Field service management has numerous parts and pieces that need to be taken care of in order to ensure everything runs smoothly. From the moment a customer calls for a technician to come out to making sure that technician got to their destination to billing and accounting for future customer needs, the process is far more extensive than it seems, with a large amount of information to keep track of.
Workiz has taken all of the aspects of field service management and put them into one incredible software platform. With internal facing and customer-facing sides to it, this platform serves all of a company’s field service management needs.
Workiz service offerings and software
Workiz software has three sections in its software, depending on who will be utilizing it. On the business side, the software handles all scheduling and keeps track of what field service technicians are available and which ones have visits coming up. When a technician is on the job, or someone on the team receives a phone call requesting additional service or purchases, the software will keep track of these in a leads management program.
Sales proposals can also be managed through the platform as well to keep track of what customers have been given quotes and how those discussions went. Inventory management for any parts a field service technician would need can be seen as well as GPS tracking to make sure the technicians reach their destination safely.
The field service team side of the software has a mobile app for ease of use when they’re on the go. It provides dispatching information and instructions, their service area, call masking, commission management, and a full communications suite. Everything they could need is available to them on a mobile app.
The customer-facing side makes the experience for a customer much better and more efficient. Utilizing Workiz, they’re able to complete online scheduling themselves. Estimates are readily available, and all payments can be completed right through the software. They can even access financing options if the cost is higher than they’re able to pay at that time.
Conclusion
Workiz software is making field service management convenient for everyone involved. The software manages much of the process on its own, allowing the technician more time, customers a better experience, and the business a great place to track all of their information. From technician locations to customer feedback, there’s a section and a resource for anything that could be needed by anyone using the software.
Perfect for industries like Junk Removal, HVAC, Plumbing, Electric, and more, any company that needs to dispatch technicians can greatly benefit from using Workiz. With a Lite (free for small teams), Standard, and Ultimate package, any business’s needs and budget can be met with Workiz software.
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Company Name: Workiz
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Country: United States
Website: https://www.workiz.com
