Home > Field Service Management Software > Workiz > Workiz vs Pricebook Plus

Workiz vs Pricebook Plus

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Our analysts compared Workiz vs Pricebook Plus 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
Workiz Software Tool
SelectHub Award Winner
Pricebook Plus Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

73 Detailed Analysis

User Sentiment

Excellent User Sentiment (266 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Excellent User Sentiment (4 Reviews)

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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Pricebook Plus is a comprehensive software solution designed to streamline Field Service Management tasks. It excels in managing scheduling, dispatching, invoicing, and customer relationship management, making it particularly well-suited for service-based businesses such as HVAC, plumbing, and electrical services. The software's robust features include real-time job tracking, inventory management, and detailed reporting, which enhance operational efficiency and customer satisfaction.

Users appreciate the intuitive interface and the ability to customize workflows to fit specific business needs. The software's integration capabilities with other business tools further amplify its utility. Pricebook Plus stands out for its user-friendly design and the significant reduction in administrative overhead it offers. Pricing typically falls within a mid-range bracket, often based on the number of users or service calls, with options for monthly or annual payments.

Compared to similar products, Pricebook Plus is praised for its reliability and comprehensive feature set, making it a preferred choice for businesses aiming to optimize their field service operations.

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$198 Monthly, Freemium
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$169/User, Monthly
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Product Assistance

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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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  • Increased Efficiency: Streamline scheduling and dispatching to reduce downtime and improve productivity.
  • Enhanced Customer Satisfaction: Provide real-time updates and accurate ETAs to keep customers informed and happy.
  • Improved Resource Allocation: Optimize the use of field technicians and equipment to ensure maximum utilization.
  • Accurate Billing: Automate invoicing and ensure precise billing based on actual work completed and materials used.
  • Better Compliance: Maintain adherence to industry regulations and standards through automated compliance checks.
  • Data-Driven Decisions: Utilize comprehensive analytics and reporting to make informed business decisions.
  • Reduced Operational Costs: Minimize travel time and fuel expenses by optimizing routes and schedules.
  • Enhanced Communication: Facilitate seamless communication between field technicians and office staff for better coordination.
  • Scalability: Easily scale operations to accommodate business growth without compromising service quality.
  • Real-Time Tracking: Monitor the status and location of field technicians in real-time for better oversight.
  • Inventory Management: Keep track of inventory levels and ensure that necessary parts and tools are always available.
  • Customizable Workflows: Tailor workflows to meet the specific needs of your business and improve operational efficiency.
  • Enhanced Accountability: Track technician performance and job completion rates to ensure accountability and continuous improvement.
  • Reduced Paperwork: Digitize forms and documentation to reduce manual paperwork and streamline administrative tasks.
  • Proactive Maintenance: Schedule regular maintenance tasks to prevent equipment failures and reduce downtime.
  • Customer Self-Service: Allow customers to book appointments and track service status through a user-friendly portal.
  • Integration Capabilities: Seamlessly integrate with other business systems for a unified and efficient workflow.
  • Mobile Access: Enable field technicians to access job details, update statuses, and capture signatures on the go.
  • Enhanced Safety: Implement safety protocols and ensure compliance with health and safety regulations.
  • Cost Transparency: Provide customers with clear and transparent pricing to build trust and avoid disputes.
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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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  • Comprehensive Pricebook Management: Easily manage and update pricing for all services and products in one centralized location.
  • Customizable Service Packages: Create tailored service packages to meet specific customer needs, enhancing service flexibility.
  • Real-Time Updates: Ensure all team members have access to the latest pricing and service information with instant updates.
  • Integration with Field Service Software: Seamlessly integrate with existing field service management tools to streamline operations.
  • Automated Pricing Rules: Set up automated rules for discounts, markups, and special pricing scenarios to maintain consistency.
  • Detailed Reporting and Analytics: Generate comprehensive reports to analyze pricing trends, service profitability, and customer preferences.
  • Mobile Access: Access and update the pricebook from any mobile device, ensuring field technicians have the information they need on the go.
  • Customer-Specific Pricing: Offer personalized pricing for different customer segments, enhancing customer satisfaction and loyalty.
  • Inventory Management Integration: Link with inventory systems to ensure accurate pricing based on current stock levels and availability.
  • Secure Data Management: Protect sensitive pricing information with robust security measures and user access controls.
  • Multi-Currency Support: Handle pricing in various currencies to accommodate international customers and operations.
  • Historical Data Tracking: Keep track of historical pricing changes and service adjustments for audit and analysis purposes.
  • User-Friendly Interface: Navigate and manage the pricebook with an intuitive and easy-to-use interface designed for efficiency.
  • Customer Feedback Integration: Incorporate customer feedback directly into the pricebook to refine and improve service offerings.
  • Training and Support: Access comprehensive training resources and support to ensure effective use of the software.
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Product Ranking

