Workiz

Learning the software was pretty quick and simple. I love how fast the software and how booking the job is all on the same page. Being able to add pictures to each job is great. I like being able to assign the job to a technician and it turns the color of that technician. It makes dispatching simple. The reports are also another wonderful feature that makes it easier to determine job numbers.

I do not like how you cannot block off the schedule for a specific metro. We have three metros at Junk Doctors (Greensboro, Charlotte, Raleigh) and I am not able to just block off Charlotte without blocking off Raleigh and Greensboro. This leads to over scheduling issues for us. The QuickBooks transfer has not been very smooth on our end. We are having to manually enter most of our transactions into QB's.

There are a few things I grew to appreciate about Workiz like the automations, but there's way more to the story.

Since day one of switching to Workiz it has been a non-stop headache. The sales team was quick to promise every functionality that was important to us like a call center that can manage multiple locations, importing all of our historical data into Workiz, and much more. We quickly found out that there was no merit to what they promised on the sales calls. We experienced extensive QuickBooks sync issues that skewed our financial reporting, making it impossible to know what our true financial situation was. After months of reaching out to Workiz support they finally admitted they had an internal problem that was causing this and refunded us 1 month of software cost.
The onboarding team did an embarrassing job of importing our historic data. Almost every invoice over the past year was populated in Workiz but was not showing a collected payment, so the system was showing hundreds of thousands of dollars overdue in payments over the past year. The other customer service reps that we spoke with couldn’t answer simple questions we had about the functionality of the software. We had to figure out everything on our own.
Workiz is also missing some functions that you think would be obvious to anyone using a home service software, for example: You are unable to make invoicing required before closing out a job (techs consistently forget to create invoices leaving this up to office staff to catch). You are unable to be signed in on multiple devices at the same time, e.g. your cellphone and a field device like iPad or tablet. The mobile app does not rotate sideways. Workiz text can’t display emojis. The list goes on and on, but I just can’t believe that a company like this is so popular and doing so much revenue annually. They’re thieves selling software on a 12 month contract that is way worse than other options on the market. If you’re reading this, look elsewhere. We used Jobber before and although imperfect, it’s cheaper, easier to use, has much better customer service, easier to train techs on, etc..

I like the scheduling feature, and sales tracking feature the most. It saves me time.

The app does not always display the unit number for apartments without having to go through 2 screens to get to it. When your phone lags, it's frustrating. Scrolling through the calendar in the phone app can be challenging. If you scroll past a certain dat, you cannot easily scroll backwards, you have to drop down the calendar to go back to the date.

I was literally working out of notebooks. I found myself getting lost and loosing potential customers. Scheduling things was a nightmare and very time consuming. With Workiz, I no longer have to have a note book except to take notes. I can keep all my customers in one spot and get to them at the drop of a hat. I can see the schedule and where appointment are and place more work during that day based on what is already going on. I can keep track of dealerships that are being billed and notifiy them when I haven't get a payment in a timely fashion. The communication with my customers is much easier as I can have all forms of communication in their folder. A cusotmer has already told me that we are very organized. That's a good feeling.

Not much, some fields are a little redundant but I am still learning the ins and outs of what can and can't not be done. it will come with time. OH, it can be slow to upload sometime. but that could be my internet speed.