Home > Field Service Management Software > Jobber > Jobber vs Workiz

Jobber vs Workiz

Last Updated: November 18th, 2024

Our analysts compared Jobber vs Workiz based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Jobber is a field service management (FSM) solution designed for small businesses with under 50 employees. Tools like automated follow-up texts and emails, and route optimization, help field service technicians overcome common challenges like missed follow-ups and delays caused by traffic.

It's ideal for teams that want to improve their customer communication and satisfaction with on-the-way texts, job notes, saved payment methods and flexible scheduling. Key benefits include simplifying job management by automatically converting quotes into jobs (and then generating invoices), managing project expenses, streamlining payments and tracking employee time. Plus, it’s available in Spanish.

User reviews praise how easy it is to get started on the app, even without technical knowledge and how visually simple the design is to find what you need, from timesheets to schedules. In contrast, some users have experienced app slowness and lengthy wait times for customer support.

Pricing is broken into monthly or annual plans. It varies depending on the number of users and features:

1 user: $19/mo
Up to 5 users: $89/mo
Up to 15 users: $149/mo
Individual users can be added to any package for $29/mo

There's also a free trial for 14 days that doesn't require a credit card.

Pros

User-friendly platform
Easy Scheduling
Mobile-friendly
Friendly customer support
Easy invoicing and payments
Detailed reports and client histories

Cons

Limited customization
Time tracking only available on select plans
Requires internet connection
Limited integrations
Slow customer support response time

Workiz is a comprehensive software solution designed to streamline the complexities of Field Service Management. It is particularly well-suited for small to medium-sized businesses in the service sector, such as HVAC, plumbing, and cleaning services, due to its ability to manage tasks efficiently, from scheduling and dispatching to invoicing and payments. One of the key benefits of Workiz is its user-friendly interface, which simplifies the management of day-to-day operations, allowing businesses to focus more on service delivery and less on administrative tasks. Popular features include real-time job tracking, customer communication tools, and detailed reporting, which collectively contribute to improved productivity and customer satisfaction. When compared to similar products, users often highlight Workiz's affordability and the adaptability of its features to a wide range of service industries. Pricing considerations for Workiz typically involve a monthly subscription model, with costs varying based on the number of users and the level of functionality required, making it a flexible option for businesses of different sizes and budgets.

$19 Monthly, single user

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$198 Monthly, Freemium

Free Trial is available →

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Simplify Job Management: Better handle your quotes, schedules, invoices and payments. Cut out redundant entries and errors by entering information once and seamlessly converting it from quote to job to invoice automatically. Attach notes.
Improve Client Relationships: Access client, job and billing details anytime, anywhere, enabling quicker answers to common questions and seamless information retrieval. Keep previous client info handy, including past quotes, jobs, invoices and billing history. Reduce no-shows with booking alerts and customer email confirmations.
Monitor Expenses: Manage project costs remotely by uploading receipts and ensuring timely record updates for purchased materials.
Streamline Payments: Streamline recurring work payments by automatically generating and charging invoices for completed jobs and using your client's saved credit card information.
Integrations:Handle payments and card details directly through Jobber Payments, or use available integrations with Square, Paypal Express and Stripe.
Track Time: Clock in and out on the go, leading to more accurate timesheets and payroll. You can also opt to track your employees' time with location timers automatically. GPS tracking additionally helps assign any last-minute jobs to the closest available technician.
Work On-the-Go: Coordinate with field staff, facilitate job updates, invoice creation and collecting payments in the field with iOS and Android apps.
Foster Improvements: Strengthen customer relationships and enhance performance by following each job with a thank-you and feedback survey to identify top team members and discover key insights for improving future jobs.

Easy Job Scheduling, Dispatching and Tracking: Schedule jobs, dispatch best-matched and nearest available technicians to service locations and track job progress through a central platform.
Faster Payments: Generate invoices and collect payments instantly in the field. Get paid faster for completed jobs. Backend payment processing is available.
Improved Coordination and Communication: Communicate and coordinate with staff as well as clients through built-in phone and messaging systems. Send appointments, routes and important information to field staff. Send reminders, trackers, ETAs and relevant documents to clients.
Better Client Management: Manage client information, location, service history, payments, details and call recordings centrally for easy access and reference.
Increase Revenue: Users report nearly a 37% increase in revenue when leveraging this system.
Integrations: Pre-built and third-party integrations through Zapier allow seamless operations across multiple apps and systems.
Mobile Apps: Android and iOS apps enable field staff, team leaders and managers to get notifications, coordinate with each other, update job progress and collect payment on the go.

