Avis clients sur Workiz

Excellent development team.

Commentaires : We can provide you over the phone more details of our experience from our technicians.

Avantages :

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

Inconvénients :

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

Our Moving business is running more efficiently than ever!

Commentaires : Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing. This software has reduced the amount of multiple software & apps to 1, nothing is more efficient than that!!!

Avantages :

Integration of the software with our business was extremely easy! This software has helped our moving business streamline information to our techs with ease and efficiency; it dramatically reduced misinformation, errors & helps to get last minute changes our quickly.

Inconvénients :

Customization of our documents is not as efficient, it would help to have our already established documents translated using PDF's instead of having to re-create the documents needed. There is some issues when viewing job reports in the filter results - when you have selected the dates, then select a job within those dates and want to review other jobs in the same selected dates you must re-select the dates, there is no option to keep that same selection of dates. This can be time consuming when verifying jobs for payroll, techs & hours.

Mediocre at best

Commentaires : I would say overall would never come back to utilize the service. I've utilized plenty of different softwares and this used to be great when it was SendAjob but since the transition to Workiz. You guys fall short and don't meet our needs. Maybe a one man show and or someone who doesn't need detailed, efficient workflow.

Avantages :

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.

Inconvénients :

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.

WorkIz is a game changer!

Commentaires : After testing out a few other client/job platforms, WorkIz turned out to be head and shoulders above the rest. The customer service people are super-responsive to input, are easy to reach, and take care of their clients. Highly recommend!!

Avantages :

Being able to have client/job information at our fingertips has transformed how our business is able to function. Before Workiz, job & client information, as well as job scheduling, was a manual process. With WorkIz, every one on our staff, from people in the office to staff out in the field, is able to access job & client information from their phones or laptops. Sending estimates to clients has enabled us to add photos and other information with our quotes. This has really set us apart from our competitors. Online payment capability is a real plus, as some clients don't feel comfortable sharing their credit card information.

Inconvénients :

Search feature isn't as good as I'd like, but still better than the manual system we had prior to WorkIz. I wish there were a more streamlined process for setting up one account for repeat clients with multiple jobs. WorkIz has improved this somewhat in the past year, and I hope they will continue to do so. Would LOVE to be able to enter more than one email address on the main client page.

Great Product

Commentaires : Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new with Workiz, but loving it so far.

Avantages :

The modern technology that is built right in such as 2-way texting, notifications, email, automation. The App is amazing and full of almost everything the desktop offers. It has a built-in full phone system to call customers from and to receive calls and records all communication with every lead/client that calls. They have built-in CC processing payments, online booking tools, online chatbot features that can also serve as a booking tool.

Inconvénients :

They have a "Leads" feature you can turn on so for a company like myself who does all estimates a lead is where about 90% of the communications occur, but you can't set notifications and text alerts to clients when they are in the lead status. This should be updated and hopefully will be. Once a lead becomes a Job or someone that owes you the money you have full range to communicate with them via text, email, and auto-notifications. This works great for a service business that doesn't do many estimates and only sets up service appointments for service work, but not so much for a company using Leads and doing estimates.

Don’t bother workiz is a bad product and they are scammers

Commentaires : Don’t go with Workiz they are a bunch of scammers. We used it for about 8 months but it was really buggy and for a plumbing company it didn’t have the capability to do what we needed. We weren’t receiving text messages on the free system and we already started getting angry customers so we decided to not go ahead with the paid phone system as we didn’t trust it would work well enough. They proceeded to charge us for it for 6 months and flat out refused to refund us for a service we asked them not to provide and didn’t receive. The customer service is terrible. We would just get completely ignored and still are 6 months later. They said they could only issue a credit but since we cancelled Workiz all together we can’t use the credit so it’s tough luck. Why do we have to pay for their error? We clearly cancelled it and I have shown them the screenshots of all the communication but we are continuing to be ignored. Don’t bother wasting your time with these scammers. Use Housecall Pro instead it’s so much better!

Avantages :

The only good thing about Workiz is it was so bad that we cancelled it and now have a really great system to use. Housecall Pro is so much better!

