Customer Management (CRM)

Manage the Entire Customer Lifecycle in One Place

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.

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Keep Track of Your Clients’ Info

Keep Track of Your Clients’ Info

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.

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Access Client Information With One Click

Access Client Information With One Click

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.

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Improve Customer Service

Improve Customer Service

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.

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Engage With Clients & Prospects

Engage With Clients & Prospects

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.

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Client Management Main Features

Job History

The user-friendly Job History page allows you to keep track of all jobs performed. It can be filtered by job type, assigned tech, client name, and more.

Payment Tracking

Get a quick overview of your invoices by status and date, allowing you to see whether invoices were sent and when they are due.

Service Locations

Easily manage all the different locations of your business from the same platform.

Calls History

With the organized Calls History page, you can see all ingoing and outgoing calls. Sort them by status, caller, ad source, and more.

Appointment Reminders

Send your clients automatic job reminders, review requests, and thank you messages.

Call Masking

Keep your clients’ phone numbers private.

Tech & Client Call Recordings

Manage and record your field techs’ calls in order to improve customer satisfaction.

On My Way Text Messages

Your techs can update clients to let them know that they’re on the way with just one click.

Mailchimp Integration

Workiz automatically syncs your leads and customers to your email lists in Mailchimp so that you can nurture and grow your relationships.

Keep Track of Your Clients’ Info

Access Client Info With One Click

Improve Customer Service

Engage With Clients & Prospects

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