In this article, you will learn how to access call recordings in Workiz.

Workiz Phone is a one-of-a-kind phone system built right into the software that was designed with service businesses in mind. It allows you to answer incoming calls and make outgoing calls with just one click. It also allows you to access call recordings that take place between your team and your clients.

In order to be able to record calls, you will need to enable this feature when configuring your call flows and/or call masking. To learn more about configuring call flows and call masking, please see the following articles:

• Call flows
• Call masking

Accessing call recordings

From the Calls page

If set up correctly, all of your calls using Workiz Phone will be recorded and stored for future use. You can access these recording from the Calls page or directly from a job.

1. From the sidebar menu, select Calls
2. Filter your results by STATUS: Answered
   
3. Select the call recording you want to listen to
4. From the side pane, select to listen to the recording
   
   

From a job or lead page

1. Open the relevant job or lead
2. On the right side of the job page, select
3. From the side pane, select to listen to the call recording
   
   
   

From a client profile page

1. Open the relevant client profile
2. Select More > Calls
   
   
3. Select the Time field for the call you want to listen to
   
4. From the side pane, select to listen to the call recording