Workiz Pros and Cons

Customizable, integrated estimates & invoices. Ease of employee management and scheduling. Inventory & equipment management. Custom field creation makes it just right for our needs. Myriad of integrations available, several of which are using effectively. Customer support is quick to respond. Vast help center with easy to search, upvote, and submit feedback/suggestions. We use Workiz all day, every day! Overall, it's far less complicated and more intuitive to implement than other CRM & software programs we've used. We are able to utilize Workiz far more than any other platform we've tried in the history of our company! Review collected by and hosted on G2.com.

Like any software, it has it's unique quirks that take getting used to; like the default estimate and invoice are customizable, but can't be changed to full custom versions. Though you can build from scratch your own versions in the software and use them as attachments that can be sent as easily as the default ones. Quirky, see? Another quirk I haven't gotten around yet is the FIRST LAST name of a client default as the identifier of a client vs the Company Name. It's not a deal-breaker, just a quirk I'm still looking for a work around until a selector is enabled to allow me to choose which identifier I want to use for the client. Review collected by and hosted on G2.com.

Absolutely nothing. Overpriced, poorly designed, and full of hidden fees. Worst CRM experience ever. Review collected by and hosted on G2.com.

Deceptive pricing, poor automation, lack of customer support, hidden fees at every step, and an overpriced, useless AI assistant. Review collected by and hosted on G2.com.

Workiz has the best presentation for quoting that I have experienced. Keeping the pictures on that band that follows down the whole quote is perfect. The pictures included make training 10x easier and also ID GUESS also makes it easier for the customer to understand and IMHO derive value from the pic and the description.

only reason its not a 10 is im new to this app Review collected by and hosted on G2.com.

Eh, having the cost column showing on my screen is very award. I do in home sales. sooo sometimes people might be right up on me and ITS SUPER AKWARD for them to see my margin and markup. sooo yea being able to have a hidden mode would be super beneficial Review collected by and hosted on G2.com.

Workiz is an excellent platform for managing my home service business. Its user-friendly interface, powerful scheduling tools, and robust reporting features make day-to-day operations smooth and efficient. The system itself is reliable and offers great functionality for teams of any size. Overall, it's a fantastic tool—just wish the customer support matched the quality of the software! Review collected by and hosted on G2.com.

I’ve been a loyal Workiz user and advocate for years, recommending it to numerous home service business owners and even hosting online sessions to show how great the platform is. But my recent experience has completely shattered my trust in the company.

In September, I contacted Workiz to reduce the number of accounts from 10 to 5, as I only use 4. The representative assured me the change would be made, but nothing happened. I was still charged for 10 accounts for the next two months.

When I reached out again, another representative promised to fix the issue. Yet, three days ago, I was charged $800 AGAIN for 10 accounts!

This isn’t just frustrating—it’s unacceptable. Despite multiple attempts to resolve the issue, Workiz has failed to follow through. At this point, I feel that speaking directly to them is pointless.

As a member of several home service business owner communities, I’ve always encouraged others to switch to Workiz. But after this experience, I’ll be advising everyone to stay away and consider alternatives like Housecall Pro.

Workiz’s lack of accountability and poor handling of customer concerns is incredibly disappointing. I hope they take these issues seriously and start prioritizing their customers before they lose even more of their loyal base. Review collected by and hosted on G2.com.

You can tag each phone call with a tag to show the source of the call. You can monitor your team, their hours, permissions, you can buy phone numbers for the business and so much more. It's even better than Salesforce in my opinion. Review collected by and hosted on G2.com.

The history search is a bit limited to a certain time, you can only expoort contacts up to 5000 but if you contact support they can do more than that for you. So it's not so bad, just requiring manual intervention. Review collected by and hosted on G2.com.

Out of the box solution that helps me run my local services business Review collected by and hosted on G2.com.

A lot of functionality and evolving features- with more polish anad evolution to come Review collected by and hosted on G2.com.

It's great that they provide a free trial for users to test the app fully. This is a great initiative that combines CRM and operations, saving time and effort. Review collected by and hosted on G2.com.

I'd like to have more freedom on custom fields such as "Clients" and "jobs". I'd like to be able to add dropdowns, completion statuses, etc. something like Notion databases. Review collected by and hosted on G2.com.

Great tech support and they are always adding new features based on customer recommendations. Review collected by and hosted on G2.com.

Some parts of the program do not have customize-able fields just yet. Review collected by and hosted on G2.com.

It has a good interface for data management Review collected by and hosted on G2.com.

it's quite difficult to run at slower internet speeds. Review collected by and hosted on G2.com.

The visual calendar that lets me and my team have a clear picture of the current status of our technicians and our leads. The ability to communicate to everyone over the app and have a trail of communications. Review collected by and hosted on G2.com.

The only thing I think can be improved is the reporting and the fact that we can't report with phone numbers. We could take a huge advantage if that were the case. Other than that, it is a great tool. Review collected by and hosted on G2.com.