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Save 20+ hours
with the top field service software
Increase your revenue
Price Book
Discover the game-changing Price Book feature for HVAC pros! Enhance your field sales and workflow with custom categories, seamless catalog navigation, and quick access to your items. Save time with bulk updates to costs, tax prices, inventory statuses, and categories.
equipment tracking
Manage and track your equipment
Keep track of installation and HVAC equipment details on the Workiz platform. Record specific information such as the equipment installed, serial number, warranty details, and more. Manage all your equipment data on the client’s profile and job page. Gain an overview of all equipment across all jobs and never lose sight of an item.
Scheduling
Schedule and dispatch efficiently
Boost your business productivity and visibility with our advanced scheduling software from Workiz. Offer your customers 24/7 online booking to access your services at their convenience. Managing your HVAC tasks becomes a breeze as it enables you to organize and monitor all tasks from one versatile platform, improving your workflow efficiency.
online booking
Make every deal count
Increase your sales by offering your customers the opportunity to purchase related products as well as booking more services online. With the most professional online booking system, you can easily upsell premium products and services while attracting potential customers.
workiz pay
All-in-one financial solution
Get paid in the field faster with Workiz Pay, an all-in-one financial solution for your HVAC business. No more dealing with cash and checks, our card readers give you and your customers an easy and accessible solution. With flexible payment plans now you can close bigger deals while providing the best customer service.
automations
Save yourself time and effort
Get more reviews, communicate more efficiently with your techs and customers, send those estimates faster and so much more with custom automation. Save yourself 20 hours a week when you take all your tedious tasks and make them a well-oiled machine.
inventory management
Keep the warehouse organized
Stay on top of your operations and always come to the job site prepared with inventory management. Prevent overstocking, shortages, and miscalculations with real-time status updates on all your supplies, plus save 20% of your inventory costs.
communications suite
No more miscommunication
Keep your entire team and customers in the loop with our built-in communication suite. Send on my-way text messages, record calls, track numbers and so much more. Communicate more effectively and provide the best customer service with call masking and our built-in phone.
Tipping
Increase your tips
Increase your tip earnings with the most seamless tipping experience. When a job is done and ready for payment, your customer will simply be prompted to choose a tip option, that’s it! Your customers will feel more comfortable leaving a tip and your employees will go home with more income in their pocket.
Integrations
Incorporate marketing tools, build customer loyalty and run your business like a well-oiled machine
Why technicians love Workiz?
With the Workiz field service mobile app, your techs can:
- See their upcoming jobs
- Call, text, and email clients
- Send estimates and invoices
- Accept payments in the field
Frequently asked questions
How do I know if my HVAC company needs a software?
Great question! Many one-van companies might be able to run their business on their own but you are growing (and want to keep growing). As your business grows, it’s important that your back office can keep up. Field service business management platforms like Workiz have all the features and integrations you need to run a successful, growing, HVAC business.
With Workiz you can run your entire business from your desktop or cell phone. You can effectively dispatch your pros and track them in real-time, close jobs 24/7, and view your bottom line with customizable dashboards and analytics.
Can you display a flat rate in the pricebook?
Yes! Workiz allows you to bundle items such as materials and labor needed for a job that can be displayed as a single item in your pricebook. You can adjust pricing and items as needed and your client will simply see the flat rate item in the estimate and invoice.
Does Workiz work with Quickbooks?
You bet! Workiz integrates seamlessly with QuickBooks online and lets you automatically sync your payments, invoices, spending, and more. Spend less time with your accountant and easily keep your finger on the pulse of all your finances.
Quickbooks is just the beginning! Workiz syncs with dozens of the business apps and platforms you use daily to run your business. Integrations include Thumbtack, Angi, Google Local Services Ads, Company Cam, NiceJob, Signpost, and much more!
Can I show my customer multiple options of pricing?
Absolutely, You can create as many options as you wish with Sales proposals — commonly known as “good, better, best.” Sales proposals are designed to help your customers understand the different options your company offers for a particular service, and allow them to choose the one that makes the most sense for their needs and budget. Sales proposals can be created easily using the Workiz mobile app or desktop. You can also create templates that you can save for future use.
Does Workiz have a mobile app?
Of course! Access to the Workiz app is included as part of all Workiz plans and all your pros can easily access it in the field. The app is available on the App Store and on Google Play. With the app, your pros can easily generate invoices and get paid in the field (online and swipe credit cards). Pros can easily communicate with customers by sending an ‘On my way’ message just before a job and minimize the chances of last-minute cancellations.
Is there a way to check if there is low stock in my inventory?
Yes! Workiz’s inventory management lets you see your stock levels and inventory usage from anywhere using any device. Every usage, stock change, or return is logged and easily tracked.
Does Workiz have fleet management?
We sure do! Linxup is the leading provider of GPS tracking solutions for field service businesses. And with our integration, you can now access that location data right from Workiz so that you can easily keep track of your team.
The Linxup integration also allows you to:
- Monitor driver behavior with visibility of vehicle speed
- Boost productivity by identifying idle time and unauthorized vehicle use
- Keep track of your fuel levels