Workiz

Great product if you own a cleaning service!

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

Puntos a favor:

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

Puntos en contra:

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.

3 years with Workiz and then this….

Comentarios: 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

Puntos a favor:

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 like virtual receptionist etc. and then when the client calls or the customer calls it will either pull up an existing customer that’s been input with that phone number or any other relevant information that it has. It didn’t make scheduling real easy when you just add a new job for the number that just called you. I don’t think I have found another company that offered the phone with the software and in addition the software really really exceeds all of our needs and I’m sure we’re not even using a third of its capabilities. And then the customer support. In three years I can only say I’ve probably had to talk to them 5 to 7 times total. Normally, it’s not even a call, I just go to the chat bot thing on their website and then someone is always right there in general they will pick up the phone and call me right away to assist in anyway that they can. It is weird because I don’t know how big Workiz as a company is but it feels like I may be one of 10 customers and they might have four or five employees. It feels very small almost like a family. I Would highly recommend EVERYONE!

Puntos en contra:

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 so it’s kind of double stepping in makes more work and I’m hoping they change it because every other company out there I’m finding does offer that ability. If a customer wants a service call is $128 and they want to schedule it online and pay for it because they won’t be there at the time of service well then it doesn’t allow them to do that. They can tell us they want it but then we have to turn around and call them back and it makes a one step conversation now a multiple step conversation. Come on Workiz

Horrible do not use

Puntos a favor:

none they don't deal with problems there softwire has created

Puntos en contra:

this has cost me thousands, this would tell my customers that we had no availability and if it did say that we where available it would say the available times were from midnight to 8am in the morning we are a moving company and this one this cut our business in half

Changed from Quickbooks to Workiz - Best Decision Ever!

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

WorkIz is a game changer!

Comentarios: 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!!

Puntos a favor:

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.

Puntos en contra:

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.

Don’t bother workiz is a bad product and they are scammers

Comentarios: Don’t go with Workiz they are a bunch of scammers. We used it for about 8 months but it was really buggy and for a plumbing company it didn’t have the capability to do what we needed. We weren’t receiving text messages on the free system and we already started getting angry customers so we decided to not go ahead with the paid phone system as we didn’t trust it would work well enough. They proceeded to charge us for it for 6 months and flat out refused to refund us for a service we asked them not to provide and didn’t receive. The customer service is terrible. We would just get completely ignored and still are 6 months later. They said they could only issue a credit but since we cancelled Workiz all together we can’t use the credit so it’s tough luck. Why do we have to pay for their error? We clearly cancelled it and I have shown them the screenshots of all the communication but we are continuing to be ignored. Don’t bother wasting your time with these scammers. Use Housecall Pro instead it’s so much better!

Puntos a favor:

The only good thing about Workiz is it was so bad that we cancelled it and now have a really great system to use. Housecall Pro is so much better!

Puntos en contra:

•Couldn’t search by unit number meaning we had to click through each unit in a building or complex to find what we needed. •The accounting made our lives so much more difficult was a complete joke.•Text message system didn’t work. Communication would get lost causing unhappy customers •Mobile app was extremely buggy, barely useable• Very complicated to have ongoing jobs that you return to with multiple technicians. Needed to create tasks in each job but then they didn’t get all the information. Basically made it more work making it pointless using Workiz in the first place.

Mediocre at best

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Quick Software

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Great Product

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

Puntos a favor:

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.

Puntos en contra:

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.

Workiz is great!

Puntos a favor:

It’s easy to learn and keep up with for the most part. There’s usually someone available to help me and if they’re not because it’s the middle of the night, I always get an answer in the morning.

Puntos en contra:

Some things can’t be done on cell phone

Really good app!

Comentarios: As single contractor the option of people scheduling online and me getting all the info with calendar and remainders is a game changer. I can be on the road and the system is my “ secretary “.
I think polishing some things will make this application a success for any small to midsize business.

Puntos a favor:

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.

Puntos en contra:

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.

Great Value and Features

Comentarios: Overall I am very glad I went with this software. I went from manual Excel sheets to Workiz and it has helped me organize the business and kept us automated.

Puntos a favor:

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.

Puntos en contra:

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

Not a software like it~

Comentarios: We are loving Workiz. It has been a great solution for us!

