Setting up Workiz right pays off, making you 124% more likely to double profits thanks to automations and tools that win more jobs. It's time well invested. Join our live, interactive workshops to get set up the right way and unlock the full value of every feature.
Configure your account, learn your way around Workiz, and automate important tasks so you're sure they'll get done without lifting a finger. Perfect for new teams.
Master the mobile app workflow from lead to payment. Learn time-saving shortcuts for estimates, invoicing, and job documentation that keep your techs efficient in the field.
Set up your phone system, master call flows, and discover AI-powered features like Genius Answering and Genius Scheduling that capture more leads automatically.
Learn to use Service Plans, Sales Proposals, Equipment tracking, and Purchase Orders. These premium features help manage recurring revenue and complex jobs more efficiently.
Streamline payments and reduce processing fees with Workiz Pay. Accept cards, ACH, and financing options while getting paid faster with instant deposits and automated reconciliation.
Stay connected with customers while reducing manual work. Send targeted campaigns and automate regular communication throughout the customer journey.