Add Workiz to your AI agent
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
- Things your agent can do in Workiz
- 21
Things your AI can do in Workiz
Your FormWise AI can handle any of these in Workiz — on its own, without you needing to click a button.
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.
Show 9 more things it can do
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 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.
List Users
List Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.
Remove Technician
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Workiz is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Workiz, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Workiz for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Workiz work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Workiz to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Workiz in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Workiz.
- 3
Hit "Connect"
Click "Connect Workiz" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Workiz
Build a quick AI Agent (it's like writing instructions, not code), and pick the Workiz actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Workiz for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Workiz workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Workiz users had before signing up
Do I need to know how to code?
Not even a little. If you can use Workiz today, you can set this up. You'll connect Workiz, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Workiz login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Workiz or delete everything any time.
What happens when Workiz updates their app?
We handle it. When Workiz adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Workiz takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Workiz — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Workiz on FormWise
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
Connect Workiz once and your FormWise AI gets 21 things it can do inside it. That means your AI can handle the Workiz work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Workiz? Take a look at www.workiz.com.
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Stop doing the Workiz work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.