Pushbuild

Workiz teams: leads, jobs and follow-ups without retyping.

Workiz runs jobs, leads, scheduling and invoicing for many plumbing, HVAC, locksmith and garage door companies. Owners still copy leads in from web forms and ad platforms, pull job numbers into spreadsheets, and chase reviews by hand. Workiz publishes a developer API for jobs, leads and team members; it is turned on as an add-on in your account, so we confirm that first.

Tell us what you needSee example projects

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 withGoogle Ads, Meta Ads, QuickBooks, Google Sheets, Gmail, Slack
Used byPlumbing, HVAC, Garage doors, Locksmiths
What we buildLead intake; Job dashboard; Review follow-up; Payroll sheet

Sound familiar?

What field service teams on Workiz tell us before a project starts.

Professional construction worker installing drywall with gloves and helmet inside a building
Photo: Antoni Shkraba on Pexels
  • 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 sync

Job dashboard

Jobs, revenue and close rate by source and technician.

Dashboards and reporting

Review follow-up

A review request sent after a job is marked done.

n8n, Make and Zapier automation

Payroll sheet

Technician hours and commissions in one sheet each pay period.

Google Sheets and Apps Script automation

What 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, Workiz

Example project

Weekly job report

Example: an owner sees jobs and revenue by technician every Monday.

Workiz, Google Sheets

Example project

Review after job

Example: customers get a review link the day a job closes.

Workiz, Gmail

Not 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.

hello@pushbuild.com

(617) 299-8887

Pushbuild · Automate your business with Pushbuild: pushbuild.com/contact