FieldEdge vs Workiz

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Our analysts compared FieldEdge 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.

FieldEdge Software Tool

Product Basics

FieldEdge, formerly dESCO, is a cloud-based solution that offers scheduling and transportation, payments, flat rate and ESC capabilities. It enables contractors to track, manage and streamline operations in real time. Its in-office inclusions include a smart dashboard with work order details and map-based scheduling.

Its performance dashboards offer in-depth sales insights and service agreements, program management, automated agreements and technician profitability modules. It assists with customer management and QuickBooks integration and provides on-field resources like price presentation, quotes and invoicing and a mobile CRM.
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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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$100/User, Monthly
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$198 Monthly, Freemium
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Mobile

Product Assistance

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Live Online
Videos
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Documentation
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Videos
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Email
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Knowledge Base
24/7 Live Support
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Product Insights

  • Streamlined Operations: FieldEdge simplifies the management of dispatch tasks, enabling businesses to efficiently allocate resources and respond to service requests promptly, leading to improved operational efficiency.
  • Enhanced Customer Satisfaction: By ensuring timely and effective service delivery, FieldEdge helps businesses meet customer expectations, fostering loyalty and encouraging positive reviews.
  • Increased Productivity: Automating scheduling and dispatch processes reduces manual effort, allowing staff to focus on higher-value activities and complete more tasks in less time.
  • Real-Time Visibility: FieldEdge provides real-time updates on job status and technician locations, enabling better decision-making and the ability to address issues as they arise.
  • Improved Communication: The software facilitates seamless communication between dispatchers, technicians, and customers, ensuring everyone is informed and reducing the likelihood of misunderstandings.
  • Comprehensive Reporting: With FieldEdge, businesses can generate detailed reports on various aspects of their operations, such as job completion rates and technician performance, aiding in strategic planning and performance improvement.
  • Scalability: FieldEdge is designed to grow with your business, easily accommodating an increasing volume of service requests and expanding service offerings without compromising on performance.
  • Cost Savings: By optimizing dispatch operations and reducing the need for manual intervention, FieldEdge helps businesses save on labor costs and minimize errors that could lead to costly rework.
  • Enhanced Professional Image: Utilizing a sophisticated tool like FieldEdge can enhance a business's professional image, instilling confidence in customers and setting the company apart from competitors.
  • Regulatory Compliance: FieldEdge helps ensure that businesses comply with industry standards and regulations by maintaining accurate records and facilitating adherence to best practices.
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  • 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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  • Scheduling and Dispatch: Assign the right individual for jobs with location and skill set-based recommendations. The capacity planner helps schedule customer appointments and optimize technician routes. Update tech status in real time, add changes to dashboards from anywhere and send automatic customer updates through emails, calls and texts. 
  • Performance Dashboard: Offers overviews of actual vs. planned sales performances, due and expiring service agreements and ticket value, including average job profitability. Enables managers to coach sales representatives using call performance metrics and audio recordings. 
  • Customer Management: Supports effective customer management with saved details, calls, images, equipment used and their histories. Allows clients to identify customers using aging assets to boost equipment replacement prospects. 
  • QuickBooks Integration: Provides seamless integration with QuickBooks solutions with inventory management and live integration capabilities. Transactional data flows directly to QuickBooks. Eliminates double entries to avoid accounting errors. Enables inventory tracking and management from warehouses to work orders. 
  • Service Agreements: Bill all jobs and track any service agreement. Sends automatic invoices and reminders to customers, boosts recurring income and enables quick payment collection. Offers program management to automate agreements. 
  • Price Presentation: Assists sales team through price books to strengthen quantitative and qualitative sales. Technicians can edit products and services from invoices or quotes through mobile devices. 
  • Quotes and Invoicing: Reduces payment duration and helps identify top performers. Send invoices and simplify payment processes for customers via multiple options. 
  • Mobile CRM: Automatically notifies customers about technician arrival via voicemail, emails or texts. Create orders and dispatch field technicians through mobiles. Displays equipment and customer history and sends regular alerts and reminders to dispatch boards. 
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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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Product Ranking

