Understanding on-demand phone charges

  • Updated

In this article, you will learn how to use on-demand charges with Workiz Phone.

How on-demand phone usage works

Workiz Phone can be accessed by purchasing a phone plan or using on-demand charges. With on-demand charges, you will automatically be charged based on your usage of calls and/or text messages.

In Workiz, you have the flexibility to enable on-demand charges as your primary billing option for Workiz Phone or as a backup option to your phone plan.

When you use on-demand charges as your primary billing option, your usage will be billed accordingly. If you are using on-demand charges as a backup option to your phone plan, you will only be charged for on-demand usage after your plan allowances have been exhausted.

Enabling on-demand phone charges

  1. From the navigation bar, select the gear icon ( ) > Billing
  2. Select the Phone plan tab
  3. Next to On-demand charges, turn the toggle switch on
  4. Customize your on-demand settings:
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    1. When my balance falls below: Enter the threshold at which your phone usage requires a recharge
    2. Charge me another: Enter the specific dollar amount that you want to add to your balance once the recharge point is met
    3. Select Save

How on-demand charges appear on billing history

When viewing your billing history in Workiz, your on-demand charges will appear with a description of “renew calltracking balance.” These charges will be made as as frequently as needed based on your on-demand settings.

You can view your invoice to see extra information relating to the charge, including the receipt number, the payment method used, and the exact timestamp of when the charge took place.

Viewing your phone and text usage

Workiz makes it easy to view your phone and text usage right from your account.

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To access your usage history:

  1. From the navigation bar, select the gear icon ( ) > Billing
  2. Select the Phone plan tab
  3. View the bar graph under Monthly usage

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