Booking jobs and leads from the Workiz Message Center

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In this article, you will learn how to create new jobs and leads directly from the Workiz Message Center.

The Workiz Message Center is your all-in-one hub for business communications, allowing you to send texts and emails to your clients and team members. The Message Center is also a powerful tool for easily creating new jobs and leads — seamlessly fitting into your workflow with zero disruption.

How to create a new job or lead from the Message Center

  1. From the navigation bar, select the Message Center
  2. Select the message you want to create a job or lead from
  3. From the message, select Add job or Add lead 
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  4. Enter the new job or lead details and select Submit

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