Workiz automation at a glance
| Does Workiz have an API? | Yes. Workiz documents a developer API for jobs, leads and team members. It is enabled as an add-on in your account, so we check that before scoping. |
|---|---|
| Connects with | Google Ads, Meta Ads, QuickBooks, Google Sheets, Gmail, Slack |
| Used by | Plumbing, HVAC, Garage doors, Locksmiths |
| What we build | Lead intake; Job dashboard; Review follow-up; Payroll sheet |
Sound familiar?
What field service teams on Workiz tell us before a project starts.

- Web and ad leads are typed into Workiz by hand.
- Job and revenue numbers are rebuilt in a spreadsheet each week.
- Review requests go out when someone remembers.
- Technician hours are tallied for payroll by hand.
- Each lead source reports differently.
What we build
Each one is a working piece you can open and check when it's done.
Lead intake
Form, ad and call-tracking leads created in Workiz as they arrive.
API integrations and data syncPayroll sheet
Technician hours and commissions in one sheet each pay period.
Google Sheets and Apps Script automationWhat we connect it to: Google Ads, Meta Ads, QuickBooks, Google Sheets, Gmail, Slack.
Industries that use it: Plumbing, HVAC, Garage doors, Locksmiths.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Ad lead to job
Example: a garage door company gets Facebook leads into Workiz within a minute.
Meta Ads, WorkizExample project
Weekly job report
Example: an owner sees jobs and revenue by technician every Monday.
Workiz, Google SheetsExample project
Review after job
Example: customers get a review link the day a job closes.
Workiz, GmailNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Workiz have an API?
Yes. Workiz documents a developer API for jobs, leads and team members. It is enabled as an add-on in your account, so we check that before scoping.
Will this replace Workiz?
No. Your team keeps working in Workiz. We connect it to the tools around it.
Is our data safe?
Yes. We use only the access your account grants and keep credentials out of code.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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