Converting missed calls into booked jobs

  • Updated

In this article, you will learn how to convert missed calls into booked jobs using automations.

Workiz Phone offers many intelligent tools to streamline your business communications. But whether your team is off the clock or busy with other tasks, you may not always be around to answer incoming calls for potential jobs.

To prevent these potential clients from moving onto the next number on their list, you can use our Workiz Automations and Online Booking add-ons to automatically follow up on a missed call with a text message that includes a link to your booking portal. This way they have a chance to book with you and not one of your competitors.
Auto-Missed-Call.png

In order to do this, you will need the following:

Setting up your missed call automation

  1. From the navigation bar, select Automations
  2. Under Phone, select the Missed call / Immediate text client template
    Group 4516auto.png
  3. Select Preview/edit message and customize the message as desired
    image 505auto.png
  4. Select the field under Automation will be sent and choose 24/7 to ensure clients receive an immediate text message no matter when they call
  5. Select Add automation

Was this article helpful?