Scheduling: Jobber automatically schedules jobs based on your preferences, including service descriptions, estimated prices and time durations. Save time by empowering customers to book appointments online. Facilitate better employee schedule management by specifying the earliest availability and buffer times.
Dispatching and Route Planning: Assign last-minute jobs to the nearest team member, reducing wait times and increasing fuel efficiency. After selecting your starting point, Jobber maps out the most efficient routes with GPS tracking. Stay in the loop with instant notifications and turn-by-turn directions for new jobs or cancellations.
Centralized Information: View on-site instructions, required job forms and checklists to avoid missed steps and ensure effective job completions. Add notes, photos and files to client profiles for future reference and to help build better customer support. Access salary guides to stay on top of current data by state, experience level and job title.
Calendar: Reschedule or reassign jobs with the handy drag-and-drop feature. Choose from five views and use color coding to organize and personalize your tasks.
Invoicing: Compile multiple jobs, then generate and send invoices with a few simple clicks via batch invoicing. Digital invoices are available to send via text or email. Personalize invoices with your branding, contact info and disclaimer. Reduce late or missed invoices with prompts for when it's time to send invoices, either after a visit, completed job or monthly. Send customers email or text follow-ups automatically to remind them of any outstanding invoices.
Payments: Enable online invoice payments that deposit into bank accounts within minutes, including on weekends and holidays, to help your employees get paid faster than with traditional checks. Manage customer relationships with access to previous quotes, job details and billing history.
QuickBooks Integration: Reduce double-entrees and streamline accounting with QuickBooks. Keep all data related to customers, timesheets, invoices and payments up to date.
Time Tracking: Track your time with the flexibility to clock in and out from anywhere. Ensure accurate invoicing and timesheets with automatic time tracking via location timers. Enable time-tracking reminders when workers approach job sites or client homes by setting location timers to reminder mode and start or stop timers with a simple tap.
Expense Tracking: Record expense dates, amounts and employee info. Use pre-built expense reports to simplify filtering, view payroll expenses and categorize them to identify spending patterns for planning future jobs. Capture and add receipt photos to your expense log on the mobile app. Reduce errors by automating reimbursable expenses and marking them as paid.
Team Permissions: Add, deactivate and edit users. Set up permission levels based on roles, including limited worker, worker, dispatcher, manager and admin to control data access. Customize user permissions settings to fit your needs.
Client Manager: Ensure your customer's info is always up-to-date with customizable client profiles. Access key details from the office or on the road, including job histories and communication histories like previous texts and emails.
Online Booking: Empower customers to book appointments online, including through social media. They can fill out a form for services they need, preferred time and date, and from there, jobs show up on your schedule. Set limits on service areas near you, your availability and the maximum distance you'll cover between appointments. Managers can also assign jobs to specific team members.
Job Forms: Streamline your work by completing job forms and uploading on-site photos for record-keeping. The app also guides you through every step of your workflow, including job instructions, checklists and customer follow-ups.
Client Hub: Provide clients with a self-serve portal for sending online work requests and checking, changing and approving quotes. Clients can track appointment details, pay invoices, add tips and share feedback via surveys.
Automated Communication: Reduce no-shows and frustration from miscommunication with customizable on-my-way texts and automated reminders and follow-ups. Templates are available to ensure your customer emails and texts are always prompt and professional.
Quote Management: Create professional, branded, customizable quotes right from your mobile device. Send quotes by email and text message. Clients can remotely view and approve quotes. Get notified when customers view quotes and automate follow-up emails or texts for unanswered quotes.
Credit Card Processing: Facilitate payments in-person or online for one-off jobs and automatically charge customers' saved cards for recurring jobs. For U.S. clients, there's also a Jobber card reader for in-person credit and debit card payments. The processing fee starts at 2.9% (and 30¢ per transaction).
Task Automation: Integrate with Zapier to automate routine tasks and foster a more seamless workflow with 1500+ web apps, including welcome emails via Gmail and getting feedback with SurveyMonkey.
Email and Postcard Marketing: Connect your client list with your Mailchimp account and streamline sending everyone emails and postcards (also helping reduce duplicate or missed messages from manually reaching out). Get assistance with marketing your services and reach new customer prospects via Facebook and Instagram ads.
Booking Assistance: With Google's Local Services Ads, new and potential customers can schedule appointments in your calendar through a Google search.
Reporting: Get over 20 built-in reports, including financial reports with projected incomes, transaction histories, invoice details, payroll and expenses. Export reports and automatically get them sent to your employees' inboxes.
Mobile App: Schedule jobs, create invoices and stay in the loop on schedule changes, client messages and booking requests with push notifications. Use the quick create menu to add new items and build client profiles, track expenses, and generate work requests, tasks and quotes, accessible from nearly every screen in the app to save time.
Chemical Tracking: Select your service address, specific job and the date and time to track chemicals. Add current weather conditions and additional relevant info as needed. Access a chemicals list to view all tracked chemicals and sort through your list by client, date or employee. Download reports via CSV. There's additionally a section for quick facts about chemicals. (Note: This feature is currently not available in the mobile app and is only available on select plans).
Business and Consumer Financing: Provide customers with financing options like monthly installment payments through Wisetack. Additionally, leverage Stripe to streamline secure quick payments at job sites or online.