Puntos a favor:

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!

Puntos en contra:

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.

Workiz is a good product

Comentarios: Overall, I am finding it easier to keep track of jobs and technicians with Workiz.

Puntos a favor:

I find Workiz easy to use, and easy to explain to others.

Puntos en contra:

Couple of things: 1: The mobile app phone dialer does not connect to wireless headphones. 2: The search function could be better. Used to use Filemaker Pro and you could search for anything and find it. No so with Workiz.

Works for what I needed it for

Puntos a favor:

I like that I can send the invoices through text or email.

Puntos en contra:

Wish there were maybe templates or something like that to work off of.

Great product but support is not so good.

Comentarios: It has been able to run our business very well, there have been problems with response time. When these problems happen it does not seem that there is anyone there that really knows how to fix it. Deposit Report does not go to an excel file and I have been asking for 14 months for that to be fixed. Still no fix as of May 2022.

Puntos a favor:

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

Puntos en contra:

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.

Decent software for field service industry.

Puntos a favor:

This software has phone and text integration which allows administrators to mask customer phone numbers. This is a great feature for the industry I work in. Workiz is also intuitive in matching up calls and texts to existing clients and jobs. The ability to text your customer their invoice that they can then pay online is super helpful.

Puntos en contra:

We experienced quite a few issue getting the app to work correctly on our technicians' phones. This caused some "buy in" issues that we've still not overcome. Also, our phone system was set up wrong and Workiz turned it off for a whole day, then charged us money to set it up. I still am not sure if we are getting what the salesperson told us we would for the pricing structure we chose.

Great dispatching software

Comentarios: I had a great experience with Workiz, when i needed help or guidance they were very quick to respond and solve any issue.

Puntos a favor:

I have been with workiz for over 4 years now, since their name was send a job. They developed an easy to use software to manage Jobs, Technicians and the business as a whole. It makes sending estimates out to customers super convenient. I highly recommend Workiz

Puntos en contra:

There were some Glitches with the software before ,but it seems like Workiz has worked and still working on constantly improving their services

I love this software

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Alyssa H review

Comentarios: It has been good. Customer service is always available and the site never has any issues.

Puntos a favor:

It is easy to create a schedule and send quotes.

Puntos en contra:

The price. It is pretty expensive. I would like to see it come down to $40.00 per month.

crm

Comentarios: workiz got all utilities what needed for any type of service provider. You can make transaction send a bill or set up schedule and track your workers , also you can attach work phone number so you wont get disturbed afterhours. Good app good design usefull in all aspects.

Puntos a favor:

i liked that i can control everything in one app. Like processing payments calling customer , having an automatic calculator for salary of worker and so on many of features.

Puntos en contra:

having option to see my customer address and worker location schedule on map. let say in my case its appliance repair company and my technician has to visit from 1 to 10 customer per day and it would be great if he could to see his schedule on map and know his route , like where he will start and finish.

Review

Comentarios: It’s been ok it could be way better

Puntos a favor:

Customer interaction where we can send emails

Puntos en contra:

The gps feature I can look and see where my guys are at.

Great Software for a growing business

Comentarios: Great experience

Puntos a favor:

Workiz makes it very easy to handle the daily work flow and appointments Our Field techs find it very easy to use. Very happy with the service keeps up very organized and ahead of schedule.

Puntos en contra:

not too many cons with this product. You just have to remember to refresh your app to make sure everything is updated to the real time as much as possible

Organization and Communication

Comentarios: I handle a slow flow of incoming work assignments. WorkIZ can handle organizing and managing assignments that are stand alone as well as ongoing assignments. Customer service is quick to respond to my needs, and over the years, I have seen them implement a few of my suggestions.

Puntos a favor:

WorkIZ really keeps all of our job assignments organized. We can see exactly all the information that we need and the status of the job. We can quickly and easily communicate with our team and our customers within the app, and I copy and paste job related text messages into the notes for the related job. WorkIZ helps me keep all the information about the jobs in one location.

Puntos en contra:

The iphone app is limiting in function. As a work around, I just use safari to log into WorkIZ from my phone, and then I have access to all of the functions.

Atlas Home Experts

Puntos a favor:

very easy to use and understand, organizes my reports

Puntos en contra:

the commission is very hard to understand sometimes