Job Management
Manage Your Jobs From Start to Finish
Organize your jobs and grow your business with Workiz’s Field Service Job Management
Track & Optimize Your Job Hours
Let your technicians clock in and out of jobs. Get info on how your team spends their time with Workiz’s Timesheet Report and plan ahead while optimizing your team’s travel time with a map overview of your work.
Organize Your Jobs the Way You Like
Stay organized by labeling your jobs with tags to follow-up with clients or collect payments. A tech or dispatcher can easily communicate the stage of their work by updating the job status to “Submitted,” in “Progress,” or “Done.”
Manage Jobs in the Field From Your Office
Create single or recurring jobs and assign them to your techs. The relevant tech will be notified and can view the jobs from the Workiz Mobile App. Your team can communicate with one another or with clients via text message or phone right from the job.
Track Your Leads and Grow Your Job Opportunities
Not every contact turns into a paying client. Workiz lets you input leads and track them separately from your job schedule. Prevent estimates and job opportunities from falling through the cracks.
Job Management Main Features
Job Time Tracking
Track your office activity and your remote workforce by clocking in and out.
Timesheet Reports
See your populated hours reports and time-based payroll reports.
Map View
Plan ahead and optimize your team’s travel time with an integrated map. overview of your work.
Inventory
Make sure you have a clear picture of your inventory from any location, on any device.
Tags
Group your clients by job type, region, client status (estimate, callback, follow up, etc.), or anything else.
Job Status
Keep track of a job’s progress and communicate with your team by using job statuses and sub-statuses.
Mobile App
Access your business from anywhere. Schedule jobs, check your calendar, create invoices, check statistics, and more.
Workiz Service Phone
Integrated phone system with the abilities to:
- Call clients right from the job page
- Ensure your techs are giving great customer service by masking and recording their calls
- See which ads are generating more calls, jobs, and revenue.
Leads
Follow your leads separately from your job schedule and see where all deals stand at a glance.
Leads Report
Track the number of leads, converted leads, and the revenue created by them.
Track & Optimize Your Job Hours
Job Time Tracking
Track your office activity and your remote workforce by clocking in and out.
Timesheet Reports
See your populated hours reports and time-based payroll reports.
Map View
Plan ahead and optimize your team’s travel time with an integrated map. overview of your work.
Inventory
Make sure you have a clear picture of your inventory from any location, on any device.
Organize Your Jobs However You Like
Tags
Group your clients by job type, region, client status (estimate, callback, follow up, etc.), or anything else.
Job Status
Keep track of a job’s progress and communicate with your team by using job statuses and sub-statuses.
Manage Jobs in the Field From Your Office
Mobile App
Access your business from anywhere. Schedule jobs, check your calendar, create invoices, check statistics, and more.
Workiz Service Phone
Integrated phone system with the abilities to:
- Call clients right from the job page
- Ensure your techs are giving great customer service by masking and recording their calls
- See which ads are generating more calls, jobs, and revenue.
Track Your Leads and Grow Your Job Opportunities
Leads
Follow your leads separately from your job schedule and see where all deals stand at a glance.
Leads Report
Track the number of leads, converted leads, and the revenue created by them.
We Integrate with
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.
