Auto leads allow you to automatically create leads from lead sources you know. Workiz will parse the Email or text message you receive and create a new lead. First, enable your Leads Add-ons. 1. Click the Settings Cogwheel, located in the top, right-hand corner. 2. Select Add-ons. 3. From the Add-ons page, turn the Leads toggle […]
Workiz includes all the restrictions you need for managing your team’s access level. One commonly used restriction for field teams is the Assigned jobs restriction. What this essentially means is that users with this restriction will only be able to view jobs and messages that were assigned to them and […]
You can change the default item numbers for your Jobs Leads Invoices Estimates How to change the next number? 1. Click the top right settings icon and then settings from the drop-down menu 2. Click the Numbering tab. 3. Here you can see the next numbers for all your […]
With Workiz, you can make sure that you only assign field techs that can actually service the area where the job is located. Note: This article is meant for accounts that use Metro areas 1. Go to your team section from the left menu. 2. Edit one of your team members […]
Metro areas are a great option for gaining more insight and order across your service business. Not all service providers need it though. Here’s a few questions you should ask yourself before setting up Metro Areas in Workiz: Do you work in more than one city (Example: San Diego & Orange County)? Do you have […]
Field techs in Workiz are users that you can assign jobs to. To add a new field tech, add a new user under “Team“. And make sure you select “Yes” under “field tech” Now you can assign and message any job to this tech.