--- title: Workiz Reviews meta_title: 'Workiz Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 231 reviews by the users' company size, role or industry to find out how Workiz works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 231 scale: '5' date_modified: '2026-06-22' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Workiz Reviews **Vendor:** Workiz **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 231 ## About Workiz You’ve built something real. Brick by brick, call by call. You didn’t wait for a blueprint, you became the blueprint. You’ve put in the work, made the tough decisions, and built your business on your own terms. We’re not here to rewrite your story. We’re here to help you amplify it. To give you the tools to move forward, not start from scratch. Workiz was built for service pros who already know what it takes — the hard work, the late hours, the persistence. You’ve figured out how to make things run, but we know it can be done smarter, faster, and more efficiently. No wasted steps. No slowing down. Just real solutions that keep pace with your ambition. You know where you’re going. Workiz is here to help you get there, faster. With real AI and smart automation working in the background, Workiz simplifies your operations, strengthens customer relationships, and grows your service business. Trusted by over 120,000 service pros, Workiz helps you streamline your day-to-day, increase revenue, and deliver a superior customer experience. Win more jobs with tools like Genius Answering, Angi, Thumbtack, and Google’s Local Services Ads. Impress customers and stay connected with real-time communication through the Workiz mobile app. And manage everything from one central hub, syncing seamlessly with QuickBooks, Stripe, CompanyCam, and more — all from your Workiz dashboard. Book a free demo: https://link.workiz.com/g2 Try Workiz free for 7 days: https://link.workiz.com/g2-trial #FieldService #FSM #HomeServiceBusiness #ServicePros #Contractors #SmallBusinessGrowth #HVAC #Plumbing #Locksmith #ApplianceRepair #Electricians #JunkRemoval #Workiz #BusinessAutomation #SmartScheduling ## Workiz Pros & Cons **What users like:** - Users appreciate the **excellent customer support** provided by Workiz, making their business operations smoother and easier. (21 reviews) - Users appreciate the **ease of use** of Workiz, finding it invaluable for managing their business operations efficiently. (17 reviews) - Users appreciate the **user-friendly experience** of Workiz, enhancing communication and simplifying business processes effortlessly. (17 reviews) - Users appreciate the **seamless integrations** of Workiz, enhancing efficiency and streamlining communication across various platforms. (13 reviews) - Users love the **user-friendly scheduling and automation** features of Workiz, streamlining operations and saving valuable time. (9 reviews) - Easy Integration (7 reviews) - Users appreciate the **customization options** in Workiz, making it easy to tailor the platform to their business needs. (6 reviews) - Navigation Ease (6 reviews) - Reporting Features (6 reviews) - Time Management (6 reviews) **What users dislike:** - Users find **customization difficulties** with Workiz, particularly with limited options and specific quirks that hinder flexibility. (10 reviews) - Users express frustration over **high pricing** , which has deterred them from continuing their use of Workiz. (8 reviews) - Users feel **improvement is needed** in the mobile app's flow, pricing structure, and feature accessibility for better satisfaction. (7 reviews) - Users note a **steep learning curve** for new features and setups, requiring time to navigate and utilize effectively. (7 reviews) - Users express concern over Workiz being **expensive** , with additional costs for new features causing frustration. (6 reviews) - Users express frustration over **poor support** , citing issues with customer service and deceptive practices affecting their experience. (6 reviews) - Users find **feature limitations** in Workiz, particularly lacking customization options and a robust sales feature for reps. (5 reviews) - Mobile Limitations (5 reviews) - Poor Design (4 reviews) - Reporting Issues (4 reviews) ## Workiz Reviews ### 1. Workiz helps me work! **Rating:** 4.5/5.0 stars **Reviewed by:** Jason P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Workiz?** Out of the box solution that helps me run my local services business **What do you dislike about Workiz?** A lot of functionality and evolving features- with more polish anad evolution to come **What problems is Workiz solving and how is that benefiting you?** Inventory management, billing, scheduling ### 2. Currently testing **Rating:** 4.5/5.0 stars **Reviewed by:** Camilo V. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2025 **What do you like best about Workiz?** It's great that they provide a free trial for users to test the app fully. This is a great initiative that combines CRM and operations, saving time and effort. **What do you dislike about Workiz?** I'd like to have more freedom on custom fields such as "Clients" and "jobs". I'd like to be able to add dropdowns, completion statuses, etc. something like Notion databases. **What problems is Workiz solving and how is that benefiting you?** Customer follow up, sales follow up ### 3. Great Inventory and Estimating Software that's always being improved with new features! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Workiz?** Great tech support and they are always adding new features based on customer recommendations. **What do you dislike about Workiz?** Some parts of the program do not have customize-able fields just yet. **What problems is Workiz solving and how is that benefiting you?** They added purchase orders and are working on adding more custom fields to this menu. ### 4. Effective and Efficient Customer Relationship Management Software **Rating:** 3.5/5.0 stars **Reviewed by:** derrick kwabena akoto a. | Education Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2024 **What do you like best about Workiz?** It has a good interface for data management **What do you dislike about Workiz?** it's quite difficult to run at slower internet speeds. **What problems is Workiz solving and how is that benefiting you?