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Workiz Phone

Workiz Phone

Learn more about how to use the Workiz Phone and how it can help take your business to the next level

Dekel avatar K
29 articles in this collection
Written by Dekel and Kristian

Setting up Workiz Phone

Learn how to quickly set up Workiz Phone to get the most out of our integrated phone system.
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Written by Kristian
Updated over a week ago

Setting your caller ID to help prevent appearing as spam

Learn how to easily set your caller ID to help prevent appearing as “spam risk” when calling clients.
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Written by Kristian
Updated over a week ago

Stay on top of business calls in real time using call monitoring

Learn how to use call monitoring to listen in on your business calls in real time.
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Written by Kristian
Updated over a week ago

Installing the Workiz Phone desktop app

Learn about how to download the Workiz Phone desktop app.
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Written by Kristian
Updated over a week ago

How to get a new Workiz Phone number

Learn how to get a new Workiz Phone number.
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Written by Kristian
Updated over a week ago

How to enable call recording

Learn how to enable call recording with Workiz Phone.
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Written by Kristian
Updated over a week ago

Booking new jobs directly from calls on Workiz Phone

Learn how to streamline your workflow by creating new jobs and leads directly from active calls using Workiz Phone.
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Written by Kristian
Updated over a week ago

Port a Number from a Different Company to Workiz

Want to bring an existing phone number with you to use in Workiz? Check out how to make that happen.
Dekel avatar
Written by Dekel
Updated over a week ago

How to access voicemail on desktop

Learn how to quickly access and create jobs directly from a voicemail recording.
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Written by Kristian
Updated over a week ago

How to access call recordings

Learn how to quickly access call recordings in Workiz.
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Written by Kristian
Updated over a week ago

How to make and answer calls using Workiz Phone on desktop

Learn how to efficiently make and answer calls using Workiz Phone on desktop
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Written by Kristian
Updated over a week ago

Managing calls from the Calls page

Learn how to manage calls from the Workiz Calls page.
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Written by Kristian
Updated over a week ago

How to block unwanted callers

Learn how to block unwanted callers.
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Written by Kristian
Updated over a week ago

What Is Workiz Dialer and How Do I Use It?

Dekel avatar
Written by Dekel
Updated over a week ago

Help Your Dispatchers Work Better, Faster, and Smarter

Use the right tools with Workiz to help your dispatchers improve efficiency and save time.
Dekel avatar
Written by Dekel
Updated over a week ago

Using call tracking to monitor ad performance

Learn about how call tracking in Workiz can help you determine which ads are bringing the most revenue to your business.
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Written by Kristian
Updated over a week ago

Using call masking to monitor your field techs

Learn how call masking can help you offer the best customer service and protect your business from losing clients.
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Written by Kristian
Updated over a week ago

Porting your existing phone number to Workiz

Learn what steps you need to take to port your existing phone number to Workiz.
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Written by Kristian
Updated over a week ago

How to create call groups

Learn how to easily create call groups to use with Workiz Phone.
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Written by Kristian
Updated over a week ago

Setting a fallback number for Workiz Phone outages

Learn how to set a fallback number to make sure you still receive calls during rare Workiz Phone outages.
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Written by Kristian
Updated over a week ago
Call flows

Creating a basic call flow

Learn how basic call flows can help streamline your phone system in Workiz.
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Written by Kristian
Updated over a week ago

Creating a voice menu call flow

Learn how to create a voice menu call flow using Workiz's call flow builder.
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Written by Kristian
Updated over a week ago

Creating custom phone extensions for team members

Learn how to create personalized phone extensions for members of your team in your call flows.
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Written by Kristian
Updated over a week ago

Forwarding calls in Workiz

Read our step-by-step guide on how to forward calls in Workiz
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Written by Kristian
Updated over a week ago

How to change where your calls are forwarded to

Learn how to quickly update the phone number your Workiz Phone calls are being forwarded to.
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Written by Kristian
Updated over a week ago

Creating a call queue

Learn how to create a call queue to handle multiple client calls at once.
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Written by Kristian
Updated over a week ago

Managing calls in your call queue

Read our overview about managing multiple calls in your call queue.
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Written by Kristian
Updated over a week ago

Updating call greeting and voicemail messages

Learn more about customizing the messages your clients will hear during incoming calls.
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Written by Kristian
Updated over a week ago

How to Forward Calls to Multiple Users or Devices?

Dekel avatar
Written by Dekel
Updated over a week ago