Simpro
Simpro is a comprehensive field service management software providing end-to-end solutions for trade businesses to streamline estimating, scheduling, invoicing, and real-time project tracking to improve overall operational efficiency.
Workiz
Workiz is an all-in-one field service management software designed to help small to medium-sized service businesses streamline scheduling, dispatching, invoicing, and customer communication to increase overall revenue.
Quick Comparison
| Feature | Simpro | Workiz |
|---|---|---|
| Website | simprogroup.com | workiz.com |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 7 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2002 | 2015 |
| Headquarters | Brisbane, Australia | San Diego, USA |
Overview
Simpro
Simpro provides a complete toolkit to help you manage every aspect of your service, project, and maintenance work. You can move away from messy spreadsheets and paper forms by centralizing your office and field operations in one platform. It allows you to create professional estimates, schedule your technicians efficiently, and track materials in real-time so you always know your project margins.
The platform is designed specifically for trade industries like electrical, plumbing, HVAC, and security. You can automate your invoicing process and sync your financial data directly with accounting software like QuickBooks or Xero. By giving your field technicians a mobile app to record notes and photos, you ensure your office team always has the most up-to-date information to provide excellent customer service.
Workiz
Workiz provides a centralized platform to run your entire field service business from your desktop or mobile device. You can ditch the paper trails and messy spreadsheets by managing your jobs, technicians, and finances in one synchronized system. It helps you handle the full customer lifecycle, from the moment a lead calls in to the final payment collection and review request.
You can optimize your daily operations with visual drag-and-drop scheduling and real-time GPS tracking of your team. The platform specifically targets trade industries like locksmithing, carpet cleaning, junk removal, and HVAC. By automating your back-office tasks and professionalizing your customer interactions, you can focus on scaling your business and winning more jobs without the administrative headache.
Overview
Simpro Features
- Multi-Stage Estimating Create accurate quotes for complex projects by breaking them down into sections and adding labor and materials with ease.
- Visual Scheduling Assign the right technician to the right job instantly using a drag-and-drop calendar that shows real-time availability.
- Simpro Mobile Equip your field staff to update job status, capture customer signatures, and upload site photos directly from their smartphones.
- Inventory Tracking Monitor your stock levels across multiple locations and vehicles so you never run out of essential parts mid-job.
- Automated Invoicing Generate professional invoices the moment a job is completed and send them to customers to get paid faster.
- Asset Management Track the service history of customer equipment and set up recurring maintenance schedules to ensure nothing is missed.
Workiz Features
- Easy Dispatching. Assign jobs to your technicians using a visual drag-and-drop calendar that updates everyone's schedule in real-time.
- Workiz Voice. Record calls, track marketing sources, and manage all customer communications through a built-in integrated phone system.
- Online Booking. Let your customers book appointments directly from your website or social media pages at any time of day.
- Invoicing & Payments. Generate professional invoices on the spot and accept credit card payments in the field for faster cash flow.
- GPS Tracking. Monitor your team's location in real-time to provide customers with accurate arrival times and optimize driving routes.
- Automated Notifications. Send automatic 'on-my-way' texts and appointment reminders to reduce no-shows and keep your customers informed.
Pricing Comparison
Simpro Pricing
Workiz Pricing
- Up to 2 users
- Scheduling and dispatching
- Invoicing and estimates
- Client management (CRM)
- Workiz mobile app
- Everything in Lite, plus:
- Up to 5 users
- Workiz Voice (Phone system)
- Automated client notifications
- Online booking tools
- Standard reporting
Pros & Cons
Simpro
Pros
- Comprehensive end-to-end workflow management for complex projects
- Robust integration with popular accounting software like Xero
- Highly customizable features tailored to specific trade industries
- Excellent visibility into project profitability and labor costs
- Reliable mobile app for offline data entry in the field
Cons
- Significant time investment required for initial setup
- Steep learning curve for staff due to deep functionality
- Higher price point compared to basic scheduling tools
Workiz
Pros
- Intuitive drag-and-drop scheduling interface
- Excellent integrated phone system for tracking leads
- Responsive mobile app for field technicians
- Streamlined invoicing process speeds up payments
Cons
- Higher starting price than some competitors
- Steep learning curve for advanced automation
- Limited customization for specific niche reports