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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