Home > Field Service Management Software > Workiz > Workiz vs ServiceM8

Workiz vs ServiceM8

Last Updated: November 18th, 2024

Our analysts compared Workiz vs ServiceM8 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

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.

ServiceM8 is a cloud-based system that helps field service professionals minimize paperwork and manage all aspects of field activities. Some of these processes include sending quotes, scheduling jobs, tracking field staff and handling invoices, reports and on-site payments.

It opens up communication with real-time updates between field, back office and management staff as well as customers, ensuring faster services and time-efficient business operations.

$198 Monthly, Freemium

Free Trial is available →

Get a free price quote

Tailored to your specific needs

$29 Monthly

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

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.

Manage Invoicing Easily: Simplify invoicing and payments. Create and share invoices from anywhere at any time, and get them processed through electronic signatures and payments.
Ease of Communication: Communicate seamlessly with technicians, staff members and customers through instant messaging, emails and notifications.
Maintain Service Levels: With quick communication, real-time updates and simplified service delivery management, maintain service levels and get repeat work from existing customers.
Minimize Paperwork: Minimize paperwork and save time by generating invoices, collecting signatures and payments electronically, as well as storing digital photos and diagrams to maintain job requirements, progress and service history.
Secure Cloud Storage: Store all user data and records in an encrypted, remote server with cloud-hosted software, and get a backup in case of system failure or incompetency.
Integrations: Leverage pre-built integrations with numerous accounting, staffing and email marketing apps, or build custom integrations through an open API and SDK and app integrators such as Workato and Zapier to create a seamless operational environment.
Mobile Access: Get a fast and reliable iOS app for communication, invoicing and job management in the field.

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.

Job Management: Access all job and client details anytime, anywhere. Send all the information related to an assigned job to field staff directly through the platform, eliminating the need for repeated calls.
Checklists and Tasks: Ensure that each job is completed during the first delivery service by breaking it down into smaller tasks and checklists.
Technician Management: Track and manage technicians and field staff with access to their live location, navigation and check-in at job arrival and job progress.
Service History: Record, maintain and access service history for each client along with details like order, materials used, notes, photos, emails, messages and invoices.
Job Scheduling: Drag and drop jobs onto the desired staff members and booking window or specific timings to manage advance bookings, maintenance and recurring jobs, instant dispatches and flexible jobs. Notify field staff of schedule changes instantly.
Dispatch Map: Get access to all field staff’s live location to make smart dispatch and routing decisions without calling for manual updates.
Integrated Navigation: Guide field staff to the job site through the fastest possible route in two simple clicks with integrated navigation.
Job Reminders: Send timely reminders to the allocated field staff regarding navigation and travel time to the job site so that no appointment is missed or delayed.
Quote Management: Create, manage and share quotes with customers using customizable templates. Issue multiple quote options for the customers that can be viewed and accepted online.
Invoices: Create professional invoices using pre-set templates and share them with customers via mail, text or printed media while on the job site.
Payment Management: Facilitate online and instant invoice payments through credit card, debit card and Apple Pay.
Deposits and Pre-Payments: Prompt customers to pay in advance for their bookings using cards, Google Pay, Apple Pay and Microsoft Pay.
Communication Management: Communicate directly with staff and clients via email and message services from the platform. Pre-built customizable templates also help save time and maintain a consistent tone.
Activity Feed: Utilize a live activity feed to access updates from all the jobs and service deliveries and request and share information when required.
Staff Messaging: Use built-in instant messaging for communication between the back office and field teams.
Offline Access: Enable the field teams to access and update all relevant information from the job site, even if there is no internet connectivity. Updates are synced to the system once connectivity is restored.
Document and Barcode Scanning: Use the software to auto-detect, scan and store documents in a high-resolution PNG format. Add materials to invoices through barcode scanning.
Custom Forms:: Create, save and share customized forms and reports suited to a business’s requirements, using an online form editor with flexible question type options.
Asset Management: Create customer-owned assets, save them on site and generate PDF reports of all assets.
24/7 Online Booking: Let customers request quotes or services, book services and pay in advance online any time, from anywhere. Booked jobs are synced directly to the calendar.
Knowledge Sharing: Record, save and share business expertise, tips and procedures with staff members in the form of videos and articles.
Customer Feedback: Collect feedback about service delivery and overall experience to consistently improve operations.
Reports: Get automated reports on business operations, jobs and service deliveries, activity feeds, timesheets and revenue. These reports can be further customized as required.

Product Ranking

#12

among all
Field Service Management Software

#18

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

Workiz

ServiceM8

+ Add Product + Add Product

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%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

36%

64%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

User Sentiment Summary

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.

94%

of users recommend this product

ServiceM8 has a 'excellent' User Satisfaction Rating of 94% when considering 288 user reviews from 2 recognized software review sites.

n/a

4.3 (6)

4.6 (189)

n/a

4.6 (77)

4.7 (282)

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.

Cost: About 100% of the users who consider the price to be a determining factor recommend the software for its affordability.

Overall Functionality: Nearly 100% of the users who refer to the overall features and functionality agree that it's a well-rounded product with improved features being added at every update.

Ease of Use: As many as 80% of the users who talk about ease of use note that the product is user-friendly.

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.

Mobile App: Approximately 67% of the users who mention the mobile app find the lack of an Android app a limitation to field use.

User Interface: About 75% of the users who refer to the user interface concur that the interface is clunky and difficult to navigate.

Customization: A lack of customization proves detrimental to nearly 67% of the users who mention it.

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.

ServiceM8 is an affordable solution for field service professionals to schedule and manage their daily operations. Its ease of use and constantly improving functionality makes it a favorable solution for growing businesses. However, its user interface needs to be updated and simplified. Moreover, offering customizable solutions and an Android app for field operations are things users wish existed.

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

Related Categories

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

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

Compare other software products using the SelectHub platform

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

FAQ

How can I do a in-depth comparison of Workiz and ServiceM8? 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