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

Workiz vs Smart Service

Last Updated: November 18th, 2024

Our analysts compared Workiz vs Smart Service 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

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.

Smart Service is a dispatching and scheduling solution that caters to the field service industry. It streamlines daily operations by taking services like pest control, HVAC, plumbing, maid service, irrigation, appliance repair, pet food delivery and more online. Its QuickBooks integration helps users automatically import data while scheduling employee work without hassles.

It streamlines dispatching field staff by sending service details and work orders promptly. Businesses can create service routes, schedule jobs, monitor daily employee progress, generate invoices, dispatch work, and track employees and equipment. Users can use the inventory module to get updates about the parts or equipment needed for field work.

$198 Monthly, Freemium

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$250 Monthly

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Tailored to your specific needs

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Chromebook

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Cloud

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Mobile

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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.

Simplify Scheduling: Schedule new jobs and appointments while communicating with employees in real time. Assign tasks as per employee availability and qualifications. Handle multiple jobs while optimizing the time taken for each task using an intelligent scheduling plugin.
Optimize Field Operations: Electronically dispatch work to oversee field operations efficiently. Prevent wasteful trips to drop off paperwork to the office and vice versa. Delegate assignments using mobile apps to increase overall productivity.
Leverage QuickBooks Integration: Centralize operations while reducing time wastage in delegating employees. Tackle administrative challenges efficiently by adding scheduling and dispatching functions to QuickBooks. Use a direct add-on to duplicate processes while reducing data entry errors.
Streamline Travel Routes: Streamline travel routes to optimize fieldwork processes while managing dispatching and scheduling. Standardize field management lifecycles using dynamic capabilities with built-in compliances.
Digitize Processes: Embrace digitalization by organizing forms, contacts, work orders, job notes and service schedules on mobile apps. Send work orders to field technicians using any device. Keep teams on track by avoiding wasted mornings and task confusion.

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.

Scheduling: Tackle multi-day, one-off or recurring tasks using scheduling and dispatch tools. Transition to digital dispatch jobs to remove guesswork while letting employees know what needs to be done and when. Avoid margin errors with electronic work orders from office to field and back. Streamline operations and bring team coherency.
QuickBooks Integration: Schedule work for customers by importing existing employees, contacts, products and service information from QuickBooks. Reduce double data entry with a direct add-on to update work in real time.
Flexibility: Track customer information with user-defined fields while optional modules expand data for niche industries. Personalize it to meet business needs while maintaining a company’s unique functions.
Digital Work Orders and Forms: Schedule a job while sending digital work orders to field technicians with one click. Avoid confusion and wasted hours by sending electronic schedules and special instructions to field techs every morning. Let techs file and fill digital forms from the field.
Time and Equipment Tracking: Let field techs clock in and out using mobiles while simplifying logging time for payroll and billing. Get information about tools and technology required for the job by looking up customer equipment data.
Invoicing: Convert work orders into invoices after work and get paid instantly. Directly send email receipts to customers.
Customer Management: Store all data in one place. Simplify looking for customer information, payment information and service histories.

Product Ranking

#12

among all
Field Service Management Software

#73

among all
Field Service Management Software

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Analyst Rating Summary

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User Sentiment Summary

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.

86%

of users recommend this product

Smart Service has a 'great' User Satisfaction Rating of 86% when considering 529 user reviews from 3 recognized software review sites.

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4.5 (10)

4.6 (189)

4.3 (261)

4.6 (77)

4.3 (258)

Awards

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.

Functionality: The product efficiently schedules field employees, manages dispatches and accurately tracks hours devoted to each task, noted 86% of users who mentioned functionality.

Mobile App: Approximately 83% of reviewers said that the mobile application tracks field employees in real time while providing smooth navigation and accessibility.

Customer Support: The system offers tech and customer support that resolves issues promptly, said 80% of users who mentioned 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.

Learning Curve: The application has a steep learning curve, and it takes some time to get used to its interface and features, said 84% of users who talked about the learning curve.

Cost: Nearly 88% of the reviewers said that add-ons and plugins are costly for small businesses.

Glitches: The application occasionally encounters glitches and lag, noted approximately 83% of reviewers who talked about glitches.

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.

Smart Service is a comprehensive workforce tracking and field management solution that streamlines dispatching, equipment handling, routing and employee scheduling. It centralizes and digitizes organizational processes to prevent wasteful expenses and time while boosting overall productivity. It offers prompt customer support and stores all customer data and information in one place for accessibility. However, the application has a steep learning curve and the interface takes time to understand, offers costly add-ons and encounters occasional glitches and lag.

Screenshots

Top Alternatives in Field Service Management Software

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Salesforce Field Service

Service Fusion

ServiceMax

ServicePower

ServiceTitan

simPRO

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Head-to-Head Comparison

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FAQ

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