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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 Dataforma?

Dataforma emerges as the premier platform for professionals engaged in service management, effectively supporting roofers, HVAC experts, and a range of remote contractors. Opting for a completely paperless service department enables you to focus on winning more bids, enhancing productivity, managing operations from job sites, and improving customer satisfaction. This cutting-edge software was created by a roofing contractor to provide a user-friendly and robust solution tailored specifically for the roofing industry, while also circumventing the significant expenses usually linked with custom software development. With the Dataforma CRM, you can effortlessly revolutionize your service department, employing a unified paperless system that oversees everything from initial customer engagement to invoicing, guaranteeing that every call and client history is meticulously tracked. For busy contractors, the struggle of navigating through disorganized paperwork is now a relic of the past. Dataforma simplifies your workflows by enabling you to store and retrieve documents in an easy-to-use online database, accessible from any location, which ultimately enhances efficiency and organization. By adopting Dataforma, you not only future-proof your service management practices but also open the door to new growth opportunities for your business. Embrace this innovative solution and witness your enterprise flourish like never before.

Media

Media

Integrations Supported

AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
CompanyCam
Google Calendar
Hatch
Mailchimp
Microsoft Outlook
NZ Leads
QuickBooks Online
QuickBooks Online Advanced
RealWork
Secoda
Stripe
Zoom
intermix.io

Integrations Supported

AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
CompanyCam
Google Calendar
Hatch
Mailchimp
Microsoft Outlook
NZ Leads
QuickBooks Online
QuickBooks Online Advanced
RealWork
Secoda
Stripe
Zoom
intermix.io

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

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

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

Dataforma

Date Founded

2004

Company Location

United States

Company Website

www.dataforma.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

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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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

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