Workiz vs Markate

Workiz vs Markate: CRM Tools You Can Use for Field Service Businesses

When you run a service business—like junk removal, HVAC, plumbing, or appliance repair—keeping track of jobs, customers, and payments is very important. That’s where CRM tools like Workiz and Markate come in. These tools help you manage jobs, schedule workers, make invoices, and talk to your clients. But which one is better for your business? Let’s take a look at how Workiz and Markate compare.

Both Workiz and Markate are used by many field service companies to make their day-to-day work easier. They help keep everything in one place, like client names, jobs, and payments. They also help your team in the field stay updated. With mobile apps, built-in messaging, and tracking tools, these platforms offer simple systems to help your team stay organized. Let’s dive into each one to learn what they offer.

What is Workiz?

Workiz was made for field service teams like electricians, plumbers, junk haulers, locksmiths, and repair companies. It helps your business stay organized and lets your team update jobs from anywhere using a mobile app. You can have your whole team’s schedule set up with just a few clicks.

One of the best things about Workiz is how many tools are included. You can use it to schedule jobs, send invoices, track inventory, and even answer phone calls through its built-in phone system. If you get a lead from your website, Workiz can track where it came from—like Facebook or Google—and help you respond right away. It even offers smart tools that use AI to help message customers and keep records of conversations.

What is Markate?

Markate is another CRM option for field service pros. It helps small and medium businesses do things like send invoices, manage jobs, keep customer information, and message clients. Markate is known as a budget-friendly option that gives a lot of tools for one low price. While its look may not be fancy, it gets the job done.

You can add optional features to Markate, like lead tracking, more detailed sales tools, or even team chat options. You only pay for what you need. Markate also focuses on helping businesses get more reviews and make smart marketing choices with tools like email blasts and text campaigns. If you like simple pricing and customizable features, Markate might be a good option for you.

Mobile Apps for Technicians on the Go

Both Workiz and Markate know how important it is for your techs to have job info right on their phones. Workiz has a strong mobile app that lets your techs view their schedule, get directions, take payment, and send updates to customers. Everything syncs back to the main office in real time.

Markate also has a mobile app, and while it doesn’t look as slick, it still works well. Techs can take before-and-after photos, capture e-signatures, and even create invoices while on the job. You don’t need to wait until you’re back in the office to get paperwork done. If your techs like using their phones to handle tasks, both solutions work—but Workiz might be a little easier to use.

Job Scheduling and Dispatch Tools

Tired of messy whiteboards or texting job details? Workiz and Markate both make it simple to schedule and dispatch jobs. With Workiz, you can see all your jobs on a calendar, drag them around, and even handle jobs that last over several days. If a job changes, you can update the time or assign it to someone else in a few clicks.

Markate also offers a calendar feature. You can drag and drop jobs and send job details right to the technician’s phone through text or email