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Introduction: Workiz vs ServiceMonster
When it comes to running a service business, having the right tools makes everything easier. Two popular tools that help service companies stay organized and profitable are Workiz and ServiceMonster. Both are customer relationship management (CRM) systems designed to help businesses like HVAC, plumbing, carpet cleaning, junk removal, and more manage jobs, customers, and money. These tools help people like you schedule jobs, send invoices, communicate with customers, and keep track of everything.
Choosing the right CRM can be tough. Workiz and ServiceMonster both offer similar features but are designed for different types of businesses. In this article, we’ll explore what makes each one different and give you a closer look at how they work, what they’re best at, and how they might help your business grow.
What Is Workiz?
Workiz is a CRM tool made for field service professionals. This means it’s a system that helps businesses sending workers out to customer homes or businesses, such as HVAC installers, locksmiths, and junk removal teams. Used by over 120,000 pros, Workiz is a full walkthrough for every part of your service business. It helps you track new leads, schedule jobs, send invoices, manage payments, and even handle customer calls all in one place.
Workiz has a strong focus on mobile features, which makes it a favorite for businesses where teams are always on the go. With its mobile app, your techs in the field can see their schedule, take notes, send payments, and even snap pictures from their phones. Everything then syncs with your office back at home, so nobody misses anything and everyone stays in the loop.
Key Tools Inside Workiz
One of the first things you’ll notice with Workiz is its calendar and job scheduling system. It lets you assign jobs, move them around, and even create repeat or multi-day jobs with just a few clicks. If a big HVAC install takes all week, no problem. You can stretch it over several days and track time, supplies, and notes in one view.
The built-in phone system is another standout tool. You can answer calls straight in the Workiz app, record them to keep tabs on jobs, and even track where the call came from—like your website or a Facebook ad. This is a big help if you want to know which ads are working and which aren’t. The system even masks numbers for privacy, giving a professional feel without needing tons of extra apps.
Who Uses Workiz?
Workiz is used by all kinds of service pros. This includes junk removal experts, appliance repair techs, electricians, garage door installers, and more. Because it includes tools for both managing jobs and handling customer relationships, it’s great for businesses that want to stay tight on scheduling and easy for customers to reach.
Many users like how it supports jobs that take more than a day. If your team handles bigger repair jobs or installations, this feature is a big win. You can assign jobs over several days, avoid double-booking, and keep your supplies in line with its inventory tracker. Whether it’s checking on parts or planning out appointments for an incoming week, Workiz helps teams get ahead.
What Is ServiceMonster?
ServiceMonster is another CRM tool that focuses heavily on cleaning and maintenance businesses. If you’re a carpet cleaner, pressure washer, or gutter cleaner, this platform was made with you in mind. It helps you manage customers, create and send invoices, run email and text campaigns, and get leads from your website—all inside one system.
With ServiceMonster, customer relationship tracking is big. It keeps tabs on every interaction, so you’ll always know when a job was done, if they were happy, and when you last reached out. There’s a strong focus on keeping customers coming back, thanks to its built-in marketing tools. You can send follow-up emails, reminders for future cleanings, and even holiday promotions to stay top of mind.
Helpful Tools Inside ServiceMonster
ServiceMonster is built with scheduling in mind. You can drag and drop jobs across your calendar and use automation so the system knows who’s available and where they’re needed. You can assign jobs to different techs, group jobs by area to save on drive time, and fit last-minute bookings in between larger jobs when there’s space.
Another big feature is the payment and invoicing system. With ServiceMonster, you can create invoices that include taxes, discounts, and special promotions. There’s even a way to collect payment online, making it easier to get paid fast. Tools for collecting customer reviews and running marketing emails or texts are also included, which help cleaning pros bring back repeat customers.
Which CRM Fits Your Business?
Workiz is great for service businesses with a need for strong scheduling, dispatching, and phone systems. If your company does major installations or field jobs that stretch over many days, Workiz helps you keep things organized. The client portal lets customers view past jobs, pay invoices, or book appointments without having to call, which cuts down on back-and-forth.
ServiceMonster might be a better fit if you’re focused more on cleaning services and repeat appointments. Its full-featured marketing tools make it easier to reach back out to past customers and keep jobs coming in every season. It’s focused on helping you build good habits around communicating with your customers and maintaining a neat schedule.
Mobile Use and Reporting
Both Workiz and ServiceMonster have mobile apps that help workers in the field stay connected. With Workiz, the app gives access to job details, a built-in phone system, payments, and even inventory tools. This is especially helpful for companies that send techs out to jobs in different towns each day. You can message techs about updates, protect customer data, and track job times across locations.
ServiceMonster’s app is sleek and focused. It offers mobile access to job notifications, customer details, and allows team members to check in and update job statuses. For field teams that work quickly and switch locations often, like carpet cleaners or power washers, this kind of quick access speeds things up.
When it comes to reports and tracking, both CRMs offer strong tools. Workiz gives business owners real-time insights into how well teams are performing, which types of jobs are most profitable, and even how techs are handling calls. This is helpful if you want to dig into your numbers and grow smart. ServiceMonster’s reports focus more on customer behavior, sales trends, and marketing reach, which can help if you’re trying to grow your cleaning business through online marketing or repeat leads.
Getting Started: Setup and Training
Workiz is known for being easy to get started with. Setup doesn’t take long, and most teams can start using it right away. There’s also help available, with walkthroughs and training so you don’t have to tackle everything alone. Adding new team members is simple, and the mobile app helps them get up to speed fast.
ServiceMonster also makes onboarding friendly, especially with the help of its support and training materials. They offer tutorials to guide you on setup, and most users find the interface easy to understand. ServiceMonster has more built-in help with follow-ups and marketing, so if that’s new to you, the software will help you stick to a schedule.
Support and Integrations
Both tools connect easily to other software. Workiz integrates with things like QuickBooks, Google, and even lead generation tools like Facebook. This helps you track where your jobs are coming from, and even pulls in leads so you don’t have to manually copy information. YacDaddy integrates with Workiz, too. So when you create jobs there, they show up in the YacDaddy app automatically, ready for your marketing content.
ServiceMonster also has API access and third-party connections, which is great for companies that like to build their own systems or work with developers. YacDaddy works with ServiceMonster in the same way, helping you track new leads, gather photos and job notes, and link everything up so you know what brought in each job.
