Page 36 - GS220701

NewProducts

Scale faster, smarter with end-to-end

field management

orkiz, an Designed to optimize efficiencies, the platform directly
all-in-one connects purchase leads to CRM systems to improve track-
software- ing capabilities and also has the ability to generate local
W as-a-ser - financial reports, Clapman stated. In addition, built-in
vice (SaaS) platform for scheduling tools enable users to program automatic re-
home service businesses, minders to customers, he said, citing the following features
enhanced its dedicated and benefits:
business management • Customize workflows: Workiz users can create their
platform with tools own job forms, documents, reports and automated re-
designed to help busi- minders on the platform.
nesses track jobs, manage schedules, accept payments
and more, the company stated. Workiz noted the platform • Manage business communication: Workiz users can
serves numerous field service sectors, including locksmith, enhance the customer experience with call recording,
junk removal, carpet cleaning, garage door and appliance call masking, call flows and ad tracking on the plat-
repair industries. form.
• Automate business processes: Workiz users can man-
Adi (Didi) Azaria, CEO at Workiz, mentioned he has seen a age reviews, notifications, reminders and follow ups on
sharp uptick in field service calls, which heightens the need the platform.
for smart digital business management tools that workers
can easily access from an office or job site. "Workiz' rapid Workiz is used by more than 100,000 business profession-
growth over the past two years demonstrates a clear mar- als throughout the United States and Canada and processes
ket need for our platform, and we are motivated by provid- billions of dollars in transactions, millions of incoming and
ing our customers with an industry-defining product that outgoing calls, and serves over 17 million end users, Clap-
helps them make their respective businesses stronger," he man stated.
said.
Merchant, channel partner benefits
All-in-one business management
Workiz is also processor-agnostic, Clapman pointed out,
Azaria noted the Workiz platform's automated features en- which means merchants can remain with their processors.
able managers to set and forget back-office tasks. Automat- He also noted that Workiz manages customer onboarding
ed reminders alert clients when invoices are coming due and support, and provides ISOs and merchant level sales-
and review requests help users gain positive client reviews people (MLSs) a large upfront commission and 30-month
to improve their business reputations, he added. Marcus SaaS residual split for merchant customers in good stand-
Clapman, director of channel partners at Workiz, described ing. Clapman said ISOs and MLS partners increase month-
Workiz as a cloud-based solution for managing every as- ly revenue with zero financial exposure. Workiz partners
pect of business 24/7, in the office and the field. can create brochures and track leads, referrals and residu-
als on a dedicated ISO portal, where they can find email
"Users can use the platform to track and monitor every templates, slide decks and brochures.
job and manage all communications between technicians,
dispatchers and clients," he said, adding that with Workiz, Chapman advised ISOs and MLSs considering different
paper invoices, sticky notes and spreadsheets are a thing industry verticals to focus on businesses that send techni-
of the past for home service professionals who are free cians to customer sites, which may include HVAC, garage
to focus on more important business priorities. Clapman door companies, electricians, plumbers, locksmiths, handy-
further noted that Workiz was designed to make business men, appliance repair service providers and junk removal
easier for home service professionals. In today's on-demand companies. These businesses need to track calls, schedule
economy, he added, home service providers deserve to have appointments, estimate jobs, accept payments and manage
a dedicated business management platform. billing, he said.
Customize, manage, automate

Unlike similar business management solutions in the home Company: Workiz
service space, Workiz is a truly. all-in-one platform that Product: Workiz
brings together a range of telecommunications options to
make it easier for business owners to communicate with Website: www.workiz.com/iso-partners/
their homeowner customers whether they are in the office Contact: marcus.clapman@workiz.com
or on a job site, Clapman stated.
36