Feature/Aspect | Workiz | HighLevel |
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Company Overview | Workiz is a 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, Workiz offers an integrated solution that includes scheduling, invoicing, customer relationship management, and communication tools. | HighLevel is an all-in-one marketing platform providing tools for SMS marketing, review collection, and website building. It excels in marketing capabilities and is suitable for managing marketing activities, although it may lack in scheduling features with geo capabilities for home services. |
Key Features |
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Industries Served | HVAC, plumbing, electrical services, garage door repair, locksmith services, junk removal, appliance repair, and others. | Various business types; best used for managing marketing activities; suitable for a variety of businesses. |
Benefits |
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Pricing and Trial | Offers flexible pricing plans suitable for businesses of all sizes; free to try. | Pricing details not provided; may need to contact HighLevel or visit their website for details. |
Integration with YacDaddy | YacDaddy integrates with Workiz by importing new jobs to prefill project information and notifying of new leads. It tracks calls and reports revenue sources, enhancing operational efficiency. | YacDaddy integrates on multiple levels, including exporting call transcriptions, posting content directly from the app, and utilizing contacts for prefilling data or notifications. It helps track calls and revenue sources effectively. |
Our Take | Workiz has an accessible API and is easy to work with; has a good reputation and is prominent in the junk removal industry; YacDaddy integrates well with Workiz. | HighLevel is excellent for marketing but lacks in scheduling features for home services. It has fantastic integration capabilities and is best used to manage marketing while using another CRM for operations. |
Workiz vs HighLevel: Which One Is Right for Your Business?
When you’re looking for software to help run your service company, two names you might come across are Workiz and HighLevel. Both of these platforms are made to help businesses with customer relationships, job scheduling, and tracking leads. But they are pretty different in how they work and what they’re best at. That’s why it’s important to look at what each one does and how it can help you depending on what kind of business you run.
Workiz is mainly built for service pros who need help with things like job tracking, sending invoices, and scheduling work for team members. It’s used by people in the HVAC business, plumbers, electricians, and even junk removal companies. It does a great job managing jobs from start to finish. On the other hand, HighLevel is more focused on helping you market your business and get more leads. While it does have some tools for running a business day to day, many people use it along with another tool like Workiz or Jobber to get a complete setup.
What Is Workiz?
Workiz is software made for service companies that send techs out into the field. It helps keep everything organized – from scheduling jobs to sending invoices. Lots of business owners like it because it helps keep track of who is doing what and makes sure you don’t forget important tasks like collecting payments or calling customers back.
The best part about Workiz is how easy it is to schedule jobs, dispatch techs, and communicate with your team. It’s all in one place. You can even manage your inventory, track which tech is doing what job, and collect online payments with Workiz Pay. It’s perfect for companies that need to keep track of lots of moving pieces each day. Plus, it has a mobile app, so your techs can use it out in the field.
Workiz also has smart features like automation, so you can set up reminders and messages to go out on their own. It even has something called Workiz Genius, which learns from customer questions and helps answer calls. If your business relies on appointments with customers, handling tools and equipment, and sending invoices out quickly, Workiz is a good pick.
What Is HighLevel?
HighLevel is software that helps you with digital marketing. It lets you set up things like email campaigns, SMS messages, customer reviews, landing pages, and even full websites. Many businesses use HighLevel to find and connect with new customers, then use another tool (like Workiz) to manage those jobs after they’re booked.
One cool thing about HighLevel is how much you can do in one place. You can track leads, set appointments, reply to messages, and even handle phone calls and voicemails. HighLevel also helps get you more 5-star reviews because it has tools to send review requests automatically. And if you’re already using a website on their platform, it connects directly to everything you’re doing.
Where HighLevel shines is in running your marketing. If you’re running ads on Facebook or Google, this software can tell you where your calls came from and what happened after. It even helps write blog posts or collect frequently asked questions using tools like YacDaddy to post on your website. But if you’re sending real techs out for jobs, it’s better to also use something like Workiz for the day-to-day job handling.
How Scheduling Works in Both
Scheduling is super important when you run a service company. If you miss an appointment or double-book a tech, that can turn into an unhappy customer and missed money. Workiz has a strong scheduling tool that makes sure field jobs are set up the right way. You can see everything on a calendar, drag and drop jobs to new times, and even deal with multi-day jobs.
HighLevel does have some scheduling tools, but they’re more focused on booking things like calls, marketing meetings, or first-time consultations. A lot of companies still use something else for job scheduling because HighLevel’s tools don’t include things like team calendars, dispatch rules, or travel time between jobs. That’s why companies often use both: HighLevel for getting the customer, and Workiz for handling the job once it’s booked.
Communication Tools and Phone Features
Whether you’re talking to leads or current customers, communication is key. Workiz has a built-in phone system so you can track calls, record conversations, and assign numbers to each of your team members. It even has call masking so your team doesn’t have direct access to customer numbers, protecting your business relationships.
HighLevel also has a communication system, and it’s actually really strong on that side. You can send messages through text or email automatically, create follow-up flows, and even run call campaigns. One thing HighLevel does really well is letting you respond to every channel from one dashboard — text, email, Facebook messages, and more.
If you need phone recordings, live call handling, call scoring, or advanced routing, Workiz might be the better tool. But if you want to follow up with leads automatically and keep your inbox organized, HighLevel is gold.