Daniel P.
DP
Daniel P.
Small-Business (50 or fewer emp.)
"Great Asset for any service business owner!"
5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BD
Ben D.
Owner
Small-Business (50 or fewer emp.)
"Pros: Very Flexible/Capable, Cons: Lots of bugs, not intuitive at all"
2.5/5
What do you like best about Workiz?

Integrated phone system is an absolute must for us Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Consumer Services
AC
Verified User in Consumer Services
Small-Business (50 or fewer emp.)
"Great for communicating and coordinating with team members and customers"
5/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Brian  M.
BM
Brian M.
Small-Business (50 or fewer emp.)
"Had newby questions"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Workiz?

I wish we could actually speak to the tech line instead oof having to type everything in Review collected by and hosted on G2.com.

AC
Alejandro C.
Small-Business (50 or fewer emp.)
"Best software for our hvac trade"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Workiz?

For now there is nothing that we dislike Review collected by and hosted on G2.com.

Response from Rose Kahn of Workiz

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.

Alex B.
AB
Alex B.
Small-Business (50 or fewer emp.)
"Organized your workflow"
3.5/5
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Nicandro D.
ND
Nicandro D.
Small-Business (50 or fewer emp.)
"Workiz is a great app for a business to stay organized, and grow."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AH
Alicia H.
Small-Business (50 or fewer emp.)
"Easy Work"
4.5/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KZ
Kristen Z.
Small-Business (50 or fewer emp.)
"Workiz is a wonderful CRM for managing my Insulation and HVAC businesses"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Stephanie W.
SW
Stephanie W.
Brand Ambassador
Small-Business (50 or fewer emp.)
"Phone call fiasco!"
5/5
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.