Cloud-Based Scheduling, Invoicing and Client Management for Moving Professionals
Moving and relocation professionals like you need to maximize efficiency in your business operations. Workiz will help you manage your day to day business operations making efficient use of your time and resources. Our complete software solution makes it easier to do everything from creating estimates, scheduling moves and collecting payments. Being based in the cloud means Workiz is ready to work where you are. Access client records, job information, create estimates and more from the job site. With remote access to the daily schedule, GPS locations and directions your movers will always be in the right location at the right time.
Workiz makes managing your employees, clients and jobs efficient and easy. What are you waiting for?
“Adding new Moving Jobs takes just seconds! Do more in less time.”
Successful moving and relocation businesses are organized and focused on their customers. With Workiz you can keep track of your customers, service history, manage your schedule, send invoices and collect payments all digitally, without a single piece of paper! Provide your customers with industry leading service. Create and send estimates via email or SMS while onsite or on the phone. Send your customers appointment reminders and alerts when your crew is on their way. Quickly handle damage claims with pictures attached to the job info. Request electronic signatures to approve estimates, change orders or any other document.
Workiz will help you manage every aspect of your business. Marketing – Workiz Voice features will track calls and determine which ad campaign is producing or not producing calls. Client Management – Know who your customers are, their contact info, services performed for them, payments made and invoices outstanding. Scheduling – quickly book new jobs immediately or far into the future. Dispatching – Assign technicians to jobs, see who is available or double booked at a glance. Estimating – Manage your Leads separately or create estimates as needed. Invoicing – Convert estimates or job information into an invoice with a single click. Accounts Receivable – accept payments in cash, check or credit card, record payments on the account, sync account info with QuickBooks. Telephone – purchase live telephone numbers, route calls, record conversations and more. Messaging – send SMS or email messages to clients, and two way SMS messaging to communicate with technicians in the field.
The best things in life are free! Free training, free support and free assistance setting up your account. Workiz provides everything you need to get your business started on the right path, minimizing frustration and confusion. We want your business to succeed, your success is our success. There are no downloads, and nothing to install to get started with Workiz. During your first 30 days, we will help you get your business running with training sessions, chat support and a comprehensive knowledgebase available 24/7. With our affordable monthly pricing plan, enter as many users as you need, pay only for users with log-in access.