Cloud-Based Scheduling, Invoicing and Client Management for Construction Professionals
Whether you are a general contractor or a subcontractor, your crew knows how to do it all – demolition, construction to clean up. You need one software solution that can do it all too – Workiz will help your business run more efficiently. Easy job scheduling, dispatching workers, managing clients, billing, payments, and enterprise level telephone services are all included with your monthly subscription.
You will be impressed with all the features Workiz includes to run your business efficiently. What are you waiting for?
“Adding new Construction 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.
Easy Job Scheduling
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.
With Workiz, you will be able to add extra information (or custom fields) for new jobs. Be able to have your dispatcher take down specific details about the job (i.e. How many required for job?), etc. With Workizs custom fields you’ll be able to do just that. You have complete control of what details you want to track for your construction crew. Now you will know how many people are needed for the construction jobs, and what supplies you will need to bring. This is just one example of how custom fields can help you manage your construction company.
Does your business need to keep bids separate from booked projects? Keep projects in the bid phase separate until they have been approved and converted into a contracted job. Leads are managed separately within Workiz, so you can see at a glance the status of active bids. Create multiple estimates with job costing, review lead history, keep detailed notes and more. Quickly run reports on bids converted into jobs. With a click, toggle Leads on and off your Schedule to easily manage assignments.
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.