** Workiz makes it extremely easy to manage client and customer information from a centralized point. It also makes it easy for inventory management and the tracking of invoices,work orders and receipts. **Official Response from Rose Kahn:** > Thank you for your positive feedback and constructive criticism. We are working on an offline mode so that a lack of wifi won't be an issue. ### 5. Workiz works really well to manage our leads and our team. Support team is also very helpful. **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos M. | Sales and Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Workiz?** The visual calendar that lets me and my team have a clear picture of the current status of our technicians and our leads. The ability to communicate to everyone over the app and have a trail of communications. **What do you dislike about Workiz?** The only thing I think can be improved is the reporting and the fact that we can't report with phone numbers. We could take a huge advantage if that were the case. Other than that, it is a great tool. **What problems is Workiz solving and how is that benefiting you?** We are on top of our technicians and our leads, in constant communication for rescheduling and tracking our sales. It is an excellent tool for scheduling and putting critical information available. **Official Response from Rose Kahn:** > Thank you so much for your positive feedback. We really appreciate it and we will definitely take your suggestion into consideration. ### 6. Christian Quirino, Customer Success Team Lead, very unresponsive person **Rating:** 1.5/5.0 stars **Reviewed by:** Justin L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Workiz?** It's an ok software, however its too expensive **What do you dislike about Workiz?** The customer support is terrible. I couldn't manually cancel the subscription. I had to call in. Even then, it still hasn't been completed. Christian Quirino, Customer Success Team Lead, very unresponsive person. I been trying to get my refund for about a month now. I've called support, google face calls, and email. Still haven't gotten my refund. **What problems is Workiz solving and how is that benefiting you?** Scheduling jobs and creating invoices **Official Response from Rose Kahn:** > Hi, Thank you for bringing this to our attention. We apologize for the inconvenience and frustration you have experienced with our customer support. This is not the level of service we aim to provide. We take your feedback seriously and will investigate the issues you have encountered with canceling your subscription. We appreciate your patience and look forward to resolving this issue for you as soon as possible. ### 7. Great features that are easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Dylan L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Workiz?** Automation, custom fields, reports call management **What do you dislike about Workiz?** Failure to have sales feature for sales reps **What problems is Workiz solving and how is that benefiting you?** The use of automation is reducing repetitive tasks **Official Response from Rose Kahn:** > Thank you for the feedback! We're thrilled that you're finding Workiz’s automation, custom fields, reporting, and call management features valuable and easy to use. We appreciate your note on the sales feature, and we’re always working on enhancements to support your team even more effectively. It’s great to hear how automation is helping you save time by minimizing repetitive tasks! ### 8. Great CRM for home services! **Rating:** 5.0/5.0 stars **Reviewed by:** Victor R. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Workiz?** Automation, custom fields, reports call management **What do you dislike about Workiz?** They do not have sales features for salespeople. **What problems is Workiz solving and how is that benefiting you?** The automations are solving some of the repetitive task. **Official Response from Rose Kahn:** > Thank you for your kind review Victor! We appreciate all feedback and will definitely take your recommendation about features for salespeople into consideration. ### 9. Very helpful! **Rating:** 4.0/5.0 stars **Reviewed by:** Jason P. | Customer Success, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2024 **What do you like best about Workiz?** Good workflow capabilities, all in one solution! **What do you dislike about Workiz?** Strange payment terms options. There are account settings and client settings, but they do not play together well. Support team is reviewing this. **What problems is Workiz solving and how is that benefiting you?** Helping me execute the administrative side of my business. **Official Response from Rose Kahn:** > Hi Jason, Thank you for your feedback. We appreciate all feedback, as it always helps us to improve and evolve. I am glad you have shared this with support and can ensure it will be on the queue for review and improvement. ### 10. A Game-Changer for Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Alex W. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Workiz?** We've been using Workiz for some time now, and it has undeniably made a positive impact on the way we manage our business operations. The platform's robust features for job tracking and management have streamlined our workflow, enhancing overall efficiency. One of the standout features of Workiz is its excellent tools for customer communication. It has significantly improved our interaction with clients, allowing for smoother and more transparent communication throughout the entire process. This has undoubtedly contributed to better customer satisfaction and strengthened our professional relationships. **What do you dislike about Workiz?** Like any tool, Workiz is not without its quirks. Occasionally, items seem to slip through the cracks, and we find ourselves wishing for a more failsafe system to prevent important details from getting lost. This has been a minor inconvenience, but addressing this issue could elevate Workiz from being great to truly exceptional. Despite these minor drawbacks, the positives far outweigh the negatives. **What problems is Workiz solving and how is that benefiting you?