Workiz

Pros

Interface, excellent for appliance repair industry. "Custom fields" option is great. "Product and service" is very good.

Cons

Missing user guide. I wish to get more changes in CRM soft for our needs.

Pros

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!

Cons

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

Pros

Workiz has made managing our projects so simple! We are able to store project information, manage our AP and AR, photos and paperwork so efficiently.

Cons

At first, we did have some issues integrating other software with Workiz. However your support team was always available and eager to assist.

Alternatives Considered

Reasons for Choosing Workiz

Switched From

Reasons for Switching to Workiz

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Workiz

Switched From

Reasons for Switching to Workiz

Pros

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

Cons

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.