Workiz Review

Easy Job Scheduling and Dispatching

Workiz makes the process of planning, preparing, and dispatching field service jobs a breeze. The application permits users to specify and display on a map all the locations they are dispatching field services for. Then, using the application’s built-in calendar, they can create schedules for jobs that need to be performed in those locations. This calendar has a drag-and-drop user-interface and supports color-coding, so it is easy for users to assign job schedules to field technicians, make changes in job schedules, and track timeline entries.

Track Jobs and Personnel in Real-Time

The field service management application also can pinpoint and show the exact locations of personnel and agents that are deployed in the field. Managers and team leaders can find out in real-time which available technicians and personnel are nearest to the service locations and dispatch the jobs to them. In addition, Workiz lets users discover the most efficient routes towards the service locations their personnel can take, thereby helping them reduce travel times and expenses.

Receive Payments on the Field

With Workiz, your tech or service representatives can receive payments on the field. The platform offers an easy to use mobile application that they can use to either enter payment information or swipe a physical credit card. With this, payment will be easier for you and your clients. This also increases the quality of your customers’ experience.

Client Management (CRM) Made Simple 

The platform allows you to track important customer information such as payment history, details, and even balances under one hub. You even get to pull all the service locations for a particular client. Also, Workiz offers a powerful search engine with an auto-suggestion feature that returns results time closest to your real-time entry. This saves you and your client time. No more manually searching for folders in a file cabinet.

What’s more, there is a client call masking feature. This way, you leave your client’s true phone number hidden from your techs. There are times where field personnel may say things to clients over their own phones. With this, you can also immediately retrieve official call recordings to monitor CRM-related interactions.

Quick Online Booking

Another customer-related feature is Workiz’s online booking module. With this tool, customers can easily book your services online. This is also synced to your calendar in real-time. Thus, customers get to book appointments based on your business’s availability and not solely on customer preference.

Streamlined Communication and Coordination

Workiz comes with its own phone and messaging system. This delivers capabilities that streamline and enhance the way users communicate and coordinate with people involved in their field service business. For instance, they can send out email and text notifications to their clients to ask confirmation for scheduled jobs or communicate the dispatching of field technicians. Text messages are delivered to field technicians as well so they can confirm that they have received their assignments, access important job details, and notify the office when the jobs are completed.

Owners and managers can also create custom appointment reminders for text messages so they are alerted to different situations like when a job is being canceled, a field technician is working too slow, or a job generates a profit lesser than expected. Also, it is easier to scan through your messages through Workiz’s voicemail-to-text transcription. Moreover, they can access information and messages related to the jobs referred to them by their business partners right straight within Workiz.

Business Performance Tracking

Field service businesses can improve the performance of their teams by taking advantage of the application’s automated call recording and monitoring features. Workiz makes it possible for users to build their own call flows that determine how phone calls coming from prospects and clients should be routed and handled. Each of these call flows is linked to a specific phone number that is not exposed to prospects and clients who are calling in.

Calls going through the call flows are recorded by the application, allowing owners and managers to track how their personnel is interacting with their prospects and clients and find opportunities to improve engagements. Additionally, it comes with call tracking options for different marketing channels. This lets them see the different online and offline advertisement sources utilized by users. As a result, they can check if their ad campaigns are producing more clients, jobs, and profits.