Tired of getting lost in piles of paperwork and chasing down payments? Workiz allows your techs and dispatchers to easily create and email invoices to your clients.
Convert any completed job into an invoice. Send professional and branded invoices with your company logo in seconds via SMS or email – right from your mobile device. Add all of the essential info you need: (line items, total, due date, payment option, etc.) and choose what your clients will eventually see on their invoices.
Get paid faster than ever. Your clients can now pay or leave deposits online, instantly receiving an automated receipt. Just swipe the card or input the card number. Use any touch-enabled device to collect signatures on the spot.
Stop wasting paper and storage space, when you can keep it all in one place. Keeping track of your financial records will help you be more organized and ensure that you get paid on time. Quickly search and find the invoice you need, see how many invoices are awaiting payment, and how many are past due.
Sync your clients, items, services, invoices, and payments with QuickBooks to keep your invoices in one place. Manage your service schedule and make sure your accounting stays updated.
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.