In this article, you will learn how to prepare your devices (e.g., computers, cell phones, tablets, etc.) to make and receive calls using Workiz Phone.
Workiz Phone is a VoIP system, which means calls are handled over your internet connection rather than a traditional phone line. Because of this, your device setup, permissions, and network quality all play a role in how well calls perform.
Taking a few minutes to ensure your devices are properly configured can help prevent common issues like missed calls, poor audio quality, or dropped connections.
General requirements for all devices
Before making or receiving calls with Workiz Phone, make sure your device meets the following basic requirements. These apply whether you’re using the web app, desktop dialer, or mobile app.
- Stable internet connection (strong WiFi or reliable cellular)
- Microphone access enabled for Workiz apps
- Notifications enabled for Workiz apps (to see incoming calls)
- Working audio setup (microphone, speakers, or headset)
- Up-to-date apps or browsers
Device setup
Computer: Web app
The most common way to handle calls on your computer is to use the web app (i.e., logging in to Workiz on your web browser). If you’re using the web app for calls, ensure microphone and notification access are enabled for Workiz.
For more information on how to do this, please select the relevant link for your web browser:
| Browser | Permission |
| Chrome | |
| Safari | |
| Firefox |
If you’re using the web app to handle calls, you must keep the Workiz tab open to receive incoming calls. Closing the tab or browser may mark you as unavailable and cause calls to be routed elsewhere.
Computer: Desktop app
Workiz also offers a native desktop app for the dialer, allowing you to make and receive calls without keeping your web browser open. The desktop app is installed directly onto your computer.
To learn more about installing the Workiz dialer desktop app, please see this article.
After installing, you will want to ensure that microphone and notification access are enabled for the Workiz dialer app.
For more information on how to do this, please select the relevant link for your operating system:
| Operating system | Permission |
| macOS (Apple) | |
| Windows |
Phone, tablet: Mobile app
Calls can also be handled right from your phone or tablet using the mobile app. The necessary access will be requested after installing the app on your device, but you can always manage permissions afterward.
For more information on how to do this, please select the relevant link for your operating system:
| Operating system | Permission |
| iOS (iPhone) | |
| iPadOS | |
| Android OS |
Testing your setup
After setting up your device for Workiz Phone, we recommend making a test call to ensure everything is working properly. Test both inbound and outbound calls.
Make sure you can place and receive calls, see incoming call notifications, and hear and be heard clearly during calls.
Troubleshooting
If you run into issues with Workiz Phone, keep in mind that the cause isn’t always immediately obvious. Problems can stem from a variety of factors, such as not having available minutes on your plan, not having the Workiz web or desktop app open, or having an incomplete or misconfigured call flow. Because of this, troubleshooting may require some testing to identify the root cause and ensure everything is set up correctly.
To learn more about troubleshooting issues with Workiz Phone, please see this article.