Service Fusion vs Workiz

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Our analysts compared Service Fusion 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.

Service Fusion Software Tool

Product Basics

Service Fusion migrates customer details in a digital format, streamlining users’ workflows. Users can view business operations across verticals through a centralized repository for reporting, invoicing, payments, scheduling and customer management. It combines AI and VoIP expertise for improved ease of use, tracks where users get their business and analyzes metrics to improve outcomes. Businesses gain visibility into their remote workforces and fleets to increase technician productivity and fleet tracking capabilities.

Users can manage team safety and health with no-touch support. Remote scheduling and dispatch, bill payments and online estimates, email options and integrated VoIP support field teams. It provides enterprise-level inclusions to small business owners and comes with a flat-rate pricing plan.
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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.

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$195 Monthly
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Tailored to your specific needs
$198 Monthly, Freemium
Get a free price quote
Tailored to your specific needs
Small 
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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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Centralized Platform:  A centralized platform helps complete tasks like scheduling, managing customer calls and monitoring their fleet. 
  • Touchless Communication:  Send email estimates, e-signs documents and send confirmation emails to customers via touchless communication. Assign jobs and projects to sales representatives. 
  • Easy Scheduling and Dispatch: Schedule jobs for representatives without any overlap. Share job information with field workers’ smart devices using mobile accessibility. Inform customers when a technician is on the way. 
  • Step-by-Step Onboarding: Get started with thorough onboarding procedures designed to get employees up to speed quickly.  
  • Convert From Estimates to Jobs: Create and send job estimates with pre-populated service lines and products. Convert job quotes to assigned jobs. Prioritize jobs, assign jobs to sales representatives, schedule on-site visits for technicians, calculate commissions and more. 
  • Organized Platform: Complete 30-minute tasks in 30 seconds using organized dashboards. Simplify daily tasks while ensuring proper management of technicians, staff and customers. 
  • Communicate in Real-Time: Send SMS notifications to customers and technicians about on-the-way alerts, scheduled jobs and more. 
  • Reduce Paperwork: Send job details to field workers using the mobile app. Mobile employees can view and edit jobs on-the-go and reduce the amount of paperwork needed to process jobs with the mobile app. 
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  • 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. 
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  • Customer Management: Create multiple service locations and customer contacts. Set billing terms and communication preferences, track referral sources and store images, documents and public and private notes. 
  • Scheduling and Dispatching: View all estimates and jobs to shift dates and times with drag-and-drop support. Share information with field workers via a call or text from the dashboard. 
  • Invoicing and Payments: Create invoices for single and multiple jobs. Choose cash, check or credit with the tool’s pre-built free payment gateway. 
  • GPS Fleet Tracking: Gain full visibility into vehicle locations. Records trip histories, allowing users to improve driving behavior without any reliance on drivers’ mobile devices. 
  • QuickBooks Integration: Integrate with QuickBooks to get discounts and automatic syncing of job invoices, deposits and payments. 
  • Estimate Options: Give customers the option to choose between option 1/2/3, good/better/best and replacement vs. repair and more. Create multi-page proposals. Customers can accept or decline estimates online. 
  • Job Photo Upload: Upload photos using a mobile app from the job site. Track jobs back to a technician or customer support session. 
  • Payroll Reports: Monitor office activity, remote workforces, work hours and employees clocking in and out. It auto-populates payroll reports and calculates overtime pay. 
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  • 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. 
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Product Ranking

#6

among all
Field Service Management Software

#12

among all
Field Service Management Software

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Analyst Rating Summary

77
73
94
100
98
97
76
63
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Customer Management
Work Order Management
Billing and Invoicing
Reporting and Dashboards
Billing and Invoicing
Customer Management
Reporting and Dashboards

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Service Fusion
Workiz
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 94 98 76 69 78 75 87 60 57 70 98 100 97 63 57 80 83 87 30 71 63 78 0 25 50 75 100
88%
0%
12%
100%
0%
0%
100%
0%
0%
100%
0%
0%
75%
0%
25%
63%
0%
37%
71%
0%
29%
57%
0%
43%
75%
0%
25%
88%
0%
12%
64%
0%
36%
82%
0%
18%
89%
0%
11%
89%
0%
11%
63%
0%
37%
25%
0%
75%
43%
0%
57%
71%
0%
29%
67%
0%
33%
67%
0%
33%
100%
0%
0%
75%
0%
25%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
36%
0%
64%

User Sentiment Summary

Great User Sentiment 334 reviews
Excellent User Sentiment 266 reviews
88%
of users recommend this product

Service Fusion has a 'great' User Satisfaction Rating of 88% when considering 334 user reviews from 3 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.

4.2 (46)
n/a
4.38 (161)
4.6 (189)
4.5 (127)
4.6 (77)

Awards

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SelectHub research analysts have evaluated Workiz and concluded it earns best-in-class honors for Billing and Invoicing. Workiz stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Invoicing Award

Synopsis of User Ratings and Reviews

Functionality: The system keeps thorough track of projects, customers, recurring tasks and estimates. It organizes customer databases, adds contacts according to service locations, tracks delivery, streamlines billing, reduces cost and increases efficiency, as noted by 88% of users who talked about the product’s functionality.
Support: The system is backed by efficient customer support that is quick to answer questions about the product, resolve queries and fix issues, said nearly 81% of the reviewers who talked about support.
Cost: Nearly 83% of the users noted that the system doesn’t charge per user and offers flat-rate plans, making it affordable for growing businesses.
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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.
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Reporting: Reporting capabilities offered by the product are cumbersome, and the customization options are limited, noted nearly 79% of reviewers who mentioned reporting.
Inventory Management: Nearly 82% of reviewers said that the system’s inventory management requires a major overhaul as it lacks manual entries, lacks options to delete an inventory from a warehouse and has issues with its employee applications.
Offline Mode: The product requires a steady internet connection and doesn’t work in places with low bandwidth, said nearly 74% of the reviewers that talked about offline mode.
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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.
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Service Fusion streamlines day-to-day business operations by keeping track of employees and delivery. It organizes customer databases, stores employee information at a central place, streamlines billing and invoices, automates recurring tasks, clamps inefficiencies and grows with a company’s needs to efficiently handle more volume. Its diverse capabilities help replace smaller products and reduce cost. However, the system offers limited reporting functionalities, requires an overhaul of its inventory management features, doesn’t function in offline mode and lacks a smooth mobile interface.

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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.

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Screenshots

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Workiz

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