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In this article, you will learn how to use the Workiz Message Center on the mobile app.
As part of your Workiz Phone plan, the Workiz Message Center is your all-in-one hub for text and email communications with your customers and teammates. The Workiz Message Center is available both on desktop and mobile, giving you all the communication tools you need no matter where you are.
Reading and replying to messages
From the mobile app, select the Messages tab
Select a conversation you want to read and reply to
Read the message and select Type Something to enter your message as desired
Select the Send icon and choose how you want to send this message:
By Email: Send the message to the email address on file for this client
By Text: Send the message to the phone number on file for this client
Note: When messaging members of your team, you will also see an In App option. This means you can send a message directly to their Workiz Message Center.
Sending files and images
With the Workiz Message Center, you can also easily send files and images.
From the conversation screen, select the attach icon and choose where you want to upload this attachment from:
Take Photo: Use your device’s camera to take a photo
Choose from Gallery: Select an image from your device’s photo library
Choose from Library: Select a file from your device’s file library
Calling a client from a conversation
From the conversation screen, select the phone icon in the upper-right corner and choose a calling method as desired:
(Recommended) Call Using Workiz: Call this client using your Workiz Phone number
Tip: Using your Workiz Phone number to call a client will ensure the call is recorded and logged in the job details.
Use My Phone: Call this client using your device’s cellular number
Creating a job or lead from a message
Workiz also makes it simple to create jobs or leads right from the Workiz Message Center.
From the Messages tab, select a new conversation from a prospective client
Select Add Job or Add Lead as desired
Complete the New Job or New Lead fields
Select Create Job or Create Lead
Editing job details from a message
You can also edit details for an existing job in your Workiz account.
From the Messages tab, select a conversation relating to an existing job
From the message, select View Job
Make any changes to this job as desired
Viewing client information from a conversation
The Workiz Message Center also provides you with quick access to client details.
From the Messages tab, select a conversation
Select the person icon in the upper-right corner
Review the following information as desired:
Jobs (past, current, and future)
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