You can easily activate Workiz Call Masking to track, record, and mask your clients and tech communication. Train your team and make ensure your clients are getting the best customer experience.
Think about it, if you can save just 1 job a month from being canceled, you can end up saving hundreds of dollars!
How to set up call masking?
If you don’t have a Workiz number yet - first get a number!
If you have a Workiz number:
From your home page, press on “Calls” on the left side.
Go to Settings and click “Call Masking”.
It takes 4 easy steps to set up Call Masking!
Choose which field techs will get masked phone numbers when assigned to a job.
Choose if you want to record your tech and client calls.
*Certain states require you to notify one or both parties that the call is being recorded.
Choose the number your clients will see each time one of your techs calls. We recommend choosing your main business number.
*You have the option to check the "use call back option”. This means that during a job, when clients call the tech back, it will look like they are calling your main business number. However, the call will be automatically routed to the relevant tech until the job is completed.
Here you will see your masking number. Each job that is assigned to tech will have this masking phone number. When the tech wants to call the client, they will call this number plus a 3-digit extension number they received with the job. Then the call will be connected to the relevant client.
***Your techs can also call clients directly from the mobile app and then then they don’t need to dial the 3 digit extension number (you can read more about Workiz mobile dialer here).
Activate call masking!
From now on every call between your techs and clients will be masked and recorded.
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