Cloud-Based Scheduling, Invoicing and Client Management for Pool Care Professionals
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 will revolutionize how you manage your business, while increasing profits and productivity. What are you waiting for?
Grow Your Pool & Spa Maintenance Business with Workiz!
“Adding new Pool Service Jobs takes just seconds! Do more in less time.”
Keeping your clients’ pools and spas clean and crystal clear is hard work! Workiz will make it easier to manage your business, freeing you to spend more time growing your client base and expanding your services. Eliminate tedious paperwork with online estimating and invoicing tools. Convert estimates to work orders with a click! Communicate with your team using two way messaging, remote access to job information and live updates keep everyone informed.
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!
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!