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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14 articles in this collection
Written by Dan, Dekel, and Kristian

Generating your Workiz API credentials

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

Written by Kristian
Updated this week

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.

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.

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.

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.

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.

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.

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.

Written by Kristian
Updated over a week ago

Using custom fields in custom documents

Learn how to use custom fields in custom documents.

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.

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.

Written by Kristian
Updated over a week ago

Service chatbot

How to Set Up Workiz Service Chatbot?

Customize and install a Workiz Chatbot on your website.

Written by Dekel
Updated over a week ago

Adding The Service Chatbot to Your Wix Website

Learn how to add the Workiz Chatbot to your website in 5 minutes

Written by Dan
Updated over a week ago

Adding The Service Chatbot to Your WordPress Website

Learn how to add the Workiz Chatbot to your website in 5 minutes

Written by Dekel
Updated over a week ago