Job Scheduling: Schedule and manage jobs with a drag-and-drop, color-coded calendar. View schedules using filters for days, weeks, months, employee location and availability for maximum efficiency and complete visibility. Allow clients to request services from a business website or social listings through an integrated widget.
Job Management: Segregate field staff and teams by location for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks, and more to competently manage each service order. Manage multiple franchises from a single platform.
Lead Management: Track leads and job opportunities from various sources. Maintain communication with estimates, quotes and adequate follow-ups to increase conversions.
Team Management: Assign jobs to best-suited and available field staff. Track staff in real time and optimize routes with live locations and a map overview of jobs. Communicate in real time through SMS and email.
Client Management: Track, organize and manage client information like contact details, service history, notes, documents and transactions. Avoid data duplicity with client-property matches. Engage clients and prospects through email via MailChimp integration.
Inventory Management: Build and manage inventory centrally by adding items, assigning brands and categories and taking stock counts. Track inventory items across locations like the main office, warehouse and service vehicles. Manage inventory items in real time and maintain stock levels by setting up reorder points. Filter and search the entire inventory in a few clicks. Log every stock change, usage, return, cancellation and movement of items from one inventory storage location to another. Get usage reports for specific date ranges and time-stamps with a list of used items and their billing amounts across jobs and users.
Online Booking: Use an online booking widget as a standalone page, or integrate with business websites, social media profiles and listing websites to allow clients to access availability and services while making online bookings. Real-time sync with Workiz Calendar ensures that there are no discrepancies or overlapping of schedules.
Invoicing: Create estimates, invoices, waiver forms and work orders using readymade templates. These templates are customizable, brandable and shareable with clients over mail. Capture client signatures with touch-enabled devices. All invoices, waiver forms, work orders and transaction receipts are stored for future reference. Integrate with QuickBooks online to keep accounting and financial operations updated.
Online Payments: Setup WorkizPay to invoice clients and get paid faster in the field. Send payment requests through mail or SMS and get paid in minutes. Powered by WePay, and backed by Chase Bank, processing fees of WorkizPay start at 2.96%. Clients can either physically swipe credit cards or manually enter details for seamless payments.
Phone System: Log, record and track client calls and add a custom call greeting to improve client satisfaction. Mask phone numbers of clients and field staff to maintain privacy. Send automated appointment reminders, ETA of field staff and payment requests via text. Set up call routing, call flows and enable one-click dialing for robust communication.
Service Chatbot: Set up and integrate a service chatbot to engage visitors and assist them in inquiring about available services and make online service requests.
User Permissions: Customize user access to important data and features through permissions based on roles and responsibilities.
Reports: Accurately get real-time data for every aspect of your business. Use smart filters and date ranges to build dynamic reports. Track and analyze cancelation rates, profits, advertising ROI, sales-based commissions and more at a glance.

