Workiz vs BuildOps

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Our analysts compared Workiz vs BuildOps 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.

BuildOps Software Tool

Product Basics

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.

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BuildOps is a cloud-based field service management (FSM) software designed to streamline field operations. It's ideal for businesses with mobile teams, like contractors and service providers, who need to manage work orders, schedule appointments, track employee time and location, and generate reports. One of BuildOps' key benefits is its user-friendly interface and intuitive workflow. This makes it easy for both office staff and field technicians to adopt and use the software. The platform also offers features that improve field communication and collaboration, such as real-time updates, task management, and GPS tracking. BuildOps is known for its customizable dashboards and reporting capabilities, allowing businesses to track key metrics and gain insights into their field operations. Additionally, the software integrates with popular accounting and CRM systems, providing a comprehensive solution for managing field service businesses. Compared to other FSM solutions, BuildOps offers a competitive price range with different pricing tiers based on the number of users and required features. The software is available on a monthly subscription basis, making it affordable for businesses of all sizes.

Pros
  • User-friendly interface
  • Improved field communication
  • Customizable dashboards
  • Integrates with popular systems
  • Competitive price range
Cons
  • Limited reporting features
  • Occasional bugs and glitches
  • Learning curve for new users
  • Limited mobile app functionality
  • May not be suitable for large businesses
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$198 Monthly, Freemium
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Tailored to your specific needs
$50 Monthly, Quote-based
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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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • 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. 
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  • Consolidate Data: Achieve greater data visibility by keeping all crucial business information in one centralized digital location. Quickly find, edit and manage every document throughout the job cycle. 
  • Increase Revenue: Identify operational and service trends that provide the greatest ROI and areas that need improvement. Decrease time spent performing suboptimal, time-consuming processes and allow staff to focus on critical tasks. 
  • Boost Productivity: Optimize scheduling and dispatching, and assign the best tech to the job to boost productivity and improve first-time fix rate. Field and office staff have instant access to the information, documents and tools they need when they need them. 
  • Reduce Errors: Automated features and third-party application integrations prevent human error and unnecessary double-entry from impacting your bottom line. Identify and adjust scheduling or workload issues before they arise. 
  • Make Smart Business Decisions: Leverage real-time data, comprehensive reports and instant updates from the field to make well-informed, data-driven decisions. 
  • Go Mobile: The cloud-based mobile application allows technicians and office staff to access organization and job data from anywhere in the world via a desktop or mobile device. 
  • Improve the Customer Experience: Provide technicians and office staff with the information and tools to meet customer needs and expectations better. The customer portal keeps customers in the loop and up to date with their job progression. 
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  • 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. 
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  • Smart Scheduling & Dispatching: Schedule jobs as they come in and assign technicians based on location, skill and availability. 
    • Scheduling & Dispatching Dashboard: View all job information and technician availability on one screen. Plan appointments days, weeks and months in advance and toggle between assigned and unassigned views. 
    • Maintenance Scheduling: Schedule preventative maintenance or part replacement for equipment, vehicles and assets. 
    • Drag-and-Drop Functionality: Assign, reschedule, shorten or extend jobs with one click. 
  • Report Generation: Generate reports on any data point generated by business operations in less than a minute. Create accurate KPI snapshots using up-to-the-moment data, analyze profitability down to asset level and determine profitability per customer. 
  • Field Service App: Technicians can view work orders, gated workflows, site plans, equipment manuals and other critical job information while deployed in the field. Technicians update the office from the field and attach site photos and videos to assignments for proof of work and job history documentation. 
    • Compatibility: The app is compatible with smartphones, tablets and other mobile devices that use Android or iOS. 
  • Quote Creation: Generate accurate quotes from the office or the field using pricing and parts information from the built-in equipment catalog. Attach photos or videos directly to quotes. Instantly turn approved quotes into jobs with one click. 
    • Quote Management: Keep and track all quotes in one digital location. If a customer has yet to respond to a quote, follow up with them in real time via email. 
  • Paperless Invoicing: Built-in price books allow managers to pre-set pricing and markup rates to create accurate invoices quickly. Multiple payment options are available, such as the deposit of paper checks via photo or the integrated mobile card reader. 
  • Automatic Notifications: Automatic notifications alert technicians to new jobs, schedule changes, and job and customer updates. 
  • Accounting Integrations: Integrate with preferred or legacy accounting platforms, such as QuickBooks, Sage, Vista and Spectrum. 
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Product Ranking

#12

among all
Field Service Management Software

#83

among all
Field Service Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workiz
BuildOps
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Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 100 97 63 57 80 83 87 30 71 63 78 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 266 reviews
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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.

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4.6 (189)
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Awards

SelectHub research analysts have evaluated Workiz and concluded it earns best-in-class honors for Billing and Invoicing. Workiz stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Invoicing Award

No awards.

Synopsis of User Ratings and Reviews

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.
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Improves Efficiency: Streamlines workflows, optimizes scheduling, and reduces travel time, leading to increased productivity.
Enhances Communication: Facilitates real-time communication between field technicians and back office, ensuring everyone is on the same page.
Data-Driven Insights: Provides comprehensive reporting and analytics tools for informed decision making and process improvement.
Reduces Paperwork: Eliminates paperwork and automates tasks, saving time and minimizing errors.
Mobile Workforce Management: Enables technicians to access work orders, schedules, and reports on the go, boosting efficiency.
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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.
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Limited Reporting Features: May not offer the level of reporting customization and advanced analytics required by some businesses.
Occasional Bugs and Glitches: Users have reported experiencing occasional bugs and glitches within the platform.
Learning Curve for New Users: The interface may require some time and effort for new users to learn and become comfortable with.
Limited Mobile App Functionality: The mobile app may not offer all the features and functionalities available on the desktop version.
May Not Be Suitable for Large Businesses: The platform may not be scalable enough to meet the needs of very large businesses with complex workflows.
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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.

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BuildOps garners mixed reviews from users, often praised for its user-friendly interface, improved communication capabilities, and data-driven insights. One user emphasizes, "Our techs picked up the app extremely well. Love that BuildOps is constantly improving the software." This ease of use is a major draw compared to competitors, with some users finding other platforms "clunky and difficult to navigate." However, some users voice concerns about limitations in reporting and mobile app functionality. One user notes, "The reporting features could be more robust, especially for larger businesses with complex needs." Additionally, some users report occasional bugs and glitches, impacting their workflow. Despite these drawbacks, users highlight BuildOps' strengths as differentiators. One user points out, "BuildOps integrates seamlessly with our accounting system, which saves us a lot of time and effort." This seamless integration with popular business software sets BuildOps apart from some competitors that require manual data entry or complex configuration. Overall, BuildOps presents a valuable solution for field service businesses seeking a user-friendly platform with robust features to streamline workflows and improve communication. While some limitations exist, BuildOps' strengths in user experience, data insights, and integration capabilities make it a strong contender in the field service management software market, especially for smaller to mid-sized businesses.

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