Workiz Reviews & Product Details

What I like most about Workiz is how easy it is to keep everything organized in one place. It makes managing jobs, clients, invoices, and payments much easier and saves us a lot of time. Review collected by and hosted on G2.com.

One thing that could be improved is the integrations. Some integrations feel limited or are not as seamless as we would like, so we sometimes still have to do things manually or use workarounds. Review collected by and hosted on G2.com.

Reliable, user-friendly and efficient. Workiz makes job management simple. The value is good for the price, especially considering how it brings scheduling, job management, and customer communication into one platform. It helps save time and keeps our daily operations more organized. Review collected by and hosted on G2.com.

The mobile app could be more intuitive.

Some features take a little time to learn. Review collected by and hosted on G2.com.

I find Workiz really easy to use. Even on my cell phone, it's very user-friendly. I appreciate that it's easy to contact people and save contacts. Also, setting it up was straightforward; I just needed to log in using my email. Review collected by and hosted on G2.com.

It could be improved if I can put more numbers so that it will automatically dial all the numbers that I need to dial within this day. It's really hard for me to manually dial all the numbers. Review collected by and hosted on G2.com.

I really appreciate Workiz for its outstanding customer support, making it easy to address any concerns. The app is very well-balanced and all of its features work very well, which is essential for managing customer records, service calls, and repair history efficiently. Also, I found the initial setup to be very simple, which made the transition smooth for my business. Review collected by and hosted on G2.com.

The app is wonderful, and I love everything about it. Review collected by and hosted on G2.com.

I really enjoy using Workiz as my CRM! It’s user-friendly and makes managing my business so much easier. Booking appointments is quick and simple, creating invoices is easy, and sending appointment reminders helps keep everything organized and ensures customers stay informed. Overall, Workiz is a great tool for streamlining daily tasks, saving time, and keeping my business running smoothly. I highly recommend it! Review collected by and hosted on G2.com.

It’s hard to convert an estimate into a job that’s already booked separately. Review collected by and hosted on G2.com.

It’s basic and easy to navigate, and it gets straight to the point. Review collected by and hosted on G2.com.

It's too basic for me. Also you can't really personalize your dashboard. I wanted something to make my own and show my brand even if it's only for back office. Review collected by and hosted on G2.com.

The ability to use it as a first time CRM user or someone who has plenty of experience with CRMs! Review collected by and hosted on G2.com.

Some features take longer than expected. Review collected by and hosted on G2.com.

Love that all calls are recorded, message center keeps us all informed and the ease of estimates and billing Review collected by and hosted on G2.com.

Building job templates is very difficult and not user friendly Review collected by and hosted on G2.com.

Workiz is a great CRM for field service industries that want to avoid a system that unnecessarily over-complicates things. I've tried a bunch of CRMs and have a background in information systems. Being an owner of a service business, Workiz is the best I've found. The phone integration is amazing and automatic text messages to both clients and team members that can be customized is a great feature. I love the simple user interface that allows me to turn features on and off. At the end of the day I need a CRM that makes my junk removal business more effecient without being cumbersome. Workiz does a great job of putting the data in front of me that I need to see when I need to see it. Also, amazing customer service and seems to be many new features on the horizon. Review collected by and hosted on G2.com.

There are a couple of nit-picky bugs that are a bit annoying. Understandable for a company relatively young and I would expect these things to be worked out. Things like text messages not auto-correcting text, limited functionality and customizability of mobile app, and other minor website bugs are a slight nuisance but no system is without shortcomings. Honestly, it's exceeded what I would expect, so these do not bother me. Review collected by and hosted on G2.com.

It's something to use and has both a website and mobile app. Review collected by and hosted on G2.com.

It's clunky and unintuitive at it's best, buggy at it's worst and it's often difficult to receive support. It is not worth the price to me -- before owning my own business, I had a full career (nearly 30 years) doing enterprise software development so I know the challenges around design, development, implementation and maintenance. This application is sub-par. Review collected by and hosted on G2.com.