Workiz Integration: The Call Ends With a Job on the Schedule

Silas Mbeki calls at 4:52 on a July afternoon. The AC just quit, and every tech you have is in an attic. Abby's AI Receptionist answers in your company's name, hears what's wrong, checks your live Workiz schedule, and offers the first open arrival window: tomorrow, 8 to 10 AM. Silas takes it.

By the time he hangs up, the job is on your Workiz Schedule as an AC Repair with his address, phone, and the notes he gave ("outdoor unit stopped, side gate, dog in the yard"). Silas got the window confirmed on the call, and your usual reminders apply. Your dispatcher opens Workiz to a booked job, not a voicemail to return.

Customers don't only call to book. "Can we push Thursday to Friday?" The AI Receptionist finds the existing job on your Workiz schedule, offers open times, and moves it to the one the customer picks; the job card shows the new date, and your team sees the change where they already look. Anything new the customer mentions ("different gate code this time") goes onto the job notes.

Cancellations work differently, on purpose. When a customer calls to cancel, the AI Receptionist captures the job, the reason, and a callback number and relays it to your team, so a person decides whether to release the slot, offer a new date, or save the job. Prefer a person on some calls? Abby's live US-based receptionists are on the same plan to answer, screen, take messages, and capture a customer's request in full for your dispatcher. The AI Receptionist, a virtual receptionist for Workiz that never clocks out, is the one that books and moves jobs on the schedule and relays cancellations.