Workiz

1. Filter your invoices by Overdue

   On the Invoices dashboard, apply the filter and choose Overdue to display only overdue invoices.

2. Select Send reminder

   Select the invoice(s) you want to remind your client(s) about and select Send reminder to dispatch a reminder from Workiz.

3. Open Workiz Automations

   Use Workiz Automations to set up automatic follow-ups for overdue invoices; consult the 'Sending automated reminders for overdue invoices' article for the automation trigger and action details.

4. Filter your invoices by Unsent

   On the Invoices dashboard, select the Unsent filter to locate invoices that have not been sent to clients yet.

5. Select Send invoice

   Select the invoice(s) you want to send to your client(s) and select Send invoice to deliver the invoice from Workiz.

6. Select the Need invoices widget

   From the Invoices dashboard, select the Need invoices widget to find jobs that still require invoices.

7. Select Generate invoice

   Select the job(s) you want to generate an invoice for and select Generate invoice to create invoices inside Workiz.

8. Select Create X invoices

   After choosing jobs in the Need invoices flow, select Create X invoices to complete batch invoice generation.

9. Select Mark sent

   If an invoice was sent outside Workiz, filter by Overdue or the relevant list, select the invoice(s), and select Mark sent to update their status.

10. Select All time and choose a timeframe

    Use the All time filter on the Invoices dashboard to narrow results by a specific timeframe when searching for invoices to remind.

1. Open job page

   From your schedule or job list, open the job you want to manage to access job-level actions and details.

2. Select client’s address

   On the job page, tap the client’s address field to view the stored address (this is the Workiz UI element that shows the job location).

3. Call or text client

   On the job page use the phone number on file to call or text the client directly from the job's contact section.

4. Select Start

   In Quick actions on the job page, tap Start to launch a running clock to record your time on the job.

5. Select Quick actions (ETA / Pay / Add note / Attach)

   From the job page Quick actions choose ETA to notify the client, Pay to add a payment to the job, Add note to leave internal notes, or Attach to upload photos/files from your device.

6. Select Tasks

   At the bottom of the job page, tap the Tasks section to view or manage tasks associated with this job (tasks must be created under a job or lead).

7. Select Add task

   Inside the Tasks section tap Add task, then enter Title, Description, Schedule and Assigned technician(s) and tap Save to create the task.

8. Select Mark as done

   Next to a task in the Tasks section tap Mark as done; Workiz will automatically update the task progress bar for the job.

9. Select Finance tab

   Open the Finance tab on the job to create an invoice and add line items or to add payments; note that collecting credit card or ACH on mobile requires signing up for Workiz Pay.

1. Open Feature Center

   From the navigation bar, select the Feature Center.

2. Enable Calendar sync add-on

   If the Calendar sync add-on isn’t visible, ask your admin to turn on the Account Settings permission for your user type from the Roles & Permissions settings.

3. Choose sync scope

   In the Calendar sync settings, select the user whose schedule you want to sync: a single user or All users. Subcontractors will not be included.

4. Connect Google Calendar

   Choose Google Calendar as the third‑party calendar and follow prompts to connect your Google account.

5. Understand one-way sync

   Note that Workiz to calendar is one-way; you will not be able to sync calendar events from your third-party calendar back to Workiz.

6. Link booking page to Google

   In Workiz, link your online booking page to Google via Reserve with Google and Google Local Services Ads. If you lack a website, you can use a Facebook page or a Google Local Services page URL. Allow about 48 hours for the connection.

7. Test and verify

   Trigger a scheduling link to create a booking and verify that the event appears in the connected Google Calendar within 24 hours. For urgent changes, communicate with your team manually.

8. Optional export

   For a one-time snapshot, export your schedule; this does not enable ongoing syncing.

1. Click Feature Center

   From the navigation bar, select Feature Center.

2. Enable Service Plans add-on

   In Feature Center, enable the Service Plans add-on to activate recurring visits and service plan features on your account.

3. Click Launch walkthrough

   Click Launch walkthrough to view the guided walkthrough that demonstrates how Service Plans work in your account.

4. Create service plan template

   Use the create service plan templates flow to define the recurring visit pattern, included services, and pricing for that recurring cleaning plan.

5. Subscribe clients to service plan

   Open the client's record and subscribe your clients to those service plans so they receive scheduled visits and recurring billing as defined by the template.

6. Review My visits tab

   Open My visits tab and check the Sent reminder column to confirm Workiz Automations sent the 14-day pre-visit reminder for upcoming service plan visits.

7. Convert visit into job

   Select a service plan visit (placeholder) and convert it into a job; note that you cannot assign technicians or make changes until after you convert the visit into a job.

8. Assign technicians

   After converting the visit into a job, click Assign technicians and choose technicians based on skills, location, and availability.

9. Create jobs with customer information

   If creating an ad hoc or converted job, use Create jobs to enter customer information, job description, and required resources before dispatching.

1. Click Create new > Job

   From the sidebar menu, select Create new then click Job to begin a new job entry.

2. Complete Client details

   In Client details enter the CSM's name and contact information so the meeting is associated with the correct client record.

3. Complete Service location

   In Service location enter the meeting location or address (or a placeholder if this is a virtual meeting).

4. Complete Job details

   In Job details add the meeting title, agenda or notes and any instructions that should appear on the job.

5. Click Set recurring schedule

   In the Scheduled section of the job form select Set recurring schedule to open the recurring options.

6. Choose frequency (Weekly)

   Under the recurring schedule choose the frequency for this recurring job and select Weekly to repeat the meeting every week.

7. Configure Jobs Stop

   Under Jobs Stop choose whether the recurring schedule should end after a specific number of jobs or on a specific date.

8. Enter Create jobs

   In Create jobs enter the number of days ahead of schedule you want each recurring job instance to be created.

9. Click Save

   Select Save inside the recurring schedule dialog to store the recurring configuration.

10. Click Submit

    After entering all job details and saving the recurring schedule, select Submit to create the recurring job series.

11. View Recurring Schedule

    Open the job you created and scroll down to Recurring Schedule on the job page to verify the weekly schedule and settings.

Field service management (FSM) software like Workiz helps businesses manage and streamline field operations — scheduling and dispatching technicians, managing work orders, tracking customers, and accessing real-time job data.

FSM software increases operational efficiency, improves customer experience, automates repetitive tasks, and provides real-time visibility so teams can deliver faster, more reliable on-site service.

Pricing varies by vendor and depends on features, user count, and level of functionality; Workiz offers a free trial and flexible monthly subscription plans—contact Workiz for a tailored quote.

Businesses that deploy field technicians—such as HVAC, plumbing, electrical, garage door, locksmith, and appliance repair companies—benefit from FSM software to organize operations and scale service delivery.

Consider your scheduling and dispatch needs, invoicing and payment options, integrations with accounting or marketing tools, ease of onboarding, mobile accessibility, and automation capabilities.