Cloud-Based Scheduling, Invoicing and Client Management for Security Professionals
Your business installs, maintains and repairs systems that provide security for homes and commercial facilities. Whether you provide electronic security systems, fire detection, video surveillance, access control, or networking between facilities, your business needs to quickly schedule technicians and facilitate management of daily operations. Workiz’s complete business software solution will provide everything you need to take your business to the next level! Scheduling. Dispatch. Invoicing. All accessible from the field with our cloud based software.
Workiz will streamline your business, and make it more profitable. What are you waiting for?
“Adding new Alarm & Security Jobs takes just seconds! Do more in less time.”
Workiz saves you time managing the day to day operations, allowing you to focus on the big picture. You can check your dashboard for a snapshot of your business’s jobs, sales, revenue, user activity and see what’s coming up on your Schedule. Keep track of your clients, their projects and work history all in the cloud with access from the field. Use tasks and notes to stay on top of project deadlines. Manage incoming projects from bid, to work order, to completion and payment. Grow your contracting business with call tracking to improve customer service and manage marketing spending.
Keep track of all scheduled work, appointment requests, meetings and more. Entering new clients, creating Leads or Jobs and assigning multiple technicians or crew members is simple and intuitive. From the Schedule you can drag and drop to make changes by date/time or by Technician. Color coding makes it easy to see who is scheduled and who is available. Workiz keeps you and your crew on track and on time.
Improve communication with your clients and your technicians. From the first contact to the last, Workiz’s Voice and messaging services can track, monitor and record communications with your customers. Keep your customers notified with appointment reminders and job status updates via SMS or email messages. Send your technicians new jobs and appointment reminders. With two-way messaging your technicians can also confirm jobs and update job status. Communications with technicians are tracked by job number and are easily searchable by keyword. Calls between technicians and clients can be recorded and are also tracked by job number. You will be able to see when technicians call, how long the call lasts and listen to a recording.
Your crew has completed the work and cleaned up the job. Workiz makes it easy for your client to now pay for your services! No need to draw up an invoice back at the office to be mailed out the next day and wait for the client to mail a payment back, hopefully in a timely manner. When the work is done attach before and after photos to the job, collect an electronic signature as approval, email your client a detailed invoice and accept any form of payment all while onsite. Never before has it been so easy to make your business more profitable.