FieldPlus vs. Workiz Comparison


FieldPlus MarginPoint	Workiz	+	+
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		Related Products WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website Repair-CRM Say goodbye to pricey, rigid software for your small repair business! Repair-CRM costs just $89/month for 5 users—no annual contracts, no hassle. Tailored for small repair businesses, it syncs with QuickBooks Online, importing clients and products in 5 minutes flat. Dispatch jobs with ease, and track every asset—HVAC units, printers, water systems—with full service history. Our slick online booking portal integrates with your site, letting clients pick the exact asset to repair. Techs get GPS tracking, clock-in/out, and can snap before-and-after pics on-site. Affordable, adaptable, and built for YOU—Repair-CRM powers up your shop without breaking the bank. 37 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,426 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,177 Ratings Visit Website CompanyCam CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler. If you ever need to share photos with partners or clients, the app boasts two incredibly useful features: (1) galleries, where you share a collection of photos, and (2) reports, where you share a series of photos and notes. You don't have to download, rename, or email the photos—you simply select and send. 5,584 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. 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Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports. 4 Ratings Visit Website Fishbowl Fishbowl is the #1 selling manufacturing and warehouse management software for QuickBooks. 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If you are looking for an affordable inventory management solution that can help your business take advantage of the latest technology to streamline operations and save time and money, Fishbowl is a great option. 1,135 Ratings Visit Website Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. 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About FieldPlus from MarginPoint helps service contractors manage customer data, work orders and inventory with one integrated solution. Technicians can easily access dispatched customer data for improved job completion rates and customer satisfaction. FieldPlus offers secure payment processing, QuickBooks integration, automated replenishment & complete inventory control of any warehouse, jobsite or vehicle. Grow your revenue with a powerful field service management software plus inventory management. Use flat rate pricing or time and material billing, get paid quickly with integrated payment processing. Eliminate stockouts through automated replenishment to complete more jobs, more accurately, in less time. Easily schedule jobs and dispatch work orders to your techs in the field. Create and manage customers and work order status from initial call to updating QuickBooks, minimizing paperwork.	About Finally, an FSM powered by AI and smart automations that work for you. Workiz simplifies operations, strengthens customer relationships, and drives business growth. As the leading field service management platform built with service pros in mind, Workiz offers the Genius Suite: a powerful set of tools including Jessica AI Dispatcher (Genius Answering), cloud-based invoicing, scheduling, SMS messaging, CRM, and work orders. Everything you need to stay organized, win more jobs, and build a service business that runs itself — with technology that feels like a helping hand, not a replacement.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Service contractors , facilities maintenance people and property managers looking for a solution to manage customer data, work orders and inventory	Audience Field Service Professionals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Standard Pro Ultimate Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 3.0 / 5 ease 3.2 / 5 features 3.2 / 5 design 3.0 / 5 support 3.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros I really like how easy it is to schedule jobs and see where my guys are on the map. The automated texts to customers are a life saver because they keep everyone updated without me having to call every person manually. Also the payment system works great and we get paid much faster now. Super easy and fast setup — We were up and running in just a few days - can't afford long downtimes. quick learning curve, user-friendly with a clean design; both office staff and field techs picked it up fast without needing extensive training. Powerful automations that save tons of time Automated reminders, A BIG UPVOTE FOR US!!! follow-ups on invoices, review requests, "on-my-way" texts, and lead responses work flawlessly and have cut our manual work by hours every week. Workiz is easy to use, with an intuitive interface that makes it simple for both admins and field workers to navigate. It offers strong automation, reducing manual work by handling scheduling, dispatching, and follow-ups efficiently. The visual scheduling feature allows for easy drag-and-drop job management, making rescheduling quick and hassle-free. The dispatch board is highly effective, letting users assign workers based on service areas and skills, ensuring the right technician is sent to the right job. The online booking tool improves website conversions by allowing customers to book services directly. Another advantage is that Workiz has no large upfront costs, offering flexible pricing without requiring expensive multi-year commitments. Additionally, AI-powered features are in development, promising to further enhance automation and efficiency in the future. There is practically no support for the program. The robot politely answers you and apologizes for the inconvenience. Price kinda... The price was literally the only positive about the system, and even that has dwindled down over the years. They have slowly made more and more of the system an option to be paid for. Cons i wish there were more options to customize colors in the calendar to make it look even cleaner. it's a very small thing and doesn't affect the work but would be a nice bonus to have. Pricing can add up with extras and larger teams (i need lower prices please Workiz. ;)) ) One of the downsides of Workiz is its limited charge type flexibility, requiring users to create duplicate services just to differentiate between charge types, which adds unnecessary work. Another area for improvement is team organization, as there isn’t a dedicated section for grouping workers by zones and skills, making large team management more cumbersome. Additionally, service area creation could be more efficient. Currently, users must manually enter zip codes one by one, whereas an option to automatically generate service areas from an array of zip codes would save time. While Workiz is actively improving, deeper customization options would make it a better fit for businesses with unique workflows. After the last update things got really bad. Firstly, the font and icons are smaller and have poor contrast. For those who do not work in the office on a computer, but in the field use this program on a phone or tablet, it has become much more difficult to work. A magnifying glass is required to read the information. It is not possible to enlarge the text by zooming in. The copy text is not copied by the client. It is not possible to copy the necessary information and send it to the office or somewhere else. The icons for calling and sending a message are very close and hard to see. As a result, you often click the wrong icon. Everything else.. Anything is an add-on, even some of the things that were free when I first started using the system later became an option and my price continue to increase., I'm currently paying twice what I started at. Are we do inspections so we upload a lot of photos, unfortunately it takes anywhere from 60 seconds to 5 minutes to upload a photo. We generally upload 20 to 60 photos per job so this has been a big problem. The system will also randomly lose photos a few days later. These photos should be able to be viewed by the client, but half of the time they do not come through and the client just gets a blank document. We use them documents, which took several hours to set up and design. Open the system one day and half of our inspection document was just gone. It took four hours for Support to respond, and they couldn't figure out what happened. Speaking of, by far the worst customer support I've ever had in my life. It generally takes between one hour if you're lucky up to 12 hours to get a response and if you close your application or computer in the meantime you have to start over. Just avoid this garbage..
