In this article, you will learn how to get a new Workiz Phone number.
Workiz isn’t just the best scheduling and managing solution for service pros, it also has a built-in, one-of-a-kind phone system designed for service businesses like yours: Workiz Phone. With Workiz Phone, you can answer incoming calls and make outgoing calls with just one 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 plans will receive one Workiz Phone number free of charge. Extra Workiz Phone numbers can be purchased for an additional cost
Tip: If you have an existing phone number that you would like to continue to use, you can port that number over to Workiz. To port over your existing phone number, please see this article.
Getting a new Workiz Phone number
From the navigation bar, select Settings > Settings
Under Calls & Text, select Numbers
Select Get a Number
Setting up your new Workiz Phone number
Complete the Buy a Number fields:
Country: Choose the country you want to associate with this phone number
Number Type: Choose the area code you want to associate with this phone number
Decide which phone number you want and select Get
Select the first dropdown menu and choose one of the following:
Call Flow: Forward calls made to this phone number as defined by a specific call flow
User: Forward calls made to this phone number to a specific user on your team
Number: Forward calls made to this phone number to a specific external phone number
Select the second dropdown menu and choose the specific Call Flow, User, or Number you want to forward calls to
After setting up your new Workiz Phone number, calls made to this new phone number will automatically be forwarded to your specifications.
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