Workiz

Workiz is a comprehensive field service management platform designed to streamline operations for home service businesses, such as locksmiths, electricians, HVAC technicians, and cleaning companies. It offers advanced tools for scheduling, dispatching, invoicing, and client communication, ensuring that daily operations run smoothly and efficiently.

Key features of Workiz include real-time scheduling with notifications, automated invoicing with seamless QuickBooks integration, and a robust CRM system with client portals. The platform also provides advanced team management capabilities, including GPS tracking and customizable role permissions. Workiz's Automation Center allows businesses to automate repetitive tasks, such as sending appointment reminders and follow-up messages, which significantly reduces manual workload and enhances productivity.

Workiz also includes an integrated communication suite with a built-in phone system, supporting call tracking, recording, and masking. This feature helps maintain organized communication logs and protects client privacy. Additionally, Workiz offers inventory management tools, enabling businesses to monitor stock levels and ensure that technicians have the necessary supplies for each job. The mobile app provides field technicians with access to job details, client information, and payment options, ensuring seamless communication and efficient job execution.

Overall, Workiz is designed to enhance customer satisfaction and operational efficiency by providing data-driven insights through detailed reports on job completion rates, revenue, and team performance. Its features support businesses in managing complex workflows, improving client relationships, and optimizing resource allocation.