Home > Field Service Management Software > ServSuite > ServSuite vs Workiz

ServSuite vs Workiz

Last Updated: November 18th, 2024

Our analysts compared ServSuite vs Workiz based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

Get Free Demo Demo Request Pricing Pricing

Product Basics

Built by ServicePro, ServSuite is web-based software that helps field service businesses increase productivity and improve baseline revenue through functionalities like scheduling, invoicing, inventory management, marketing management and customer management.

It is suited for enterprise-level businesses and has tailored capabilities to meet the business needs of the individual service industries it serves. With paperless work environments and remote monitoring offerings, it automates business processes to save time and costs.

Workiz is a comprehensive software solution designed to streamline the complexities of Field Service Management. It is particularly well-suited for small to medium-sized businesses in the service sector, such as HVAC, plumbing, and cleaning services, due to its ability to manage tasks efficiently, from scheduling and dispatching to invoicing and payments. One of the key benefits of Workiz is its user-friendly interface, which simplifies the management of day-to-day operations, allowing businesses to focus more on service delivery and less on administrative tasks. Popular features include real-time job tracking, customer communication tools, and detailed reporting, which collectively contribute to improved productivity and customer satisfaction. When compared to similar products, users often highlight Workiz's affordability and the adaptability of its features to a wide range of service industries. Pricing considerations for Workiz typically involve a monthly subscription model, with costs varying based on the number of users and the level of functionality required, making it a flexible option for businesses of different sizes and budgets.

$55 Monthly, Freemium

Free Trial is unavailable →

Get a free price quote

Tailored to your specific needs

$198 Monthly, Freemium

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Gain Operational Visibility: Get a complete overview of operational and financial activities across the business in real time.
Ensure Smooth Flow of Information: Utilize built-in communication tools to ensure that critical information is relayed to field technicians, back-office staff and customers in a timely manner.
Move to Paperless Operations: Digitize all documents, reports, invoices and payment receipts to minimize manual errors.
Access Cloud Storage: Store all critical information and documents in safe cloud storage with tiered access and user permissions for viewing and editing.
Expand Business: Run business anywhere through a cross-platform and multi-browser enabled solution and usage of cloud-based technology.
Access Mobile Apps: Enable field and back-office staff to communicate and exchange information while working smoothly from a remote location with fully-featured Android and iOS apps.
Enable Integrations with API: Streamline work by integrating business-critical apps using an open API and accessing information through a single platform.

Easy Job Scheduling, Dispatching and Tracking: Schedule jobs, dispatch best-matched and nearest available technicians to service locations and track job progress through a central platform.
Faster Payments: Generate invoices and collect payments instantly in the field. Get paid faster for completed jobs. Backend payment processing is available.
Improved Coordination and Communication: Communicate and coordinate with staff as well as clients through built-in phone and messaging systems. Send appointments, routes and important information to field staff. Send reminders, trackers, ETAs and relevant documents to clients.
Better Client Management: Manage client information, location, service history, payments, details and call recordings centrally for easy access and reference.
Increase Revenue: Users report nearly a 37% increase in revenue when leveraging this system.
Integrations: Pre-built and third-party integrations through Zapier allow seamless operations across multiple apps and systems.
Mobile Apps: Android and iOS apps enable field staff, team leaders and managers to get notifications, coordinate with each other, update job progress and collect payment on the go.

Activity Dashboard: Access a customizable, visual drag-and-drop widget-based dashboard to quickly access, monitor and analyze business-critical information. Check work orders, job statuses, job progress, client information, financial figures, scheduled alerts and activity reminders at a glance.
Alerts and Notifications: Send real-time updates to field staff about work order allocation, route changes and any other specifications related to the job. Communicate with customers through email and SMS at all stages of the service cycle to ensure there are no information gaps.
Billing and Invoicing: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices.
Contract Management: Create and maintain contracts and agreements with customers and vendors to establish deliverables and terms of service while ensuring smooth service delivery.
Customer Management: Manage a central database of all customers with details including address, phone numbers, email ID and more to aid communication and improve customer satisfaction.
Customer Portal: Let customers submit work order requests, view open jobs, access invoices and pay bills through a branded self-service portal.
Customer Service History: Maintain and access service history records for each customer along with details like address, order requests, resources used, photos and invoices.
Inventory Management: Accurately track fleet and inventory metrics like products, equipment counts, usage, returns to vendors and returns from customers. Check, update and adjust inventory in real time with GPS tracking.
Marketing Management: Engage leads and customers using customizable mass mailing and print-to-mail features. Customize mailing campaigns for different target audiences while personalizing content for each target group.
Quotes and Estimates: Create customizable and brandable quotes and estimates. Share with third-party vendors and customers through email and SMS. Track sent quotes and estimates through follow-up notifications.
Reporting and Analytics: Access business critical operational and financial reports to monitor key performance indicators and explore the scope for further optimization.
Scheduling, Dispatch and Routing: Schedule one-time and recurring work orders in a color-coded drag-and-drop calendar. Use search and filter options to view and segregate tasks by their status, location and assigned field technician. Assign and dispatch technicians to job locations based on their skills, availability and location. Notify technicians of assigned jobs along with optimized route and task details.