#12

among all
Field Service Management Software

#89

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
Excellent User Sentiment 4 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.

100%
of users recommend this product

Pricebook Plus has a 'excellent' User Satisfaction Rating of 100% when considering 4 user reviews from 1 recognized software review sites.

4.6 (189)
5.0 (4)
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

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

User Favorite Award

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: Users find the interface intuitive and easy to navigate, even for those new to field service management software. They appreciate the straightforward setup and the ability to quickly find the information they need.
Streamlined Scheduling: Pricebook Plus helps businesses optimize their scheduling by providing a clear view of technician availability, service requests, and customer locations. This allows for efficient dispatching and reduces wasted time.
Improved Communication: The platform facilitates seamless communication between technicians, dispatchers, and customers. Users appreciate the ability to send updates, track progress, and resolve issues quickly.
Mobile-Friendly: Pricebook Plus offers a mobile app that allows technicians to access important information and complete tasks on the go. This enhances productivity and reduces reliance on desktop computers.
Reporting and Analytics: The software provides valuable insights into business performance through detailed reports and analytics. Users can track key metrics, identify areas for improvement, and make data-driven decisions.
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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 Customization: Pricebook Plus doesn't allow for much flexibility in setting up pricing structures, making it difficult to accommodate unique service needs or complex pricing models. For example, if you need to offer discounts based on specific customer segments or service bundles, you might find yourself limited by the available options.
Lack of Integration: Pricebook Plus can be challenging to integrate with other systems, especially if you're using a variety of software for your field service operations. This can lead to data silos and manual workarounds, which can be time-consuming and error-prone. For instance, if you need to sync pricing data with your CRM or inventory management system, you might encounter difficulties.
Steep Learning Curve: Pricebook Plus can be complex to learn and use, especially for users who are not familiar with Salesforce. This can lead to frustration and slow adoption, particularly for field technicians who need to quickly access and understand pricing information. For example, navigating the interface and understanding the various pricing options can be a challenge for new users.
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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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User reviews suggest that Pricebook Plus is a solid choice for businesses looking for a user-friendly and affordable field service management solution. Users consistently praise the software's ease of use, particularly for creating quotes and estimates. They appreciate the intuitive interface and the ability to quickly generate proposals with multiple options, which saves them time and effort. Pricebook Plus also shines in its customer support, with users highlighting the responsiveness and helpfulness of the team. They are impressed by the team's willingness to go above and beyond to resolve issues and provide personalized assistance. This level of support is crucial for businesses that rely on their software to operate efficiently. However, some users have expressed a desire for more customization options. They would like to be able to tailor certain features to their specific needs and workflows. While Pricebook Plus offers a good range of features, it may not be the perfect fit for businesses with highly specialized requirements. Despite these minor drawbacks, Pricebook Plus is a strong contender in the field service management market. It is particularly well-suited for small to medium-sized businesses that need a reliable and affordable solution to manage their operations. The software's ease of use, robust features, and exceptional customer support make it a valuable asset for any field service business looking to streamline their processes and improve their efficiency.

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Screenshots

Top Alternatives in Field Service Management Software

Dynamics 365 Field Service
FieldEdge
Housecall Pro
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Kickserv
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Oracle Field Service
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ServicePower
ServiceTitan
simPRO

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Head-to-Head Comparison

Workiz VS Dynamics 365 Field Service
Workiz VS FieldEdge
Workiz VS Housecall Pro
Workiz VS IFS Field Service Management
Workiz VS Jobber
Workiz VS Kickserv
Workiz VS Oracle Field Service
Workiz VS Salesforce Field Service
Workiz VS Service Fusion

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