** Workiz has proven to be a valuable solution for addressing several challenges within our business operations. One of the primary issues it tackles is the efficient tracking and management of jobs. Before implementing Workiz, we often found ourselves grappling with disorganized job scheduling and a lack of a centralized system for monitoring progress. The platform's job tracking features have significantly improved our ability to stay on top of tasks, ensuring that nothing falls through the cracks. Moreover, Workiz has greatly enhanced our customer communication processes. The platform's tools for client interaction have made it easier for us to keep customers informed about job statuses, updates, and any changes. This improved communication has not only increased customer satisfaction but has also strengthened our professional relationships. Clients appreciate the transparency and responsiveness that Workiz facilitates. Despite these benefits, Workiz is not without its challenges. Occasionally, we've encountered issues where important details or tasks have been overlooked, emphasizing the need for additional failsafe mechanisms to prevent such occurrences. However, the overall advantages in terms of job tracking, customer communication, and operational efficiency outweigh these minor inconveniences. In essence, Workiz is instrumental in solving organizational and communication challenges, ultimately benefiting our business by improving efficiency, customer satisfaction, and overall workflow management. As the platform continues to evolve and address its quirks, we anticipate even more significant positive impacts on our daily operations. ### 11. WorkIz keeps our business going, and growing, every day! **Rating:** 5.0/5.0 stars **Reviewed by:** Bethany H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2024 **What do you like best about Workiz?** The benefits to our team have been great, employees use WorkIz every day in the field to get the information they need to do a successful job. The customer facing component is equally fantastic! It really elevates our interactions with customers, having our estimates, proposals, invoices, payments, completion photos, all in a professionally presented format with a quick and easy link. **What do you dislike about Workiz?** There are some basic functions that can be imporoved upon to cut down on the time spent in data entry. Some of the reports have yet to be tailored to the specific information important to our team. **What problems is Workiz solving and how is that benefiting you?** All processes are now streamlined from team communication to customer communictaion. **Official Response from Rose Kahn:** > Hi Bethany, Thank you very much for your positive review. We greatly appreciate it. Even more so, we appreciate the constructive criticism. It helps us to improve and grow as a company and service. We will definitely look into improving these features and offerings. ### 12. Great Features, Amazing Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Nick S. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Workiz?** I love the variety of features and how easy it is to use the software. There's so much you can do with it and you can view so many different reports and it's easy to navigate. It was very easy and quick to implement. Customer tech support imported my lists and even old job history in excel format. Very cool! Integrates with almost everything and has good, actually usable triggers for zapier. **What do you dislike about Workiz?** I wish the mobile had was a little more intuitive. For example I wish you could be in a job and click the customer to view their profile and all their history. But instead you have to leave the job screen and search for the client in the client list. **What problems is Workiz solving and how is that benefiting you?** It's saving me time by having inventory, reports, online booking and everything. Basically it's keeping me organized so I can keep up with things. ### 13. Good Software that is constantly evolving **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Workiz?** It's great to have a software that my team can all refer back to. It's great to have all these different softwares put into one place. **What do you dislike about Workiz?** High POS systems charges. Higher than other softwares like jobber. **What problems is Workiz solving and how is that benefiting you?** One place to manage all my business transactions from. **Official Response from Rose Kahn:** > Hi, Thank you very much for your positive feedback. We appreciate it. In regards to our pricing. We offer both a free lite version as well as monthly payments vs. annual payments for different budgets. ### 14. Great Software with endless features. **Rating:** 5.0/5.0 stars **Reviewed by:** Ross G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Workiz?** Simple to use. Built specifically for my type of business, which is on-call repair and installation services that need good dispatching features. Built-in VOIP service packed with helpful features like call masking, call recording, a quick way to share recordings, the ability to port all your existing numbers, and only $2 a month per number! You can get local numbers everywhere in NA. I love this VOIP feature so much because before this, I used Grasshopper, RingCentral, Vonage, and they were all either bad or too expensive. And when you can have it integrated into your existing work process management software, what more can you ask for? I love Workiz. (There is one major issue with Workiz, and I will mention it in "what I dislike.") The software operates flawlessly. They always update it, introduce new features, and you can submit requests for new features and monitor the progress of their acceptance and development. The mobile app is easy to use, with an option to accept credit card payments from the app and a built-in live 24/7 chat. I tried Jobber, House Call Pro, Service Titan, and I think a few others, but I don't remember the names. However, after doing my research, I found Workiz to offer the best ROI. I've naturally become their ambassador and recommend it to all my colleagues on any occasion because they are genuinely doing a great job. **What do you dislike about Workiz?** If or when the need for support arises (I say "if" because 99% of the time everything works solidly), the chat support isn't always great at understanding the issue. They often respond in a way that gives me the impression I'm speaking with someone located far from NA, who isn't very technically aware of the software behind Workiz. In many cases, this leads to prolonged miscommunication, repeated questions, and inefficiency in addressing my concerns. I typically become quite frustrated in these situations. The communication with support breaks down, but after a short time, the issue resolves itself. Nothing else **What problems is Workiz solving and how is that benefiting you?** Everything i need to run my business. Everything! (i already mentioned why in the section why i like it) ### 15. Great all in one tool for a service business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2023 **What do you like best about Workiz?