Workiz Software Reviews

“All-in-one operations management

Pros

I'm really impressed with how this app keeps my business operations organized. Having messaging, appointments and calling all in one place is a huge help for managing my junk removal company. It handles scheduling, invoicing and payments so smoothly that I rarely lose track of important tasks or transactions.

Cons

My only frustration is that the automations occasionally run at the wrong times, triggering actions they shouldn't and sometimes creating extra work or confusion for my team.

“reliable business platform

Pros

this platform is easy for me to use, simple, customizable and dependable. I appreciate that VoIP calls, messaging and event scheduling are all in one place and the reports it generates plus the new AI features make my tasks much easier.

Cons

Occasionally updates are pushed without any advance notice, so I suddenly find something's changed, it's usually minor but those unannounced adjustments can be pretty annoying.

“Unfair contract and billing issues

Pros

The interface looks clean and pleasant, though I do wish it included more essential financial billing features.

Cons

After we determined the product couldn't satisfy our business needs, they essentially tricked us into what they claim is an annual contract, now I feel like they're holding us hostage and forcing payments despite us never consenting to any year-long commitment. It's petty behavior and feels very small-time which I suspect is because they're losing customers.

“helpful setup

Pros

I've noticed the software get better over time and the team was very helpful when I was first setting it up

Cons

umm the cost ended up being the reason we couldn't continue using it for a longer period.

“Efficient field service management

Pros

This tool has simplified field service workflows and boosted my team's efficiency. Live job scheduling, technician tracking and integrated messaging keep us organized and prevent missed appointments. Having jobs, invoices and payment processing all in one place makes life much easier for me.

Cons

Several capabilities feel locked behind pricier tiers, especially automation and the more detailed reporting options. I also notice the mobile app can lag at times and I'm a bit frustrated that tailoring certain workflows doesn't offer the flexibility I'd prefer.

“Simple setup!

Pros

We really like how user-friendly the system is, the interface is very clear. It's convenient that scheduling, invoicing and client messaging are all congreatated and getting it up and running didn't take much time.

Cons

I find the reporting and statement features a bit limited and I've noticed customer support can be slow to respond. The mobile app we use in the field frequently drops connections on several occasions. On top of that, getting comfortable with the automation features requires a fairly steep learning curve.

“Costly and unfair contract!

Pros

Customer service has been something I genuinely appreciate, it's quick and helpful whenever I reach out.

Cons

I'm really bothered by the mandatory one-year commitment the tool forces, since it traps me with no realistic exit option. Because of that binding agreement I suffered heavy financial harm: I kept paying $400 every month which added up to more than $4,000, even though I could no longer make use of the service. To me this setup feels like a rip-off. On top of that the support team has been disappointing, when I try to reach out they mostly don't respond and if someone finally does reply they usually aren't able to cancel my subscription or stop the billing. That lack of helpful, timely customer support has left me angry and stuck, so I would strongly warn others to avoid this service.

“v strong AI updates!!

Pros

I've been using this tool for around four years across several businesses where I manage marketing and operations. Over that time, I've watched it improve dramatically. The recent AI enhancements really stood out and I want to acknowledge the development team for their hard work.

Cons

Thanks to the newest updates our reps can speak with a client and have their information captured automatically in the system and the job details get populated without manual input so they're primed for approval. I've seen this feature shave off a huge amount of time from our workflow which has been a real game-changer for our team.

“ they are scammers.

Pros

I bought a subscription to workiz, I wanted to try it for 1 month and then cancel it, when I started to cancel it. I couldn't do it right away. They started telling me that I needed to contact some manager, that I needed to wait!!!! You need to sign up in advance and so on. And when did it happen. In the end. They still didn't want to. They said that I signed up for some annual payment. Although I didn't see it. That is, they hid it somewhere and accordingly, now the company still can't cancel my subscription. It's just awful, they are scammers.

Cons

I bought a subscription to workiz, I wanted to try it for 1 month and then cancel it, when I started to cancel it. I couldn't do it right away. They started telling me that I needed to contact some manager, that I needed to wait!!!! You need to sign up in advance and so on. And when did it happen. In the end. They still didn't want to. They said that I signed up for some annual payment. Although I didn't see it. That is, they hid it somewhere and accordingly, now the company still can't cancel my subscription. It's just awful, they are scammers.

