Workiz vs simPRO

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Our analysts compared Workiz vs simPRO 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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simPRO is a comprehensive software solution designed to streamline field service management for businesses, particularly those in industries such as electrical, plumbing, HVAC, and security. It is best suited for trade and service businesses looking to optimize their operations, from scheduling and dispatching to invoicing and reporting. One of the key benefits of simPRO is its ability to enhance efficiency and productivity by automating routine tasks and providing real-time insights into business performance. Popular features include job management, customer relationship management (CRM), inventory management, and financial tracking, which collectively contribute to improved project management and customer satisfaction. When compared to similar products, users often highlight simPRO's user-friendly interface and the depth of its features, although pricing considerations, such as its range and per unit criteria, can vary and should be evaluated based on the specific needs of a business. Payment for simPRO typically follows a subscription model, offering flexibility and scalability to users.

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Windows
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Chromebook
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Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
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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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  • Boost Revenue: Gain customers with quoting and estimating capabilities that offer smarter estimations and facilitate real-time quote sharing. 
  • Increase Profit Margins: Boost profit margins for individual jobs using a digital labor calculator that utilizes predefined labor rates for labor efficiency calculations. Ensures profitability by accounting for estimated labor, job difficulty ratings and time allowances. 
  • Streamline Asset Maintenance: Accurately forecast labor requirements for asset servicing up to a year in advance using the maintenance planner. Improves asset life through effective capture, saving and sharing asset test readings and quote defects. 
  • Save Time: Reduce manual work and focus on core business areas with automated data processing. Monitor from multiple sources such as website forms and emails. Collect important business information using customizable forms without manual intervention. 
  • Make Informed Decisions: Promote strategic decisions based on in-depth insights, data visualization and trends from actionable standards and comprehensive reporting. 
  • Improve Business Transparency: Leverage GPS-powered fleet tracking capabilities to monitor vehicle movement, location and driver activity. Ensures asset safety and discourages vehicle idling using geofencing that alerts admin whenever vehicles cross defined parameters. 
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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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  • Estimates and Quotes: Integrates quotes with job management and allows online quote sharing and acceptance. Run quote status reports to review real-time quote status while applying data range filters. Automatically estimates using pre-set labor costs, synchronized vendor catalogs, auto-populated customer details and pre-build assemblies. 
  • Schedules and Dispatches: Leverage smart scheduling to schedule and dispatch staff for specific assets, job types and customers. Schedule service based on zones, maps and routing insights. 
  • Invoice and Payments: Automate invoicing for recurring tasks and payment processing using Square. Data feed tools help extract cost data from the document and automatically populate the invoices. 
  • Accounting Integrations: Provides seamless integration with accounting solutions such as Xero, QuickBooks Online and Netsuite. Streamlines data processing and end-to-end workflows. Directly import vendor, customer and employee information, including payment terms, from the accounting system through an import link. 
  • Mobile Support: Use a cloud-based mobile app to edit or create new jobs, track time, generate quotes, record job data, process payments and capture images and e-signatures. Field service technicians can record notes and access compliance and safety audits. 
  • Fleet Tracking: Monitor vehicle movement through driver activity reports and advance scheduling capabilities. Includes live GPS tracking, travel replays, perimeter definition and schedule alerts with geofencing. 
  • IoT: Track environmental changes and asset failures with managed assets via connected hardware support. Remote asset and environment monitoring helps sustain correct temperatures, prevent flooding risks, ensure building wellness and track equipment current flow. 
  • Inventory Management: Includes real-time warehouse management and inventory control. Monitor and manage material, run digital inventory counts, assign items to individual jobs and manage storage and warehousing locations. 
  • Portals: Request, view and share information with contractors, employees and customers. Offers dedicated portals for customers, employees and contractors to log in and access their information, schedules, labor hours and pending jobs. 
  • Data Automation: Replace manual data entry with automation capabilities through Zapier integration. Offers integration with third-party and accounting applications. Customize essential workflow documents with invoicing, lead capture, testing and quoting templates. 
  • Take-Offs: Upload, sketch and change electronic plans and estimates. Utilize take-offs and update projects, jobs and quotes from any site. 
  • Third-Party Integrations: Integrates with Xero, TSheets, Taxify, SyncEzy, Square, Podium, Dokkit and Gmail. 
  • Add-Ons: Offers several add-ons, including data feed, eForms, SMS, VoIP, maintenance planner, IoT and take-offs. 
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Product Ranking