** We switched to Workiz from Housecall pro. As a service business it was really important for us to keep track of all the jobs. With Workiz we are able to give jobs various statuses depending on the level of completion or payment processing stage. We never miss any deadline or payments. It also has a soft phone as well and accepts cards. **What do you dislike about Workiz?** It's really easy to use for younger generation, our 60+ subcontractors find it difficult to use though. **What problems is Workiz solving and how is that benefiting you?** Give tags and statuses to jobs so they don't get lost - for example mark the ones where the payment has not been received or the once's that need follow up. ### 16. Streamlined. Clean, easy to use and teach **Rating:** 4.0/5.0 stars **Reviewed by:** Thomas B. | Asset Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2024 **What do you like best about Workiz?** Very clean and simple, no clutter. Very easy for new technicians to learn. Customer support has been awesome. **What do you dislike about Workiz?** App functionality limited at times, no pipeline feature. **What problems is Workiz solving and how is that benefiting you?** Streamlined way to dispatch jobs. All in one solution to make contacting customers nice and easy **Official Response from Rose Kahn:** > Hi Thomas, Thank you for your kind review! We appreciate it. Especially the constructive feedback on our application. We will definitely look in to how to improve upon that. ### 17. The Best I've Found In A Crowded Market **Rating:** 5.0/5.0 stars **Reviewed by:** Seamus S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Workiz?** When it comes to this kind of management software, I've tried just about everything. None of them quite gave us all the features we needed for our window treatment business, or they had them and were abismally painful to use. Workiz gave us everything we needed to operate our small business, and did it with a clean, user-friendly UI and logical workflow. Our techs have only said great things about using this software, and it makes management and sales a breeze for me. **What do you dislike about Workiz?** I'd like to see the option to have multiple payment plans available on an estimate. Not essential but it would be a nicety. It would also be nice to have tasks available in something other than the enterprise version. **What problems is Workiz solving and how is that benefiting you?** Workiz unifies our CRM, customer communication, work calendar, and dispatch management, saving us time and money in the process. The professional look and built in features like financing options have also increased our sales. ### 18. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Nikki H. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2024 **What do you like best about Workiz?** Workiz has helped our company grow and become more organized. The automations are fantastic and we are getting mroe and more reviews form using them! **What do you dislike about Workiz?** Thery do not accomidate multi-day jobs in scheduling very well- or different phases in a project. That is something I would like to see. **What problems is Workiz solving and how is that benefiting you?** Scheduling, phone porting, estimating, invoicing- being able to do everything through one systme is extremly helpful. **Official Response from Rose Kahn:** > Thank you for the positive review and feedback. We have launched a Multi-Day Jobs feature to accommodate this. Take a look: ### 19. The Best Service Program for Small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Lonnie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Workiz?** The Workiz program is simple straight forward and easy to use. The best thing about the product it has integrations that work well with other programs, this allows you to focus on running the business and not learning the program. **What do you dislike about Workiz?** The Workiz program is very stable we have only experienced a few times the internet not connecting but that is not a Workiz issue rather a network issue. I really have no issues with the program, the support is verry good you may have to wait 20 minutes for a support rep but overall the Workiz program preforms exceptionally well. **What problems is Workiz solving and how is that benefiting you?** CRM - it keeps us with current information and photos of previous jobs. Invoicing- This allows for accurate invoicing. Taxes- keeps us current on taxes Communications – Notifies the customer and techs of any updates they need Inventory- looking forward to tracking of our inventory for better planning. ### 20. Streamlined Customer & Employer Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Workiz?** payment options including finance option, automations, tags, map view. **What do you dislike about Workiz?** various little bugs that happen after an update every now and then. certain settings are not easy to change or all found in the same place in settings. **What problems is Workiz solving and how is that benefiting you?** tracking calls- we will see how it works! being able to tag customers helps a lot. **Official Response from Rose Kahn:** > Thank you for your positive review and important feedback.we will definitely make a note of this. We are constantly working to improve our systems so that it works better for you. ### 21. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew W. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2024 **What do you like best about Workiz?** The ability to stak jobs ontop of eachother **What do you dislike about Workiz?** The update in Q1 2024 is a step down from what we previously had. Refresh feature is a button instead of a pulldown screen and the missed calls dont dissapear when you press on them after a refresh **What problems is Workiz solving and how is that benefiting you?** Effiency **Official Response from Rose Kahn:** > Hi Andrew, Thank you very much for your feedback. We appreciate it, and will definitely take into consideration your comment on the Q1 2024 update. ### 22. Simple, Easy & Efficient!! **Rating:** 4.5/5.0 stars **Reviewed by:** Christina G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workiz?** Workiz makes it easy to navigate their website, and customer service is beyond helpful when answering all questions! It has become a massive part of our routine and helped us build a stronger foundation as we grow our business. As the central office manager who uses the site entirely throughout the day for just about everything we do, I enjoy how user-friendly Workiz is. **What do you dislike about Workiz?