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