I will set up workiz CRM scheduling dispatch and automation for contractors

Oyeola F

United States

I speak English

Field Service CRM Business Automation Specialist

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About this Gig

A customer calls. The office books the job. The technician never sees the update.

If your scheduling, customer records and follow-ups are scattered, Workiz should be making the day easier, not adding more admin.

I set up Workiz for HVAC, plumbing, electrical, locksmith, cleaning and other US home-service teams.


WHAT I CAN CONFIGURE

  • Company profile, service categories, customer fields and team roles
  • Lead intake, job stages, calendar and dispatch workflows
  • Estimates, invoices, scheduling and customer notifications
  • Appointment reminders, estimate follow-ups and invoice alerts
  • Compatible app connections, testing and handoff notes


BASIC covers essential setup. STANDARD adds scheduling and automation. PREMIUM delivers a fuller operational setup plus one eligible integration.

I tailor the work to your Workiz plan and existing permissions. Subscription fees, paid Workiz features and third-party costs are separate. Large migrations and custom API development require a custom quote.


Message me with your trade, team size and the issue you want Workiz to solve.

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set up workiz CRM scheduling dispatch and automation for contractors
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set up workiz CRM scheduling dispatch and automation for contractors

Software:

Other

Industry:

Business services & consulting

•

Construction

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