Integration for Workiz v1.0.0
Field service quote requests become Workiz leads or jobs, attached to the right client and service address; online booking, a job status page and review requests in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Stop copying quote requests from your inbox into Workiz. Integration for Workiz turns every enquiry on your WordPress site into a Workiz lead or job, attached to the right client and service address, so your office can call back and schedule while the customer is still keen. Use the form plugin you already have, or drop the built-in quote request form on any page; it checks the service address is complete before the visitor sends it. Submissions are delivered in the background and retried automatically if Workiz is briefly unavailable. This plugin is not affiliated with or endorsed by Workiz.
Free
$0 forever
- Per form, a submission becomes a lead (with the Workiz Leads add-on), a job with a job type, or a client with a note
- No duplicate clients: existing clients found by email or phone get the new lead or job, and a new service address becomes a new property
- Built-in quote request form block and shortcode with the service address and spam protection; works without JavaScript and keeps what the visitor typed
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, with address fields found and mapped for you
- Job type, lead source, tags and assigned user per form, picked from your own Workiz lists
- US and Canadian phone numbers formatted the way Workiz expects
- The visitor's first UTM parameters, referring site and landing page added to the lead or job description
- Optional sync of new WordPress users (by role) and WooCommerce customers as clients
- Background queue, retries and one-click resend, masked log with CSV export, encrypted API key
Workiz Pro
$69 per year, single site
Everything in Free, plus:
- Online booking that shows your open times from Workiz and books the chosen time as a scheduled job
- Job status page where customers check their job with the job number and their email or phone
- Review requests emailed when a Workiz job reaches Done
- Routing rules with round-robin assignment
- More Workiz accounts, historic entries backfill, mapping import and export, and a dashboard widget
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.