Cloud-Based Scheduling, Invoicing and Client Management for Remediation Professionals
When disaster strikes, your company needs to be ready to respond. With Workiz, your business will be able to schedule and dispatch a technician immediately. Our flexible Schedule is a powerful tool to increase efficiency and productivity. You will be able to search for existing clients, verify property addresses, and dispatch an available technician working in the Metro area – all within minutes. Bring a new level of organization to your day to day operations. Our cloud based all-in-one software solution combines the best of customer management (CRM), scheduling, dispatch, leads, estimates, invoicing, workforce and job management systems.
Increased Efficiency. Better Organization. Not to mention more Profitability. What are you waiting for?
“Adding new Restoration Jobs takes just seconds! Do more in less time.”
Gain valuable insight into your business operations. Begin tracking and monitoring everything from payroll hours, outstanding invoices, response times and job costs. When you know how your business is performing, you will be able to discover areas for improvement and opportunities for growth. Workiz makes it easy with dashboards and extensive reporting tools. Mobile access lets you check on your business from the field or from wherever you do business.
Emergencies and accidents can’t be scheduled. With Workiz you can schedule the clean-up and repair though! From the field or the office, entering new jobs is easy with our auto-search features. Existing client info is searched by phone, email and address. Property addresses are map verified for accuracy. Use custom fields to ensure important site or job information is captured. Color coding allows you to see which technicians are available on the Schedule and which jobs have not been assigned. Drag and drop to assign technicians or make changes to the appointment day/time. Automatically send notification to your technician about the new assignment with a confirmation request. Let the client know the job status with an email or SMS. From the Schedule List View, see if the technician has contacted the client, keeping them happy and reassured that help is on the way.
Restoration jobs may have several technicians or contractors involved. They may take several site visits to complete. Specialized equipment or tools may need to be left onsite and collected later. With real time updating, your technicians can change the job status as work progresses. Workiz will track the current job status and how long a job has been in that stage. Set custom alerts to notify you when a job status has gone on too long. Schedule one or more technicians/contractors to a job and designate a primary tech. Custom fields can be setup to notify technicians about special tools or equipment required for the job. Assign technicians Tasks to drop off or pick up equipment, ensuring your business’s assets are not left behind.