Inconvénients :

•Couldn’t search by unit number meaning we had to click through each unit in a building or complex to find what we needed. •The accounting made our lives so much more difficult was a complete joke.•Text message system didn’t work. Communication would get lost causing unhappy customers •Mobile app was extremely buggy, barely useable• Very complicated to have ongoing jobs that you return to with multiple technicians. Needed to create tasks in each job but then they didn’t get all the information. Basically made it more work making it pointless using Workiz in the first place.

Simple and affotdable

Commentaires : It helps us know where are techs are at and how long they will be there, the automatic review request, We are logging our tines of srrival, departure and mileage. There are great as one they offer as your company grows.

Avantages :

My technicians are old school and want everything on paper but this software made it so easy for them to do. Our productivity increased and so did out customer base and I believe it had a lot to do with this software and keeping us organized, ,,Thank you Workiz!!!!!!

Inconvénients :

Yes, I have trouble understanding the estimate vs job input.

Great support team and very intuitive interface

Commentaires : Great support team. Very responsive. I've communicated with them often and they never disappoint. Extremely helpful.

Avantages :

I love how easy it is to use Workiz. It's intuitive. Other programs really make doing simple task overly complicated with too many clicks and screen jumping. Workiz keeps it simple and also rich in features. I especially love the ability to automatically send text messages to my customers depending on the status of their work order. I work in the Appliance Repair industry and this platform works well for me.

Inconvénients :

There are some quirks like but being able to add commas or periods to certain custom fields, but the development team is always updating the app and improving it. So far every bug I've reported has been fixed.

WorkIz Review from PunchList Professionals

Commentaires : We started using this software as we developed our business. Workiz has been an integral part of building our business. It has allowed us to keep our customer information, job, scheduling, invoicing and payments in one system.

Avantages :

It is easy to enter someone as a lead, create a job related to that lead, then generate an estimate and eventually schedule the work if the estimate is accepted. We've gotten a lot better at utilizing the features of the software as we've gotten more comfortable. I love that we can manage our workflow and invoice directly from the same system. Plus being able to accept online payments helps us with billing.

Inconvénients :

They've made several changes I had hoped for. It's now easier to track a tech's time on the job, and the change to WePay has been good for us. I do wish there was an easier way to job cost within the software. We are a lot better at using the time tracking tool, but I'd like an easier way to track materials costs.

Great product if you own a cleaning service!

Commentaires : My over all experience with this software for daily dispatching of jobs and also invoicing has been good.

Avantages :

I like that any of my workers can send an "On My Way" text message to the customer all thru the Mobile App.

Inconvénients :

The fact that it only shows a "Tech Confirmation" for only one tech per job, even though your able to add additional techs to the job.

Honest review

Commentaires : My overall experience has been good

Avantages :

Easy to use for me and employees, and taking apyments.

Inconvénients :

How difficult wepay is to setup and percentage they charge for cards.

Excellent Features

Commentaires : It has helped me organize my clients and keep track of the field

Avantages :

Routing is made easy with the map. Easy to Keep track of Clients .

Inconvénients :

It works well with the browser but the app is not that good. When using from a tablet you can only use it vertically and are not able to turn the screen horizontal.

Why Workiz is great for my Business.

Commentaires : Overall I like workiz. It is a great addition to my business.

Avantages :

Workiz is a great place for me to bill my customers and track who has paid and who has not. It is also great for scheduling jobs, although I don't schedule much work in advance. It syncs with quick books and one of the best features is I can track my sales tax with out any kind of a hassle.

Inconvénients :

Maybe it's just me but occasionally I have trouble finding old invoices or jobs. Also sometimes when I enter an item to go on the invoice it disappears after entering more items. For example I will put in a service call for $50.00 and then sell a product for $25.00 it will give me a running total of $75.00 but then sometimes when I enter another item All the above disappear and I will be left with the one item I just entered. I have talked to tech about it but either they don't believe me or it is so random there is no way to track it.

