Workiz Reviews & Product Details

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.

Workiz integrates almost everything I need to run my business in one place. It functions as a CRM with built-in phone and text systems, so there’s no need to jump between platforms.

The automations are the standout feature. Automatic text messages based on job status save a significant amount of time.

The UI is mostly intuitive and easy to navigate.

Online scheduling works well and integrates with Google, which is a big plus.

The route planning map is solid and helps schedule jobs efficiently.

Customer service has been good. They’re responsive when I report bugs and generally quick to resolve issues.

Outages happen occasionally, but they’re infrequent and usually short.

The platform is consistently updated with new features, which is a good sign.

Overall, it handles nearly all of my business needs, which is why I still rate it five stars. Review collected by and hosted on G2.com.

Some areas of the UI require too many clicks to accomplish simple tasks.

Text message handling can be frustrating when using multiple numbers under the same account.

The schedule page has an annoying refresh delay when moving jobs around.

Pricing is my biggest concern. It’s expensive, and many new features come with additional costs.

I don’t like that phone plans charge by the minute and per text message.

The AI assistant was decent, but not compelling enough to justify the added cost.

The mobile app works well overall, but the Android version noticeably lags behind the iPhone app. Review collected by and hosted on G2.com.

I like the smooth operation of Workiz, and the fact that everything is in one place. It just works seamlessly, and we can use automations to help remind our clients when we're coming, which is a big time saver. The integrated billing feature is great too, and everything just works together nicely. Workiz is pretty intuitive, making it easy for our team to pick up and start using. I appreciate their continuous system improvements and the impressive help and support they provide, along with great communication and responsiveness. Also, the integration with QuickBooks online is seamless. Review collected by and hosted on G2.com.

There is literally nothing that I dislike about Workiz at this time. Review collected by and hosted on G2.com.

It was a good run but started to have issues with operational flows from appointment setting to making any changes or finalizing jobs. The mobile app was not very clear for techs in the field. I had high hopes but didn't work out. Review collected by and hosted on G2.com.

The mobile app for techs needs to improve flow and work. Review collected by and hosted on G2.com.

We really liked the ease of use of the system, as it offers a very intuitive interface. Additionally, we value that all functions are integrated into a single platform: scheduling, billing, and communication with clients. We also appreciate that the implementation did not take us much time. Review collected by and hosted on G2.com.

The functionality of the reports and statements is somewhat limited, and customer support may take time to respond. Additionally, the mobile application for field use often experiences disconnections on several occasions. Also, the learning curve for automation can be quite complex. Review collected by and hosted on G2.com.

i have been using workiz for about 4 years or so, for multiple businesses of which i am the marketing lead provider for. This software has undergone some amazing changes and has grown and improved. The latest AI changes is what caused me to leave this review - it is my way to be grateful and acknowledge the hard work. Workiz development team has put into this FSM.

The latest improvements mean our reps can talk to a client and have his info automatically be saved in the system, he job information automatically be inserted and ready for approval which saves us A LOT OF TIME.

so thank you very much, i highly recommend Workiz to my friends and now to the readers of this review Review collected by and hosted on G2.com.

i got two major dislikes. one, the person responsible for our customer support at Workiz left a few month back and i feel we had an understanding. second, i think the pricing is too high and can be lower by 25%. Review collected by and hosted on G2.com.

Its easy to use, straight to the point, customizable and their services are reliable. Review collected by and hosted on G2.com.

Some very few updates are pushed without any notice, so suddenly something has changed, not drastically but changes without a notice sometimes are annoying. Review collected by and hosted on G2.com.

Workiz streamlines field service operations, making them highly efficient. Its real-time job scheduling, technician tracking, and built-in communication tools enable teams to stay organized and minimize missed appointments. The platform is user-friendly and consolidates everything-jobs, invoices, and payments into a single, convenient location. Review collected by and hosted on G2.com.

Some features seem restricted unless you upgrade to a higher plan, particularly when it comes to automation and advanced reporting. The mobile app sometimes experiences lag, and customizing specific workflows is not as flexible as I would like. Review collected by and hosted on G2.com.

I just like the customer services. Review collected by and hosted on G2.com.

I find the one-year contract with Workiz extremely restrictive, as it locks me in without the possibility of exit. This has resulted in significant financial losses, as I was required to pay $400 each month, totaling over $4,000, despite no longer being able to utilize the service. I feel that this contract system is akin to a scam. Moreover, the customer service is unsatisfactory; my attempts to contact them go largely unanswered, and when they do respond, it's often with an inability to help cancel the service or stop the charges. This lack of responsive support has left me frustrated and feeling trapped with no way out, making me strongly advise others against using this service. Review collected by and hosted on G2.com.

Workiz has transformed how we manage scheduling, dispatching, and invoicing for our field team. The platform is incredibly user-friendly, and the mobile app allows our technicians to stay updated in real time. I also appreciate the built-in phone and communication tools—it reduces the need for third-party integrations and helps us stay organized. The automation features, like reminders and follow-ups, save us hours every week. Review collected by and hosted on G2.com.

While Workiz covers most of our needs, the reporting dashboard could offer more customization options. We’d love the ability to create more advanced reports with specific filters or metrics. Occasionally, the mobile app can lag when there are poor network conditions, though it’s rare. Review collected by and hosted on G2.com.