Feature | Workiz | ServiceTitan |
---|---|---|
Company Overview | Workiz is a leading field service management (FSM) software designed to help businesses efficiently manage and streamline their field service operations. It offers an integrated solution including scheduling, invoicing, CRM, and communication tools. | ServiceTitan is a comprehensive software platform designed for field service businesses across various industries. It provides tools for field service management, customer experience, sales and marketing, and data analytics. |
Scheduling and Dispatching |
– Automated scheduling and job dispatching – Multi-day job management – Streamlined job assignment and calendar synchronization |
– Service scheduling software – Dispatch software – Field service app for real-time updates |
Invoicing and Payments |
– Seamless invoicing and payment processing – Online payments and card readers – Automated payment reminders |
– Job costing software – Contractor payroll software – Customer financing options |
Estimates and Service Plans |
– Quick estimate generation – Service plan management for recurring jobs – Easy conversion of estimates into invoices |
– Pricebook management – Sales tracking – Service agreement software |
Inventory Management |
– Tools for tracking inventory – Managing supplies efficiently – Integration with orders and job assignments |
– Project management features – Fleet management – Integration capabilities with QuickBooks and Intacct |
Automated Notifications |
– Alerts for technicians on upcoming jobs – Automated messaging for customer communication – Unpaid invoice reminders |
– Marketing automation – Automated call booking software – Titan Intelligence for proactive insights |
Communication Tools |
– Built-in phone system with call tracking – Call recording and call masking – Automated messaging and source tracking |
– Integrated communication system – Call handling and voicemail features – Field reporting software |
Mobile App |
– Access to all features via mobile app – Manage jobs on the go – Mobile application for field technicians |
– Field service app for technicians – Real-time access to job details and customer data – Supports iOS and Android devices |
Advanced Reporting |
– Comprehensive reporting tools – Monitor business performance – Analytics and data visualization |
– Titan Intelligence for reporting and analytics – Field reporting software – ROI calculator and data insights |
Client Portal and Online Booking |
– Online booking feature – Client portal to manage services and payments – Enhances customer experience |
– Service agreement software – Online scheduling for customers – Customer resource hub |
AI-Powered Tools |
– Workiz Genius features – AI-powered smart messaging – Insights from customer interactions |
– Titan Intelligence – Data analytics and proactive insights – Marketing automation tools |
Industries Served |
– HVAC, plumbing, electrical services – Garage door repair, locksmith services – Junk removal, appliance repair, and more |
– HVAC, plumbing, electrical – Pest control, landscaping – Tailored features for various industries |
Benefits |
– Streamlines scheduling and dispatching – Enhances customer experience – Automates repetitive tasks – Real-time updates for technicians |
– Comprehensive field service management – Improved customer engagement – Advanced analytics and reporting – Integration with financial software |
Pricing and Trial |
– Flexible pricing plans – Free trial available – Suitable for businesses of all sizes |
– Pricing not specified publicly – Contact ServiceTitan for pricing details – Custom packages available |
Implementation and Onboarding |
– Easy implementation – User-friendly interface – Quick onboarding process |
– Onboarding assistance provided – Titan Advisor for ongoing support – Community forum and resources |
YacDaddy Integration |
– Integrates with Workiz – Prefills project information in YacDaddy app – Tracks calls and job revenue sources |
– Integrates with ServiceTitan – Prefills booking requests and job data – Transcribes calls and enhances SEO content |
Our Take |
– Accessible API and easy to work with – Prominent in the junk removal industry – Good for small to medium-sized businesses |
– Massive CRM platform – Complex and not beginner-friendly – Ideal for large companies with extensive needs |
What Is Workiz and How Does It Help Service Businesses?
Workiz is a software tool made for field service workers like plumbers, junk haulers, garage door techs, and electricians. It helps teams schedule jobs, send invoices, and talk to customers without needing a pile of paper. Using Workiz, you can book appointments, see what’s going on in real time, and collect payments, all using your phone or computer. Over 120,000 pros use it to stay organized and get more done every day.
One thing that makes Workiz popular among small and growing businesses is how simple it is to use. You don’t have to be a computer expert to get started. The software lets you drag-and-drop appointments on a calendar, send job updates to your crew, and handle customer calls—all from one spot. It even reminds techs about upcoming jobs and checks if any bills are overdue. That means fewer headaches and faster workdays.
Why Is ServiceTitan So Popular with Larger Field Service Companies?
ServiceTitan is a software system built to help bigger field service companies manage lots of workers, customers, and moving parts. It’s used by contractors in HVAC, plumbing, pest control, and other trades who have more teams and bigger projects to manage. Some people even call it an “all-in-one” platform because it has tools for jobs, marketing, and accounting all in the same place.
This platform is known for having many powerful t