RepairShopr vs Workbooks

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Our analysts compared RepairShopr vs Workbooks based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Workbooks Software Tool

Product Basics

Designed specifically for repair shops and IT support businesses, RepairShopr offers an easy-to-use platform to manage invoicing, ticketing, point of sale (POS) and marketing. It helps build and maintain customer relationships, ensure repeat business, attract new customers and increase shop efficiency with a streamlined workflow.

It offers appointment, inventory, database management and web management capabilities, along with billing summary and invoice records, customer credit tracking, and barcode creation.
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Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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$49.99 Monthly, Freemium
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Tailored to your specific needs
$34/User, Monthly, Plus Implementation
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Tailored to your specific needs
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Windows
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Android
Chromebook
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Android
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Cloud
On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
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Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Free of Cost: A free version of the software is available for users to test things out. This lets them check whether or not the solution is a fit for their business. 
  • Enhanced Capabilities: The platform integrates with third-party apps including niche industry software like d7, RepairTech, Max Focus, Toggl and TeamViewer. It also connects with Zapier, Office 365, Slack, Dropbox, Xero, Stripe, Authorize.net, PayPal, Google Calendar, Google Cloud Print and Quickbooks. 
  • Field Support: Users can view calendar appointments while in the field by enabling the two-way Google Calendar sync. 
  • Customization: A customizable template system offers the flexibility to edit the HTML-based PDF templates. Users can add HTML tags to create new layouts and personalized PDF templates. It allows users to edit emails, add shop terms and disclaimers, and create professional invoices, estimates and tickets. 
  • Localization: The software caters to non-U.S. companies, offering international currency and cash denomination support, worldwide SMS support and tax inclusive pricing with VAT invoice support. It also provides localized dates, spellings and languages (only for the customer portal). 
  • Multiple Location Management: The platform supports supervision of multiple stores at different locations from a single account. Users can stay organized and keep track of critical data with location-based documents and consolidated reports. 
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  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • Core CRM: RepairShopr allows users to access the entire database instantly. It’s equipped with email marketing, a calendar and reminders, SMS and email integration, summary billing statements, tracking of referral sources, segmentation, document storage, marketing automation integration, quotes and proposals, auto-print barcode labels and internal chat integration. 
  • Integrated Marketing: This tool helps companies bring in new business by sending automated customer follow ups and auto-emails. It includes custom built lists, custom campaigns for sales and promotions, automatic collection of social media links and one-click follow up emails. 
  • Leads: This customizable wizard enables one-click customer conversion and creates a seamless flow that helps increase business from web traffic. Notifications alert support agents to customer issues so they can respond quickly, and it allows customers to create tickets from the website. 
  • Reporting: Insights and detailed reports are available for different areas like ticketing, invoicing, CRM and inventory. All reporting features are updated regularly. 
  • Customer Web Portal: Companies can serve users better by providing service statuses and invoice histories, as well as approving or declining estimates. Customers can view their account history and can download PDFs of previous tickets and invoices.
  • Customer Map: Using this tool, users can visualize data to glean insights and quickly analyze the geographical distribution of their target customers. 
  • Ticket Management: Users can filter tickets by assigned tech and current ticket status; organize the tickets by problem type, status or customer; and track tickets by due date or creation date. The lightweight workflow prompts users on what to work on next without slowing things down. 
  • Ticket Dashboard: This feature offers a centralized overview of the status breakdown and ticket quantity to help prioritize jobs. Configurable color coding ensures visibility for urgent items. 
  • Ticket Tracker: Support agents can keep customers updated with the ticket progress bar. They can create custom ticket fields, make single-step updates to the status, use the built-in timer for tracking, send automatic updates or prevent sharing and add other details as required. It includes inbound and outbound email and SMS integration, and one-click creation of invoices from ticket charges. 
  • Image and File Attachment: Users can fetch documents from different platforms and attach images using Dropbox, a webcam or mobile devices. 
  • Customizable Intake Form: These forms automatically fit into the ticket workflow and let customers sign physical or digital copies. 
  • Invoicing: This module allows users to scan serial numbers to invoices for warranty tracking, access recurring invoicing, scan barcodes for line items and insert payment links in emailed invoices. They can send invoices via email, SMS and snail mail. The software provides smooth checkout with payment types that are customizable, digital signatures for touchscreens, and a deposit and cart system. 
  • POS: Directly integrated with the inventory module, the POS system calculates changes automatically, manages multiple cash registers and supports barcode scanning. It offers reporting for individual retail shops and store chains. 
  • Inventory Management: This module offers batch tracking, return tracking and vendor information. Users can monitor stock levels, receive reminders about reorders, check barcode labels, specify both non-taxed and taxed items, and add warranties. It's equipped with a vendor and PO system, along with customizable product categories with reporting. It allows users to average the cost for variable price items as well as manage retail and wholesale pricing. 
  • Tracking Part Orders: This feature allows users to check part orders at different stages — from ticket raising to invoicing. They can track one-off purchases, associate them with a ticket and have them charge automatically upon invoicing. 
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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Product Ranking

#88

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#55

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User Sentiment Summary

Excellent User Sentiment 244 reviews
Great User Sentiment 258 reviews
90%
of users recommend this product

RepairShopr has a 'excellent' User Satisfaction Rating of 90% when considering 244 user reviews from 2 recognized software review sites.

85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

n/a
5.0 (12)
4.52 (122)
4.34 (108)
4.5 (122)
4.3 (109)
n/a
3.3 (29)

Awards

RepairShopr stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Streamlined Ticket Management: RepairShopr offers efficient ticket creation, assignment, and tracking, ensuring smooth workflow management for customer support teams.
Customizable Interface: Users appreciate the ability to tailor the platform to their specific needs, including custom fields, workflows, and branding options.
Integrations: RepairShopr integrates with various third-party tools, such as QuickBooks and Xero, for seamless data synchronization and enhanced functionality.
Mobile App: The mobile app allows technicians to access and update tickets, manage inventory, and communicate with customers while on the go.
Reporting and Analytics: RepairShopr provides comprehensive reporting tools to track key metrics, identify trends, and gain insights into business performance.
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Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Limited Customization: RepairShopr's interface and workflow might feel restrictive for businesses with unique or complex processes, as it offers limited options for customization to tailor the platform to specific needs.
Reporting Challenges: Generating custom reports or extracting specific data insights can be cumbersome due to the platform's reporting limitations, potentially hindering data-driven decision-making.
Mobile App Shortcomings: The mobile app's functionality may not fully mirror the web version, potentially impacting technicians or users who rely on mobile access for field work or remote operations.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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Is your business in need of a tune-up? RepairShopr might just be the wrench in the works you need. RepairShopr users rave about its comprehensive features, especially inventory management and its built-in POS system, which simplifies the sales process and keeps track of every nut and bolt. The ability to create custom fields and workflows is a major plus, allowing businesses to tailor the software to their specific needs. RepairShopr's customer support also receives high marks, with users praising the team's responsiveness and helpfulness. However, some users find the interface a bit clunky and dated, and the mobile app could use some improvement. Compared to competitors like ServiceTitan and Housecall Pro, RepairShopr is often seen as a more affordable option with a wider range of features, making it a solid choice for small to medium-sized businesses looking for a one-stop shop to manage their operations. But for larger enterprises or those needing industry-specific features, other platforms might be a better fit. Overall, RepairShopr appears to be a reliable and versatile tool that can help businesses streamline their repair processes and boost efficiency. Keep in mind that software is constantly evolving, so it's always a good idea to check the latest reviews and comparisons before making a decision.

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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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