paper invoicing... But today, I can't go without it. This software will do everything you need to run your business professionally. It has many innovative features that help grow and differentiate from others

Pros

Easy to use, has many features such as call masking, call recorder, automatic text and email notifications for the clients with reminders, online booking

Cons

I wish they would allow notifications to work for past clients... This way, I can send auto reminders to re-clean

Vendor response

Thanks Noam! Such a pleasure having you as a customer. Based on your feedback, you're going to love a new feature we're about to release during the summer...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Impressed

Reviewed a year ago

its been great. I have bumped into a couple issue and became stuck. I text the team and was able to get the problem solved.

Pros

I was literally working out of notebooks. I found myself getting lost and loosing potential customers. Scheduling things was a nightmare and very time consuming. With Workiz, I no longer have to have a note book except to take notes. I can keep all my customers in one spot and get to them at the drop of a hat. I can see the schedule and where appointment are and place more work during that day based on what is already going on. I can keep track of dealerships that are being billed and notifiy them when I haven't get a payment in a timely fashion. The communication with my customers is much easier as I can have all forms of communication in their folder. A cusotmer has already told me that we are very organized. That's a good feeling.

Cons

Not much, some fields are a little redundant but I am still learning the ins and outs of what can and can't not be done. it will come with time. OH, it can be slow to upload sometime. but that could be my internet speed.

Vendor response

Thanks for sharing your story Dawn! We're happy your customers see the value too!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Works great for our company

Reviewed 2 years ago

I really like most of the features, I've explored many options for appointment scheduling and although I do think Workiz is quite expensive, it does get the job done.

Pros

I like the ease of use as far as inputing the information and the fact it helps locate the specific address with correct spelling. I like the fact it links to maps as well.

Cons

I do not like that on my cell phone I can't look at the schedule while scheduling an appointment, it makes it difficult at time to not double book a time slot. I also don't like it doesn't automatically refresh, if I keep the app open all day and continue to book appointments then I'll most likely be double booking time slots, after each booking I have to close the app to ensure this doesn't occur.

Vendor response

Hi Melinda, thanks so much for your review! Happy to hear that you enjoy our maps and tracking feature. Our goal is to help our customers be successful and grow, so it's great to hear your feedback about scheduling and the features you would like to have. We'll be sharing this with the team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Workiz is a game changer in CRM

Reviewed 10 months ago

Fantastic software. Fantastic customer support. I recommend Workiz to other businesses every chance I get.

Pros

Workiz makes it simple to run a business. From CRM, and scheduling, to invoicing and payment. Our clients love the added communication this software provides to them. Staff is always happy to help with questions. Many popular 3rd party software sync is supported, such as Quickbooks Online, Mailchimp, credit card payment services, and more. Workiz is an absolute must if your operating a professional service business.

Cons

The one feature I wish Mobile had, that the website does, it the ability to block time off from the schedule from the app. I have to open up Workiz.com from my mobile browser to have access to this feature.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

This is a great product for scheduling, lead & Job creation, estimates and invoicing.

Reviewed 2 years ago

It's great for scheduling and support is always great and helpful.

Pros

The ability to schedule jobs and have my clients and field technicians notified by text or email to confirm back.

Cons

the CRM portion of the client management is not great. It's not fluid. I want the ability to use it like I am flipping through an electronic database and it is slow and doesn't allow me to go by record or by sale date. I do a lot of phone cross selling and this program doesn't help me.

Vendor response

Thanks Deron for sharing this very positive review. I'll share your feedback about the CRM with our product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

By far the best software on the market

Reviewed a year ago

Amazing!

Pros

How easy it is to use, it keep us ontrack, ontime, and very organized!

Cons

inventory management part has major flaws

Vendor response

We agree, we are the best! But it's better when our clients say that :-)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Changed from Quickbooks to Workiz - Best Decision Ever!

Reviewed a year ago

Overall it's been great, some learning curves but even my guys will contact support if they need help which in this day and age where everybody is spoon fed that it awesome. I will continue to use this software for the foreseeable future.

Pros

We use the system with our Call Center and it's amazing, the staff was trained within a day for being able to use the needed features and they've been working the rest when they have the time. Excellent time based scheduling, EXCELLENT customer notifications and awareness for the clients which is way more than I expected.

Cons

The only con I had/have is that for CDN companies it's expensive and was almost the one issue in which we didn't go this route. I did manage to work with one of the guys and figured out how to best get what I wanted to start and then to be able to grow. With his input we would have gone another route and I'm really glad we didn't. Bar none the best software I've used to date in my company.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Life Changing Software for Service Industry business

Reviewed 2 years ago

Amazing!!!

