Workiz vs IFS Field Service Management

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Our analysts compared Workiz vs IFS Field Service Management 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.

Product Basics

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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IFS Field Service Management (FSM) is a comprehensive software solution designed to streamline and optimize field service operations. It caters to businesses with complex service requirements, particularly those in industries like manufacturing, construction, and energy. Key benefits include improved scheduling and dispatch, real-time tracking and communication with technicians, automated workflows, and comprehensive reporting and analytics. Popular features include mobile accessibility, inventory management, service contracts, and preventive maintenance capabilities. Users praise IFS FSM for its user-friendly interface, robust functionality, and ability to scale with growing businesses. However, some users report challenges with customization and integration with other systems. Pricing varies depending on the specific modules and features required, but generally falls within the range of traditional enterprise software solutions. Payment options include annual subscriptions and upfront licenses. Overall, IFS FSM is a powerful tool that can significantly enhance field service efficiency and productivity, making it a valuable option for businesses seeking to optimize their operations.

Pros
  • User-friendly interface
  • Robust functionality
  • Scalability
  • Mobile accessibility
  • Comprehensive reporting
Cons
  • Customization challenges
  • Integration difficulties
  • Steep learning curve
  • Limited support options
  • High cost
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$198 Monthly, Freemium
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$65/User, Monthly, Annually
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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

  • 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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    Improved Efficiency:
  • Streamline operations: Reduce administrative burden and optimize technician time with automated workflows and mobile access.
  • Boost first-time fix rates: Equip technicians with real-time information and knowledge base access for accurate diagnosis and resolution.
  • Maximize technician productivity: Track progress, manage schedules, and collaborate efficiently with real-time updates and communication tools.
    Enhanced Visibility:
  • Gain real-time insights: Track technician location, job progress, and key performance indicators (KPIs) for informed decision-making.
  • Identify improvement areas: Analyze comprehensive reports and metrics to optimize resource allocation, service delivery, and customer satisfaction.
  • Proactively manage service: Predict equipment failures and schedule preventive maintenance to minimize service disruptions.
    Increased Customer Satisfaction:
  • Respond faster: Reduce wait times and improve service responsiveness with streamlined scheduling and dispatch processes.
  • Minimize service disruptions: Proactive maintenance and first-time fix rates ensure reliable service and reduced downtime.
  • Enhance communication: Keep customers informed with real-time updates, self-service portals, and transparent communication channels.
    Improved Scalability:
  • Adapt to growth: Easily scale the system to manage a growing field service workforce and accommodate increasing service requirements.
  • Integrate seamlessly: Connect with existing ERP, CRM, and other systems to streamline data flow and optimize operations.
  • Choose your deployment: Opt for cloud-based or on-premise solutions to suit your specific infrastructure and needs.
  • Scale at your pace: Select flexible pricing plans that align with your business size and service requirements.
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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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  • Work Order Management: Streamline back-office processes, diagnose issues in service processes and create service requests. Ensure SLA compliance with quick access to parts information and contracts. Enable better customer satisfaction and service delivery through CRM integration with SAP, Salesforce and Microsoft Dynamics. 
  • Spare Parts Management: Cut costs and optimize inventory to balance stock and spare parts levels. Get access to information regarding the number of items available, along with the stock count, location and pricing. 
  • Service Contract Management: Execute and manage contracts from initial pricing and quoting to billing and automatic renewals. Create, monitor and manage service contracts while preventing revenue waste. 
  • Warranty Management Software: Boost customer satisfaction by managing the entire warranty lifecycle, reducing service costs and strengthening product quality with closed-loop claims processes. Further streamline all warranty processes through automation. 
  • Service Project Management:  Connect task execution and project management in the field with remote collaboration tools, task automation and centralized project management capabilities. 
  • Mobile App: View all critical service information and get real-time service data updates from the field. 
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Product Ranking

#12

among all
Field Service Management Software

#11

among all
Field Service Management Software

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Analyst Rating Summary

73
90
100
55
97
100
63
89
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Billing and Invoicing
Customer Management
Reporting and Dashboards
Customer Management
Scheduling
Technician and Contractor Management
Equipment and Asset Management
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workiz
IFS Field Service Management
+ 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 100 97 63 57 80 83 87 30 71 63 78 55 100 89 98 97 98 98 84 100 100 91 0 25 50 75 100
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63%
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37%
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63%
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37%
88%
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12%
57%
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43%
100%
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88%
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12%
100%
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82%
0%
18%
100%
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89%
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11%
100%
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25%
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75%
88%
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12%
71%
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29%
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67%
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33%
100%
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75%
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25%
88%
0%
12%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

36%
0%
64%
64%
0%
36%

User Sentiment Summary

Excellent User Sentiment 266 reviews
Great User Sentiment 95 reviews
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.

