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Using Workiz Message Center on the mobile app
Using Workiz Message Center on the mobile app

Learn how to maximize your workflow using the Workiz Message Center on the mobile app.

Updated over a week ago

In this article, you will learn how to use the Message Center on the mobile app.

As part of your Workiz Phone plan, the Message Center is your all-in-one hub for text and email communications with your customers and teammates. The 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

  1. Select the Messages tab

  2. Open a conversation you want to read and reply to

Tip: You can also send quick replies using your pre-built replies.

Sending files and images

With the Message Center, you can also easily send files and images.

  1. From the conversation screen, select the attach icon and choose where you want to upload this attachment from:

    1. Take Photo

    2. Choose from Gallery

    3. Choose from Library

Calling a client

  1. From the conversation screen, select the phone icon in the upper-right corner and choose a calling method as desired:

    1. (Recommended) Workiz Phone

    2. Your phone

Creating a job or lead

Workiz also makes it simple to create jobs or leads right from the Message Center.

Note: You may only see the option to add a job or lead from a message if the message contains contact-related information (e.g., address, phone number, or email).

  1. Open a conversation from a prospective client

  2. Select Add Job or Add Lead as desired

  3. Complete the required fields and select Create job or Create lead

Editing job details

You can also edit details for an existing job in your Workiz account.

  1. Open a conversation relating to an existing job

  2. From the message, select View Job

  3. Make any changes to this job as desired

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