Workiz

Workiz

3.0 out of 5 stars
Workiz Simpro

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Workiz:

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.
Simpro:

About

Simpro is field service management software for trade and service businesses that manage work across the office and the field. The platform helps teams coordinate estimating, quoting, scheduling, dispatch, job management, invoicing, reporting, customer communication, inventory-related work, assets, and maintenance workflows in one system. Simpro supports contractors and service organizations in industries such as HVAC, plumbing, electrical, fire and security, facilities maintenance, and other residential and commercial trades. Field teams can access job information on mobile devices while office teams manage schedules, customer details, invoices, and operational reporting. Simpro Lightning adds an AI intelligence layer designed to help field service teams ask questions, find insights, and support day-to-day decision-making from their business data.
Workiz:

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
Simpro:

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
Workiz:

Audience

Field Service Professionals
Simpro:

Audience

Trade and service businesses, including HVAC, plumbing, electrical, fire and security, facilities maintenance, contractors, and other commercial or residential service teams.
Workiz:

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Workiz:

API

Offers API Not Supported
Simpro:

API

Offers API Supported
Workiz:

Screenshots and Videos

Simpro:

Screenshots and Videos

Workiz:

Pricing

Standard

Pro

Ultimate
Free Version Not Supported
Free Trial Supported
Simpro:

Pricing

Our pricing is designed to fit your business, tailored to your team size, whether in the office or field, and customized to include the add-ons you need to achieve real results. You can choose monthly or annual billing to align with your budget, so you can focus on delivering profitable projects to grow your business without compromise.
Free Version Not Supported
Free Trial Not Supported
Workiz:

Reviews/Ratings

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

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
Workiz:

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..
Workiz:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Simpro:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Workiz:

Company Information

Workiz
Founded: 2015
United States
workiz.com
Simpro:

Company Information

Simpro
Founded: 2002
USA
www.simprogroup.com
Workiz:

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Workiz:

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
Simpro:

Categories

CMMS Supported
Forms Automation Supported
Garage Door Supported
HVAC Supported
HVAC Estimating Supported
Job Costing Supported
Plumbing Supported
Pool Service Supported
Quoting Supported
Service Dispatch Supported
Work Order Supported
Workiz:

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

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

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

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

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
Simpro:

Electrical Contractor Features

Billing & Invoicing Supported
Commercial / Industrial 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

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

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 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 Not 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 Not 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

CMMS Features

Asset Tracking Supported
Calibration Management Not Supported
Inventory Control Supported
Key & Lock Management Not Supported
Mobile Access Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Supported

Facility Management Features

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

HVAC Estimating Features

Billing & Invoicing Supported
Commercial/Industrial Supported
Cost Database Supported
Data Import / Export Supported
Equipment Maintenance Supported
Financing Management Supported
Labor Rates Supported
Quotes/Proposals Supported
Scheduling Supported
Takeoff Supported

Inventory Management Features

Alerts/Notifications Not Supported
Barcoding / RFID Not Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Not Supported
Mobile Access Not Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Not Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Not 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

Plumbing Estimating Features

Change Orders Supported
Commercial / Industrial Supported
Cost Database Supported
Data Import / Export Supported
Fitting Management Supported
For General Contractor Supported
Overhead Costs Estimating Supported
Prebuilt Assembly Supported
Quotes / Proposals Supported
Takeoff Supported

Pool Service Features

Billing & Invoicing Supported
Chemical Readings Not Supported
Customer Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Work Order Management Supported

Preventive Maintenance Features

Condition Monitoring Supported
Inspection Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Predictive Maintenance Supported
Purchasing Supported
Reminders Supported
To-Do List Supported
Vendor Management Supported
Work Order Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Security System Installer Features

Billing & Invoicing Supported
Customer Management Supported
Document Imaging Supported
Inventory Management Supported
Job Costing Supported
Lead Management Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Work Order Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Preventive Maintenance Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Task Management Supported
Workiz:

Integrations

Google Calendar Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Aircall Not Supported
Asset Integrity Hub (AIH) Supported
Authorize.Net Supported
Cm3 Not Supported
CompanyCam Supported
Espro Not Supported
GiveMe5.ai Not Supported
Groundplan Not Supported
InstantResponse.AI Supported
MYOB Not Supported
Oncord Not Supported
Senttr Not Supported
Square Payments Not Supported
Wufoo Not Supported
Xero Not Supported
Zoom Supported
zzBots Not Supported
Simpro:

Integrations

Google Calendar Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Aircall Supported
Asset Integrity Hub (AIH) Not Supported
Authorize.Net Not Supported
Cm3 Supported
CompanyCam Not Supported
Espro Supported
GiveMe5.ai Supported
Groundplan Supported
InstantResponse.AI Not Supported
MYOB Supported
Oncord Supported
Senttr Supported
Square Payments Supported
Wufoo Supported
Xero Supported
Zoom Not Supported
zzBots Supported
Workiz:
Claim Workiz and update features and information
Claim Workiz and update features and information
Simpro:
Claim Simpro and update features and information
Claim Simpro and update features and information