In this article, you will learn how to get a new Workiz Phone number.

Workiz is an all-in-one field service management solution with a unique phone system designed for service businesses like yours. With Workiz phone, you can answer incoming calls and make outgoing calls with just a click.To learn more about the many benefits of using Workiz Phone, please see this article.

In order to use Workiz Phone, you will first need a Workiz Phone number. All Workiz accounts include one phone number at no charge. Purchasing a Workiz Phone  plan lets you add more numbers based on your plan configurations. You can also buy additional phone numbers for an extra fee.

Phone lines and plan limits

Each Workiz Phone plan includes a set number of phone lines, such as 5 or 10. Every phone number on your account uses one line, so you can have up to that many numbers at no extra cost.

When you reach your plan limit

Once every line in your plan is in use, you can still get more numbers by adding them to your contract as additional lines.

Additional lines stay on your contract for the rest of your contract term, and the line itself can’t be removed until your renewal period. You can remove the phone number on an additional line and replace it with a different one, but the line stays.

For example, if your plan includes 5 lines and all 5 are in use, and you want 3 more numbers, you would add 3 additional lines. Those lines are yours to use for the rest of your contract.

How to tell if you have an available line

The number of phone numbers you see in Workiz doesn’t always match the number of lines in use. When you release a number, its line stays in use until the next calendar month, so a line can look empty in your account and still be taken.

The simplest way to check is to start getting a new number:

• If you can get the number without being taken to checkout, you have an open line and there’s no extra charge.
• If you’re taken to checkout, no line is open right now. Getting the number would add an additional line to your contract.

Getting a new Workiz Phone number

1. From the sidebar menu, select Workiz Phone
2. Select the Phone numbers tab
3. Select Get a number
   
4. Select the country for your phone number (US or Canada only)

5. Choose the type of number you want to get (local or toll-free)

   Toll-free calls use a higher rate

   • With your phone plan: Each minute of a toll-free call uses 2 minutes. For example, a 2-minute call would count as 4 minutes of usage on your phone plan.
   • With on-demand usage: Each minute of a toll-free call is twice as expensive as a call made from a local number.
6. Enter or choose the prefix for your phone number (the first 3 digits/area code)
7. (Optional) Enter a preferred digit sequence to search for matching phone numbers
8. Select Search

9. Next to the number you want to add, select Get number

   If you no longer have any available lines on your phone plan, you will be required to purchase the number and add it to your contract. You will be prompted to check out if this number is being acquired as an additional charge.

Setting up your new number to receive calls

To receive calls on your new number, you will need to assign it to a call flow. Call flows determine how incoming calls are routed when customers dial this number.

For example, you can set up your call flow to route calls to:

• A group of team members
• An individual user
• Genius Answering to allow AI to handle calls on your behalf

Until a call flow is assigned and properly configured, any calls made to this number will automatically be sent to voicemail. You can configure your number when first purchasing it or after it has been purchased. Here we'll cover how to do it during the phone-number purchasing process.

1. Select the first dropdown menu and choose one of the following:
   
   1. Call Flow: Forward calls made to this phone number as defined by a specific call flow
   2. User: Forward calls made to this phone number to a specific user on your team
   3. Number: Forward calls made to this phone number to a specific external phone number
2. Select the second dropdown menu and choose the specific call flow, user, or number you want to forward calls to
3. Select Save

After setting up your new Workiz Phone number, calls made to this new phone number will automatically be forwarded to your specifications.

Removing a phone number

You can remove (release) a phone number you no longer need, for example if you want a different number. Please note that removing a phone number does not immediately make that line available to use with a different phone number. Removing a number and immediately getting a new number may result in additional charges. 

1. From the sidebar menu, select Workiz Phone
2. Select the Phone numbers tab
3. Next to the number you want to remove, select the trash bin icon
4. Confirm your decision