Welcome to the Workiz Academy

Whether you’re just getting started, or you’ve been using Workiz for some time, here you’ll find the resources you need to become a Workiz pro in just a few steps. 

I’m an owner / manager I’m a technician I’m a dispatcher

First Step

This is where you’ll learn all the fundamentals, and how Workiz can help you streamline your business, as we go through your daily workflow:

  • Getting jobs by phone, text message, or website
  • Workiz’s Online Booking
  • Workiz’s Service Chatbot
  • Scheduling and managing jobs
  • Sending estimates and invoices
  • Getting paid online

We highly recommend finishing this section before moving on to any of the advanced lessons.

Second Step

In this course, you’ll discover how to:

  • Customize your job form to reflect your workflow and the services you provide
  • Create and send your clients branded invoices, estimates, and personalized notifications
  • Stay organized by adding teammates, using job tags, and setting invoice line items
  • Get more clients by setting up Workiz Service Chatbot and Online Booking Widget

Third Step

Learn how to set up Workiz’s built-in phone system and manage all of your jobs and calls from one platform. 

  • Never miss a call with Workiz’s integrated Service Phone
  • Save dispatchers' time by avoiding multiple platforms
  • Ensure your techs are giving great customer service in the field with Call Masking and Call Recording
  • Optimize your advertising budget with Call Tracking
Fourth Step

Connect Workiz with all your favorite tools so that you can manage everything in one place.

  • Build customer loyalty
  • Keep your accounting up-to-date
  • Track your team members and inventory
  • Manage franchises across multiple locations

Any Questions?

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Still Need Help?

Knowledge Base

Read how-to articles on Workiz's features and tools

YouTube Channel

Watch tutorials, testimonials, webinars, and more

Chat with Support

Live chat with a Workiz team member

Apply for our Partnership Program

Please fill in the form and someone from our partnership team will get in touch with you as soon as possible.