Workiz

Workiz

This field service management software is designed for efficiency, empowering over 120,000 professionals to streamline operations. Users can effortlessly schedule jobs, dispatch technicians, and manage invoicing all in one platform. With features like online booking, automated communications, and a built-in phone system, it enhances customer relationships and increases job bookings.

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Workiz Review and Overview

Businesses, big and small, rely on many software and tools to achieve their end goal. One of many such devices is Workiz, an online tool that takes care of all aspects of field service, effectively and efficiently. All organizations require fulfilling operations that are carried outside premises, be it transportation of goods, or managing worker activity. All these services support targets and plans and help trump competitions. They are the foundation of any business, effective management of which can be a real game-changer.

Time is money

Save time efficiently with our scheduling functionality by making use of a simple drag and drop calendar. Keep track of all your appointments and get notified anytime and anywhere. Assist your customers by displaying available slots. Get real-time alerts to avoid missing commitments and the trust of your clients. Assign your workers to jobs accordingly.

Know your client

We provide full transparency when it comes to clients. Navigate through your client’s database and get informed on the call history, purchases, and customer locations. Keep records of payments of respective consumers and generate invoices and bills for smart management. Surf through the client database for a better understanding and a proactive approach.

Connect on the go

Speak with your on-field staff and filter permissions with a range of restriction levels. Make use of a secure two –way messaging interface within a devoted Workiz app to be in touch twenty-four seven. Trail your mobile team with live location tracking and choose the best possible routes. Revise and develop optimum work plans and flows. Hear from your on-field peers at all times.

Never miss an opportunity

Stay up to date with the Phone system and exploit the option of recording potential customer calls. Use tactics and techniques dedicated to promoting your business.  Set up an automated calling function for instant answering and customer satisfaction. Call your clients in the blink of an eye by using an integrated Workiz dialer and keep your client’s number confidential from your staff. Take care of it all with this awesome software.

Top Workiz Features

  • Online booking widget
  • Automated job dispatching
  • Built-in phone system
  • Call tracking and recording
  • AI-powered smart messaging
  • Job reminders and alerts
  • On-my-way text notifications
  • Service plan management
  • Sales proposals creation
  • Inventory management tool
  • Customer relationship management
  • Tap-to-pay payment solutions
  • Performance tracking insights
  • Customizable scheduling options
  • Marketing tool integration
  • Automated review requests
  • Quick invoice reminders
  • 24/7 customer availability
  • Job conversion automation
  • Seamless team communication.