#12

among all
Field Service Management Software

#71

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

73
84
100
100
97
83
63
87
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Billing and Invoicing
Customer Management
Reporting and Dashboards
Billing and Invoicing
Mobile Capabilities
Reporting and Dashboards
Technician and Contractor Management
Work Order Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workiz
simPRO
+ 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 78 100 83 87 80 74 100 100 62 71 95 91 0 25 50 75 100
100%
0%
0%
100%
0%
0%
100%
0%
0%
78%
0%
22%
63%
0%
37%
88%
0%
12%
57%
0%
43%
71%
14%
15%
88%
0%
12%
75%
0%
25%
82%
0%
18%
100%
0%
0%
89%
0%
11%
100%
0%
0%
25%
0%
75%
63%
0%
37%
71%
0%
29%
71%
0%
29%
67%
0%
33%
92%
0%
8%
75%
0%
25%
88%
0%
12%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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

User Sentiment Summary

Excellent User Sentiment 266 reviews
Great User Sentiment 233 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

simPRO has a 'great' User Satisfaction Rating of 84% when considering 233 user reviews from 2 recognized software review sites.

4.6 (189)
4.2 (115)
4.6 (77)
4.2 (118)

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 simPRO and concluded it earns best-in-class honors for Billing and Invoicing, Mobile Capabilities and Reporting and Dashboards.

Billing and Invoicing Award
Mobile Capabilities Award
Reporting and Dashboards 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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Streamlined Workflows: simPRO can automate routine tasks like scheduling jobs, dispatching technicians, and generating invoices, which helps businesses save time and improve efficiency.
Improved Communication: The platform offers features such as real-time messaging and customer portals, which can help businesses improve communication with both their employees and customers.
Enhanced Visibility: simPRO provides businesses with real-time data and insights into their operations, which can help them make better decisions and improve their overall performance.
Mobile Access: With simPRO Mobile, technicians can access job information, update job status, and communicate with the office from their smartphones or tablets, even in remote locations.
Integrations: simPRO integrates with a variety of other business software, such as accounting and CRM systems, which can help businesses streamline their operations and improve data accuracy.
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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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Steep Learning Curve: The extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While simPRO offers customization options, they can be complex and may necessitate assistance from the support team or additional development work, potentially incurring extra costs.
Mobile App Limitations: The mobile app's functionality may not fully mirror the desktop version, leading to potential inconveniences for field technicians who rely on mobile access.
Cost Considerations: simPRO's pricing structure, particularly for larger teams or businesses with extensive needs, can be a significant investment, potentially exceeding budgets for smaller operations.
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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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simPRO has garnered positive feedback for its comprehensive features and user-friendly interface. Users appreciate its ability to streamline field service operations, from scheduling and dispatching to inventory management and reporting. The software's flexibility allows it to adapt to various business needs, making it suitable for industries such as construction, manufacturing, and healthcare. simPRO's reporting capabilities have been particularly praised, enabling businesses to gain valuable insights into their operations and make data-driven decisions. Compared to competitors, simPRO is often seen as a more affordable option without compromising on functionality. Users have noted that it offers a comparable feature set to more expensive software, making it a cost-effective solution for businesses of all sizes. The software's ease of use is another advantage, as it reduces the learning curve for new users and allows teams to quickly adopt the platform. However, some users have mentioned that simPRO's mobile app could benefit from further improvements to enhance its functionality and user experience. simPRO is well-suited for businesses seeking a comprehensive and affordable field service management solution. Its user-friendly interface, robust features, and reporting capabilities make it an ideal choice for organizations looking to optimize their field service operations and improve overall efficiency. The software's flexibility and scalability also make it suitable for businesses of all sizes and across various industries.

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simPRO

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