In this article, you will learn how to access call recordings in Workiz.

Workiz Phone is a one-of-a-kind phone system built right into the software that was designed with service businesses in mind. It allows you to answer incoming calls and make outgoing calls with just one click. It also allows you to access call recordings that take place between your team and your clients.

In order to be able to record calls, you will need to enable this feature when configuring your call flows and/or call masking. To learn more about configuring call flows and call masking, please see the following articles:

Accessing call recordings

If set up correctly, all of your calls using Workiz Phone will be recorded and stored for future use.

  1. From the sidebar navigation, select Calls

  2. Select Filter results > Answered

  3. (Optional) Select the timeline widget to adjust the window for these results (e.g., Last month, Last business week, Yesterday, etc.)

  4. Select the call you want to listen to

  5. From the pop-up sidebar, select play to listen to the recording

Need more help? See related articles below:

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