Academy – Workiz

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

Getting Started
with Workiz

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

Setting Things Up

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

Improve Your Business Communication with Workiz Service Phone

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

Supercharge Your Business with Powerful Apps & Integrations

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

Tech Training

Discover the technician's workflow on the app

Dispatcher Training

Discover the dispatcher's workflow