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Marketplace add-ons
Marketplace add-ons
A group of articles designed to help you understand how Workiz add-ons can help boost your business
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11 articles in this collection
Written by
Kristian
Generating your Workiz API credentials
Learn how to quickly generate and obtain your Workiz API credentials.
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Written by
Kristian
Updated over a week ago
Monitor customer satisfaction with the flagged messages add-on
Learn how the flagged messages add-on can help you improve customer satisfaction and avoid employee misconduct.
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Written by
Kristian
Updated over a week ago
How to use the tasks add-on to manage complex jobs
Learn how to use the tasks add-on to gain more control over your jobs.
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Written by
Kristian
Updated over a week ago
Workiz Automations
How to duplicate a custom automation rule
Learn how to quickly duplicate automation rules with just a few clicks.
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Written by
Kristian
Updated over a week ago
Creating custom automation rules
Learn how to create custom automation rules that fit your business's needs.
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Written by
Kristian
Updated over a week ago
Using Automations to handle Covid-related job cancellations
Find out how Workiz Automations can help you rebook Covid-related job cancellations.
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Written by
Kristian
Updated over a week ago
Custom fields
How to create custom fields for jobs and clients
Learn how to customize your Workiz experience by adding custom fields to jobs and clients.
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Written by
Kristian
Updated over a week ago
Using custom fields in Workiz Automations
Learn how to save yourself time with custom fields in Workiz Automations.
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Written by
Kristian
Updated over a week ago
Using custom fields in custom documents
Learn how to use custom fields in custom documents.
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Written by
Kristian
Updated over a week ago
Custom documents
How to create a custom document from scratch
Learn how to use Workiz’s custom documents add-on to create custom documents from scratch.
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Written by
Kristian
Updated over a week ago
Generating and sending custom documents
Learn how to easily generate a custom document and send it to your clients.
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Written by
Kristian
Updated over a week ago