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Reports and dashboards

Get essential statistics and insights to help you run your business better with customizable reports and dashboards

Team performance

Easy performance tracking

View your team’s scoreboard, job performance, sales, and revenue at a glance. Stay on top of open estimates, new leads, and all recent activity.

Ill Reports And Dashboards 01

Flexible dashboards

Focus on what matters most

Easily track what matters to you most with customized dashboards. Choose from over a dozen widgets to create a complete overview of your business.

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Grow your business with Workiz

The leading field service platform for teams. Schedule jobs, dispatch, invoice, track performance, and get paid — all in one platform.

Drag-and-drop interface

Control your data

Drag and drop your dashboard to customize it according to your needs. You can then decide which widgets are the most important, add them to your dashboard, and arrange them accordingly. Any update can be made at any time.

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Ad tracking

Invest back into your business

Boost your ROI and optimize your marketing strategy with ad optimization. Save up to 16% on your marketing budget and reallocate funds to enhance your plumbing business. Our ad source analysis pinpoints which sources drive maximum conversions allowing data-informed decision-making.

Illustration Ad Tracking
Shopping Jewelry Diamond 2
3 ×
more jobs won
Interface Time Clock Hand 1
20 hrs
time saved per week
Shopping Business Startup
23 %
avg. growth in the first 3 months
Interface Content Fire
63 %
less time spent on accounting & reports

Explore more tools for your business

Scheduling

Increase your availability and streamline your scheduling process with custom job and client profiles.

Invoicing

Get paid on time with customized invoices and automatic follow ups on overdue payments.

Dispatching

Optimize team efficiency and increase revenue by assigning each job to the best-suited tech.

Estimates

Win more jobs and increase profits with custom estimates you can send directly to your customer in the field.

Online Booking

Increase job opportunities by 30% and give your clients the fastest way to book your services.

Scheduling

Increase your availability and streamline your scheduling process with custom job and client profiles.

Invoicing

Get paid on time with customized invoices and automatic follow ups on overdue payments.

Dispatching

Optimize team efficiency and increase revenue by assigning each job to the best-suited tech.

Estimates

Win more jobs and increase profits with custom estimates you can send directly to your customer in the field.

Online Booking

Increase job opportunities by 30% and give your clients the fastest way to book your services.

Christian Fowler Testimonials Ratio 540×515 1 Aspect Ratio 544 544
quotes
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Christian Fowler
Co-founder, Junk Doctors
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