Saved notes and comments

At Workiz we are all about making you do more with less typing. Workiz allows you to save pre defined tech notes and comments that you find yourself entering over and over again. Common tech notes: Quoted a service call, Waiting outside, Call before arriving… Common Comments: Customer called back, […]

Adding jobs from SMS

Workiz allows you to add jobs from incoming messages. This is useful if your business is taking job referrals from other companies and you want to save time typing. To add jobs from an incoming message navigate to your messaging center using the message icon from the top right You can […]

SMS settings

Setting Up Two-Way Messaging With SMS Workiz Allows you to communicate with your techs, client and referral companies with SMS. In this article, we'll show you how to set up your own local SMS number included with your subscription. *When you first sign up all your messages will be sent from [...]

Managing tax rates

Every country / State / City has different VAT or sales tax and every business has its way to calculate them into work performed. Workiz gives you the maximum flexibility when it comes to your tax rates. Adding tax rates 1. Click the top settings icon and then the Settings […]

Schedule filters

You can filter your schedule to find the relevant information using a variety of option Views View you jobs, leads, and tasks by Month, Week, Day, Timeline or list view. You can navigate left and right using the arrow icons on the right. Appointment type As a default, you can see all […]

The Schedule

Workiz’s schedule helps you stay on top of your appointments and workflow. Your schedule shows: Jobs, Leads, and Tasks Drag And Drop Calendar. You can move jobs around on your calendar by dragging the to the required tie slot. To edit a job, double click it. To create a new job for […]

Service and products

The products and services list is where all your line items are set up. When you later create an invoice or estimate this list would be available to select from. Adding a new item 1. Log into your Workiz account. 2. Click the top cogwheel icon (Settings) and from the drop-down, click Settings.   […]

Setting ad groups

Knowing where jobs come from can make a huge difference for any service business and help minimize costs for UN-profitable advertising campaigns. You can select an ad group for any job from the job page and then get statistics by ad sources To add a new ad group navigate to: […]

External company commissions and finance

Workiz allows you to automatically assign external company commissions and finance settings when jobs are closed. To define those settings navigate to: Administration -> Job Settings -> External Companies Click on the pencil icon next to any company to edit it. Company finance rules are very similar to technician finance […]

Technician commissions and finance

Workiz allows you to automatically assign technician commissions and finance settings when jobs are closed. To define those settings navigate to: Administration -> Users & Roles -> User Management Click on the pencil icon next to any user to edit it NOTE: Finance and commission settings are only available for […]