Workiz Software Reviews

“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.

“flexible payments with smart automation

Pros

One of the things I appreciate is that it offers several payment options, including a finance plan, along with automations, tagging features and a map view.

Cons

Small bugs often appear after updates and certain settings are tricky to change or scattered across the platform which is annoying for me.

“Automation driving business growth

Pros

We've seen this tool help our company expand and stay better organized. The automations are amazing and we're receiving more and more reviews from using them!

Cons

Handling multi-day jobs or separate project phases in scheduling isn't smooth and I'd really like to see that improved.

“Easy job stacking for scheduling

Pros

I really like that I can stack jobs on top of each other which makes organizing multiple tasks much easier for me.

Cons

the Q1 2024 update feels like a step back from what we had before. The refresh is now a button instead of the pull-down screen I used to have and missed calls don't disappear when I tap them after a refresh.

“Complete software we rely on

Pros

this application is among the best pieces of software we've ever used, we've relied on it for several years now and it lacks nothing, everything we need is included. I definitely recommend it.

Cons

At the moment, I have nothing about it that I dislike.

“Strong job and payment tracking

Pros

We moved over to this platform from Housecall Pro. As a service-oriented company, keeping track of every job was really crucial for us. Using this system we can assign different statuses to jobs based on how complete they are or where they stand in the payment process. Because of that we never miss deadlines or outstanding invoices. It even includes a softphone feature and supports card payments.

Cons

Younger staff pick it up very quickly, however our subcontractors who are over sixty consistently struggle to navigate and use the system.

“Feature-packed yet simple software

Pros

I'm really impressed with how many features are packed in and how simple the software is to operate. There's a ton you can do, lots of different reports to pull up and navigating around is easy. Getting set up was quick and easy. Tech support even imported my contact lists and legacy job history from Excel which was awesome. It hooks up with nearly everything and the Zapier triggers actually work and are useful.

Cons

On the mobile app, I find the interface could be a bit more simple. For example, it would be great if I could tap a customer from within a job and immediately see their profile and full history. Right now I have to exit the job view and hunt for the client in the main client list which is a bit clumsy and interrupts my workflow.

“Centralized messaging and automation

Pros

There are a lot of features I appreciate but what stands out most to me is the message center where every one of my numbers funnels in, from there I can reach customers by text or call from various parts of the software. I'm really into the external automations for sending estimate reminders to customers and I've set up triggers that alert my team when a lead's status shifts so they know when to take over. I've also tailored every stage a lead goes through which makes it easy to see where each person is in the process. The tagging system is super helpful, it lets me find exactly what I'm looking for quickly.

Cons

app works really well. My technicians use it to send customers their ETA, finish and sign off jobs and double-check the job details and photos a day before a scheduled visit so everything is prepared.

“Workiz: A game changer and life saver

Pros

Workiz has been a lot of fun for me. It took me three years to finally write the review they earned a very long time ago. Its comforting to know that three years later, I can still think only positive things about Workiz and the wonderful individuals who work there. I thought I had already been amazed with Workiz, but a recent interaction with them was just over the top incredible.

Cons

The one feature of the software that I actually dislike is that it allows for customer self-scheduling. You can put a link on your website that directs customers to contact you and schedule services, which is great, but you cant charge them from that page.

“Visual calendar for team coordination

Pros

My team and I use the visual calendar all the time since it gives us a clear, at-a-glance view of the current status for our technicians and the pipeline on our leads. I also really value being able to communicate with everyone through the app and keep a searchable trail of those messages.

Cons

one major area that could be improved is reporting, specifically the inability to generate reports that include phone numbers. If we could pull reports with contact numbers included, we'd gain a significant advantage in how we follow up and analyze leads. Aside from that, it's an excellent tool.

“Built-in calls and texts

Pros

I really appreciate that phone calls and texts are built into both the mobile app and the website. That arrangement lets us keep a recorded history of all conversations tied to each job within a single solution.

Cons

We don't have multimedia (MMS) messaging available at the moment.