In this article, you will learn how to set your caller ID using Workiz Phone.

With Workiz Phone, you can assign a Caller ID Name (CNAM) that allows your outbound calls to feature your business’s name instead of the phone number itself.

Tip: Setting up CNAM is also an effective way of preventing your outbound calls from appearing as “spam risk” on your clients’s devices.

How to set your caller ID

Note: CNAM is only available in the United States.

  1. From the navigation bar, select Settings > Account

  2. Under Account, turn the toggle switch under Caller ID ON

  3. Complete the Caller ID fields:

    1. Caller ID: Enter the name you want your clients to see when calling them using Workiz Phone

      Note: Your Caller ID Name cannot include special characters or numbers and must be limited to 15 characters (including spaces).

    2. Confirm caller ID: Re-enter your caller ID name

    3. Business identifier: Select EIN or DUNS number and enter the corresponding number

      Tip: To learn more about how to find your employer identification number (EIN), please click here.

      To learn more about how to find your Data Universal Numbering System (DUNS) number, please click here.

  4. Select Save

It may take up to 7 business days for your caller ID to register and appear on outbound calls.

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