Pros

This software is amazing for any company having trouble with scheduling, reviving reviews, keeping track of sales, viewing Client actions, any good many other pros! I would recommend Workiz to any service provider.

Cons

Some bugs, dev team could be adding more features. Better GPS tracking we had to purchase a separate tracking device because it was so insufficient.

Vendor response

Thanks for the review Campbell. We're learning a lot from our clients and love getting feedback from smart young service pros as yourself. We'll share the feedback with our product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

I love this software

Reviewed 2 years ago

I was using a different software for organization previously. I was always needing to make "workarounds." This software fits every unique need we have. I researched for months - tried numerous trials, none worked like this one. As long as we're in business, we'll be with this software.

Pros

It makes my life SO much easier to organize! There are boxes for everything. The software is so customizable that I can't think of a single scenario or service business that it wouldn't work for.

Cons

Well, nothing... everything I've ever suggested or requested has been added.

Vendor response

Hi Jocelyn, we appreciate your great review! It's a pleasure to serve MasterTech Furniture Repair and we're happy that Workiz has made everything easier to organize for you. Glad that you are pleased with our response to your requests. We will always take your suggestions seriously! :)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Easy To Use and Learn!

Reviewed a year ago

We have been able to organize and keep track of our products, as well as organize our scheduling with WorkIz.

Pros

What we have liked most about WorkIz is how easy it is to navigate. It is customizable, quick and helps with organization.

Cons

What I would say we have had the most trouble with is customer support. Just not able to get in touch for hours or even until the next day.

Vendor response

Hey Erich. Happy you see the value in Workiz and we appreciate the great review. Your comment was shared with the support team as we should be better. Please call us at 855-790-7363

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great CRM for service business

Reviewed a year ago

As mentioned in the pros section above overall I think it's a great service business software, especially for small and growing businesses.

Pros

I love the calling features, the dashboard is really easy to use, I love the customizable options, the reports are great but they can do a little better with balances, overall its a great sofware.

Cons

The mobile app is a bit limited, especially for dispatch use, notifications don't really come through well on my iPhone 12 even though my notification settings are on. I'm guessing it's more tailored to field techs.

Vendor response

We love working with growing service businesses like yours Yehuda. Thanks!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

solo

Reviewed 2 years ago

great every time

Pros

i like the online booking feature the best, it give my customers the flexibility to book a service order at there convenience and saves me time.

Cons

i would like to see faster navigation and integration

Vendor response

Isn't our online booking the best? We know how important it is, especially as times are changing. Thanks Don!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Workiz

Reviewed 2 years ago

Great so far but the client portal would make life more easy

Pros

I had several issues with contractors and employees with clients projects and job performance and getting deliverables. But since I started using Workiz, I have been able to track techs location on site, pay for exact time spent on site, get client deliverables while tech is on site and many more troubles have been taken off my head.

Cons

Workiz needs to include a feature that allows software to send emails to client and allows client to see where work orders or deliverables status are. This will help build more confidence and relation with client and not just the user.

Vendor response

Thanks George! Stay tuned for a few product updates that are going to knock your socks off!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

It has been great for my small business

Reviewed 3 years ago

It has streamlined our scheduling

Pros

I like that the drivers for my company can just touch a button and have directions to their job locations. Our customers love the reminders and notifications.

Cons

I have suggested a couple of times that they add functionality for businesses like mine who need to add 2 locations for a single job. We are a business that often relocates large items and it would be nice if I could add the pickup address and the delivery address on the job screen. I can't justify another $80 a month to get the plan that allows for custom fields. I had issues integrating with Quickbooks so I don't use it for invoicing.

Vendor response

Thanks for the review Skylar! We're happy to hear that Workiz has been great for your small business. Knowing that your customers love our features is amazing, thanks for sharing! We really appreciate your feedback regarding the 2 locations for a single job and will absolutely pass it on to our product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

AWESOME PROGRAM FOR SERVICE COMPANY!

Reviewed 4 years ago
Pros

The functionality and capabilities of Workiz are much better than many of the other stuff out there. What makes Workiz so much better than the other guys is how you can customize it to do exactly what you want it to do. Custom notifications, custom jobs, custom tags, custom everything. I Love Workiz and am grateful that I found it!

Cons

None that I can think of. Workiz does pretty much everything we want.

Vendor response

Wow! Thanks Bryan. We are so happy to hear that you are satisfied with Workiz and that we are helping your business grow. It's a pleasure to serve you and we appreciate your support!