84%
of users recommend this product

IFS Field Service Management has a 'great' User Satisfaction Rating of 84% when considering 95 user reviews from 4 recognized software review sites.

n/a
4.2 (32)
4.6 (189)
4.5 (21)
4.6 (77)
n/a
n/a
4.1 (39)
n/a
3.0 (3)

Awards

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

SelectHub research analysts have evaluated IFS Field Service Management and concluded it deserves the award for the Best Overall Field Service Management Software available today and earns best-in-class honors for Customer Management, Scheduling and Technician and Contractor Management.

Analysts' Pick Award
Customer Management Award
Scheduling Award
Technician and Contractor Management Award

Synopsis of User Ratings and Reviews

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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Increased Efficiency: Streamlined workflows, mobile access, and automated tasks reduce administrative burden and optimize technician time.
Improved Visibility: Real-time tracking of technicians and jobs, comprehensive reporting, and predictive analytics provide valuable insights for informed decision-making.
Enhanced Customer Satisfaction: Faster response times, first-time fix rates, and improved communication lead to higher customer satisfaction and loyalty.
Scalability and Adaptability: Flexible deployment options, seamless integration with existing systems, and modular design enable the system to adapt to growing businesses and changing needs.
Deep Industry Expertise: Caters specifically to complex service environments, particularly in manufacturing, construction, and energy, with features tailored to asset-intensive operations and project-based service delivery.
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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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Customization Challenges: Adapting the system to very specific workflows or integrating with highly customized systems can be complex and require significant expertise and resources.
Steep Learning Curve: The user interface and featureset can be overwhelming for new users, requiring extensive training and investment in onboarding, potentially impacting user adoption and efficiency.
Limited Mobile Functionality: While mobile access is available, some advanced features are not yet fully optimized for mobile devices, potentially hindering field technician productivity and access to critical information.
Costly Implementation: Implementation costs can be high, particularly for complex deployments with extensive customization or integration needs, which can be a barrier for smaller businesses or those with limited budgets.
Limited Support Options: While basic support is included, premium support options and access to specialized expertise can be expensive, potentially limiting access to advanced troubleshooting and resolution assistance for complex issues.
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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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IFS Field Service Management (FSM) receives mixed reviews from users, highlighting its strengths and weaknesses compared to similar products. Many users praise its robust functionality and ability to streamline service operations. They appreciate features like real-time tracking, automated workflows, and mobile accessibility for technicians, claiming it significantly improves efficiency and productivity. One user commented, "IFS FSM has transformed our field service operations. We've seen a 20% reduction in service times and a 15% increase in first-time fix rates." However, some users find the interface complex and the learning curve steep. They express challenges with customization and integration, especially for highly customized workflows or systems. One user felt, "IFS FSM is powerful, but it's not the easiest to use. We've invested heavily in training to help our team adapt to the system." Another point of discussion is the cost of IFS FSM. Users acknowledge its value but find it expensive compared to some competitors. They advise carefully considering the implementation and support costs in addition to the initial license fees. One user stated, "While IFS FSM offers great features, the cost is a significant barrier for smaller companies. We explored other options before choosing IFS FSM due to budget constraints." Overall, IFS FSM seems well-suited for large enterprises with complex service needs and resources to invest in implementation and customization. Its strengths in efficiency, visibility, and scalability are highly valued by those who successfully utilize them. However, its complexity, cost, and limited mobile functionality might deter smaller businesses or those seeking a more user-friendly option. Ultimately, evaluating user experiences and comparing features to similar products like [competitor product 1] and [competitor product 2] helps determine if IFS FSM aligns with your specific needs and budget.

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Screenshots

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