Adding jobs from SMS

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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

Messages
You can also navigate to the messaging center by clicking one of the recent messages from under the navigation.

Recent Messages

In your messaging center, you can browse messages by contacts.
Now, every time that Workiz will pick up on a message that has:
-A valid address.
-A phone number.

There will be an “Add Job” button in the message block allowing you to add this as a new job.

Screen Shot 2017-04-23 at 4.36.49 PM

Click the button and the “New Job” page will open with all the values already in place. Select a job type and submit.

Everything else that was not identified will be placed in the tech notes box.

How can companies send me jobs?

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2 Comments

  1. Avi

    Great feature, but what counts as a valid address?

    1. Workiz

      Well, the address search can pick up on many formats.
      The main idea is
      123 main st Anytown, CA 92111
      We are always improving the way this feature finds jobs in messages so let us know if we miss anything.

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