Best 7 workshop
software for small
businesses [in 2024]
Welcome to the digital toolbox revolution! Gone are the days of cluttered workshops and elusive tools. We've hammered down the best software for workshops. Prepare to tighten the bolts of productivity and polish your projects with a shine, all with a tap on your screen.
In any successful workshop, efficiency and organization are essential. Modern workshops need digital solutions to streamline workflow, manage projects, and keep track of tasks seamlessly. The apps we will explore offer these capabilities, from project management and collaborative platforms to scheduling and instructional databases.
These tools are designed to elevate your workshop from a simple discussion space to an integrated learning environment, enabling professionals to work smarter, not harder. With these digital companions, you're equipped to tackle any topic with precision and ease.
1. Vev
Who is it for
Vev workshop software suits small to medium-sized businesses. This multifunctional software solution simplifies key tasks such as scheduling and customer management, making it a valuable tool for owners looking to improve the way they provide their services and deal with administrative work.
It really helps with client relationships and in simplifying administrative tasks that would cost a lot with many traditional systems.
Features overview
Vev's booking system is flexible, designed to meet the needs of workshops. Vev's booking system is flexible, designed specifically for workshops needs. It is a complete CRM system that allows businesses to maintain comprehensive records of client preferences and histories, facilitating every interaction.
The platform provides automated reminders and notifications to keep your clients informed and engaged, reducing no-shows and ensuring smooth operations. Vev's built-in marketing suite makes it easy for workshops businesses to create and manage targeted marketing campaigns that reach new customers and boost engagement.
Vev's dashboards provide a clear view of cash flows, client data, and other critical business metrics in a user-friendly environment. The software also offers customized branding options.
Pricing
Free version $0 Plus version $8.99 - First month free. Pro version for enterprises: get in touch for custom pricing
$0-$8.99
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Pros
- Automated schedule management: Saves time and reduces the risk of errors associated with manual scheduling.
- Increased efficiency: Allows for more streamlined operations and the ability to focus on other tasks.
- Improved client experience: Provides clients with a convenient and user-friendly booking process, enhancing satisfaction and potentially leading to repeat business.
- Built-in CRM: Helps maintain organized customer information, facilitating better communication and customer relationship management.
Cons
- Setup Time: May take time to set up and get started.
- Tech Reliance: Relies on technology to manage orders.
- Learning Required: Staff and customers may need time to learn how to use it.
2. Jobber
Who is it for
Jobber targets workshops. It's tailored to streamline client interactions, scheduling, and billing, emphasizing customer satisfaction. Ideal for those aiming to consolidate administrative tasks and bolster client relationships.
Features overview
Jobber offers tools for efficient operations. The Client Manager centralizes customer information, while Scheduling and Dispatching ease job allocation. Invoicing and Follow-ups ensure prompt billing, supported by a Mobile app for accessibility. Online booking and Client Hub enhance customer interaction, while Job Forms and Quoting improve job accuracy. Credit Card Processing and Reporting tools offer insights for strategic planning. Mechanisms for 5-star reviews and email marketing attract new business. AI-powered tools optimize workflow and deliver insights. However, some users note concerns about the phone system's reliability and mapping limitations, affecting precise logistical operations.
Pricing
Grow, $349/mo, Connect, $169/mo, Core, $69/mo
$69 - $349
Website
Pros
- Jobber offers ease of use and effective payment integrations, simplifying the workflow from quote to job completion.
- Users find it helpful for managing time, clients, and schedules efficiently.
Cons
- Some users encounter issues with Jobber's phone system, experiencing delays and dropped calls.
- Additionally, limitations in the mapping system, allowing only two route resets per day, can be frustrating for users reliant on this feature.
3. Eyeontask
Who is it for
Eyeontask caters to workshops offering a suite of functionalities such as invoicing & billing and job scheduling. A feature is its client call history, aiming to please those who prioritize customer service and relationship management.
Features overview
EyeonTask is crafted to streamline the operational aspects of workshops with a suite of varied features. It equips businesses with tools for clear invoicing & billing, and potentially enhancing the experience with job pricing through Quotations/Estimations. Efficient Job Scheduling prevents overbooking or conflicts, while Inventory Management prevents unexpected shortages. The Job Time Tracker contributes to better project management, while Job Dispatching ensures tasks are assigned to the most suitable employees.
Pricing
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Pros
- Competitive pricing.
- Comprehensive features.
- Seamless migration.
- Efficient job management.
Cons
- Integration challenges.
4. Housecall Pro
Who is it for
Housecall Pro is tailored for workshops. It offers a comprehensive suite equipped with online booking, scheduling, dispatching, invoicing, and payment processing capabilities. Key features include built-in customer communication tools and integration with marketing automation, reporting, and analytics.
Features overview
Housecall Pro transforms how workshops manage their day-to-day operations. It provides online booking and scheduling, enhancing customer engagement with timely notifications.
The software streamlines dispatching, invoicing, and payment processing. It also offers powerful customer communication tools and marketing automation, fostering client relationships. Additionally, detailed reporting and analytics provide insights. Also, its affordability makes it accessible to businesses of various sizes and budgets.
Pricing
Starts at $69/month for the Starter plan, $109/month for the Professional plan, and $169/month for the Advanced plan.Free, $0/mo, Starter, $29/mo, Growing, $79/mo, Premium, $149/mo, Premium Plus, $349/mo
$69 - $169
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Pros
- Enhanced customer engagement through scheduling notifications.
