EASYWORKSFind out if it is worth connecting at all.
The free Scan takes about a minute. If Workiz already covers something, it says so and we do not sell it to you.
Keep Workiz. Fix what happens before the job ever reaches it.
Short answer, yes. Workiz stays where it is. We do not replace your scheduling, your dispatch board or your invoicing, because Workiz already does those and does them well. What we build sits in front of it, on the part where shops quietly lose money, which is everything that happens between a customer deciding to call and a job existing in your system.
What we add
When our system books a customer, the job is created in Workiz the way your team expects to see it. Nobody re-keys anything.
Workiz has its own phone tooling. Ours covers the calls that still go unanswered, the 7pm one and the second call that comes in while you are already on the first.
Form fills, missed calls and enquiries get a real reply fast, because in home services the job usually goes to whoever answers first.
When a job is marked complete, the review ask goes out. It is an easy step to skip, and it compounds.
Workiz AI booking agent
An AI booking agent for Workiz is an answering agent that sits in front of your Workiz account. When a customer calls, texts or fills in your web form and nobody on the crew is free, it picks up, asks the questions your dispatcher would ask, offers an open slot and books the job. The job lands in Workiz the way your team expects to see it, so nobody types it twice.
It does not replace Workiz. Scheduling, dispatch, invoicing and the technician app stay exactly where they are. What changes is the part before the job exists: the 7pm call, the second call while you are on the first, the quote nobody chased. When the job closes, it asks for the review.
Weighing it against a call centre? Read how an answering service compares to a booking agent. See how we help HVAC and contractor shops get found and booked, or how the free Scan scores your business before you talk to anyone. The Blueprint then says what to build.
What we do not touch
Workiz is not the problem. Rebuilding what it already does would be.
Why it matters
Workiz is strong once a job exists. It was built to run the work, and it runs it. The gap is earlier than that. A call goes to voicemail at 6:40pm, the customer rings the next name on the list, and that job never appears in any system to be measured. Nothing in your software will ever show you that loss, because it never became a record.
We start with the free Scan rather than a proposal. It reads how fast you reply, how many calls go unanswered, how visible you are locally, and how much of the operation depends on you personally. If Workiz is already covering something, the Scan says so and we do not sell it to you.
If we cannot connect cleanly to your setup, we will tell you that on the call instead of after the invoice. Some integrations are straightforward and some are not, and which one yours is depends on your plan and how your team actually uses the software.
FAQ
It answers the calls, texts and web enquiries your team cannot get to, asks the questions your dispatcher would ask, and books the customer into an open slot. The job is created in Workiz the way your team expects to see it, so nobody re-keys anything. After the job closes, it sends the review request. Workiz keeps running scheduling, dispatch and invoicing.
No. An answering service takes a message and passes it on. A Workiz AI booking agent books the job into an open slot in Workiz, follows up on quotes, and asks for the review after the job closes. Workiz keeps running dispatch and invoicing.
No. Keep it. Workiz runs the job, we handle what happens before the job exists and after it closes. If the Scan says you would genuinely be better on something else, we will say so, but that is rare and it is your call either way.
That is exactly what the Scan checks first. Workiz has call tooling and if yours is set up well, we build around it rather than on top of it. Paying twice for the same capability is the fastest way to resent your software.
You do. Your customer list, your conversations, your content. Export it whenever you want and if you ever leave, you take it with you. Your Workiz data stays yours and in Workiz.
The connection itself is usually quick. The part that takes time is deciding what should actually be automated, which is what the Blueprint is for.
EASYWORKSThe free Scan takes about a minute. If Workiz already covers something, it says so and we do not sell it to you.