“Simple tool with great support

Pros

What I like most is how simple and easy the tool is. It has everything I need in one place and the support team has been consistently outstanding.

Cons

So far I haven't found any downsides. I genuinely enjoy using this tool because it's extremely user-friendly.

“aligned scheduling and automation

Pros

This platform has completely changed how we handle scheduling, dispatching and invoicing. The interface is easy to navigate and the mobile app keeps technicians updated in real time. Built-in phone and communication features have cut out multiple third-party apps and automation for reminders and follow-ups saves me hours every week. Congreatating everything in one place has reduced administrative work by at least 30%, cut miscommunications, improved on-time service and helped us scale faster.

Cons

Even though the tool meets most of our requirements, the reporting dashboard feels a bit limited in customization. I would love the option to build more sophisticated reports with more granular filters and specific metrics tailored to our workflows. On another note, the mobile app sometimes lags under poor network conditions which doesn't happen often but can be frustrating when it does.

“Transformed operations with easy scheduling

Pros

Operations have been transformed since we started using this tool. Scheduling and dispatching are simple and user-friendly and live tracking keeps jobs and technicians organized. The mobile app lets the field crew see assignments, update progress and take payments on-site, saving us a lot of time.

Cons

there's a noticeable learning curve when configuring automations and tailoring workflows which took some time for our team to get comfortable with. The reporting could use more depth as well, occasionally we require finer-grained filters to pull the exact insights we need. Still, in my experience these drawbacks are relatively minor compared with the overall value the platform provides.

“Integrated calling and automation

Pros

I really appreciate the integrated phone system and the automation features, it makes managing the workflow so much easier for me.

Cons

There are extra automations and I don't love the pricing attached to them. Also, phone plans come with limited minutes, it works for me most of the time but could definitely be improved. What I really value is that this tool brings everything we need to operate our business into a single place and honestly I think it's fantastic and something everyone should consider.

“Faster scheduling and payments

Pros

Using this tool has made it a lot easier for me to keep up with job scheduling and coordinating the team. Being able to assign work on the fly and monitor each technician's progress has noticeably sped up our response times. I also appreciate the client-facing features, text reminders and status updates have cut down on no-shows. Plus, the integration with this toolPay has made processing payments much faster.

Cons

I'll admit there's a noticeable learning curve for new team members, particularly when they're building automations or setting up templates. I'd also like more flexibility in the reporting, we need deeper filtering options to slice the data the way we want. Every so often devices don't sync instantly which can be frustrating. Even so, this tool allowed us to ditch a jumble of spreadsheets, manual dispatch sheets and separate messaging apps and gave us one central place to book jobs, talk to clients, collect payments and monitor performance. That congreatation has saved us a ton of time and cut down on mistakes.

“Efficient dispatch with built-in communication

Pros

This platform has aligned how we schedule and dispatch, making it much more efficient. The drag-and-drop calendar is easy to operate and the integrated phone and messaging tools let our team contact clients directly, no app switching. We appreciate the automated reminders and follow-ups which reduce no shows and keep clients informed.

Cons

The mobile app could be improved, sometimes it glitches or runs slowly, particularly when switching between views. Also, some advanced customization options, like bulk editing custom fields, feel limited or tough. Before we had this tool, we struggled to manage jobs across multiple platforms. Scheduling, invoicing and customer communication were all separate. This platform congreatated everything into one place which has saved us a great deal of time and significantly reduced human error.

“One platform replacing multiple apps!!!!

Pros

Honestly, it just works. I can create a quote, schedule the job, send invoices and accept payments without bouncing between multiple apps. My prior setup was chaotic, I used to lose half my day hunting for where I'd stored customer details. With this platform, one person guided me through the entire setup instead of being shuffled between different reps every time I called and that change was enormous. On top of that, I only pay for the features I actually use which keeps my expenses manageable.