** Workiz has a fantastic foundation; there are just a couple of widgets and tools that I wish were more in-depth and had more categories to organize better and have more attention to detail. **What problems is Workiz solving and how is that benefiting you?** While the Locksmiths are on the go, I can assign jobs and add products and services to the invoices, allowing them to do their work and get payment on-site without hassle. Workiz keeps track of our inventory, invoices, and client information. The schedule is easy to navigate for me in the office and for the technicians on the road. ### 23. Great Asset for any service business owner! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Workiz?** I really love how the whole system flows together, from capturing leads to booking appointments and collecting payments. If you own a service business and want to streamline your operations, start with Workiz! **What do you dislike about Workiz?** The mobile site is great, but I am not a fan of the calendar view. Many times, it opens to the week after, causing confusion for both my technicians and myself. It's not a big deal, but the mobile calendar view could be improved. **What problems is Workiz solving and how is that benefiting you?** Making my life easier when running my business, managing employees, and collecting payments from customers. ### 24. Pros: Very Flexible/Capable, Cons: Lots of bugs, not intuitive at all **Rating:** 2.5/5.0 stars **Reviewed by:** Ben D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2022 **What do you like best about Workiz?** Integrated phone system is an absolute must for us **What do you dislike about Workiz?** Lots of bugs and the workflow is very far from being intuitive. The system is flexible and if you're tech savvy, you can make it work, but it's very very very frustrating to my team to deal with the bugs and counterintuitive workflow. Jobber (which we had switched from) was 100x more intuitive and smooth. The current financing options are limited (i think the max is 5 or 10k), which is tough for my type of business, but they're working to improve that so I don't expect it to be an issue forever **What problems is Workiz solving and how is that benefiting you?** Its integration with our other software and also its flexible structure and open API allow it to scale with us ### 25. Great for communicating and coordinating with team members and customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Workiz?** I like that it is a low learning curve. I'm able to onbaord my team members easily **What do you dislike about Workiz?** What I dislike is that Workiz is not an effective CRM for working with property managers or clients with multiple properties. **What problems is Workiz solving and how is that benefiting you?** Workiz is our solution for coordinating jobs and communicating with customers. We use it to dispatch and schedule our service jobs. This increases our operational efficiency and we can complete more jobs. ### 26. Had newby questions **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Workiz?** It's ease of use is great and tranferrable to both the phone and my tablet. The team has help me tremendously in the first few weeks of using it. **What do you dislike about Workiz?** I wish we could actually speak to the tech line instead oof having to type everything in **What problems is Workiz solving and how is that benefiting you?** Well I.m a new business so it helps me stay organized with my scheduling and gives me a professional look in my area ### 27. Best software for our hvac trade **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandro C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2024 **What do you like best about Workiz?** Workiz is one of the best software that we have used, we have been using it now for few years and there isn't anything else that it needs it has everything. Reccomend it. **What do you dislike about Workiz?** For now there is nothing that we dislike **What problems is Workiz solving and how is that benefiting you?** Scheduling, payments, record keeping, **Official Response from Rose Kahn:** > Hi Alejandro, Thank you for your positive review, we really appreciate it. Happy to see we are solving some pain points for you directly. We always want to work with our customers to ensure the platform is working to help them grow their business. ### 28. Organized your workflow **Rating:** 3.5/5.0 stars **Reviewed by:** Alex B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Workiz?** I've been doing years of messages keeping up with paperwork. Work is kind of makes it all seamlessly together. I would definitely suggest recommend this for any service industry business and using it for a good 5+ years trying to other programs that lack automations mostly will be the biggest difference **What do you dislike about Workiz?** The app is not the greatest does have mistakes and buffs for the most part I would update the view to be delivere more visual space on the app, the calendar could be improved **What problems is Workiz solving and how is that benefiting you?** Customer communications, pay roll,Commision credit cards , quickBooks, and accounting attachments, pictures, videos storage for all data, business related customer communications ### 29. Workiz is a great app for a business to stay organized, and grow. **Rating:** 5.0/5.0 stars **Reviewed by:** Nicandro D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Workiz?** There are many helpful things about workiz. It helps me keep track of all my payments, send invoices, tag my jobs and label them on what needs to be done. Great customer service. **What do you dislike about Workiz?** The only downside I have had was using the phone. My safari automatically blocked the window because of a "window pop-up." Gladly the workiz customer service replied fast and helped me step by step to open the phone window. **What problems is Workiz solving and how is that benefiting you?** Workiz helps me solve a lot of problems. I can stay organized in all my jobs. It sends reminders to all my customers and technicians about upcoming appointments. I can use workiz to contact the customer without using my personal number. ### 30. Easy Work **Rating:** 4.5/5.0 stars **Reviewed by:** Alicia H. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Workiz?** I like the ease of adding customers to my database. I also love the ability to record phone conversations. It comes in handy for training purposes **What do you dislike about Workiz?