Workiz

Add a text note to a Workiz client and optionally pin it.

Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.

Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.

Irreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to inspect a lead.

Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.

Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.

Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.

Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.

Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.

List one page of technicians assigned to a Workiz job or lead.

List one page of notes recorded on a Workiz client, ordered by creation date descending.

List and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation.

List Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor.

List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.

List IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.

List Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.

Remove a technician assignment from a Workiz job or lead.

Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.

Make an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary.

Update only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.

Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged.