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In this article, you will learn how to use the Workiz Automations tool to help you easily reschedule Covid-related job cancellations.

Covid-19 has been a disruptive force to many industries across the globe. The field service industry is no different. Fortunately, dealing with Covid-related job cancellations doesn’t have to be a detriment to your revenue, thanks to Workiz Automations. With Workiz Automations, you’ll be able to automatically send your clients a notification about rescheduling a job that was cancelled due to Covid-19.


Note: In order to use this feature, you will need to activate it from the Workiz Marketplace.


Creating a Covid sub-status

You’ll need to start by creating a Covid sub-status for canceled jobs within Workiz.

  1. From the navigation bar, select Settings > Settings

  2. Under Job Settings, select Sub-Status

  3. Select Add New

  4. Complete the Add New Sub-Status fields:

    1. Parent Status: Choose Canceled

    2. Sub-Status: Enter Covid

    3. Color: Choose a color as desired

    4. Select Save


Creating a Covid-cancellation Automation

Now that the Covid sub-status has been created, it’s time to use it to trigger an action using Workiz Automations.

  1. From the navigation bar, select Settings > Settings

  2. Under General Settings, select Automation Center

  3. Select Add Automation

  4. Select Rule title (edit) and enter Covid rescheduling

  5. Select this happens and choose a job

  6. Select Scheduled and choose Canceled - Covid

  7. Select someone and choose client

  8. Select a reminder and choose a text message or email as desired

  9. In the Customize your message field, copy and paste the following text:

    Hi,


    We're sorry to see you cancel your service appointment with us. If this cancellation is due to Covid-19, please consider rescheduling your service appointment for a later date to ensure the safety of both you and your technician.

    To reschedule your appointment, please go to this link:

  10. From the short code library {...}, select Booking link under Account

  11. Select Save and close

  12. Select within a defined time and choose immediately

  13. Select Add Automation

  14. Read the pop-up message and select Got it


Applying the Covid sub-status

Now that you’ve set up the automation, it’s time to learn how to use it.

  1. Leave the Automation Center

  2. From the sidebar menu, select Jobs

  3. Search for a job that has been canceled due to Covid-19 and select a Job ID > Open Job Page

  4. Select the field next to Status and choose Canceled - Covid

  5. At the bottom of the page, select Update Job

Clients who cancelled a job due to Covid-19 should now receive an automatic reminder about rescheduling their service appointment.

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