Workiz

Learn how to quickly set up Workiz Phone to get the most out of our integrated phone system.

Setting up Workiz Phone

Learn how to get a new Workiz Phone number.

Learn what steps you need to take to port your existing phone number to Workiz.

Learn about how to download the Workiz Phone desktop app.

Learn about what to expect when using on-demand phone billing in Workiz.

Learn about how Workiz manages clients who no longer want to receive texts from your business.

Learn how to set a fallback number to make sure you still receive calls during rare Workiz Phone outages.

Learn how call masking can help you offer the best customer service and protect your business from losing clients.

Learn about how call tracking in Workiz can help you determine which ads are bringing the most revenue to your business.

Learn how to easily create call groups to use with Workiz Phone.

Want to bring an existing phone number with you to use in Workiz? Check out how to make that happen.

Learn how to enable call recording with Workiz Phone.

Learn how to easily set your caller ID to help prevent appearing as “spam risk” when calling clients.

Learn how basic call flows can help streamline your phone system in Workiz.

Learn how to create a voice menu call flow using Workiz's call flow builder.

Learn how to create personalized phone extensions for members of your team in your call flows.

Read our step-by-step guide on how to forward calls in Workiz

Learn how to quickly update the phone number your Workiz Phone calls are being forwarded to.

Learn how to create a call queue to handle multiple client calls at once.

Read our overview about managing multiple calls in your call queue.

Learn more about customizing the messages your clients will hear during incoming calls.