Workiz Reviews

Summary: Workiz is an incredibly user-friendly and feature-rich platform that has streamlined our operations. It offers extensive capabilities, from job scheduling to invoicing, and the best part—its automation features save us hours of manual work. The support team is excellent, always responsive and helpful. Whether you're a small business or a growing company, Workiz makes managing field service operations seamless and efficient. Highly recommended!

Positive: Workiz is easy to use, with an intuitive interface that makes it simple for both admins and field workers to navigate. It offers strong automation, reducing manual work by handling scheduling, dispatching, and follow-ups efficiently. The visual scheduling feature allows for easy drag-and-drop job management, making rescheduling quick and hassle-free.

The dispatch board is highly effective, letting users assign workers based on service areas and skills, ensuring the right technician is sent to the right job. The online booking tool improves website conversions by allowing customers to book services directly.

Another advantage is that Workiz has no large upfront costs, offering flexible pricing without requiring expensive multi-year commitments. Additionally, AI-powered features are in development, promising to further enhance automation and efficiency in the future.

Negative: One of the downsides of Workiz is its limited charge type flexibility, requiring users to create duplicate services just to differentiate between charge types, which adds unnecessary work. Another area for improvement is team organization, as there isn’t a dedicated section for grouping workers by zones and skills, making large team management more cumbersome.

Additionally, service area creation could be more efficient. Currently, users must manually enter zip codes one by one, whereas an option to automatically generate service areas from an array of zip codes would save time. While Workiz is actively improving, deeper customization options would make it a better fit for businesses with unique workflows.

Summary: I recommended this program to a plumbing company. Now they want to abandon Workiz because their workforce cannot use it properly in the field on tablets and phones.

Positive: There is practically no support for the program. The robot politely answers you and apologizes for the inconvenience.

Negative: After the last update things got really bad. Firstly, the font and icons are smaller and have poor contrast. For those who do not work in the office on a computer, but in the field use this program on a phone or tablet, it has become much more difficult to work. A magnifying glass is required to read the information. It is not possible to enlarge the text by zooming in. The copy text is not copied by the client. It is not possible to copy the necessary information and send it to the office or somewhere else. The icons for calling and sending a message are very close and hard to see. As a result, you often click the wrong icon.

Summary: Just avoid this garbage. It will probably just be gone now day like Mhelpdesk did. Look at one the the real brands, it's worth it.

Positive: Price kinda... The price was literally the only positive about the system, and even that has dwindled down over the years. They have slowly made more and more of the system an option to be paid for.

Negative: Everything else..

Anything is an add-on, even some of the things that were free when I first started using the system later became an option and my price continue to increase., I'm currently paying twice what I started at.

Are we do inspections so we upload a lot of photos, unfortunately it takes anywhere from 60 seconds to 5 minutes to upload a photo. We generally upload 20 to 60 photos per job so this has been a big problem. The system will also randomly lose photos a few days later. These photos should be able to be viewed by the client, but half of the time they do not come through and the client just gets a blank document.
We use them documents, which took several hours to set up and design. Open the system one day and half of our inspection document was just gone. It took four hours for Support to respond, and they couldn't figure out what happened. Speaking of, by far the worst customer support I've ever had in my life. It generally takes between one hour if you're lucky up to 12 hours to get a response and if you close your application or computer in the meantime you have to start over. Just avoid this garbage..

Summary: Started out good but now that we’re expecting things to work the way they were sold to us it’s slow. We have been offered no reimbursement for having to manually work around issues. The inventory system has no reports and does not function as we were told, we have temporary work arounds while they are developing them. Credit card rates are not competitive as we were told. We went from 1 percent with QuickBooks to 4 percent without being told. We showed them what we were paying with QuickBooks and were told they were a little more but not 4 times the amount.

Positive: Mostly all in one dispatch, POS, inventory.
App and desktop availability and access.
Call recording and texting service.

Negative: Sold on features that are not available.
No smooth transfer from QuickBooks enterprise to Workiz.
No inventory reports.
No hold queue counter on screen for dispatch.
No automatic promoting of calls in queue to the next available dispatcher.
No ability to transfer inventory between containers.