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information MarginPoint Founded: 2004 United States marginpoint.com	Company Information Workiz Founded: 2015 United States workiz.com
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Categories Electrical Contractor Field Service Management HVAC Plumbing Tradesman Job Management	Categories Appliance Repair Carpet Cleaning Electrical Contractor Equipment Maintenance Equipment Management Field Service Management Garage Door Handyman Home Services HVAC Janitorial Limo Locksmith Plumbing Service Dispatch Snow Removal Subcontractor Tradesman Job Management
Electrical Contractor Features Billing & Invoicing Commercial / Industrial Contract Management Customer Database Electronic Signature Mobile Access Quotes / Estimates Scheduling Time Tracking Work Order Management Field Service Management Features Billing & Invoicing Contact Database Contract Management Customer Database Dispatch Management Electronic Signature Inventory Management Mobile Access Payment Collection in the Field Quotes / Estimates Routing Scheduling Service History Tracking Time Clock Work Order Management HVAC Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Maintenance Scheduling Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Plumbing Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management	Electrical Contractor Features Billing & Invoicing Commercial / Industrial Contract Management Customer Database Electronic Signature Mobile Access Quotes / Estimates Scheduling Time Tracking Work Order Management Field Service Management Features Billing & Invoicing Contact Database Contract Management Customer Database Dispatch Management Electronic Signature Inventory Management Mobile Access Payment Collection in the Field Quotes / Estimates Routing Scheduling Service History Tracking Time Clock Work Order Management HVAC Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Maintenance Scheduling Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Plumbing Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Tradesman Job Management Features Contract Management Customer Database Dispatch Management For Builders For Electricians For Field Service Businesses For HVAC For Plumbers For Roofers Invoicing Job Tracking Payments Quoting Reporting Scheduling Time Tracking Show More Features Carpet Cleaning Features Billing & Invoicing Customer Management Dispatch Management Equipment Tracking Mobile Access Online Booking Scheduling Work Order Management Equipment Maintenance Features Customer Database Dispatch Management Equipment Tracking Inventory Control Job Management Maintenance Scheduling Warranty Tracking Work Order Management Garage Door Features Billing & Invoicing Contract Management Customer Management Dispatch Management Equipment Tracking Inventory Management Job Costing Scheduling Warranty Tracking Handyman Features Billing & Invoicing Dispatch Management Electronic Signature Inventory Management Mobile Payments Payment Processing Quotes / Estimates Time Tracking Work Order Management Janitorial Features Bid Management Billing & Invoicing Client Management Employee Scheduling Inventory Management Mobile Access Payroll Management Quality Control Surveys & Feedback Time Tracking Work Order Management Locksmith Features Billing & Invoicing CRM Dispatch Management GPS Tracking Inventory Management Mobile Access Payment Processing Scheduling Work Order Management Service Dispatch Features Billing & Invoicing Call Center Management Contract Management Customer Database Inventory Control Job Management Job Tracking Mobile Access Routing Scheduling Self Service Portal Service History Tracking Technician Management Work Order Management
Integrations QuickBooks Online Alteryx AnswerForce Asset Integrity Hub (AIH) Authorize.Net Beeline Routes Broadly CardConnect CompanyCam Enzy Google Calendar Mailchimp Microsoft 365 NZ Leads Premier Construction Software Profit Rhino QuickBooks Online Advanced RealWork Stripe Zoom Show More Integrations View All 9 Integrations	Integrations QuickBooks Online Alteryx AnswerForce Asset Integrity Hub (AIH) Authorize.Net Beeline Routes Broadly CardConnect CompanyCam Enzy Google Calendar Mailchimp Microsoft 365 NZ Leads Premier Construction Software Profit Rhino QuickBooks Online Advanced RealWork Stripe Zoom Show More Integrations View All 15 Integrations
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