Cloud-Based Scheduling, Invoicing and Client Management for Maintenance Professionals
Managing residential or commercial properties, staff and vendors can be overwhelming, and produce a mountain of paperwork! Organize your property maintenance business and cut the paperwork with Workiz. Our all-in-one software solution will help your business manage your customers, track service history and schedule maintenance jobs. Create detailed work orders with frequently used line items or easily add new items with pricing and cost. Work Orders and invoices are created from the same job information which improves billing accuracy, and can then be synced with your QuickBooks account.
Get organized and get more done, generate more revenue and profits with Workiz. What are you waiting for?
Grow Your Property Maintenance Business with Workiz!
“Adding new Property Maintenance Jobs takes just seconds! Do more in less time.”
Expanding your business means gaining new clients, and providing more services to your existing clients. With Workiz, you will have the tools and the time to do both! Track customer accounts with multiple properties, complete service histories and billing records. Check your dashboard to monitor business activity, including job status, incoming calls, payments received/outstanding. Give your marketing efforts a boost when you can see where each call is coming from, which ad campaign is producing results.
Use work orders to communicate with your staff or outside vendors. With a single click, create a work order from the job information entered in Workiz. You can then send it via email or print a paper copy. The work order template is customizable with your company information, and as much or as little information about the client that you would like to provide. Choose to display pricing, or not. If your staff have logins to Workiz they will have full access to job information, and can update work performed, parts used, or enter detailed notes.
Keeping detailed records of your clients is easy with Workiz. Client records can include primary contact info, billing info, alternate contacts, and multiple properties. On the Properties tab, each location is listed separately, the last date of service indicated and current amounts due are listed. You will also be able to quickly access Jobs, Payments and Estimates. Add Notes to keep track of important client specific information. Job tasks can be used to schedule follow up calls or reminders for preventive maintenance.