Job Management

Manage Your Jobs From Start to Finish

Organize your jobs and grow your business with Workiz’s Field Service Job Management

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Track & Optimize Your Job Hours

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.

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Organize Your Jobs the Way You Like

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.”

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Manage Jobs in the Field From Your Office

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.

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Track Your Leads and Grow Your Job Opportunities

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.

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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

Organize Your Jobs However You Like

Manage Jobs in the Field From Your Office

Track Your Leads and Grow Your Job Opportunities

We Integrate with

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

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