- Potentially leading to increased client satisfaction and higher spending.
- Affordability of the software making it accessible for businesses of varying sizes and budgets.
- Ease of use and organizational features contributing to improved efficiency and productivity.
Cons
- Limited support options.
- Difficulties in escalating problems to speak with someone directly.
- Rapid implementation of new features may lead to challenges in adapting to changes.
- Renewal decisions influenced by the hassle of transitioning to a new software.
- Potentially resulting in regrets.
- Lack of capability to provide necessary information when prompted by the account.
- Leading to potential losses during tax filing.
5. ServiceM8
Who is it for
ServiceM8 caters to workshops. Its standout feature is a comprehensive mobile app designed for field technicians, for on-site efficiency.
Features overview
ServiceM8's design focuses on simplifying the nuances of job scheduling and dispatching, allowing businesses to effectively manage their field operations. Its interface facilitates quick and accurate quoting and invoicing, enabling businesses to streamline their financial processes without overwhelming complexity. For technicians on the move, ServiceM8 offers a robust mobile app that ensures they have all necessary job details at their fingertips, enhancing efficiency and customer satisfaction. Additionally, its emphasis on personalized customer interactions and real-time messaging provides substantial support to field staff, making communication and billing more manageable. Integration with key accounting software ensures orderly financial management.
Pricing
Free $0, Free $0, then $69/month for the Starter plan, $109/month for the Professional plan, and $169/month for the Advanced plan.Free, $0/mo, Starter, $29/mo, Growing, $79/mo, Premium, $149/mo, Premium Plus, $349/mo
$0 - $349
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Pros
- Ability to personalize customer interactions by addressing them by name, leading to enhanced customer loyalty.
- Efficient and responsive support staff provide exceptional assistance.
- Real-time messaging and access to photos facilitate on-road staff support and billing convenience.
- Simplistic interface with seamless integration capabilities with other essential software like accounting and email marketing.
Cons
- Lack of effective customer service support during issues, such as experiencing numerous duplicate jobs in the calendar over a short period.
- Difficulty in communicating with customer service representatives, with a preference for direct phone contact.
- Challenges in canceling the service due to poor customer service response and billing issues.
- Difficulty in canceling service despite being directed to log in, resulting in continued billing for another month.
6. Gorilla Desk
Who is it for
Gorilla Desk is designed for workshops, requiring straightforward scheduling and customer management solutions. Unique for its intuitive customer portal.
Features overview
Gorilla Desk helps workshops manage their workflow with features like quotes and estimates, scheduling and dispatching, and route planning. It simplifies invoicing and follow-ups and improves customer communication with integrated email and SMS.
The customer portal allows clients to interact directly, and the online reviews feature helps with reputation management.
Known for its user-friendly interface and reliable customer support, Gorilla Desk also offers off-site storage options and broad software integration.
Pricing
Basic, $49/mo | Pro, $99/mo
$49 - $99
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Pros
- Great experience, best investment for business startup.
- Easy-to-use product with excellent customer service.
- Powerful and versatile with off-site storage and seamless integration.
Cons
- Occasional connectivity issues during adverse weather or telecommunication failures.
- Limited refund policy for unused months.
- Mobile app limitations compared to desktop version.
7. Service Titan
Who is it for
Service Titan caters to workshops. Its comprehensive toolkit supports various business functions, from CRM to invoicing, making it suitable for businesses of diverse trades.
Features overview
Service Titan offers a comprehensive toolkit for workshops, prioritizing efficiency and organization. It facilitates detailed customer record-keeping and communication logs through its CRM functionality. Scheduling and dispatching features ensure methodical job assignment and timely service delivery. The mobile app empowers technicians with real-time access to job details and customer information. Integrated invoicing and payment processing streamline billing practices, while marketing automation capabilities aid in crafting targeted campaigns. Robust reporting and analytics tools provide valuable insights for strategic decision-making.
Pricing
ServiceTitan's pricing is custom and varies based on business size and requirements. Interested parties can request a quote from their website.
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Pros
- The software from Current, based out of ATL, is praised for its ease of use, visual interface, and self-explanatory nature.
- Users appreciate the helpful and kind support staff at Service Titan, who are always ready to assist.
- They find Service Titan to be the best service software for service-related construction businesses, citing its user-friendly design and comprehensive job information.
- Integration with phone lines, a messaging board for technicians, and robust marketing tracking are also highlighted.
Cons
- Some users report encountering too many bugs and trouble areas with the basic software, expressing concerns about the company's rapid growth.
- Others have had negative experiences with onboarding processes and software from other providers.
- Additionally, there have been frustrations with missed calls not being properly notified, leading to customer dissatisfaction.
- However, it's noted that these experiences may have changed over time.
Essential Features in Software for Workshops
One of the key features to look for in workshop software is a flexible booking system that can adapt to your specific needs. A good CRM system is also important, as it helps personalize interactions with clients by keeping track of their preferences and histories.
Additionally, automated reminders and notifications are crucial for reducing no-shows and improving client engagement. Also, consider platforms with customized branding options so you can match the software's appearance to your brand, ensuring a consistent experience for your clients.
Why You Should Consider Software for Workshops
Using workshop software can make your operations smoother. Automated reminders and a good CRM reduce miscommunication and boost customer satisfaction. The software includes tools to help promote new services or products.
Clear dashboards show cash flow, client data, and other important information, helping you make smart decisions.
Investing in workshop software makes management easier and helps grow your business by using data insights and improving customer relationships.
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