Job Scheduling: Schedule and manage jobs with a drag-and-drop, color-coded calendar. View schedules using filters for days, weeks, months, employee location and availability for maximum efficiency and complete visibility. Allow clients to request services from a business website or social listings through an integrated widget.
Job Management: Segregate field staff and teams by location for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks, and more to competently manage each service order. Manage multiple franchises from a single platform.
Lead Management: Track leads and job opportunities from various sources. Maintain communication with estimates, quotes and adequate follow-ups to increase conversions.
Team Management: Assign jobs to best-suited and available field staff. Track staff in real time and optimize routes with live locations and a map overview of jobs. Communicate in real time through SMS and email.
Client Management: Track, organize and manage client information like contact details, service history, notes, documents and transactions. Avoid data duplicity with client-property matches. Engage clients and prospects through email via MailChimp integration.
Inventory Management: Build and manage inventory centrally by adding items, assigning brands and categories and taking stock counts. Track inventory items across locations like the main office, warehouse and service vehicles. Manage inventory items in real time and maintain stock levels by setting up reorder points. Filter and search the entire inventory in a few clicks. Log every stock change, usage, return, cancellation and movement of items from one inventory storage location to another. Get usage reports for specific date ranges and time-stamps with a list of used items and their billing amounts across jobs and users.
Online Booking: Use an online booking widget as a standalone page, or integrate with business websites, social media profiles and listing websites to allow clients to access availability and services while making online bookings. Real-time sync with Workiz Calendar ensures that there are no discrepancies or overlapping of schedules.
Invoicing: Create estimates, invoices, waiver forms and work orders using readymade templates. These templates are customizable, brandable and shareable with clients over mail. Capture client signatures with touch-enabled devices. All invoices, waiver forms, work orders and transaction receipts are stored for future reference. Integrate with QuickBooks online to keep accounting and financial operations updated.
Online Payments: Setup WorkizPay to invoice clients and get paid faster in the field. Send payment requests through mail or SMS and get paid in minutes. Powered by WePay, and backed by Chase Bank, processing fees of WorkizPay start at 2.96%. Clients can either physically swipe credit cards or manually enter details for seamless payments.
Phone System: Log, record and track client calls and add a custom call greeting to improve client satisfaction. Mask phone numbers of clients and field staff to maintain privacy. Send automated appointment reminders, ETA of field staff and payment requests via text. Set up call routing, call flows and enable one-click dialing for robust communication.
Service Chatbot: Set up and integrate a service chatbot to engage visitors and assist them in inquiring about available services and make online service requests.
User Permissions: Customize user access to important data and features through permissions based on roles and responsibilities.
Reports: Accurately get real-time data for every aspect of your business. Use smart filters and date ranges to build dynamic reports. Track and analyze cancelation rates, profits, advertising ROI, sales-based commissions and more at a glance.

Product Ranking

#45

among all
Field Service Management Software

#12

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data

100

we're gathering data

Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ServSuite

Workiz

+ Add Product + Add Product

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

63%

37%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

57%

43%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

88%

12%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

82%

18%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

89%

11%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

25%

75%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

71%

29%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

67%

33%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

75%

25%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

36%

64%

User Sentiment Summary

we're gathering data

92%

of users recommend this product

Workiz has a 'excellent' User Satisfaction Rating of 92% when considering 266 user reviews from 2 recognized software review sites.

n/a

4.6 (189)

n/a

4.6 (77)

Awards

Synopsis of User Ratings and Reviews

Feature Rich: ServSuite offers comprehensive pest control functions, including scheduling and routing capabilities, along with customer management tools.

