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

## 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.

*Professional construction worker installing drywall with gloves and helmet inside a building*

Photo: [Antoni Shkraba on Pexels](https://www.pexels.com/photo/a-man-fixing-the-wall-4981812/)

- 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](https://pushbuild.com/services/api-integrations.html)

### Job dashboard

Jobs, revenue and close rate by source and technician.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html)

### Review follow-up

A review request sent after a job is marked done.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Payroll sheet

Technician hours and commissions in one sheet each pay period.

[Google Sheets and Apps Script automation](https://pushbuild.com/services/google-apps-script.html)

**What we connect it to:** [Google Ads](https://pushbuild.com/tools/google-ads.html), [Meta Ads](https://pushbuild.com/tools/meta-ads.html), [QuickBooks](https://pushbuild.com/tools/quickbooks.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Slack](https://pushbuild.com/tools/slack.html).

**Industries that use it:** [Plumbing](https://pushbuild.com/for/plumbing.html), [HVAC](https://pushbuild.com/for/hvac.html), [Garage doors](https://pushbuild.com/for/garage-doors.html), [Locksmiths](https://pushbuild.com/for/locksmiths.html).

## 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](https://pushbuild.com/audit.html).

## 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.

## Related

[**Housecall Pro**Connect Housecall Pro to your texting, lead follow-up, reporting and accounting so jobs, estimates and customers stay in step..](https://pushbuild.com/tools/housecall-pro.html)[**Jobber**Connect Jobber to your website forms, call tracking, payments and reporting so requests, quotes and jobs flow without retyping..](https://pushbuild.com/tools/jobber.html)[**ServiceTitan**Connect ServiceTitan to your texting, reporting, accounting and lead tools so calls, jobs and invoices move without retyping..](https://pushbuild.com/tools/servicetitan.html)

## 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](mailto:hello@pushbuild.com?subject=Workiz%20project)

[(617) 299-8887](tel:+16172998887)

**Pushbuild** · Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact)

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As of 2026-11-10. Source: https://pushbuild.com/tools/workiz.html