Cons

a lot of the capabilities I use and most are still marked as upcoming and aren't scheduled to go live until next month. I could really use a simpler way to add notes to new job orders and a smarter system for deleting tags, both feel clunky right now. Another frustration is that the jobs lobby columns don't offer much customization which makes my workflow less efficient. Before switching to this platform I was juggling about five different apps just to manage customers and get paid. Now everything lives in one place, so I can actually concentrate on the job instead of drowning in paperwork. My customers receive quicker replies, I'm no longer frantically searching for their details when they call and running the business has become far less stressful since I don't need as many people to help keep everything organized.

“faster invoicing & accounting

Pros

Using this tool has more than halved my invoicing time. I've seen all of my accounting workflows become much more efficient and it's given me the bandwidth to focus on other parts of the business instead of getting bogged down in paperwork.

Cons

We're still only a few months into using the program and I'm still getting familiar with all the features.

“Responsive support that listens

Pros

When I got stuck, the chat tool wasn't just a band-aid, it actually connected me with someone who diagnosed my problem fast and fixed it on the spot. I suggested an adjustment to how their system handles this particular issue and they didn't brush it off, they pushed the idea up to the developers. I'm convinced they'll at least review it and maybe roll out an update to address it which gives me real confidence in their support and product roadmap.

Cons

There's definitely been a bit of a learning curve for me and figuring out the most effective way to use it has sometimes felt awkward and clunky. That said, I've found the support people to be friendly and willing to help whenever I reach out, so the human side makes the rough edges much easier to handle.

“Excellent onboarding experience

Pros

Going through the startup process, the team was absolutely fantastic and incredibly helpful, it made getting started so much easier for me.

Cons

We're only missing a better contract option, it's the one thing I feel is lacking.

“Complete CRM and POS solution

Pros

For my business, this application covers nearly everything I need, from financing programs and automatic review prompts to assigning jobs to technicians. It's simple to use and I've found it works not just as a point-of-sale system but also as a reliable CRM that handles operations smoothly.

Cons

I've tried a lot of different apps over the years but this one is the only solution that actually convinced me to stay and keep using it consistently.

“Constant improvements and integrations

Pros

It's been impressive to see how the tool keeps improving, whether that's adding new features, fixing bugs, or taking user feedback into account. Integrations keep being added regularly which makes my workflow much easier.

Cons

it still feels a bit glitchy at times and I have no way to split a sold estimate between two separate jobs or to schedule a second non-consecutive day on a single job.

“Efficient scheduling for service teams

Pros

This app has really aligned scheduling, billing and crew management for my company. It reduces workload and keeps operations running efficiently, I'd strongly recommend it.

Cons

Overall, it seems like a great platform, although I felt a little swamped initially because there are so many features to navigate. A few customization settings are constrained and the mobile app sometimes runs slowly. Still, I find their support team helpful and they keep enhancing the software.

“Feature-rich platform with built-in VoIP

Pros

One feature I especially value is the built-in VoIP system which sets this product apart from most alternatives on the market.

Cons

Honestly, I found the migration team for this tool extremely difficult to communicate and collaborate with. I'm disappointed that a platform with so much capability is supported by such an unengaged migration group. It genuinely feels like I'm working to serve them, rather than them supporting me.

“Adaptable all-in-one business platform!

Pros

The platform adapts well to business needs. It offers plenty of tools that simplify daily tasks and help keep operations organized. I also enjoy attending the workshops they host and while setup was fairly easy, fine-tuning it to match my workflow took a little time, but I keep discovering new improvements as I go.

Cons

Every now and then I encounter glitches but they're pretty rare overall. When problems do crop up, they're usually addressed and fixed fairly quickly, so they don't end up disrupting my workflow for long.

“Feature-rich platform :)

Pros

We've used this tool from day one and it's rewarding to see how it's grown. Even after exploring other solutions, we returned because of how simple it is to use and the range of capabilities it offers. The support team is always helpful and I value that they actively engage with customers and take suggestions seriously.

Cons

Whenever I face an issue, their customer service responds quickly and stays on top of the situation to ensure my concerns get resolved, if they can't fix something themselves, they promptly escalate it so it gets addressed.

“Easy to use software!

Pros

Whether I call or use the chat, customer service is excellent, they respond quickly and always follow up. The software itself is generally easy for me to navigate.

Cons

Thus far, I've experienced everything running smoothly.

