Product Update: Give Video Estimates with Workiz New Zoom Integration!

   Make a great first impression on your clients by using video calls to give estimates. Workiz has created this solution to save you time and money, while also giving you the chance to build trust with your clients.

This week we’re excited to announce a new Zoom integration feature that enables you to start zoom meetings directly within Workiz, easily communicate with your clients, and give video estimates. With the recent events of COVID-19, it’s important to adapt practices accordingly and offer your customers a valuable solution.

Zoom is one of the most popular video conferencing tools, and you’re gonna love how easy it is to use.

With this new integration you will be able to:

1. Start Zoom meetings directly within Workiz

Anytime you are on your Workiz platform, you can immediately go to any job or message and send a “Zoom Meeting” link straight to your clients’ smartphones.

2. Give estimates remotely

With the Workiz Zoom solution, clients can easily video call you directly from a job location. This gives you the opportunity to quickly give an estimate and even confirm the job within the first call, rather than traveling back and forth from the clients’ home.

3. Save recordings of estimates in Workiz

In the service industry, you never know how a client is going to react. It’s important to protect yourself and your company by recording your Zoom calls (and the estimates that are agreed upon). This can be achieved by upgrading your Zoom account.

4. Get live updates from your techs in the field

We know that it’s important for you to be involved with each job, see the progress, or even just take a peek at the final results. If you aren’t able to make it to the field, you can simply make a quick video call with your techs and see the job evolution live.

Getting started with your Zoom integration:

Go to your Settings page and search for Zoom video meetings.

From the Zoom page you can easily connect to your Zoom account.

Sign in to Zoom (or create a free account).

Screen Shot 2020-07-01 at 11.48.21

Allow Workiz to access your Zoom account.

Screen Shot 2020-07-01 at 11.51.42

Click on the “Zoom Meeting” option that appears in your “Jobs” and “Leads” pages.  

This is also possible to do from your message center.

It’s that easy. Start offering video estimates to your clients today!

At Workiz, your time is valuable to us and we will continue making improvements to help you be more efficient and make sure you have the best possible experience with Workiz. Have any comments, questions or suggestions for improvement? We want your input! Reach out to our customer success team

Share this post:

Give Us 14 Days and We’ll Transform Your Business!
Get full access, no credit card required.