| Criteria | Workiz | FieldPulse |
|---|---|---|
| Company Overview | Leading field service management (FSM) software designed to support businesses in efficiently managing and streamlining their field service operations. Trusted by over 120,000 professionals across various industries. | CRM and field service management software offering solutions tailored for service-based businesses, focusing on job management, scheduling, invoicing, and customer communications. |
| Scheduling and Dispatching | Automated scheduling and job dispatching to maximize technician efficiency. Includes multi-day job management for complex projects. | Create, schedule, and assign jobs with drag-and-drop functionality. Calendar view for managing appointments and employee scheduling capabilities. |
| Invoicing and Payments | Seamless invoicing and payment processing with solutions for online payments, card readers, and prompt billing notifications. | Generate customized estimates and invoices. Payment processing integration for easy transactions. |
| Estimates and Service Plans | Quick generation of estimates for swift customer response and service plan management for recurring jobs. | Ability to create and send estimates to customers with easy conversion of estimates into invoices. |
| Inventory Management | Tools for tracking inventory and managing supplies efficiently. | Track stock levels of equipment and materials with purchase order creation and management. |
| Automated Notifications | Alerts for technicians regarding upcoming jobs and unpaid invoices, along with automated messaging for customer communication. | Automated reminders and notifications for jobs and customer follow-ups. |
| Communication Tools | Built-in phone system with call tracking, recording, and call masking. Features for automated messaging and source tracking for lead generation. | Internal messaging system for team communication and integration with email and SMS communication tools. |
| Mobile App | Access to all features via a mobile app, ensuring field technicians can manage jobs on the go. | iOS and Android applications for field workers with real-time access to schedules, jobs, and customer information. |
| Advanced Reporting | Comprehensive reporting tools for monitoring business performance and analytics. | Generate reports on job performance, revenue, and customer data with customizable dashboards. |
| Client Portal and Online Booking | Enhances customer experience with an online booking feature and provides clients with a portal to manage their services and payments. | Self-service portal for customers to view job status, request services, and access invoices and payment history. |
| AI-Powered Tools | “Genius Features” offering AI-powered tools for smart messaging and insights from customer interactions. | Not specified in the provided information. |
| Time Tracking | Not specified in the provided information. | Clock-in/clock-out functionality to manage billable hours efficiently with time tracking reports. |
| Team Collaboration | Not specified in the provided information. | Internal messaging system, shared calendars, and team performance tracking for enhanced collaboration. |
| Industries Served | HVAC, plumbing, electrical services, garage door repair, locksmith services, junk removal, appliance repair, and others. | Service-based businesses including HVAC, plumbing, electrical contractors, garage doors, locksmiths, appliance repair, and junk removal. |
| Integration with YacDaddy | YacDaddy integrates with Workiz by importing new jobs and pre-filling project information. New leads notify users in the YacDaddy app and pre-fill contact information in Workiz. | YacDaddy integrates with FieldPulse CRM, allowing photos taken in the YacDaddy app to upload as files in FieldPulse. Waiting on API for Engage SMS and call communication platform. |
| Pricing and Trial | Offers flexible pricing plans suitable for businesses of all sizes with a free trial available. | No specific pricing information provided; interested users must contact FieldPulse for detailed quotes. |
| Our Take | Has a very accessible API and is easy to work with. Prominent in the junk removal industry. YacDaddy integrates seamlessly with Workiz. | Good company with CRM integration capabilities. YacDaddy can integrate but wishes for added API capability to extract files from jobs. |
Introduction to Workiz and FieldPulse
When it comes to running a service business, having the right tools to manage jobs, customers, and payments is a big help. Two of the top names in field service software are Workiz and FieldPulse. Both of these partners offer helpful tools that make it easier to plan your workday, talk to customers, and get paid faster. If you’re a plumber, HVAC tech, electrician, or run another service-based business, you’ve probably come across one of them before.
Even though Workiz and FieldPulse aim to help you in similar ways, what they offer and how they offer it can be quite different. In this guide, we’ll take a deep look at what makes each of them stand out, what they do well, and how they help you grow your business by saving time and making things simple. From mobile apps to scheduling tools to how they handle customers and payments, we break it all down into easy-to-understand sections.
Overview of Workiz
Workiz is a tool built for people who work in the field—like contractors, repair techs, and service pros. It supports over 120,000 field workers and is especially popular with junk removal companies, HVAC providers, and locksmiths. Workiz helps teams manage everything from job scheduling to billing, and even phone calls with customers.
One of the big pluses of Workiz is how much it can do in one place. You can use it to manage jobs from start to finish, track workers out in the field, and even send out estimates and invoices. On top of that, the software tracks customer calls and messages. It even has its own phone system that makes it easier to keep customer info private and keep calls organized.
Overview of FieldPulse
FieldPulse also helps service professionals run their day-to-day jobs without a lot of stress. This software offers features for jobs, estimates, schedules, and reports—all from one simple app. Unlike Workiz, FieldPulse’s biggest strong point is how easy it is to use for small teams and solo workers.
With FieldPulse, users can schedule appointments, send invoices, and talk to customers from both a desktop and a mobile app. It’s great for teams that need fast updates from out in the field. The app lets employees clock in and out, mark job progress, and stay in touch with the office. All these updates show up in real-time, meaning the office always knows what’s going on.
Scheduling and Dispatching
One of the biggest jobs of any service software is keeping track of schedules—and both Workiz and FieldPulse do this well, but in their own way. Workiz makes scheduling smooth with drag-and-drop tools and tools for jobs that take more than a day. Whether you need to schedule a one-hour fix or a week-long job, Workiz gives you the option to plan it with ease. Dispatchers can assign jobs quickly, and techs get notified right away.
FieldPulse also offers drag-and-drop scheduling, and it’s especially easy to use for businesses with just a few users. Techs in the field get mobile alerts when new jobs come in, and the office can see where techs are throughout the day. FieldPulse even tracks time so you know how long each job takes.
Invoicing and Payment Tools
Getting
