Make a great first impression on your clients by using video calls to give estimates. Workiz has created this solution to save you time and money, while also giving you the chance to build trust with your clients.

How Can You Connect Your Zoom Account to Workiz?

  1. Go to 'Settings' from the top-right menu and then click 'Zoom' under integrations.

2. Click 'Connect Your Zoom Account' to connect the accounts.

3. Allow Workiz to access your Zoom account. This will enable Workiz to create meetings on your behalf and store recording links if there are any.

How Can You Start a Meeting From a Job?

  1. Open any job and click 'Start Zoom Meeting'.

2. A pop up will appear with the meeting URL along with a message to your client.
If a meeting was already created for this job, you will see an option to start the meeting or send it to the client again.

3. When the meeting ends your activity feed will be updated with the meeting's duration.

4. If the meeting was recorded (only available for Zoom paid accounts), a new file attachment will be added to your activity feed with a link to your meeting recording.
Meeting recordings can take up to 5 minutes to finish processing.

How Can You Start a Meeting From a Message?

  1. Open your message inbox.
  2. Open a conversation with the person you want to meet with.
  3. Click the video icon to generate a meeting.

4. A message with a meeting link should appear in the reply box.
5. Click send. You can choose to send the link by email or text message.
6. Once the meeting has ended the conversation will have a new message with the duration of the meeting.

7. If the meeting was recorded (only available for Zoom paid accounts), a new message will be added to your activity feed with a link to your meeting recording.
Meeting recordings can take up to 5 minutes to finish processing.

How Can You Disconnect Your Zoom Account From Workiz?

  1. Go to 'Settings' from the top-right menu.
  2. Click the 'Zoom Video Meetings' under integrations.
  3. Click 'Disconnect' to disconnect your Zoom account from Workiz.

How Can You Uninstall Workiz From Your Zoom Account?

  1. Log into your Zoom account and navigate to the Zoom app marketplace.
  2. Click Manage -> Installed Apps. 
  3. Click the Workiz App.
  4. Click Uninstall.

Need more help? See related articles below:

How to connect Workiz to other apps with Zapier Integration

How to Set Up Workiz Service Chatbot?

How to Add a Deposit Request to Your Estimates and Send Them to Clients

How to Create and Send Estimates?

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