Meet the
Workiz
Softphone

With the Workiz softphone, your calls are automatically added to the correct jobs and clients, allowing you to keep excellent records, understand what happened with each and every client, what services were offered, how your staff interacted with your client and more. This gives you the correct context for every single client and job, allows you to look at the big picture, and take the appropriate actions in your business.

 

Get the
Full story

With the Workiz softphone, your calls are automatically added to the correct jobs and clients, allowing you to keep excellent records, understand what happened with each and every client, what services were offered, how your staff interacted with your client and more. This gives you the correct context for every single client and job, allows you to look at the big picture, and take the appropriate actions in your business.

Call Contacts
or Dial
New Numbers

With the Workiz softphone, you’re always in sync. Your contacts are in the softphone, just waiting for you to call, or you can dial new numbers on the dial pad. 

Choose Your Number

With Workiz you can use one or as many numbers as you’d like, for your business. Select whether you’d like a local or toll free number and search in your preferred area code. Then, every time you place a call with the softphone, you can choose the number you’d like to call from.

Set Statuses

If you’d like to make and receive incoming and outcoming calls, set your softphone to “Available.” If you prefer not to be disturbed by incoming calls (but still want to make outgoing calls,) set your phone to “Unavailable.”

Add Jobs,
Clients
and Leads

The beauty of the Workiz softphone is how time-saving it is. Add new jobs, clients and leads straight from the dialer and into Workiz. So you’ll never miss a beat.

Create
Custom
Call Flows

At Workiz you decide. Either use an automatic call flow we’ve set up for you or just create your own. Decide exactly what happens to each and every call and what the call flow should look like.

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