Wir helfen Unternehmen in der Schweiz
seit 15 Jahren bei der Softwareauswahl
Was ist Workiz?
Workiz hilft Tausenden von Außendienstmitarbeitern, profitablere Abläufe zu gestalten. Schlosser, Elektriker, Handwerker, Installateure und mehr nutzen Workiz, um schneller bezahlt zu werden, mehr Aufträge zu gewinnen und mehr Fünf-Sterne-Bewertungen zu erhalten. Verfolge sämtliche Aspekte deines Unternehmens von der Terminplanung bis zur Rechnungsstellung in Echtzeit, erhalte Zahlungen, eliminiere Diebstahl durch Mitarbeiter, steigere deine Werbewirksamkeit und erstelle Berichte, ob auf dem Desktop, dem Tablet oder dem Handy. Das Team hilft dir bei der Einrichtung und liefert innerhalb von wenigen Tagen Ergebnisse.
Wer verwendet Workiz?
Workiz eignet sich hervorragend für Unternehmen jeder Größe mit Mitarbeitern im Außendienst, darunter: Schlosser, Teppichreiniger, Handwerker, Reparatur von Garagentortüren, Müllentfernung, Elektriker, Klempner und mehr.
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Workiz
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Bewertungen über Workiz
Excellent development team.
Kommentare: We can provide you over the phone more details of our experience from our technicians.
Vorteile:
Interface, excellent for appliance repair industry. "Custom fields" option is great. "Product and service" is very good.
Nachteile:
Missing user guide. I wish to get more changes in CRM soft for our needs.
Antwort von Workiz
vor 3 Jahren
We do have an amazing dev team! We just launched a new academy, highly recommended for new employees and clients. Check it out here: https://www.workiz.com/academy/
Our Moving business is running more efficiently than ever!
Kommentare: Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing. This software has reduced the amount of multiple software & apps to 1, nothing is more efficient than that!!!
Vorteile:
Integration of the software with our business was extremely easy! This software has helped our moving business streamline information to our techs with ease and efficiency; it dramatically reduced misinformation, errors & helps to get last minute changes our quickly.
Nachteile:
Customization of our documents is not as efficient, it would help to have our already established documents translated using PDF's instead of having to re-create the documents needed. There is some issues when viewing job reports in the filter results - when you have selected the dates, then select a job within those dates and want to review other jobs in the same selected dates you must re-select the dates, there is no option to keep that same selection of dates. This can be time consuming when verifying jobs for payroll, techs & hours.
Antwort von Workiz
vor 2 Jahren
Thanks Octavia. We love working with moving companies like yours and are excited by your great review. We've updated the product team with your feedback. Thanks!
In Betracht gezogene Alternativen:
SOUNDS like a great software
Kommentare: Money is essential life blood for Business, However, There should always be a "Care Factor" for its customers. Money should NEVER come before CARE, It should come after. WorkIZ portrays a Caring attitude for the businesses it sells its software to, But their ACTIONS suggest differently. Money Definitely comes first........Comes out the first of every month at 7am actually. If there happens to not be enough money in the account, THEY RESTRICT ACCESS. This means that I must then Make a paper copy of new work orders that come in, and simply have no access to answer customer inquires on existing work orders. I must then look extremely unprofessional and tell them I do not know any details concerning your repair until I collect checks to cover the cost of my software, might take a few days to answer your question. MIND YOU, I HAD THE MONEY TO COVER THE COST IN CREDIT CARD PAYMENTS IN WORKIZ PAY!!!!! This was prior to the "instant Transfers", however. They have now given me the option of instant transfers, BUT I'M SEEING ISSUES WITH THAT. Customer paid me nearly $700.00 for the repair of a washer and dryer [sensitive content hidden] , in the early afternoon time. I told her I would be able to order her parts out of that money because my software now offers instant transfers and get the job done by [sensitive content hidden]. I contacted them at [sensitive content hidden] to inquire as to why they have not been released. My parts supplier closes at [sensitive content hidden] and don't open again until monday
Vorteile:
The mobile app is critical and makes work life much easier.
Nachteile:
WorkIZ "Claims" to be diligent on adding features, and they do add lots of features all the time. Most of which consists of things that make something or another more convenient to use or navigate. I have asked them to add a "Paid Date" filter option to the sales report for accounting purposes OVER a year ago. As it now stands, I can only filter the sales report by JOB. As a result, I have been sending the IRS inaccurate monthly and quarterly reports for most of 2022. Reason being, for my specific issue, I rarely create a job, complete it, and get paid on it in the same month. I get paid for 80% of my jobs on a NET 30 basis, I simply cannot filter the report by the Job, It MUST be filtered by the date I collected the payment. Sounds like an easily resolved issue, Right? Even if it is a feature that only a handful of customers will benefit from, this is a HIGH PRIORITY deal. Not something that makes something easier. As a result of them refusing to add the feature, I now must go through EVERY SINGLE job and manually pull out the accurate numbers the IRS requires of me........This is my Biggest complaint that is causing me such a headache with the IRS.
Workiz is a good product
Kommentare: Overall, I am finding it easier to keep track of jobs and technicians with Workiz.
Vorteile:
I find Workiz easy to use, and easy to explain to others.
Nachteile:
Couple of things: 1: The mobile app phone dialer does not connect to wireless headphones. 2: The search function could be better. Used to use Filemaker Pro and you could search for anything and find it. No so with Workiz.
WorkIz is a game changer!
Kommentare: After testing out a few other client/job platforms, WorkIz turned out to be head and shoulders above the rest. The customer service people are super-responsive to input, are easy to reach, and take care of their clients. Highly recommend!!
Vorteile:
Being able to have client/job information at our fingertips has transformed how our business is able to function. Before Workiz, job & client information, as well as job scheduling, was a manual process. With WorkIz, every one on our staff, from people in the office to staff out in the field, is able to access job & client information from their phones or laptops. Sending estimates to clients has enabled us to add photos and other information with our quotes. This has really set us apart from our competitors. Online payment capability is a real plus, as some clients don't feel comfortable sharing their credit card information.
Nachteile:
Search feature isn't as good as I'd like, but still better than the manual system we had prior to WorkIz. I wish there were a more streamlined process for setting up one account for repeat clients with multiple jobs. WorkIz has improved this somewhat in the past year, and I hope they will continue to do so. Would LOVE to be able to enter more than one email address on the main client page.
Antwort von Workiz
vor 3 Jahren
Thanks Beverly! We're keeping improving with time and our product team just got a whole lot bigger. Stay tuned for more feature updates!