“Powerful mobile app for daily operations

Pros

Convenience is what I appreciate most about this platform. Even when away from the office, I can update work orders, reach out to customers, attach files, record payments, review notes and check customer details, all from the mobile app. Support is incredible and always fast.

Cons

I can't think of anything I dislike about this tool.

“Simple tool

Pros

Step-by-step how-to videos make the tool easy to learn and it's helped us align services while reducing my team's workload so we can focus on other tasks.

Cons

Onboarding kicked everything into high gear immediately which meant I could carry on with business operations without any downtime, letting me keep things moving smoothly from day one.

“feasible automation for smooth workflows

Pros

It's really simple, with no steep learning curve and the automation features genuinely make providing excellent service easier. for me setup was simple, support has been dependable and syncing with QuickBooks Online worked without issues.

Cons

not a con but a biggest drawback is the lack of clear technician KPI tracking. Those metrics are incredibly important and right now the tool doesn't make that information easy to access. If they addressed that gap, I honestly think this platform could go head-to-head with some of the big players in the Home Services CRM space.

“Complete solution!

Pros

Our team finds the tool covers every aspect of our needs, from creating estimates to managing customer projects effectively.

Cons

you need to enable a lot of add-on integrations to really take advantage of this CRM and the mobile app feels quite different from the web version, although both are useful for grabbing customer details when I'm out and about.

“Fast communication with smart automation

Pros

Fast communication, a simple experience and numerous features that help automate business processes are what I value most about it.

Cons

It can be a little tricky to figure out where to start when implementing the software.

“Quick setup with compliant workflows

Pros

Getting everything set up was impressively simple. The service photos look great and the custom document option I'd been missing in my previous CRM is now available. Navigating, snapping photos, entering equipment details and handling payments all feels easy and the automation bundled in is a big plus.

Cons

In the field app, I think a few usability tweaks would help technicians move through jobs more smoothly. It takes a little time to get used to where everything is but once you figure it out, it's generally easy to use.

“Strong reporting!

Pros

Over the past year I've been using this tool and it has gone beyond what I expected. In my role as a marketing specialist, I rely on it for reporting and to simplify our lead nurturing workflow. What I love most is the reporting, it's so smooth to analyze the data. It's an excellent choice for any business that relies heavily on data.

Cons

Honestly, it would be great if the developers tool offered more flexibility to handle complex integrations, I'd like a bit more room to build them.

“Simple and easy navigation

Pros

Generally, finding what I need is pretty easy most of the time.

Cons

Okay so.... I really want more control over what shows up on certain screens because they're not configurable enough for my workflow and I'd also like stronger marketing tools.

“Visual and clear quoting system

Pros

For quoting, this tool gives the clearest layout I've ever used. Having photos stay on that strip which runs alongside the entire quote is brilliant. Including those images makes training ten times simpler and I find ID GUESS similarly helps customers grasp what's shown, so in my opinion they get much more value from the picture combined with the written description.

Cons

Ugh, having the cost column visible on my display feels really awkward. Since I sell in people's homes, there are times when someone can be standing right beside me and it becomes extremely uncomfortable for them to view my margins and markups. Honestly, a discreet or hideable mode would be hugely helpful.

“Limited customization in some areas

Pros

I've had excellent tech support and they keep rolling out new features driven by what customers ask for.

Cons

I wish more areas of the program offered customizable fields, because some sections still don't have that option.

“Highly customizable integrated platform

Pros

We rely on this tool all day, every day and it's become central to how we run jobs because it gives me customizable, integrated estimates and invoices that fit into our workflow. Employee management and scheduling are easy and I find inventory and equipment tracking really helpful. The ability to create custom fields means I can tailor things to exactly what we need. There are countless integrations available and we actively use several of them to align processes. Whenever I've needed help, customer support has been responsive. The help center is huge and easy to navigate, with options to search, upvote articles and submit feedback or suggestions. Overall, this feels much less complex and more simple to implement than other CRM or software solutions we've tried and we can actually use it far more extensively than any other platform in our company's history.