#50

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Field Service Management Software

#12

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Field Service Management Software

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Analyst Rating Summary

75
73
94
100
87
97
59
63
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Reporting and Dashboards
Mobile Capabilities
Billing and Invoicing
Customer Management
Billing and Invoicing
Customer Management
Reporting and Dashboards

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

FieldEdge
Workiz
+ Add Product + Add Product
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 94 87 59 67 80 95 97 23 69 82 63 100 97 63 57 80 83 87 30 71 63 78 0 25 50 75 100
100%
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100%
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78%
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22%
100%
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63%
0%
37%
63%
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37%
71%
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29%
57%
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43%
88%
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12%
88%
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12%
91%
9%
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82%
0%
18%
100%
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89%
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11%
13%
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87%
25%
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75%
71%
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29%
71%
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29%
83%
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17%
67%
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33%
63%
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37%
75%
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25%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
36%
0%
64%

User Sentiment Summary

Great User Sentiment 596 reviews
Excellent User Sentiment 266 reviews
85%
of users recommend this product

FieldEdge has a 'great' User Satisfaction Rating of 85% when considering 596 user reviews from 3 recognized software review sites.

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.

4.1 (55)
n/a
4.23 (286)
4.6 (189)
4.3 (255)
4.6 (77)

Awards

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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

Synopsis of User Ratings and Reviews

Streamlined Scheduling and Dispatching: FieldEdge simplifies the process of scheduling jobs and dispatching technicians, ensuring efficient use of resources and timely service delivery. Users appreciate the ability to track job progress, technician locations, and customer information in real-time, leading to improved communication and coordination.
Enhanced Customer Management: The platform offers robust customer management features, allowing businesses to maintain detailed customer profiles, track service history, and manage communication effectively. This comprehensive view of customer interactions helps build stronger relationships and improve customer satisfaction.
Mobile Accessibility: FieldEdge's mobile app empowers technicians with on-the-go access to job details, customer information, and invoicing capabilities. Technicians can update job statuses, capture signatures, and process payments directly from their mobile devices, increasing productivity and reducing paperwork.
Improved Financial Management: FieldEdge facilitates efficient financial management by providing tools for invoicing, payment processing, and expense tracking. Users can generate invoices, accept payments, and monitor expenses, streamlining financial operations and improving cash flow.
Reporting and Analytics: The platform offers comprehensive reporting and analytics capabilities, providing insights into key business metrics such as job performance, technician productivity, and customer satisfaction. These insights enable data-driven decision-making and help identify areas for improvement.
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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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Limited Customization: FieldEdge's interface and workflow might feel rigid and lack the flexibility for extensive customization to fit specific business processes, especially for dispatch-heavy operations with unique requirements.
Mobile App Functionality: The mobile app, while functional, may not have the full feature parity with the desktop version, potentially hindering field technicians' efficiency and access to information on the go.
Learning Curve: FieldEdge can have a steeper learning curve compared to simpler solutions, requiring more time investment for users to become proficient, which might impact productivity during the initial adoption phase.
Integrations: While FieldEdge offers integrations, the range and depth of integrations with other software tools businesses might be using could be limited, potentially creating data silos and hindering workflow 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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FieldEdge users frequently highlight its scheduling and dispatching capabilities as major strengths. The software's ability to optimize routes and track technicians in real-time helps businesses boost efficiency and keep customers informed. Its integration with QuickBooks is also a significant advantage, streamlining accounting processes. However, some users find the mobile app's interface clunky and occasionally unreliable. Compared to competitors like ServiceTitan and Housecall Pro, FieldEdge offers a more comprehensive range of features but at a higher price point. This makes it ideal for larger, established businesses with complex operations that require robust functionality. Smaller companies or startups with tighter budgets might find more value in simpler, more affordable options. Ultimately, FieldEdge empowers field service businesses to elevate their game by centralizing operations and enhancing communication, but its cost and complexity should be carefully considered.

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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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Workiz

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