Workiz

Tools

• Add Client Note

  Add a text note to a Workiz client and optionally pin it.

• Assign Technician

  Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.

• Assign Technicians

  Assign 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 Job

  Irreversibly 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 this action merely to inspect a lead.

• Create Job

  Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.

• Create Lead

  Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.

• Get Client

  Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.

• Get Invoice or Estimate

  Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.

• Get Job or Lead

  Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.

• List Assigned Technicians

  List one page of technicians assigned to a Workiz job or lead.

• List Client Notes

  List one page of notes recorded on a Workiz client, ordered by creation date descending.

• List Clients

  List and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation.

• List Invoices or Estimates

  List Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor.

• List Jobs or Leads

  List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.

• List Users

  List Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.

• List Workiz Reference Data

  List IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.

• Remove Technician

  destructive

  Remove a technician assignment from a Workiz job or lead.

• Search Workiz Records

  Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.

• Set Primary Technician

  Make an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary.

• Update Job

  Update only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.

• Update Lead

  Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged.

Works well with

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