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Workiz Features

What are the features of Workiz?

Before the Job

  • Calendar
  • Dispatch
  • Roles
  • Booking

On the Job

  • Location
  • Employee Communication
  • Behavior Monitoring
  • Client Notifications
  • Field Sales

After the Job

  • Reports
  • Analytics
  • Invoicing
  • CRM Integrations

Generative AI

  • AI Text Summarization
  • AI Image-to-Text

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Filter for Features

Before the Job

Calendar

Uses the calendar tool to determine field workers who are free for the job. 107 reviewers of Workiz have provided feedback on this feature.
84%
(Based on 107 reviews)

Dispatch

Notifies field service workers of their upcoming assignments. 102 reviewers of Workiz have provided feedback on this feature.
87%
(Based on 102 reviews)

Roles

As reported in 101 Workiz reviews. Allows users to see tasks according to permissions and roles.
86%
(Based on 101 reviews)

Booking

As reported in 93 Workiz reviews. Allows clients to book jobs through the desktop page or within the app.
83%
(Based on 93 reviews)

On the Job

Location

Based on 97 Workiz reviews. Tracks employee location to ensure timeliness.
82%
(Based on 97 reviews)

Employee Communication

Enables communication within the app from manager to field service employee. 103 reviewers of Workiz have provided feedback on this feature.
82%
(Based on 103 reviews)

Behavior Monitoring

Monitors behavior in the field. This feature was mentioned in 67 Workiz reviews.
74%
(Based on 67 reviews)

Client Notifications

As reported in 101 Workiz reviews. Notifies clients, should any delays or mishaps occur.
86%
(Based on 101 reviews)

Field Sales

Based on 90 Workiz reviews. Includes some ability to serve as a sales and ordering application.
81%
(Based on 90 reviews)

After the Job

Reports

Creates reports that reflect field performance either as a team or individually, to review productivity. This feature was mentioned in 100 Workiz reviews.
82%
(Based on 100 reviews)

Analytics

As reported in 96 Workiz reviews. Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
82%
(Based on 96 reviews)

Invoicing

Based on 104 Workiz reviews. Sends invoices through the software and allows clients to pay on the spot.
87%
(Based on 104 reviews)

CRM Integrations

Based on 83 Workiz reviews. Integrates with CRM software to monitor all aspects of the customer relationship.
80%
(Based on 83 reviews)

Generative AI

AI Text Summarization

As reported in 37 Workiz reviews. Condenses long documents or text into a brief summary.
75%
(Based on 37 reviews)

AI Image-to-Text

Based on 19 Workiz reviews. Converts images into a textual description, identifying key elements.
54%
(Based on 19 reviews)

Agentic AI - Field Service Management

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Natural Language Interaction

Engages in human-like conversation for task delegation

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

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