** There are a couple of downsides. The search engine could be easier to use, and you cannot use wireless headphones with the app. **What problems is Workiz solving and how is that benefiting you?** Workiz helps keep track of where my leads are coming from. This helps to budget our marketing costs where it most benefits us. ### 31. Workiz is a wonderful CRM for managing my Insulation and HVAC businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Workiz?** My favorite part about Workiz is the simple and easy to navigate interface. I love the amount of customization I can have with custom fields. I can add anything I need to client cards, invoices, and estimates. The automations also are extremely helpful for confirming appointments and gathering general customer information. **What do you dislike about Workiz?** My only complaints are that I wish I could assign multiple people to tasks and have a more simple way to schedule meetings. **What problems is Workiz solving and how is that benefiting you?** The automations in Workiz are my biggest problem solver. I can easily send out custom forms and product information to my customers. ### 32. Phone call fiasco! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie W. | Brand Ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Workiz?** Workiz is super helpful with how they allow us to keep up with our company's jobs, and clients. **What do you dislike about Workiz?** I had an issue with the calls coming to my personal cell. But, they managed to fix the issue and solve all my problems! **What problems is Workiz solving and how is that benefiting you?** I was unable to get the app to work with the phone calls. I was getting the calls through the app and I was getting them through to my personal cell as well. ### 33. Service management platform with a user-friendly design. **Rating:** 5.0/5.0 stars **Reviewed by:** Gerald B. | Owner, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Workiz?** The new technology has substantially enhanced my productivity. My job has become considerably simpler and more manageable as a result. I like how easy it is for me to assign jobs, manage invoices, and take care of payments thanks to the user-friendly design. **What do you dislike about Workiz?** Some tools and widgets, in my opinion, might use a little more attention to detail. I shall be glad to have more categories accessible so that the platform may be more organized and tailored to suit individual needs. **What problems is Workiz solving and how is that benefiting you?** Workiz has been a game-changer since it makes it simple for me to allocate work and add goods and services to invoices. I am able to operate well and get on-site compensation without any issues, thanks to this simplified procedure. ### 34. Helpful, Smooth Transitioning & Quick **Rating:** 5.0/5.0 stars **Reviewed by:** Christina B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Workiz?** So far, we are enjoying the ability to have a fast/smooth running application for our phones. If you have any questions, the chats get answered quickly as well. We came from a desktop style software. We love it! **What do you dislike about Workiz?** We would like the ability to do a la carte items, instead of having the basic Service Agreements in the highest priced monthly service. It would be nice to be able to click online to add new services to your current plan. **What problems is Workiz solving and how is that benefiting you?** The mobile app, seemingly frequent upgrades/updates to the service itself is awesome! We enjoyed the easy transition as well. ### 35. Workiz is a game changer for my company. **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Workiz?** When starting up they are fast and helpful. It has great options, an they upgrade all the time. Custmers love how it keeps them informed. Payments are easy. The phone system is a great option as well. **What do you dislike about Workiz?** There is not much that I dislike about Workiz. Little thing here and there, But you have that with anything. It would be nice to have the phone system ring on VOIP desk phones, But it is not a deal breaker. **What problems is Workiz solving and how is that benefiting you?** The work flow is a big part. Keeping customers up to date with their time and project. ### 36. This company has helped me grown and are very fast and prompt to help. **Rating:** 5.0/5.0 stars **Reviewed by:** Steve M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2023 **What do you like best about Workiz?** Streamlines my business. There customer service is on point and there are tons of videos online to help. **What do you dislike about Workiz?** Payments are sometimes delayed. I need money faster for my business. **What problems is Workiz solving and how is that benefiting you?** All in one. I can do scheduling, invoicing and timecards all in one place. Helps me keep up with everyting and stay organized. ### 37. Workiz is great for our business **Rating:** 5.0/5.0 stars **Reviewed by:** Matt C. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2021 **What do you like best about Workiz?** It made running a renovations and service business much easier and streamlined... running projects, sms to customers and staff, Reminders are great and automations. Would highly recommend Workiz to anyone **What do you dislike about Workiz?** limits on the sms and phone minutes, sometimes it hard to get someone to address an issue **What problems is Workiz solving and how is that benefiting you?** Scheduling, automated reminders, my staff know where to be everyday, customers loves the notifications. **Official Response from Aviv Canaani:** > So glad that Workiz has been great for your business! The customer notifications is one of our most favorite features. So glad your customers love them. ### 38. A Must Have for New Field/Service Based Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Delvon B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Workiz?** Customer support is nearly immediate every time we reach out. They've thought of everything for the field-based business. If you are looking to expand, this software is a Workiz. **What do you dislike about Workiz?** It takes some getting used to at first. However, after you learn where everything is, it is great! **What problems is Workiz solving and how is that benefiting you?** It will help us get another truck up and running for our small Junk Removal Business. The automation and integrations that are built into the system are truly second to none. ### 39. very complete software for my workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Frank J. | Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2023 **What do you like best about Workiz?