Master the fundamentals of Workiz setup including business settings, user management, and core features. Perfect for new accounts or teams wanting to ensure they're using Workiz correctly from the start.

Account Settings & Users

‍Verify business details, add team members with proper roles, customize job settings, and build your Pricebook for accurate pricing.

Automation & Online Booking

‍Set up Reserve with Google, create time-saving automations like review requests and past-due notices, and configure online booking.

Phone System Basics

‍Get your Workiz number, understand 10DLC registration, create call flows, and learn call masking to protect personal numbers.

Comprehensive training for technicians on using the Workiz mobile app efficiently. Cover the complete workflow from lead to payment, including pro tips for selling more services in the field.

Complete Job Workflow

‍Clock in, review schedule, create estimates, collect deposits, convert to jobs, capture photos, and process payments - all from the app.

Advanced Field Features

‍Use Sales Proposals to close bigger deals, track equipment, add tasks, get signatures on custom documents, and enroll customers in Service Plans.

Time Management & Communication

‍Submit time-off requests, create calendar events, make calls with masking, and use voice-to-text for quick note-taking in the field.

Deep dive into Workiz's phone system and revolutionary AI features. Learn to capture more leads, automate scheduling, and never miss an opportunity again.

Professional Phone Setup

‍Port existing numbers, register for SMS, create intelligent call flows, set up call monitoring, and configure the perfect phone experience.

AI-Powered Growth Tools

‍Activate Genius Answering for 24/7 reception, Genius Leads for smart lead capture, and Genius Scheduling for automated appointment booking.

Lead Conversion Mastery

‍Implement proven call scripts, optimize response times, track phone metrics, and turn more inquiries into booked jobs.

Monthly session covering Workiz's premium features. Learn practical ways to use these tools to manage your business more effectively and increase recurring revenue.

Service Plans

‍Set up membership programs with automatic billing and scheduled visits. Track what's included in each plan, when services are due, and convert service calls into ongoing contracts.

Sales Proposals & Estimates

‍Build estimates with multiple pricing options. Let customers choose between good/better/best packages. Track equipment details including serial numbers, installation dates, and warranty information.

Purchase Orders & Inventory

‍Create purchase orders for suppliers, track costs against jobs, and manage basic inventory needs. Link equipment to specific customers for complete service history.

Tasks & Custom Documents‍

Add detailed task lists to jobs, create custom forms for your specific needs, and ensure techs complete all required steps. Get digital signatures on service agreements and custom documents.

Transform your payment processing with Workiz Pay - the integrated payment solution designed for service businesses. Get paid faster, reduce fees, and eliminate manual reconciliation headaches.

Smart Payment Processing

‍Accept all payment types including cards, ACH transfers, and financing options. Enjoy competitive rates, instant deposits, and automatic QuickBooks sync for seamless accounting.

Customer Convenience Features

‍Enable saved payment methods, automatic payment plans, mobile tap-to-pay, and digital invoicing with one-click payment links that get you paid 3x faster.

Security & Compliance

‍PCI-compliant processing, fraud protection, secure card storage, and detailed payment reporting keep your business and customers protected while maintaining full transparency.