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Workiz
Workiz

Workiz

By Workiz Inc


  •  1002 Interested

Highlights : About Workiz

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Client management

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Commission management

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Custom fields, documents and reports

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Jobs, leads and task scheduling

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QuickBooks online sync

About Workiz

Workiz is a web-based field service management solution that serves filed service businesses such as lawn care, locksmithing, and plumbing. The solution offers integrated contact management, billing, scheduling & dispatch and work order management functionalities. The key feature of the solution includes live scheduling, which displays jobs scheduled on a list view, on a calendar, or even on a map. The two-way messaging system allows office managers to stay in constant contact with their field agents. Users can even set up custom notifications that can be sent out via text message or e-mail to on-field staff and customers. Workiz's client management feature allows businesses to store client profiles and history centrally at one place. Customizable forms help businesses to create engaging service request forms and invoices that can be sent to customers electronically via email. Workiz's statistics feature provides various graphs and content to analyze performance across different metrics. Other features include voice integration, e-payments, job tracking and field reporting.

Specifications

  Business Size
Startup
  Deployments
Premise, Cloud
  Language Support
English
  Platforms

Product Details

Features

Client management

Commission management

Custom fields, documents and reports

Get payments

Jobs, leads and task scheduling

Multi-location

Phone masking

QuickBooks online sync

Quotes and invoices

SMS

User and client notifications

User restrictions

Benefits

Get support on any device, and run business from anywhere

Schedule appointments with a drag and drop calendar

Track all aspects of your business, from scheduling to invoicing in real-time

Reduce your workload using smart automation

Send appointment reminders to customers

Create quotes and invoices

Receive payments and e-signatures

Dispatch employees to their next appointment

Communicate with your team and track their location in the field

Record your team’s calls with customers

Easily collect reviews from customers

Increase customer satisfaction, reviews and ratings

Manage leads and get new business opportunities

Understand how much you’re making (or losing) on every paid ad

Create detailed reports about your business operations

Use Workiz from anywhere, including desktop, our mobile app or via tablets

Eliminate theft by employees

Boost your advertising effectiveness

Support

A dedicated 24/7 support team makes it super easy to get started with Workiz and ensures you see an incredible impact on your business within days.

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