Mobile App

Let Your Team Manage Jobs On-the-Go

The service industry is, at its core, mobile. So your management platform has to be connected to the field. Workiz’s easy-to-use mobile app lets your field techs get assigned to jobs and manage them right from anywhere at all.

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Run Your Day-to-Day Operations From Anywhere

Run Your Day-to-Day Operations From Anywhere

With Workiz, you and your team can access essential data from any device; anytime, anywhere. While your techs can see their personal schedule, calls history, and timesheets, the admins and managers get access to the full schedule as well as all tech-client communication.

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Ensure Your Team is Fully Aligned

Ensure Your Team is Fully Aligned

Once techs are assigned to a job, they will be notified on the mobile app. The job will have all the information the dispatcher collected (client name, address, contact info, notes, estimates, call recordings.) Once the tech or the dispatcher updates a job, It automatically syncs on both sides. Techs are notified by push notification of all changes to their current workday. Your team is always aligned and in-sync.

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Let Your Techs Manage Jobs From A-to-Z

Let Your Techs Manage Jobs From A-to-Z

Your techs can access all the features they need in order to accomplish their workflow. They can add jobs, check their calendars, view their job history, add notes and attachments, create estimates and invoices, collect signatures, payments, and more - right at their fingertips.  Watch the job get done faster when your team’s organized and your process is streamlined.

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Mobile App Main Features

Calls History

See all of your incoming and outgoing calls in one place

Schedule View

See all your techs’ jobs in one list. Easily update jobs and filter your list.

Clients Tab

Keep track of all vital client information, including detailed client history and all balances that are due or overdue

Advanced Restrictions

Decide which members of your team have access to which parts of your Workiz account. Customize roles and restrictions however you want.

Live updates

Once a dispatcher or tech adds any type of information to a job, the other team member is immediately updated

Job History

With an organized jobs page, you can see all the jobs that have ever been submitted, their statuses, and other information. You can filter your list however you want.

Clock In/Out

Track your office activity and your remote workforce by clocking in and out.

 

Messages

Through the Workiz inbox, the different members of your team can easily communicate and always be on the same page.

Appointment Reminders

Reduce missed appointments and keep your clients in the loop.

Estimates

Techs can quickly add estimates to jobs, email them in seconds, and easily turn the estimates into jobs.

Notes and Attachments

Add notes or upload files and images to jobs, estimates, and invoices.

Signature

Techs can collect signatures online or in the field, right from the app

Invoices

Workiz allows your field techs to easily create and send invoices to clients.

Payments

Connect your Workiz account to our payment gateway – WorkizPay, powered by WePay and Chase Bank.

Run Your Day-to-Day Operations From Anywhere

Ensure Your Techs and Dispatchers are Fully Aligned

Let Your Techs Manage Jobs from A to Z

We Integrate with

Grow Your Service Business With Workiz
Never miss a call, schedule jobs and get paid.

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