Integrations: Users can integrate ServSuite with other systems, streamlining operations and data flow between different platforms.

Easy to Use: As many as 94% of users who mention user-friendliness as a deciding criteria laud the software for its ease of use.

Scheduling and Dispatching: Nearly 88% of users who talk about this feature note that it helps them streamline their fleet logistics and optimize for faster service delivery.

Customization: About 84% of users who refer to customization report that the software can be easily customized to fit business requirements.

Customer Support: Approximately 74% of users who talk about customer support recommend the software for its responsive and helpful support.

Accounting and Finance: The software makes it easier to manage invoices, payments and taxes, as noted by 70% of the users who mention accounting and finance capabilities.

User Interface: A simple, intuitive and easy-to-use interface makes Workiz a prefered solution, as reported by nearly 59% of users who refer to the interface.

Steep Learning Curve: ServSuite's robust functionality can be initially overwhelming for some users, requiring a significant time investment to master.

Technical Issues: Some users have reported experiencing occasional technical problems, which can disrupt operations.

Inconsistent Customer Support: Experiences with customer support have been mixed, with some users encountering delays in getting assistance.

Mobile Apps: About 86% of users who mention mobile apps report regular lags, glitches and synchronization issues.

QuickBooks Integration: Nearly 67% of users who talk about QuickBooks integration complain that it is erroneous and needs manual inputs.

Inventory Management: Approximately 60% of users who refer to this feature maintain that it is hard to keep track of inventory stock levels and replenishments for tools and equipment.

Integrations: The software offers limited integrations, restricting seamless operations, as noted by up to 67% of users who mention integrations.

Some users sing its praises, highlighting its comprehensive features like scheduling, routing, and customer management as major strengths, especially when compared to competitors with less integrated systems. They particularly appreciate the robust reporting tools and seamless integration capabilities with other business software. However, a sour note emerges with the user interface, often criticized as outdated and clunky. This complexity contributes to a steep learning curve, making it challenging for new users to quickly adapt and utilize the software effectively. While some find customer support helpful, others report delays and unhelpful responses, leaving them frustrated and in a bind. ServSuite seems best suited for larger pest control businesses with the resources and technical expertise to navigate its complexities and leverage its powerful features. Smaller companies or those seeking a more intuitive, user-friendly experience may find ServSuite's learning curve and occasional performance hiccups a significant drawback.

Workiz is an easy-to-use, intuitive and customizable solution that helps field service professionals optimize their operations. Users highly recommend its seamless accounting and finance management, efficient scheduling and robust dispatching. Similarly, customer support is credited for being prompt and helpful. However, the product offers limited integrations. The pre-built QuickBooks integration is glitchy and needs manual inputs. Moreover, the inventory management feature and mobile apps need further improvement.

Screenshots

Top Alternatives in Field Service Management Software

Dynamics 365 Field Service

FieldEdge

Housecall Pro

IFS Field Service Management

Jobber

Kickserv

mHelpDesk

Oracle Field Service

Salesforce Field Service

Service Fusion

ServiceMax

ServicePower

ServiceTitan

simPRO

Workiz

Related Categories

Carpet Cleaning Software

Cleaning Service Software

GPS Tracking Software

HVAC GPS Tracking Software

HVAC Software

Job Management Software

Job Scheduling Software

Lawn Care Software

Locksmith Software

Pest Control Software

Plumbing Software

Pool Service Software

Routing Software

Service Scheduling Software

Carpet Cleaning Software

Cleaning Service Software

Dispatch Software

GPS Tracking Software

HVAC GPS Tracking Software

HVAC Software

Job Management Software

Job Scheduling Software

Lawn Care Software

Locksmith Software

Pest Control Software

Plumbing Software

Pool Service Software

Routing Software

Service Scheduling Software

Compare other software products using the SelectHub platform

FAQ

How can I do a in-depth comparison of ServSuite and Workiz? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which Field Service Management Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Is there a requirement template for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics

Build Your Requirements

SelectHub Products Cost and Pricing Guide

Get Your Free Comparison Report

Table settings

Expand all details

Expand all scores

Collapsed view

Priority order