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Workiz, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Workiz account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 21 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Workiz is

Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.

You paste in a key from your own Workiz account. It is kept encrypted, and you can withdraw it from inside Workiz whenever you like.

How a run works

One message in, the work done in Workiz.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Workiz. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Workiz account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

21 tools it already has

What it can do in Workiz

These are the ready-made tools your AI employee already has in Workiz. It is not limited to them, but it never has to be taught these.

  • Add Client NoteAdd a text note to a Workiz client and optionally pin it.
  • Assign TechnicianAssign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
  • Assign TechniciansAssign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.
  • Convert Lead to JobIrreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use th
  • Create JobCreate a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
  • Create LeadCreate a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
  • Get ClientRetrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
  • Get Invoice or EstimateRetrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
  • Get Job or LeadRetrieve one Workiz job or lead, selected by recordtype, including its client, schedule, status, and resource-specific detail fields.
  • List Assigned TechniciansList one page of technicians assigned to a Workiz job or lead.
  • List Client NotesList one page of notes recorded on a Workiz client, ordered by creation date descending.
  • List ClientsList and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation.
  • List Invoices or EstimatesList Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor.
  • List Jobs or LeadsList one page of Workiz jobs or leads, selected by recordtype, with optional open-state, date, and sort filters, and return a continuation cursor.
  • List UsersList Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.
  • List Workiz Reference DataList IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
  • Remove TechnicianRemove a technician assignment from a Workiz job or lead.
  • Search Workiz RecordsSearch jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
  • Set Primary TechnicianMake an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary.
  • Update JobUpdate only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.
  • Update LeadUpdate only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged.
Access, and who is in charge of it

You stay the boss of your Workiz account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Workiz account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Workiz is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Workiz and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Workiz

Can an AI employee really work inside Workiz?
Yes. It signs in to your own Workiz account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Workiz?
No. Nothing moves and nothing is replaced. Your records stay in Workiz, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Workiz account?
You paste in a key from your own Workiz account. It is kept encrypted, and you can withdraw it from inside Workiz whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Workiz?
It has 21 ready-made tools in Workiz today, among them Add Client Note, Assign Technician and Assign Technicians. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Workiz and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Workiz and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Workiz?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Workiz is written down with what it did and when.