Automate your essential business tasks with Workiz Automations

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In this article, you will learn how to use Workiz Automations to automate your essential business tasks and save yourself time.

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Workiz Automations is a Feature Center/Marketplace tool designed to send automatic notifications to your team and clients based on certain conditions you define. This feature is designed to save you time, prevent job cancellations, and help scale your business with less effort.

Types of tasks you can automate

While the options for creating Workiz Automation rules are endless, here are just a few examples of rules you can create:

  • Notify your team and clients before an appointment
    Remind your clients before an upcoming job so they know to expect you, improving on your customer service and reducing potential cancellations.
  • Follow up with leads after an estimate is sent
    People love to shop around and receive estimates from multiple businesses. With Workiz Automations, you can automate a follow-up and focus on the work that matters most.
  • Follow up with clients with overdue invoices
    Nobody likes to call and ask for money. With Workiz Automations, you can create targeted emails that only send after a certain period of time.
  • Ask clients to leave a review
    Once a job is done, you can automatically send each client a message requesting a review of your services. You can limit the requests to only be sent to specific clients based on a number of different factors, such as client tags, job type, and service areas.
  • Send coupons to retain existing clients
    Retain your old customers by sending them a coupon months after a job is done. Remind your clients about potential jobs that require ongoing maintenance.

Please be aware that your automation rules will only remain active as long as your Workiz subscription is in good standing. In the event of a payment failure with the card used for your subscription, your automation rules will be temporarily disabled.

Enabling Workiz Automations feature

  1. From the navigation bar, select the Feature Center/Marketplace

    Not seeing the Feature Center/Marketplace icon in the navigation bar? You may not have the correct permissions set for your user.

    Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

  2. UnderMost popular, select Workiz Automations

  3. Turn the toggle switch on/off to enable/disable the feature

Creating an automation rule

The Workiz Automation Center features an extensive collection of pre-built automation rules designed to work right out of the box for a variety of scenarios. You can enable any one of those automation rules to begin sending out automated messages with ease. 

You can also create a custom automation rule of your own in just a few steps. 

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    1. From the navigation bar, select Automations
    2. Hover your mouse over the automation rule template you want to enable and select Use
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    3. Select any one of the underlined fields to edit the automation rule as desired
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    To learn more about how to create a custom automation rule, please see this article.

     

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