The Service Program

The Service Program

Westrom Software
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About

Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.

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 Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies that use QuickBooks in need of a solution to improve their operations

Audience

Field Service Professionals

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49.00/month/user
Free Version Not Supported
Free Trial Supported

Pricing

Standard

Pro

Ultimate
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 3.0 / 5
ease 3.2 / 5
features 3.2 / 5
design 3.0 / 5
support 3.0 / 5

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Company Information

Workiz
Founded: 2015
United States
workiz.com

Alternatives

SingleOps

SingleOps

SingleOps by Granum

Alternatives

Categories

Cleaning Services Supported
Help Desk Supported
HVAC Supported
IT Service Supported
Pest Control Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Towing Supported

Categories

Appliance Repair Supported
Carpet Cleaning Supported
Garage Door Supported
Handyman Supported
Home Services Supported
HVAC Supported
Janitorial Supported
Limo Supported
Locksmith Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Subcontractor Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Not Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Not Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Not Supported
Calibration Management Supported
Dispatch Management Not Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Not Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Towing Features

Billing & Invoicing Supported
Client Management Supported
Commission Management Supported
Fleet Management Supported
Fuel Management Supported
Lot Management Not Supported
Maintenance Management Supported
Routing Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Not Supported
Customer Database Supported
Emergency Dispatch Not Supported
Fuel Management Not Supported
Mileage Tracking Not Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Not Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Not Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Carpet Cleaning Features

Billing & Invoicing Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Mobile Access Supported
Online Booking Supported
Scheduling Supported
Work Order Management Supported

Electrical Contractor Features

Billing & Invoicing Supported
Commercial / Industrial Not Supported
Contract Management Supported
Customer Database Supported
Electronic Signature Supported
Mobile Access Supported
Quotes / Estimates Supported
Scheduling Supported
Time Tracking Supported
Work Order Management Supported

Garage Door Features

Billing & Invoicing Supported
Contract Management Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Management Supported
Job Costing Supported
Scheduling Supported
Warranty Tracking Not Supported

Handyman Features

Billing & Invoicing Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Payments Supported
Payment Processing Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Janitorial Features

Bid Management Not Supported
Billing & Invoicing Supported
Client Management Supported
Employee Scheduling Supported
Inventory Management Supported
Mobile Access Supported
Payroll Management Supported
Quality Control Supported
Surveys & Feedback Supported
Time Tracking Supported
Work Order Management Supported

Locksmith Features

Billing & Invoicing Supported
CRM Supported
Dispatch Management Supported
GPS Tracking Supported
Inventory Management Supported
Mobile Access Supported
Payment Processing Supported
Scheduling Supported
Work Order Management Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
AnswerForce Not Supported
Asset Integrity Hub (AIH) Not Supported
Authorize.Net Not Supported
Beeline Routes Not Supported
CompanyCam Not Supported
Enzy Not Supported
Google Calendar Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
NZ Leads Not Supported
RealWork Not Supported
Stripe Not Supported
Zoom Not Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
AnswerForce Supported
Asset Integrity Hub (AIH) Supported
Authorize.Net Supported
Beeline Routes Supported
CompanyCam Supported
Enzy Supported
Google Calendar Supported
Mailchimp Supported
Microsoft Outlook Supported
NZ Leads Supported
RealWork Supported
Stripe Supported
Zoom Supported
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