In this article, you will learn how to use call masking.
Call masking is a Workiz Phone feature that provides your techs and clients with a greater degree of privacy by preventing both parties from seeing any actual phone numbers. This allows you to override the caller ID to only show your clients the number you want them to see — like your business phone number.
And because your techs will never see your client's phone number, call masking is also designed to ensure that your business’s clients remain your business’s clients.
Setting up call masking
Call masking can be set up in minutes. To learn more about setting up call masking, please see this article.
What you’ll see when call masking is enabled
Users who get masked numbers
Techs who were selected to receive masked numbers during setup will only see one phone number when accessing a job from the web or mobile app: your masking number with a unique extension.
To properly use call masking, these users can:
Manually dial the masked number and extension from any device
Use “click to call” by selecting the phone icon from a job page on the mobile app
Note: If they click to call using Workiz Phone, the app will automatically dial the extension. If they call using their own device, they will need to dial the extension.
Users who don’t get masked numbers
Admins and techs who weren’t selected to receive masked numbers will see two phone numbers when accessing a job page from the web app: a client’s actual phone number and your masked number with a unique extension.
When accessing the job from the mobile app, these same users will only see the client’s actual phone number.
Although these users don’t get masked numbers, they can still use call masking by manually dialing the masking number and extension from any device.
What clients will see
When used properly, your clients will see whatever phone number you defined when setting up call masking.
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