Product Ranking

#33

among all
Field Service Management Software

#12

among all
Field Service Management Software

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Analyst Rating Summary

100

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Customer Management

Billing and Invoicing

Work Order Management

Billing and Invoicing

Customer Management

Reporting and Dashboards

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Jobber

Workiz

+ Add Product + Add Product

100%

75%

25%

63%

37%

71%

29%

57%

43%

13%

87%

88%

12%

64%

36%

82%

18%

78%

22%

89%

11%

50%

25%

75%

71%

29%

71%

29%

83%

17%

67%

33%

88%

12%

75%

25%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%

45%

36%

64%

User Sentiment Summary

91%

of users recommend this product

Jobber has a 'excellent' User Satisfaction Rating of 91% when considering 617 user reviews from 2 recognized software review sites.

92%

of users recommend this product

Workiz has a 'excellent' User Satisfaction Rating of 92% when considering 266 user reviews from 2 recognized software review sites.

4.53 (600)

4.6 (189)

n/a

4.6 (77)

4.75 (17)

n/a

Awards

Synopsis of User Ratings and Reviews

Getting Started: Generally, users found Jobber easy to set up and user-friendly.

Reduces Unpaid Invoices: Users found payment reminders helpful.

Customer Communication: Users enjoyed automated follow-ups for clients, reducing late responses and incomplete jobs.

Scheduling Flexibility: Users could easily add jobs and move schedules as needed, also enjoying the notes function for added transparency.

Easy to Use: As many as 94% of users who mention user-friendliness as a deciding criteria laud the software for its ease of use.

Scheduling and Dispatching: Nearly 88% of users who talk about this feature note that it helps them streamline their fleet logistics and optimize for faster service delivery.

Customization: About 84% of users who refer to customization report that the software can be easily customized to fit business requirements.

Customer Support: Approximately 74% of users who talk about customer support recommend the software for its responsive and helpful support.

Accounting and Finance: The software makes it easier to manage invoices, payments and taxes, as noted by 70% of the users who mention accounting and finance capabilities.

User Interface: A simple, intuitive and easy-to-use interface makes Workiz a prefered solution, as reported by nearly 59% of users who refer to the interface.

Scheduling Limitations: The scheduling function left some users wanting more types to choose from, like bi-weekly or monthly.

Navigating the App: Some users experienced a learning curve when setting up payments.

Mobile App Issues: Some users experienced duplicate invoices when using the mobile app.

Customer Support Responsiveness: Some customers reported waiting days to weeks for resolution from customer support.

Mobile Apps: About 86% of users who mention mobile apps report regular lags, glitches and synchronization issues.

QuickBooks Integration: Nearly 67% of users who talk about QuickBooks integration complain that it is erroneous and needs manual inputs.

Inventory Management: Approximately 60% of users who refer to this feature maintain that it is hard to keep track of inventory stock levels and replenishments for tools and equipment.

Integrations: The software offers limited integrations, restricting seamless operations, as noted by up to 67% of users who mention integrations.

Jobber, a popular field service management software, caters to businesses operating on the go. It’s suitable for small or medium sized teams and larger companies with dispersed technicians, though the pricing structure may be less ideal for smaller start-ups. Its standout features include online booking, automated reminders and follow-ups, scheduling, dispatching and route optimization. The software also facilitates email marketing through Mailchimp, enabling users to reach their client base effectively and even assisting in customer prospecting via Facebook and Instagram ads. Additionally, Jobber offers booking assistance through Google's Local Services Ads, allowing customers to schedule appointments directly through a Google search.The mobile app enhances flexibility by allowing users to schedule jobs, create invoices and stay updated on schedule changes, client messages and booking requests with push notifications.Users commend Jobber for its user-friendly interface, effective payment reminders and scheduling flexibility. However, some users report drawbacks, including limitations in the scheduling function, a learning curve, duplicate invoices and delays in customer support responsiveness. Additionally, Jobber is more expensive than some of its competitors.Overall, Jobber is a comprehensive FSM solution providing a range of features for efficiency and better customer communication.

Workiz is an easy-to-use, intuitive and customizable solution that helps field service professionals optimize their operations. Users highly recommend its seamless accounting and finance management, efficient scheduling and robust dispatching. Similarly, customer support is credited for being prompt and helpful. However, the product offers limited integrations. The pre-built QuickBooks integration is glitchy and needs manual inputs. Moreover, the inventory management feature and mobile apps need further improvement.

Screenshots

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FAQ

How can I do a in-depth comparison of Jobber and Workiz? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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