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Book jobs, create leads and look up clients for Workiz during every call.

Connect Workiz and your agent can work inside your field service schedule while it talks to callers. It can look up a client's details and past notes, create a new lead or job, and assign a technician to a job. Your agent can also check an invoice or estimate when a customer asks about their balance. Everything it does is written straight into Workiz, so your dispatch board stays current without anyone re-typing the call.

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What your agent can do with Workiz

  • Look up client details, addresses and notes when a caller phones in
  • Create scheduled or unscheduled jobs and leads for new or existing clients
  • Assign a technician to a job or lead on the spot
  • Check the status and totals of an invoice or estimate for a caller
  • Add a note to a client record so the next call starts with context

Workiz exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking a repair call

  1. Caller

    Hi, my water heater is leaking and I need someone out today if possible.

  2. Agent

    I can help with that. Can I get your name and the address where the unit is?

  3. Caller

    Sure, it's Dana Ortiz, 214 Maple Court.

  4. Agent

    Thanks Dana. I've found your account and created a same-day job. Our first technician is available at 2:30 this afternoon. Shall I book that?

Checking an estimate

  1. Caller

    I got an estimate for the kitchen work last week. Has it been approved yet?

  2. Agent

    Let me pull it up. It's estimate 4418 for 3,250 dollars, and the status is still pending your approval.

  3. Caller

    Okay, I'll review it tonight and reply by email.

  4. Agent

    Sounds good. I've added a note to your file that you'll confirm by email tomorrow.

Following up on a new lead

  1. Agent

    Hi, this is calling from Riverside Heating about the quote request you sent on Monday. Is now a good time?

  2. Caller

    Yes, we need an AC tune-up before the summer rush.

  3. Agent

    I've created a lead for you with a visit requested for next Tuesday morning. Would you like the 9 o'clock or 11 o'clock slot?

  4. Caller

    Nine works.

  5. Agent

    Booked for Tuesday at 9 a.m. A technician will be assigned and you'll get a confirmation.

How to connect Workiz

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Workiz

    From Integrations in the dashboard, choose Workiz and enter the connection details from your Workiz account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Workiz actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All CRM & sales integrations

Questions, answered.

Does the agent work with Workiz during the call or only afterward?

Both. Your agent can look up clients, create leads and jobs, and assign technicians while the caller is still on the line. Anything it records is saved in Workiz immediately.

What do I need to connect Workiz?

You need an active Workiz account. Sign in to the AgentCalls dashboard, open Integrations, and enter the credentials from your Workiz settings. The connection takes a few minutes.

Which AgentCalls plan includes Workiz?

Integrations, including Workiz, are included from the Growth plan.

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Put your agent to work with Workiz.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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