THIS SOFTWARE WILL
MAKE YOUR WORK
This software will make
Your work much Easier
Boost your efficiency and maximize profits
We make it easy for you to schedule, invoice and manage your pool and spa care business.
Use a pool and spa care scheduling software that makes work in the field much easier, while increasing sales.
Manage all the moving parts of your pool and spa care business, including your team of mobile technicians, with Workiz.
Our all-in-one business software helps field service companies run effectively. Only Workiz’s software solution offers you Scheduling, Dispatching, Invoicing, Messaging, Estimates, Lead management, Telephone Services, as well as advanced Reporting and Business Management tools.
Take your small or large business into the digital age when you go paperless using our cloud based system accessible from any internet connected device.
Workiz was built to make dispatching easy. Adding jobs, assigning techs, and updating the scheduling couldn’t be easier!
Access job information without calling into the office. Create estimates and invoices with job costs and detailed information from any device with an internet connection.
Simple to use with an interface you can completely customize. Create custom reports, add custom fields, or create new tags for jobs. Workiz allows you complete control of your workflow.
Workiz Voice offers enterprise level phone services like call tracking, and real-time monitoring of your marketing efforts.
Create notifications based on tech, job status, metro area and more. Send notifications to Workiz users or clients. Send appointment reminders with confirmation requests.
Our drag and drop scheduling tool allows you office staff or your technicians to make changes on the fly.
Finish a job early? Is the job going to take extra time? Simply adjust the duration of the appointment. Or update the status to Done, enabling the technician to be assigned to another job and complete more jobs as needed. With two way messaging technicians, office staff and management are able to manage the schedule and each job effectively. Workiz’s software is cloud based, so updates made in the field are done in real time, letting everyone know current status and important information. Available technicians can be assigned jobs and sent notifications by SMS or email with links to confirm the job.
Full job info will be instantly available to the technician, enabling them to arrive at the right location prepared with the right tools and equipment. It’s never been easier to get more done!
With Workiz, there’s no more need for your technicians to make trips back to the office for paperwork or tie up the phone lines calling for more information.
Technicians with mobile devices have full access to all the information they need to do their jobs and provide excellent service. New jobs are entered quickly using basic contact information, or add fields to capture information your business needs like pool size or equipment make/model. Remote access allows your technicians to update not only the job status in real time, but also to add service details using Notes to record chemicals used or attach photos to document work performed. Also, invoices are generated online using job information, which can then be sent to the customer via email or SMS.
When the job is done, your technician remotely checks their schedule, gets GPS directions and is off to the next site!
Workiz makes it easy to manage all of your client information within one system. Workiz is perfect to keep your clients up-to-date on their pool services. Create custom SMS and or email notifications for your clients’ scheduled work.
Send email confirmations to clients, and when confirmed it automatically updates the status in Workiz, as well as when the job is complete. Have records of past invoices, phone calls, and much, much more. All this goes a long way to impress your clients with a professional pool services management tool.
A v scheduling software is a web or mobile app that helps you run your service business more efficiently.
You can you use our app or software from anywhere that has an active internet connection to check your pool & spa leads, schedule, view your client’s history and create invoices.
Basically, everything you used to write on a piece of paper or a spreadsheet.
The odds are you stand to make more profit!
The same way as you always did with a few additions. When you receive a cash or check payment from a client you can easily add the payment to Workiz.
You can now charge your client’s credit card using the web and mobile app. You can also send your clients a secure link that shows them their balance due and allows them to submit a payment in seconds.