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
Select the Messages tab
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.
From the conversation screen, select the attach icon and choose where you want to upload this attachment from:
Take Photo
Choose from Gallery
Choose from Library
Calling a client
From the conversation screen, select the phone icon in the upper-right corner and choose a calling method as desired:
(Recommended) Workiz Phone
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).
Open a conversation from a prospective client
Select Add Job or Add Lead as desired
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.
Open a conversation relating to an existing job
From the message, select View Job
Make any changes to this job as desired
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