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
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.
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.