Workiz vs FieldAware

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Our analysts compared Workiz vs FieldAware 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.

FieldAware 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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FieldAware is a cloud-based solution that helps field service businesses manage their daily operations such as scheduling, dispatching, routing, work order management, asset management, customer management, time tracking, invoicing and reporting. It increases productivity, expedites payment cycles, generates more revenue and improves customer satisfaction.

Its mobile-first technology and open API enable a bidirectional flow of information and data between field and back-office staff as well as other web-based products to provide a complete ecosystem for service automation.
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$198 Monthly, Freemium
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Tailored to your specific needs
$70/User, Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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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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  • Automate Workflows: Automate daily operations such as scheduling and dispatch, invoicing and work order management to save time, eliminate manual errors and boost revenue. 
  • Easy to Use and Adopt: Access the system via optimal screen resolutions, intuitive menus, legible data fields and seamless workflows to facilitate faster work order completion. 
  • Configurable and Flexible: Accommodate unique business and workflow requirements for multiple types of fieldwork and industries with its highly configurable, extensible and flexible software. 
  • Improve Operational Visibility: Get complete operational visibility and control with live status updates for work orders, technicians, assets and invoices from a central dashboard. 
  • Increase Customer Satisfaction: Improve first-time fix rates and meet service level compliances to improve customer satisfaction and decrease customer churn. 
  • Rapid ROI: Facilitate fast implementations and easy adoption to get the business up and running, contributing to rapid ROI.  
  • Scalability: Scale enterprise-level features and capabilities to accommodate unique business requirements with efficient toolkits for product enhancements, implementations, training and support. 
  • Made-for-Mobile Solution: Enable field technicians to access work orders, track assets, plan efficient routes, add job documentation, access customer work history, raise invoices, communicate with back-office staff and get customer signatures through fully-featured native apps for iOS and Android devices. 
  • Offline Accessibility: Leverage offline accessibility for remote locations. Sync data as soon as the internet is available. 
  • Open API: Integrate FieldAware with existing business software for ERP, accounting, CRM or custom solutions with an API based on the JSON data-interchange format. 
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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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  • Scheduling and Dispatch: Automate job scheduling and dispatch based on service regions, technician skills, location and route efficiency. View real-time location and availability of field workers to assign jobs and dispatch resources efficiently. 
  • Route Optimization: Cut down transit time, and optimize route planning with the most cost-, time and fuel-efficient route for each field technician and corresponding work orders. 
  • Work Order Management: Create work orders with customer location, contact information and service requests, associated tasks and checklists, required assets and equipment, service history, photos and manuals. 
  • Asset Management: Maintain a detailed record of assets to schedule maintenance, recognize upsell opportunities, and document issues and repairs. 
  • Barcode Scanner: Enable field staff to scan barcodes to pull up item or asset details, including make, model and serial number while adding notes, photos and attachments to assets and tasks. 
  • Customer Portal: Create a branded customer portal to let customers submit word order requests, check job statuses and service history, access invoices and pay bills. 
  • Forms:  Create and maintain editable PDF forms to manage incident reports, safety checklists and customer surveys. Form data automatically synchronizes with jobs and other business solutions to maintain transparency of information. 
  • Knowledge Management: Maintain a knowledge base for field staff to share business expertise, standard operating procedures and tips in the form of documents, videos and images. 
  • Alerts and Notifications: Send real-time updates to field staff about work order allocation. Notify customers through email and SMS at all stages of the service cycle. 
  • Time Management: Manage employee timesheets for each work order and record labor costs for seamless payroll processing. 
  • External Integrations: Get pre-built integrations with NetSuite, QuickBooks, Salesforce, Xero and CentralBOS. Open API facilitates custom integrations with other accounting, ERP, CRM and business solutions, as required. 
  • Invoicing: Create and share customizable and brandable estimates, quotations, invoices, waiver forms and work orders on the field through SMS or email. Capture client signatures, collect payments and sync transactional data with accounting tools. 
  • Reporting and Insights: Access 12 standard reports and an intuitive report builder to monitor key performance indicators and visualize data at a glance. 
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Product Ranking

#12

among all
Field Service Management Software

#69

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

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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
Fair User Sentiment 62 reviews
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.

66%
of users recommend this product

FieldAware has a 'fair' User Satisfaction Rating of 66% when considering 62 user reviews from 1 recognized software review sites.

4.6 (189)
3.28 (62)
4.6 (77)
n/a

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

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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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Easy to Use: FieldAware is designed with a user-friendly interface that is simple and straightforward for both office staff and field technicians to navigate.
Streamlined Scheduling and Dispatching: The software provides efficient tools for scheduling and dispatching technicians, optimizing routes, and providing real-time job tracking.
Real-Time Job Tracking: FieldAware allows for real-time tracking of job progress and status updates, keeping everyone informed and improving communication between the office and field teams.
Mobile Accessibility: The FieldAware mobile app empowers field technicians to access job details, customer information, and complete tasks on-the-go, increasing efficiency and productivity.
Integration with Other Software: FieldAware integrates with popular business software such as QuickBooks, streamlining accounting and other business processes.
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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: FieldAware's reporting features are not as robust as some users would like, limiting the ability to analyze business data in depth.
Minimum User Requirement: A minimum of 20 users is required to use FieldAware, which can be a barrier for smaller businesses.
Customer Support Issues: Some users have reported experiencing challenges with FieldAware's customer support, such as slow response times or difficulty getting issues resolved.
Team Visibility Limitations: Team members cannot view their dispatch assignments directly and rely on the Team Lead for this information, potentially hindering proactive communication and coordination.
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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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Is FieldAware software really as keen as it seems in the field service management arena? User reviews from the past year reveal a mixed bag. On the upside, FieldAware consistently earns praise for its user-friendly interface, particularly for field technicians who find it intuitive and easy to navigate. This ease of use extends to features like scheduling, dispatching, and time tracking, streamlining daily operations for field teams. Users also appreciate the software's ability to improve back-office efficiency, citing faster invoicing and more detailed job records as key benefits. However, FieldAware isn't without its drawbacks. Some users point to limitations in reporting features, making it difficult to extract in-depth insights from their data. Occasional issues with customer support have also been reported, potentially hindering timely problem resolution. Moreover, FieldAware has been criticized for lacking certain advanced features found in competitors like ServiceTitan, such as automated customer communication tools. For instance, one user pointed out the absence of automatic text message notifications for customers when a technician is on the way. Overall, FieldAware appears best-suited for small to mid-sized businesses with mobile workforces seeking a user-friendly solution for managing core field service operations. Its strengths lie in its intuitive interface, efficient scheduling and dispatching capabilities, and seamless integration with other business software like QuickBooks. However, companies requiring robust reporting features or seeking more advanced automation capabilities might find FieldAware lacking and should explore alternative options.

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