What we would aim for
After a call ends, a record in Workiz with the caller, the address, and the job details. Workiz separates leads from jobs, so which one a phone call becomes is a decision we make with you.
Field service
On requestWorkiz shops can ask for an adapter.
Workiz shops tend to buy leads from several places and funnel them into one board. If the phone is one of those feeds, a call that ends as a Workiz record is the obvious next step. It is not built yet.
On request. Not live. There is no Workiz connection to switch on. We scope and quote it for a shop that needs it.
How the connection actually works
What we need from the shop
API credentials from your Workiz account and a clear idea of which lead sources already land there, so we don’t create the same lead twice.
What we would not do
Assign a technician or edit your schedule. Dispatch stays in Workiz.
Daytime and after hours
During the day
A call you pick up yourself never reaches us. For a call the receptionist takes, a build would write after the call ends.
After hours
The same write at any hour, so the overnight call is a record waiting in Workiz.
What scoping would look like
What scoping would cover. Nothing to connect today.
Describe your lead flow
Where Angi, Thumbtack, Google, and the phone feed into Workiz today.
Choose lead or job
Which Workiz record a phone call should become.
Agree the quote and test
Adapter work is quoted at setup and tested before live calls.
Limits and edge cases
- No timeline is promised.
- Duplicate leads are a real risk if the same job arrives through two feeds. We would scope how to avoid it.
This is for
- Shops that already pipe Angi, Thumbtack, or Google leads into Workiz.
This isn't
- Shops that only need the calendar. Cal.com and Google Calendar are live today.
What we won't claim
- Exist as a self-serve connection.
- Pull your Workiz leads into Right On Call.
- Assign technicians.
Workiz questions
Is Workiz supported?
Not yet. It is on request and quoted at setup.
Can the phone lead and the Angi lead both reach Workiz?
That is the kind of thing we scope. The goal is one record per job, not two.
What is live that I can use now?
The phone answering, the booking calendar, and the on-call text. Your office keys the job into Workiz.