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ease
features
design
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ease
features
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What is Workiz?

Workiz stands out as the premier all-encompassing FSM platform driven by artificial intelligence and automation, gaining the trust of more than 120,000 professionals throughout North America. The Genius Suite, which includes features like Genius Answering and AI Dispatcher, is designed to enhance operational efficiency, increase revenue, and provide outstanding customer service. Attract more clients through integrations with platforms such as Angi, Thumbtack, and Google Local Services Ads. Keep your customers engaged with instant communication through the Workiz mobile application, while overseeing all aspects of your business from a single, robust dashboard. Additionally, easily connect with tools like QuickBooks, Stripe, and CompanyCam to streamline your processes and foster intelligent growth. With these capabilities, Workiz empowers businesses to thrive in an increasingly competitive landscape.

What is FieldPlus?

MarginPoint's FieldPlus offers a holistic solution designed specifically for service contractors, enabling them to manage customer data, work orders, and inventory with ease. Technicians enjoy immediate access to customer information, which enhances their productivity and increases client satisfaction. The platform guarantees secure payment processing, seamlessly integrates with QuickBooks, and features automated stock replenishment, all while providing detailed oversight of inventory across multiple locations, including warehouses, job sites, and vehicles. With this powerful field service management tool, you can significantly boost your revenue potential. Opt for either flat rate pricing or a billing model that accounts for time and materials, ensuring rapid payment through integrated processing features. By leveraging automated replenishment, you can avoid stock shortages, which aids in delivering accurate and timely job completions. The system streamlines the scheduling and dispatching of tasks to field technicians, allowing for the creation and tracking of customer records and work order statuses from the initial contact to QuickBooks updates, significantly alleviating administrative tasks. This efficient method not only optimizes your operations but also cultivates stronger client relationships by ensuring prompt and accurate service delivery, ultimately leading to enhanced business growth. Furthermore, the user-friendly interface makes it easy for contractors to adapt and maximize the platform's capabilities, ensuring they stay competitive in an evolving market.

What is Field Service Trakker?

This sophisticated Field Service Management Software is designed specifically for organizations that require oversight of a vehicle fleet. With its integrated dispatching capabilities, it enhances efficiency in scheduling and distributing both trucks and personnel, while simultaneously keeping track of the inventory on each vehicle, monitoring items delivered, and overseeing restocking from the warehouse. In addition to dispatching, scheduling, and inventory oversight, Trakker has the ability to generate detailed invoices that reflect both the labor and materials used for every job. These invoices can be directly emailed to customers automatically or printed and mailed by administrative staff. Furthermore, Trakker provides a wide array of hardware solutions for field employees, including smart smartphones, rugged PDAs, cost-effective netbooks, and durable Panasonic Toughbooks, which ensures that users can choose a device that aligns with their durability and financial needs. This adaptability significantly enhances the ability of businesses to cater to the unique requirements of their workforce, promoting efficiency and satisfaction in operations. By offering a comprehensive suite of features, Trakker supports companies in optimizing their field service management processes.

What is CaseTrakker?

CaseTrakker provides a comprehensive care management solution designed to ensure that your team can access the most up-to-date information and crucial tools necessary for effective member management. Their extensive software suite encompasses a variety of features that cater to all dimensions of health management, including care management and utilization reviews. By utilizing these innovative products, organizations can streamline their primary business operations and boost productivity while delivering superior care management outcomes. Furthermore, CaseTrakker's portals offer a tailored, secure, web-based interface for all data, enhancing the user experience. This personalization promotes collaboration among members, healthcare providers, clients, and care management teams, all from any device, facilitating uninterrupted communication and coordination. Overall, the integration of such advanced technology not only enhances operational efficiency but also fortifies the entire care management structure, ultimately leading to better health outcomes for all stakeholders involved.

Media

Media

Media

Media

Integrations Supported

Alteryx
AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
Broadly
CardConnect
CompanyCam
Google Calendar
Mailchimp
Microsoft 365
Microsoft Outlook
Premier Construction Software
Profit Rhino
QuickBooks Online Advanced
RealWork
Stripe
Tableau
Zoom

Integrations Supported

Alteryx
AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
Broadly
CardConnect
CompanyCam
Google Calendar
Mailchimp
Microsoft 365
Microsoft Outlook
Premier Construction Software
Profit Rhino
QuickBooks Online Advanced
RealWork
Stripe
Tableau
Zoom

Integrations Supported

Alteryx
AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
Broadly
CardConnect
CompanyCam
Google Calendar
Mailchimp
Microsoft 365
Microsoft Outlook
Premier Construction Software
Profit Rhino
QuickBooks Online Advanced
RealWork
Stripe
Tableau
Zoom

Integrations Supported

Alteryx
AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
Broadly
CardConnect
CompanyCam
Google Calendar
Mailchimp
Microsoft 365
Microsoft Outlook
Premier Construction Software
Profit Rhino
QuickBooks Online Advanced
RealWork
Stripe
Tableau
Zoom

API Availability

Has API

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$187/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workiz

Date Founded

2015

Company Location

United States

Company Website

workiz.com

Company Facts

Organization Name

MarginPoint

Date Founded

2004

Company Location

United States

Company Website

marginpoint.com

Company Facts

Organization Name

Longwell Technologies

Company Website

www.LongwellTech.com

Company Facts

Organization Name

CaseTrakker

Company Location

United States

Company Website

www.casetrakker.com

Categories and Features

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Garage Door

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

Handyman

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Janitorial

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Limo

Accounting / Payroll
Customer Management
Dispatching / Navigation
Driver Management
Job Dashboard
Pricing Management
Reservation Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

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