** It saves a lot of time in being able to control many functions of each employee by being aware of performance, it helps to have an organized work team with divided tasks so that everyone's work flows without excessive workloads that they cannot meet **What do you dislike about Workiz?** I don't have any kind of displeasure against this software, they just provide a good service **What problems is Workiz solving and how is that benefiting you?** helps automate many tasks that are repetitive and sometimes become a bit tedious, it is a good work tool ### 40. Fast, professional and friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Sandy R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Workiz?** It's pretty easy. There customer service is always prompt and professional. They are quick in problem solving. **What do you dislike about Workiz?** When they charge account management that they don't let you know sometimes. **What problems is Workiz solving and how is that benefiting you?** Receiving payments. ### 41. Workiz **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2023 **What do you like best about Workiz?** The platform offers a user-friendly interface, making it easy for us to navigate and find the right task at hand. **What do you dislike about Workiz?** I really liked using Workiz and I didn't dislike anything about it. **What problems is Workiz solving and how is that benefiting you?** I was able to add online booking to our Google local services listings. ### 42. Incredible customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2023 **What do you like best about Workiz?** It is simple, user friendly and keeps our company organized and ready to go in one place. It offers all a business need to track schedules and do your billing as well. If you encounter an issue you can chat or talk to a rep and they will make sure you get the help you need on the spot. Love it ! **What do you dislike about Workiz?** The only thing so far is I would like to have a feature to do E-blast to all my clients in one spot as supposes to have to use a secondary platform for it. Add this feature please. That way we can sen emails in one place. **What problems is Workiz solving and how is that benefiting you?** Our phone system. They helped me set up my phone lines properly so that we do not miss any phone calls. ### 43. Workiz functionality is good for small companies, but be careful about the yearly contracts! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Workiz?** Easy to use, Easy to track customer communications. We used Workiz as a CRM for one department of our business, and it worked well! **What do you dislike about Workiz?** No ability to work with us on a partial year. We transitioned to a company wide ERP and CRM which goes live 1-2 months after our renewal date. They ONLY work in yearly contracts. The software is not robust enough to deal with different departments or accounting other than Quickbooks as the backend, in my opinion. **What problems is Workiz solving and how is that benefiting you?** Customer Communication, quoting, CRM ### 44. East, efficient, and great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about Workiz?** That I can access the schedule no matter where I am, I can be on vacation and get a call about the office having an issue with the program. I can log in from any computer or even download the app and make whatever adjustments I need right from there. Also, anytime we have an issue, we reach out to technical support, and they have it fixed within a half hour. They are always so quick to take care of all our issues and correct them. **What do you dislike about Workiz?** We set up a lot of reoccurring calls for our monthly visits for our contracts. When we go out on these recurring visits each month, after our visit we must bill the customer the same monthly bill for each visit. I wish they had a feature available to have the reoccurring calls generate with an invoice so I don't have to add the invoice every single month to the call. **What problems is Workiz solving and how is that benefiting you?** We were not able to see any of our submitted calls on our schedule board for any day on the calender only the computer but we could see all our submitted calls when we were using the app on our phones ### 45. Great Product for Junk Removal **Rating:** 5.0/5.0 stars **Reviewed by:** Joe M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Workiz?** The software allows us to look more professional, be quicker and more efficient than our competition. **What do you dislike about Workiz?** There are some features that could be added. However, they are constantly updating the software and taking feedback on what customers want. **What problems is Workiz solving and how is that benefiting you?** Manage the field, invoicing, and automation. Without workiz, we would not be as successful as we are. ### 46. Streamlining Field Service Operations: A Comprehensive Review of Workiz **Rating:** 4.0/5.0 stars **Reviewed by:** Isaac Anane A. | Line Manager, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Workiz?** User-friendly interface Efficient job scheduling and dispatching capabilities The convenience of its mobile app for technicians. Invoicing and payment processing functionality The ability to generate insightful reports for data analysis **What do you dislike about Workiz?** Relatively higher pricing compared to other similar software options Occasional glitches or technical issues A learning curve for some users who are less familiar with field service management software Customer support responsiveness **What problems is Workiz solving and how is that benefiting you?** Efficient Job Management Enhanced Communication Improved Customer Management Streamlined Invoicing and Payments Data-driven Decision-making Mobile Accessibility ### 47. Potentially good product if management was better **Rating:** 1.5/5.0 stars **Reviewed by:** Rayah G. | Director of Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Workiz?** The automations are very helpful and finally consistent after months of trouble shooting and their developers fixing glitches **What do you dislike about Workiz?