Workiz Reviews

There are a few things I grew to appreciate about Workiz like the automations, but there's way more to the story.

Since day one of switching to Workiz it has been a non-stop headache. The sales team was quick to promise every functionality that was important to us like a call center that can manage multiple locations, importing all of our historical data into Workiz, and much more. We quickly found out that there was no merit to what they promised on the sales calls. We experienced extensive QuickBooks sync issues...

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Thank you for sharing your detailed feedback on your experience with Workiz. We sincerely apologize for the numerous challenges you've encountered. We understand how critical accurate financial reporting and efficient software functionality are for your business, and we are committed to addressing these issues as well as consider them for future updates to improve user experience. We regret that our service has not met your expectations and acknowledge the frustration this has caused. Our customer support team works hard to support our customers in all their endeavors. Thank you once again for your honest feedback, and we are committed to learning from this.

Reminders on estimates and jobs not closed. Easy to see anything open on desk top. Has a lot of preset rules you can implement.

Messaging is a little difficult to follow. I was hoping the reporting would be a little more straightforward.

Thank you for you positive, but honest feedback We have upgraded our layout since, offering a more easy to navigate messaging feature. We are continuously evolving our offerings to allow for ease of use.

Easy to use and set up. Great start up product.

Product Security doesn't work. The support team always has a canned answer that this is the way it works. Nothing ever seems to get fixed. In 14 months 0 requests have been filled.

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.

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.

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.

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.

Easy to use for me and employees, and taking apyments.

How difficult wepay is to setup and percentage they charge for cards.

Thanks Mark, we really appreciate it! We love working with cleaning companies like yours!

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

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.

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

I really enjoy how easy it is to use. Whether I am on my phone or on the computer, I can add, edit or close out a job with ease.

I'd say the only thing I don't like is that when I fix someones address or email from my phone app, it doesn't save.

Thanks Bobby! We love working with you and the entire JDOG franchise!

The integration process was very simple and so far, our technicians have adapted to the app. It is great having our customer base in one place and a history of previous jobs so we can look back and make an educated diagnosis.

I do not like that I can't delete jobs when needed. Also, sometimes it's tedious going all the way back when I'm trying to research something and I have to start all over again.

Thanks Renee. We love working with HVAC companies like yours and we're happy to see you love the commission feature! We've shared your product feedback with the product team.

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

inventory management part has major flaws

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

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.

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.

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

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

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.

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

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

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.

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

Routing is made easy with the map. Easy to Keep track of Clients .

It works well with the browser but the app is not that good. When using from a tablet you can only use it vertically and are not able to turn the screen horizontal.

Hi Carmelo. Thanks for the great review. We're putting a lot of manpower now on getting the app even better. Stay tuned for more updates!

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.

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.

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.

Customer support, innovation, easy to use, no unwanted ad ons

None

Thanks John - glad to have you onboard!

We have been using this software since July 2016. It has helped us increase our productivity greatly.

My techs LOVE the app. I, however, am unfamiliar and go directly to the website when using it.

At Workiz we understand we don't serve only the business owners but also the techs in the field. Happy to hear both you and the techs LOVE it!

Integration, Phone system, Remote access for administrators through app

Price is higher than the old one but it's worth it

Thanks Rick for this awesome review! According to our research, clients report a 22% increase in revenue once they start using Workiz. Clear ROI :-)

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.

i would like to see faster navigation and integration

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

Chatbot integration and online booking is my favorite part. Easy to integrate with website and most importantly I can interact live with customer if needed. Validation of address is another great tool for scheduling new customers, link to gps system (Waze, Maps,Google maps)is a great tool. System allows you to keep track of tax collections, easy system once you get familiar with. Credit Card processing is very easy and no issues between accounts (money is always there after the 2 days period). Invoices via text or email with option to pay online is also a plus.

It’s a little confusing to process of crediting money previously collected back into a given quote plus in the final invoice “ customer invoice “ the software will account the credit back but will not show it listed for people to see. The calendar on the chatbot should be highlighted for available slots or takeaway slots already taken.

Thanks Victor for this great reviews. We're working on making the credit card processing much easier. A release is coming in a few weeks. Thanks for also mentioning the chatbot, we're super proud of it!

It has all of the tools that I need to run my service business. Technicians can easily access their daily job site calendars and all pertinent information.

There is no editable PDF forms available. I would like to see the ability to add editable PDF documents.

Hi John, thank you very much for your review! Our goal is to make Workiz as easy as possible to use for service businesses, so we're really happy to hear that it has all of the tools you need to run your business! Regarding the editable PDF forms, have you tried using our customizable documents? You can reach out to your account manager and she will be happy to walk you through editing your forms in the app.

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.

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.

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.

I have been shopping out software for over a year. Workiz integrates modern technology with functionality like no other programs have. If you are looking to automate your workflows and keep your customers informed with 2-Way Text messaging capabilities - look no further!

Some things that our industry needed was not available; however, Workiz is very interested in hearing our ideas and often takes them to their implementation team to be added! So wonderful to have a software company that listens to it's client's feedback and actually DOES something about it.

Thanks for your great review, Kim! We're so happy to have Window & Sliding Outlet on the Workiz team. We appreciate your feedback and always enjoy hearing your ideas about new features!

The service features are for my industry, Locksmith.

The sync with Quickbooks could be much better.

Thanks for your feedback Sara! We're glad to hear that you enjoy the service features. Regarding the sync with Quickbooks, we'd love to hear more specific feedback so that we can improve your experience. Feel free to reach out to your account manager with the details so that we can understand how to help out.

great software it is very flexible, like it where the customer can sign using a text message, inventory etc...

They don't respond quickly lie the other software that I am use to using, they have a chat bubble and i would ask a question and I wouldn't get the question answered for days or not at all. I think if they polished up on customer service it would be a awesome software!

Thanks! We rebuilt our customer support team since you posted this review. We're big believers in putting our clients first and responding quickly to requests.