Heading

This foundational session ensures your Workiz account is configured for success. We will cover the essentials of verifying your business details, adding your team members, and customizing job settings, including your pricebook. You'll also learn how to set up online booking, leverage key automations, and, if applicable, get started with the Workiz phone system by registering for SMS, creating call flows, and understanding call masking. The goal is to tailor the platform to your specific operational workflow.