** Nearly every system they have created is about 80% complete. Lots if good ideas and launches without testing if it works for day to day usage. Not one thing is 100% ready. Automations- No dashboard or settings options. Just a big jumbled nonintuitive system. When creating an automation it kicks you to the front everytime. You cannot choose to send an automation more than once, if somethings goes wrong with the first automation, you can't shoot it out again. No automations for Prevost customer had put a huge delay in our new systems. Leads - no option to make a customer report, does not recognize duplicates well, cannot book them on automated scheduling, just jobs) Calendar - No two way integration, jumbled mess when viewing all techs and jobs, time slots are not even exact so it's hard to see times that jobs start Jobs some statuses don't allow you to add sub statuses. No 30 day trash if you accidentally delete a job Documents- keeps the signature even when you edit it! Huge liability issue Pay system -only allows you to charge a 3.5% fee when charging thr card yourself but but cannot add when a customer pays themselves?? You can remove card pay once its added?? Our phones system have never worked and we continue to be charged. Text system is a whole book in itself. Estimates No real reporting ability Invoices- Can't change the date on an invoice once invoice?? There is nothing I can say is 100% great. Please take time to test you product with your team instead of firing eveyone who works for your team. We have had 4 managers fired in 6 months of fully using this product. Which means we truly get nowhere with large issue that arise. Our phone system is one of biggest reasons why we chose Workiz and we have never had the opportunity to use it due non stop glitches and issues and several fired managers working on the system. We are paying $130 a month, requested refunds multiple times, and we continue to get charged because the have been trouble shoot everything for 4 months. I'm just so very very disappointed with everything. We've invested thousands and thousands of dollars to turn back now unfortunately. **What problems is Workiz solving and how is that benefiting you?** Occasionally when you request a fix they may fix it. But it really depends. Automations have gotten alot better ### 48. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workiz?** I use Workiz for my appliance repair business. Do appointments, scheduling and everything regarding invoicing. Very easy for my tech to get used to, dispatcher likes it too. I will keep using it and most likely will upgrade my plan **What do you dislike about Workiz?** Nothing big for now, I would say not even a single minor issue **What problems is Workiz solving and how is that benefiting you?** Fast and easy scheduling, convenient invoice making. I like the app very much. Other related apps always glitching, but with Workiz I can make an attachments even if I have weak signal ### 49. Excellent service **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley O. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Workiz?** The most helpful thing with Workiz is how quickly I can talk to an agent to troubleshoot any issue I may have on the app. They are very communicative and helpful. **What do you dislike about Workiz?** It can be difficult to search past jobs. **What problems is Workiz solving and how is that benefiting you?** Communication between team members and clients ### 50. Customer service & support. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | Operation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Workiz?** WorkIZEasy, CRM is great! Makes running the admin/ops for small businesses fun. Tracking sales, calendar of jobs and keeping teams on track. Itemized sales for easy invoicing and getting paid. Great onboard message chat system to stay in contact with clients without picking up the phone. **What do you dislike about Workiz?** Sometimes a long wait for tech support over the weekends. Sometimes, a small business waiting 24 to 48 hours for help could set them back. I like the chat option, as that might be a solution for troubleshooting with an online representative. This assists in a more productive conversation with the seasoned pros/tech folks when there available. **What problems is Workiz solving and how is that benefiting you?** WorkIZEasy Account Rep. is working on our phone system solution. Trying to work with our VoIP company and integrating a "pop up" box to work with phones and the Workizeasy platform. ## Workiz Discussions - [How can I](https://www.g2.com/discussions/52141-how-can-i) - 1 comment, 1 upvote - [How do I transfer or patch over a call from our main WorkIz phone number to the next available extension/number? Also, Is there a way to sync the WorkIz work schedule to any of our other Calendar apps such as Google Calendar, Outlook, or Calendly??](https://www.g2.com/discussions/42367-how-do-i-transfer-or-patch-over-a-call-from-our-main-workiz-phone-number-to-the-next-available-extension-number-also-is-there-a-way-to-sync-the-workiz-work-schedule-to-any-of-our-other-calendar-apps-such-as-google-calendar-outlook-or-calendly) - 1 comment, 1 upvote - [How does Housecall Pro work?](https://www.g2.com/discussions/how-does-housecall-pro-work) - 1 comment - [How much is Workiz software?](https://www.g2.com/discussions/how-much-is-workiz-software) - 1 comment - [View Workiz pricing details and edition comparison](https://www.g2.com/products/workiz/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-22+16%3A25%3A06+-0500&secure%5Bsession_id%5D=5a3d5456-96d9-4f33-b01a-4dd68a5ad1d6&secure%5Btoken%5D=6e890dc36f95dfc25eadbc64bcc2e2000ec19295f09c84e15c9919605b103669&format=llm_user) ## Workiz Integrations - [CallRail](https://www.g2.com/products/callrail/reviews) - [Google Calendar for Confluence](https://www.g2.com/products/google-calendar-for-confluence/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Linxup](https://www.g2.com/products/linxup/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Workiz Features **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications **Generative AI** - AI Text Summarization - AI Image-to-Text **Before the Job** - Calendar - Dispatch - Roles - Booking **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales **Personalization** - Branding - Links **After the Job** - Reports - Analytics - Invoicing - CRM Integrations **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing - Communication **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction ## Top Workiz Alternatives - [Housecall Pro](https://www.g2.com/products/housecall-pro/reviews) - 4.3/5.0 (198 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (499 reviews) - [ServiceTitan](https://www.g2.com/products/servicetitan/reviews) - 4.5/5.0 (365 reviews)