As a service business owner, your days are hectic and filled with ongoing and repetitive tasks.

With Workiz Automations, your daily tasks will take care of themselves.

Your clients will always get the right message, at the right time and in the right way.

You'll save time for your team, prevent job cancelations, and help scale your business with less effort.

What types of tasks can you automate?

  • Ask clients to leave a review
    Once a job is done you can automatically send each client a review request message. You can also choose to send the request only to a specific client or a specific group of clients.

  • Notify your team and clients before a job appointment
    Remind clients before an upcoming job, and send “On my way” messages from techs automatically. This process greatly reduces job cancelations and improves customer service.

  • Follow up with leads after an estimate is sent

    People love to shop around and receive estimates from different service businesses. With automations, you won't waste your time on lost leads.

  • Follow up with clients whose invoices are due
    Nobody likes calling and asking for money. Create targeted emails that send when triggered by a specific date or event, such as when a payment is due.

  • Send follow-up messages or coupons to retain your old clients
    Retaining your previous customers is one of the most effective ways to keep your schedule full. Send them a coupon a few months after the job is done, or on a specific holiday. Remind clients you're there for the jobs that require maintenance.

  • Stay on top of your team's progress

    Get custom notifications about when team members are done with their jobs, when a call wasn’t answered or when a job is canceled.

  • Make sure you never miss a job opportunity

    Notify your managers when a call is missed. You can even automatically send a booking link to clients whose calls were not answered.


Those are just a few examples of how to improve your workflow with automations - the options are endless!

How to set it up?

  1. Click the cogwheel at the top right of the screen, and hit "Settings."

  2. Select the "Automation Center" under General Settings.

  3. Choose the automations you want to activate.

    Automation categories:

    Reminders

    • Set automatic reminders for your team and clients before and after a job.

    Marketing

    • Auto-message your clients with special offers.

    Follow-ups

    • Automate follow-ups for estimates and invoices.

    Phone

    • Get notifications you about missed calls and voicemails.

4. After clicking on the automations you want to activate, customize them based on your specific needs.

  • Choose a trigger (like when a job is scheduled, or when a lead is submitted).

  • Choose the ​​recipient(s) of the message (like "tech," "client," "manager," "dispatcher" or a specific name).

  • Choose the type of message (text message or email).

  • Choose when you want to send the message (2 hours before the job, or, 3 hours after an invoice is due, etc.).

    In most cases, you don’t need to make any changes.

    The template you choose will work just fine.

5. Preview or edit the message the ​​recipient will get.

You can easily create your message with specific information for each situation by using "shortcodes." When your message is sent, the shortcodes are replaced with actual names and values from the job.

6. Click on "Save and Close"

7. Click on " + Add Automation," on the bottom right.

8. Go to "My Automations" page to preview, edit, delete or deactivate your automations.

9. Track how many times each automation has been triggered so you can measure their impact.

Automations will speed up processes and make work easier and more enjoyable for your whole team.

Setting up automations now is worth your time.

Need more help?

See related articles below:

Tracking and Managing Invoices

Sending an Invoice and Requesting a Payment
How to Create Recurring Jobs in Workiz

Getting In-App Notifications

Team Roles & Restrictions

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