Workiz

• New Workiz jobRuns when a job is created in Workiz.
• Workiz job updatedRuns each time a job changes in Workiz.
• Workiz job status changedRuns when a job's status changes in Workiz, such as to In progress or Done.
• Workiz job completedRuns when a job is marked Done in Workiz.
• Workiz job scheduled or rescheduledRuns when a job is put on the schedule or moved to another time in Workiz.
• Workiz team member assigned to a jobRuns when a team member is put on a job in Workiz, once for each person added.
• Workiz lead converted to a jobRuns when a lead is converted to a job in Workiz.
• New Workiz leadRuns when a lead is created in Workiz.
• Workiz lead updatedRuns each time a lead changes in Workiz.
• Workiz lead status changedRuns when a lead's status changes in Workiz.
• New Workiz clientRuns when a client is added in Workiz.
• New Workiz invoiceRuns when an invoice is created in Workiz.
• Workiz invoice paid in fullRuns when a payment leaves nothing to pay on an invoice in Workiz.
• New Workiz paymentRuns when a payment is recorded in Workiz, and again if its status changes.
• New Workiz estimateRuns when an estimate is created in Workiz.
• Workiz estimate status changedRuns when an estimate's status changes in Workiz, such as when a client approves it.
• New Workiz callRuns when a phone call to or from the business ends in Workiz (needs Workiz's phone system).
• New Workiz time offRuns when time off is requested or added for a team member in Workiz.

• Create jobCreate a job for an existing or new client, on the schedule or unscheduled.
• Get jobGet a job with its client, schedule, team, line items, payments and notes.
• Update jobChange a job's status, sub-status, schedule, details, tags, custom fields or client details.
• List jobsList jobs in a range of days, open, closed or both, newest first.
• Assign team memberPut a team member on a job or a lead.
• Unassign team memberTake a team member off a job or a lead.
• Add paymentRecord a cash, credit card or check payment on a job, invoice or estimate.
• Create leadCreate a lead for an existing or new client, on the schedule or unscheduled.
• Get leadGet a lead with its client, schedule, team and notes.
• Update leadChange a lead's status, schedule, details, tags, custom fields or client details.
• List leadsList leads in a range of days, open, lost or both, newest first.
• Convert lead to jobTurn a lead into a job, keeping its client, schedule and team.
• Mark lead lost or activeMark a lead as lost, or make a lost lead active again.
• Create clientAdd a client with their contact details and service address.
• Get clientGet a client with their notes, other contacts, tags and custom fields.
• Find clientsFind clients by name, phone, email or address, by what they owe, or by tags.
• Add client noteAdd a note to a client, pinned to the top if you like.
• List invoicesList invoices by the day they were made or changed, and whether something is owed.
• Get invoiceGet an invoice with its line items and payments.
• List estimatesList estimates by the day they were made or changed.
• List paymentsList payments collected, by day, client, status or how they were paid.
• List team membersList the account's users, such as the field techs jobs can be assigned to.
• List job typesList the kinds of job the account does, with how long each usually takes.
• SearchFind jobs, leads, clients and invoices by name, phone, email, address or number.
• Get open time slotsGet the times with room for another booking, as Workiz's online booking works them out.

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