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Client CRM
Work faster and get paid sooner
with organized client records.
From job history, to payments, service plans, and notes,
remember every client detail without searching for lost records
Track your best clients
Know the value of each client
Before speaking with a client, remind yourself of the work you’ve done in the past, if they have outstanding invoices, and what the opportunity at hand is. Easily pin important notes for team-wide access and visibility.
Collaborate across your team
Get info from your desk, or the road
Collaboration lets your team give better, faster service. With everything in one place, everyone can do their job better. Whether that’s finding the job’s address or instantly sending field pics to the office, client CRM streamlines your operation.
Keep clients engaged
Give customers reasons to come back
Good client records automatically keep customers engaged. We’ll send payment reminders for overdue invoices, appointment reminders, and warnings to extend warranties before they expire. These get you more work and faster payment.
Do things quickly
Get info quickly so you can get to work
Create jobs, proposals, service plans, invoices, and more, right from the client’s profile. Workiz’s efficient workflow lets you move fast so you can finish the job and move on.
We sent our first campaign to just 77 people and immediately generated over $2,600 - filling two and a half days of truck time. It's an absolute game-changer.
Gage Valdez
Franchise Admin, Home Run Franchises
Workiz simplified our business with automation, boosting growth.
Miguel Contreras
Owner and CEO at Bros Pro Hauling
Workiz helped us generate unexpected, extra income.
Matthew Vick
Owner, Sonoma Strong Hauling & Junk Removal
Workiz continuously improves their product, making it easy for us to recommend and benefit from the partnership.
Matt Merry
Operations, Junk Removal Authority
Our scheduling has improved and retention rates on jobs have increased by 10%
Tega
Owner of Removerz
Why technicians love Workiz?
Increase the efficiency of your field service business with all-in-one platform trusted by over 120,000 pros. Manage all your daily tasks automate your key workflows, win more jobs, get paid in the field faster, and control your business in real-time with Workiz.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is Workiz’s Client Management System ?
Workiz’s Client Management System is a centralized CRM hub that organizes all your customer information — from contact details and job history to invoices, service plans, documents, and pictures. It enables you to access and manage client records effortlessly, ensuring that every team member has up-to-date information and can access it quickly in order to provide exceptional service.
How does Workiz’s Client CRM work?
The Client CRM is built into your Workiz account, automatically compiling data from every other Workiz feature, such as jobs, estimates, invoices, warranties, and communications.
You can view and update client profiles, track outstanding balances, and monitor service histories, all from a single, intuitive, and centralized interface.
Can I track client communication and history within the CRM?
Absolutely.
Workiz’s Client CRM logs all interactions, including calls, messages, and emails, providing a comprehensive history for each client. This ensures that your team has full context for every customer interaction, enhancing service quality and efficiency.
Does the CRM help with managing client payments and balances?
Yes.
The CRM displays financial widgets that show each client’s balance, overdue amounts, and pending estimates. This financial overview helps you stay on top of receivables and follow up promptly on outstanding payments.
It also shows you how much money the client has paid you in the past so you can see who your best customers are in a glance.
Is it possible to customize client profiles with additional information?
Certainly.
You can add custom fields to client profiles to capture specific information relevant to your business, such as preferred contact methods, service preferences, gate codes, or special instructions. This customization ensures that all pertinent details are readily available to your team.
Can clients access their information through a portal?
Yes.
Workiz offers a client portal where customers can view their service history, appointments, invoices, and estimates.
