Workiz
workiz.comBuild Difficulty: 5/5
Build a working replacement in a weekend with AI tools
The #1 field service management software
How to Replace WorkizOverview
Features
47 features across 18 categories
AI(6)
Never miss a call again with an AI call answering dispatcher that books or reschedules jobs, answers customer questions, and saves lost revenue.
Improve decision-making and dispatcher performance with AI-powered summaries and insights automatically generated from customer calls.
Instantly extract lead data from emails and other sources and automatically turn them into trackable leads.
Automatically find the perfect time and tech for every job based on availability, proximity, and skill set. Prevent double bookings.
Speed up communications by using AI to compose professional, situationally-appropriate messages tailored to each customer's history.
Work smarter, not harder with the easy to use AI powered toolset. Deliver perfect responses every time with smart messaging and get more insights from customer calls.
Administration(1)
Create and manage unique roles with permissions tailored to your business needs.
Analytics(1)
Track marketing spend and optimize ROI with detailed ad performance reports.
Automation(1)
Streamline workflows, reduce manual tasks, and improve service quality with smart automation tools. Increase productivity by 40%.
CRM(1)
Remember every client detail without searching for lost records. See current opportunity, important client details, past jobs & files, and overdue payments in one glance.
Communication(3)
Centralize all your calls, emails, and SMSs into your CRM so that no opportunity ever falls through the cracks.
Automatically store and categorize calls for reference, quick access to information, and quality control.
Inform clients and your back office when a tech is on the way. Boost trust and safety by including the technician's photo and professional bio.
Customer Portal(1)
Provide a dedicated hub for customers to review and sign estimates, get their invoices, and make online payments.
Customization(1)
Improve reporting and searchability with custom jobs and client profiles.
Financial(9)
Get paid in seconds with the easiest, fastest, and most secure payment method - swiping a card.
Save time and streamline payroll with automated commission calculations.
Offer customers flexible pay-over-time options to increase conversion rates.
Track and control business expenses, promptly link receipts to purchases, and link expenses to jobs for better costing.
Issue custom-branded professional-looking invoices to get paid on time with automatic follow-ups on overdue payments.
Accept payments with fast, simple, and secure online payment solutions.
Accept full or partial payments online or in the field with flexible payment options including online payments and card readers.
Collect tips in the field or through the client portal. Split tips between multiple people and get detailed reporting.
Get access to unique credit cards built for the trades with flexible credit limits and automatic expense tracking.
Integrations(4)
Get more opportunities by integrating with Angi leads.
Connect the tools you already use seamlessly to your Workiz account.
Manage your finances and inventory purchases from one place with QuickBooks integration.
Get more opportunities by integrating with Thumbtack.
Operations(5)
Improve profitability, reduce callbacks, and train new techs faster by creating step-by-step checklists for every job type.
Record serial numbers, photos, warranty information, and service history of equipment you fix to a client site.
Track inventory and optimize warehouse processes with real-time activity reports and low inventory alerts.
See exactly where your trucks and technicians are in real-time so you can dispatch the right people to the nearest job.
Control the geographic service boundaries of individual technicians, or for the whole company, with an easy-to-use mapping tool.
Procurement(1)
Quickly create and send purchase orders to specific vendors, link orders to your price book, and connect orders to relevant jobs.
Project Management(1)
Run complex projects without losing visibility. From scheduling, section management, costs, materials, and billing, Workiz keeps it together.
Reporting(1)
Understand performance and optimize work processes with easy-to-understand dashboards and custom reports.
Sales(6)
Win more jobs with custom estimates or proposals that let customers choose between good/better/best options.
Let customers book appointments themselves with a self-serve portal that integrates into your website. Increase job opportunities by 30%.
Build your own flat-rate and item catalogs that can easily be shared with customers, or integrate with industry-leading pre-made books.
Allow customers to book your services directly from Google search results.
Win more high-paying jobs with custom proposals that let customers choose between good, better, and best options.
Offer customers a way to keep their equipment maintained while giving your business a source of recurring revenue.
Scheduling(2)
Plan out bigger and more complex jobs over any timeline. Schedule techs for the days they need to be on the job site with organized checklists.
Streamline scheduling with easy calendar view and drag-and-drop scheduling. Assign jobs to best-suited technicians based on availability, service area, and skill set.
Security(1)
Protect your employees and clients by keeping personal phone numbers hidden.
Team Management(2)
Keep your team synced whether they are on the job, on the road, or in the office with full mobile access to job details.
Get the job done faster by including subcontractors in a job.
Cost Calculator
Pricing data not available for Workiz. Check their website for current pricing.
Build vs Buy
Should you build a Workiz alternative or buy the subscription? Estimate based on 47 features.
Buy Workiz
Better ValueBuild Your Own
Buying Workiz saves ~$36,960 over 3 years vs building.
Estimates based on 47 features and a BuildScore of 5/5. Actual costs vary.
Integrations
4 known integrations