Excellent for Contractors with Dispatch

Commentaires : Price us very competitive against other providers and in general for what we are getting.
Scheduling, invoicing and dispatch are all solved in this platform.

Avantages :

The software is a great communication tool between the office the teams in the field and most important the client. Scheduling is a very easy and offers a clear view of the daily and weekly plan.

Inconvénients :

Waiting for them to provide MMS capabilities.

Easy To Use and Learn!

Commentaires : We have been able to organize and keep track of our products, as well as organize our scheduling with WorkIz.

Avantages :

What we have liked most about WorkIz is how easy it is to navigate. It is customizable, quick and helps with organization.

Inconvénients :

What I would say we have had the most trouble with is customer support. Just not able to get in touch for hours or even until the next day.

All In One Field Service Software

Commentaires : Great software. Value for money. Well set up, easy to use.

Avantages :

Integration, Phone system, Remote access for administrators through app

Inconvénients :

Price is higher than the old one but it's worth it

solo

Commentaires : great every time

Avantages :

i like the online booking feature the best, it give my customers the flexibility to book a service order at there convenience and saves me time.

Inconvénients :

i would like to see faster navigation and integration

It has been great for my small business

Commentaires : It has streamlined our scheduling

Avantages :

I like that the drivers for my company can just touch a button and have directions to their job locations. Our customers love the reminders and notifications.

Inconvénients :

I have suggested a couple of times that they add functionality for businesses like mine who need to add 2 locations for a single job. We are a business that often relocates large items and it would be nice if I could add the pickup address and the delivery address on the job screen. I can't justify another $80 a month to get the plan that allows for custom fields. I had issues integrating with Quickbooks so I don't use it for invoicing.

Workiz team is great

Avantages :

I like the ease of use. It's a simple format and if you use it to full potential, you can really micro manage a lot of the aspects to your company that could otherwise slip through the cracks. The support team is wonderful. [SENSITIVE CONTENT HIDDEN] has been a life saver and we have access to the support team even out on the job.

Inconvénients :

I would like to see further development into the app features. There's a lot of info that's available on the webpage that you don't really have access to in the app. I do see a certain functionality to it but as an owner, sometimes I just want to check the reports and everything when I'm out and about and thinking about my company's system.

Great product but support is not so good.

Commentaires : It has been able to run our business very well, there have been problems with response time. When these problems happen it does not seem that there is anyone there that really knows how to fix it. Deposit Report does not go to an excel file and I have been asking for 14 months for that to be fixed. Still no fix as of May 2022.

Avantages :

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

Inconvénients :

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.

Workiz

Avantages :

Very easy to enter jobs and other information such as adding technicians with this system. The log of activity is also great in each job as to keep track of exactly what goes on.

Inconvénients :

Sometimes it is glitchy especially when it comes to jobs across different time zones.

Life Saver for a small business!

Commentaires : Workiz has made running my business so much easier and organized!

Avantages :

Workiz Is an all-inclusive program that keeps all my business needs in one easy to use app.

Inconvénients :

Notifications easily get overlooked on the app so I have to be very diligent about checking for messages from clients. I wish the notifications were more easily heard and seen.

review

Commentaires : Scheduling,finance,send jobs to workers (dispatch)mailing list and mailers.

Avantages :

easy,intuitive,inexpensive,seems to be growing as we do

Inconvénients :

Under industries in this review there should be "other" as we are in the junk removal and moving industry

Overall great app!

Avantages :

I love how its easy to use. I love how I can send estimates, create invoice super easy for my clients. Super easy to charge clients on spot.

Inconvénients :

Lately, The feature of calling with using my phone change to "copy phone", which makes me to click on that, go to my phone, and paste on the keypad. It used to be much easier! You have two options.. either to call thru Workiz, or using my phone.. I hope it will be change back to how it used to be.

Very good program Highly recommended!!!

Avantages :

Overall, a great option for many in the field service industry. They also have a trial period, so you really have nothing to lose. And friendly support tech.

Inconvénients :

I would not change anything about this program it works great with accurate reports for employees and also your personal reports on all money coming in and out of the business