Workiz

Calls

Learn how to quickly set up Workiz Phone to get the most out of our integrated phone system.

Setting up Workiz Phone

Learn how to get a new Workiz Phone number.

How to get a new Workiz Phone number

Learn what steps you need to take to port your existing phone number to Workiz.

Porting your existing phone number to Workiz

Learn about how to download the Workiz Phone desktop app.

Installing the Workiz Phone desktop app

Learn about what to expect when using on-demand phone billing in Workiz.

Understanding on-demand phone charges

Learn how to set a fallback number to make sure you still receive calls during rare Workiz Phone outages.

Setting a fallback number for Workiz Phone outages

Learn how call masking can help you offer the best customer service and protect your business from losing clients.

Setting up call masking to monitor your field techs

Learn about how call tracking in Workiz can help you determine which ads are bringing the most revenue to your business.

Using call tracking to monitor ad performance

Learn how to easily create call groups to use with Workiz Phone.

How to create call groups

Want to bring an existing phone number with you to use in Workiz? Check out how to make that happen.

Port a Number from a Different Company to Workiz

Learn how to enable call recording with Workiz Phone.

How to enable call recording

Learn how to easily set your caller ID to help prevent appearing as “spam risk” when calling clients.

Setting your caller ID to help prevent appearing as spam

Learn how to use Workiz Automations to stay on top of voicemail messages.

Setting up automated emails for voicemail messages

Getting started

Learn how basic call flows can help streamline your phone system in Workiz.

Creating a basic call flow

Learn how to create a voice menu call flow using Workiz's call flow builder.

Creating a voice menu call flow

Learn how to create personalized phone extensions for members of your team in your call flows.

Creating custom phone extensions for team members

Read our step-by-step guide on how to forward calls in Workiz

Forwarding calls in Workiz

Learn how to quickly update the phone number your Workiz Phone calls are being forwarded to.

How to change where your calls are forwarded to

Learn how to create a call queue to handle multiple client calls at once.

Creating a call queue

Read our overview about managing multiple calls in your call queue.

Managing calls in your call queue

Learn more about customizing the messages your clients will hear during incoming calls.

Updating call greeting and voicemail messages

How to Forward Calls to Multiple Users or Devices?

Call flows

Learn how to efficiently make and answer calls using Workiz Phone on desktop

How to make and answer calls using Workiz Phone on desktop

Learn about using call masking to protect the privacy of your customers.

How to use call masking

Learn how to manage calls from the Workiz Calls page.

Managing calls from the Calls page

Learn how to streamline your workflow by creating new jobs and leads directly from active calls using Workiz Phone.

Booking new jobs directly from calls on Workiz Phone

How to block unwanted callers

Learn how to quickly access call recordings in Workiz.

How to access call recordings

Learn how to quickly access and create jobs directly from a voicemail recording.

How to access voicemail on desktop

Learn how to use call monitoring to listen in on your business calls in real time.

Getting started

Using Workiz Phone