Workiz

Kristian

Dekel

A group of articles designed to help you understand how Workiz add-ons can help boost your business

Add-ons & integrations

Learn how to quickly duplicate automation rules with just a few clicks.

How to duplicate a custom automation rule

Learn how to create custom automation rules that fit your business's needs.

Creating custom automation rules

Find out how Workiz Automations can help you rebook Covid-related job cancellations.

Using Automations to handle Covid-related job cancellations

Workiz Automations

Learn how to customize your Workiz experience by adding custom fields to jobs and clients.

How to create custom fields for jobs and clients

Learn how to save yourself time with custom fields in Workiz Automations.

Using custom fields in Workiz Automations

Learn how to use custom fields in custom documents.

Using custom fields in custom documents

Custom fields

Learn how to use Workiz’s custom documents add-on to create custom documents from scratch.

How to create a custom document from scratch

Learn how to easily generate a custom document and send it to your clients.

Generating and sending custom documents

Custom documents

Workiz Marketplace lets you empower your business with a variety of add-ons and customize your plan based on your unique business needs

Supercharge Your Business with
Workiz’ Apps & Integrations

Learn how to sync Angi Leads with Workiz to beat your competitors to the punch.

How to land more jobs using the Angi Leads (HomeAdvisor Pro) integration

Learn how to quickly find your Angi Leads ID to start getting leads straight to your Workiz Message Center.

How to find your Angi Leads (HomeAdvisor Pro) ID

Angi Leads

Learn how to use Zapier to connect Workiz to other applications your business uses.

Connecting Workiz to other apps using Zapier

Learn how to use the tasks add-on to gain more control over your jobs.

How to use the tasks add-on to manage complex jobs

Connect Your Google's Local Services Ads Account with Workiz

How to Highlight Your Business on Google and Get More Jobs?

Learn how to quickly generate and obtain your Workiz API credentials.

Generating your Workiz API credentials

How to Sync Your Thumbtack Account with Workiz

How to Respond Faster to Thumbtack Leads and Close More Jobs?

Let customers order services directly from your website.

Website Integration - Adding a Service Form to Your Website

Learn how the flagged messages add-on can help you improve customer satisfaction and avoid employee misconduct.

Add-ons & integrations

Workiz Automations

Custom fields

Custom documents

Angi Leads

Other