Your most valuable asset is your clients. It doesn’t matter whether you’re in the office or in the field. Workiz’s CRM makes it easy to track a client’s history and all the communications they’ve had with your team from wherever you are.
Workiz helps you keep a completed, clean, and organized client history. You can see your job history, past quotes, notes, invoices, and easily keep track of all payments. Take the step now to ensure that you’re on top of all client details and communications.
With Workiz’s search tool, you can easily retrieve specific information pertaining to clients, jobs, and invoices. You also have the ability to sort your records by custom fields. Avoid creating double client profiles by identifying a client by name, phone number, and more.
Send your clients appointment confirmation texts or emails before their scheduled job, or thank them after the job is complete, without having to think about it. Assign techs to a job without revealing clients’ personal phone numbers. Record calls to ensure the best customer experience.
With Workiz’s Mailchimp integration you can send effective email marketing campaigns that turn more leads into clients and help existing clients turn into returning clients.
From the very beginning, Workiz was a perfect fit for managing work orders, as well as for our technicians and call center dispatchers. As the company grew, the “Franchises” and “Reporting” features made it easy to track and integrate our other departments – up and down garage doors. Overall, Workiz has proven to be highly adaptable to the needs of the vastly expanding business.