1.How do I use the Workiz dialer?

Click the dialer icon at the top right hand of your screen.

The dialer opens.

(If you have multiple numbers) Select the number you’d like to dial from.

Type in the Contact Name or Phone number you’d like to call.

Click the phone icon, at the bottom of the dialer.

Select the phone icon again when you’re ready to end the call.

2. Choosing the Number You Wish to Dial From

At the bottom of the dialer, select “Calling From.”

A pop-up appears with your available phone numbers.

Select the one you wish to place your call from.

You’re back at the dialer. Enter the phone number, or select a contact from your contact book and dial.

3. View your call history

Click the Call History icon to view a log of your previous calls.

From this screen you can also

Add a new:

A: Client/Lead/Job

B: Listen to a recording of your call

C: Dial this number again

  1. Add New Client
  2. Add New Job
  3. Add New Lead


4. Searching your Contacts

From the dialer, click the Contact Book icon, to access and search from your existing Workiz contacts

5. Directly Dial a Number
From the dialer you can directly dial a number you wish to call or search from your contact book.

6. Adding a Client / Job / Lead from a Call
Click the Call History icon from the dialer page.
From the Call History screen you can:

Add a new:
A:
Client/Lead/Job

B: Listen to a recording of your call

C: Dial this number again

  1. Add New Client
  2. Add New Job
  3. Add New Lead

7. Change Your Status to Available/Unavailable

From the bottom of the dialer click the Status bar.

Select whether you’d like to be on Unavailable or Available.

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