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In this article, you will learn how to use Workiz Phone on the Workiz mobile app.

Making calls on mobile

  1. From the Workiz app, select the Calls tab

  2. Select the dialer

  3. Make a call by searching for an existing client or dialing a number

Choosing a number to dial from

With Workiz Phone, you can also choose the phone number you want to call from.

  1. From the dialer screen, select Call Using and then choose a Workiz Phone number to call from

Answering calls on mobile

Incoming calls from Workiz Phone will appear one of two ways, depending on device permissions and how your phone is being used at the time of the call:

  • If your phone is locked, the incoming call will appear like a typical phone call, except it will be labeled as Workiz Audio and indicate the specific call flow that is being used.

  • If your phone is unlocked, the incoming call may appear as an on-screen notification (depending on your device’s permissions).

If you answer the call, the call will automatically be logged under the relevant job, lead, or client.

Booking jobs and leads from a call

With Workiz Phone, you can also easily book a job or lead directly from the call.

  1. Answer the call and then open the Workiz app

  2. From the Workiz app, select the tab at the top of the screen

  3. Select the + icon > Add job or Add lead

  4. Complete the New job fields and select Create job

Viewing call history

While the Calls tab on the Workiz mobile app provides you with a familiar call history log, Workiz has customized this feature specifically for field service pros.

Missed calls will be marked with a downward-facing red arrow. Calls that have yet to be returned or responded to will also feature an Action needed label to help your team keep track of the missed calls that need your attention.

You can select the call to respond to your client (e.g., book job, return call, send text, etc.).

Once you respond to the call, the call will no longer feature a label across your Workiz account.

Listening to voicemail

  1. Select the Voicemail tab

  2. Select one of the calls

  3. Press play to listen to the recording

Managing Workiz Phone availability

Workiz Phone also allows you to decide when you’re available to receive business calls.

  1. From the call history screen, select Available in the upper-right corner to change your status to Unavailable

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