Cons

There are quirks that take some getting used to. For example, the default estimate and invoice templates can't be fully swapped out, though I can build new templates from scratch and attach them to emails. Also, the system defaults to a client's first and last name instead of the company name which throws me off when I want company-centric records. It's not a dealbreaker but I hope they add a selector for my preferred identifier.

“Advanced call and team management

Pros

One thing I really like is that I can attach a tag to every phone call to indicate where it came from. I can also keep an eye on my team, track their working hours and manage permissions, plus purchase business phone numbers and do a whole lot more. Honestly, I find it better than Salesforce.

Cons

The history search is limited to a short timeframe and I can only export up to 5,000 contacts at once. Support can export bigger batches for me, so it just means some extra steps are needed.

“Overpriced and poorly designed crm

Pros

I can't find a single redeeming feature here, I feel it's overpriced, clumsily designed, loaded with hidden charges and it's easily the worst CRM I've used.

Cons

my experience has been frustrating with deceptive pricing, weak automation, poor customer support, hidden fees and an overpriced, nearly useless AI assistant.

“Needs more custom field flexibility

Pros

It's fantastic that a fully-featured free trial is available so users can try out the app before committing. I really appreciate this approach because it merges CRM with operational tools, helping me save both time and effort.

Cons

Greater flexibility with custom fields for things like �Clients' and �Jobs' would be ideal. I'd love to configure dropdowns, progress statuses and similar options, basically database-style controls like Notion.

“Out-of-the-box service business tool

Pros

an out-of-the-box platform that lets me manage my neighborhood services business

Cons

Many features are helpful and the functionality keeps evolving, though I see room for more polish and improvement.

“Powerful platform BUT weak support

Pros

For managing my home service business, this platform has been outstanding. The interface is simple, the scheduling features are powerful and the reporting tools are great which makes my day-to-day operations run smoothly and more efficiently. The system itself feels dependable and offers strong functionality whether my team is small or large. All told, I consider it a fantastic tool, I just wish the customer support matched the high quality of the software!

Cons

I've been a dedicated user and recommended this platform to many home service business owners, even hosting online sessions about it. But a recent experience really shook my trust in the company.

“great interface for data management

Pros

I find the interface really great for organizing and managing my data.

Cons

The platform can struggle on slower internet connections which can be frustrating for me.

“Lacks built-in sales features

Pros

I really like the automation, the option to add custom fields, the detailed reporting and the call management tools.

Cons

A proper sales feature built for sales reps is missing in my opinion and that gap really stands out.

“Powerful automation and reporting suite

Pros

What I appreciate most are the automation, the option to add custom fields, great reporting and reliable call management.

Cons

I get frustrated that the platform lacks dedicated sales tools for salespeople which makes certain tasks harder for me.

“All-in-one workflow solution

Pros

I like the strong workflow capabilities, it's a complete all-in-one solution for me!

Cons

Odd payment term options have come up lately and account and client settings don't sync well. I've got the support team looking into it.

“Unified platform for the whole team

Pros

whole team has a single piece of software they can go back to, I love having so many different tools congreatated into one place where everyone can reference them easily.

Cons

POS system fees feel high compared with other software I've used, like Jobber and that adds extra costs for me.

“Overpriced for basic functionality

Pros

Overall, I think the software works okay but I'm finding it far too expensive for what it does.

Cons

Customer support has been awful for me. I couldn't cancel my subscription on my own and had to call but it still hasn't gone through. Reaching out to the Customer Success Team Lead was unhelpful and I've been chasing a refund for about a month without resolution.

“Clean interface with great support

Pros

I'm really impressed with how clean and uncluttered the interface is, it's easy for new technicians to pick up and my interactions with customer support have been fantastic.

Cons

Sometimes the app's functionality feels restrictive and I miss having a proper pipeline feature to manage tasks better.

“Professional field service experience

Pros

Our team has gained so much, people rely on this app in the field every single day to pull up the details they need to get the job done right. The part our customers see is just as impressive. It really boosts how we present ourselves to clients, with estimates, proposals, invoices, payments and completion photos all packaged professionally and accessible through a quick, simple link.

Cons

A few core features could be refined to reduce manual data entry time. Some reports aren't customized with the metrics my team needs, so I spend extra time adjusting them before they're useful.