Every Workiz customer gets one Workiz number included with their Workiz account free of charge.
Every time you schedule a new job, Workiz sends the client and technician a text message reminder, which the customer can reply to r via text or phone.
You can also use your Workiz number to make and receive phone calls. All calls are automatically recorded and saved under the relevant job and client page in Workiz.
If you already selected your Workiz number, Skip to step 2.
Step 1 - Select Your Workiz Number (Local or Toll Free)
We recommend selecting a local phone number in the area code you work in, as customers are more likely to answer a call or text from a number in their area. Workiz will automatically suggest a number for you to use.
If you are satisfied and would like to keep that number, click Get Number.
Don’t like the number suggested?
No problem. Click Search Again and enter your preferred area code to suggest a new number.
- If you want, you can also transfer your current business number to Workiz for free (by reaching customer support)
(Go to Calls Page > Get A Number)
That’s it! You're ready to go.
We automatically forward calls received to your Workiz number to the phone number that you signed up with. You can easily change it from here.
Step 2- Test Your New Number
Call your number, listen to your greeting and see how everything works.
Then call a friends number using the Workiz dialer (don’t call your own number if you forward calls to that number.)
Step 3 - Add Your Workiz Phone Number To Your Site or Any Marketing Channel That You Use
To enjoy the phone system features, clients need to call your Workiz number.
You can put it on your site or on your Yelp, BBB, Angie's List, Facebook, Twitter page or any other marketing channel that you use. After you add your new Workiz number to your preferred marketing channel, every call you get to this number will be tracked and recorded within Workiz.