Workiz
workiz.comWorkiz is a scheduling and field service management platform built for home service businesses. It helps teams organize leads and jobs, schedule technicians, manage day-to-day operations, and keep customer work moving with clear status and fewer manual handoffs. With a focus on practical field workflows, Workiz is trusted by service businesses that need reliable coordination between the office and the field.
With Workiz connected, BOBs can capture new opportunities and immediately convert them into operational work inside Workiz—creating both leads and jobs without requiring repeated manual entry. BOBs use the opportunity details to ensure the right job is created at the right time, helping field teams start work sooner and lowering the risk of missed or incomplete handoffs.
This unlocks use cases like faster lead-to-dispatch processing, automated job creation when a qualified opportunity appears, and consistent follow-through between sales and operations. When combined with other tools (like CRMs, forms, or inbound sources), BOBs can keep your pipeline flowing end-to-end: detect opportunity → create Workiz record → enable the field team to act—while continuously staying aligned with what’s new and what needs attention.
What can BOBs do with Workiz?
Perform actions
- Create Job
- Create Lead
Listen to real-time events
- New Job Created
- New Lead Created