Workiz AI integration

Sastre connects Workiz to the rest of your tools and uses AI to handle jobs and phone calls, with your team approving every change.

Job, AC not cooling

Drafted for Workiz
Today, 7:42Call logged from the homeowner at 14 Elm Court.
Today, 7:43Job drafted for tomorrow at 8 with Mike.
NowArrival text scheduled for the customer.
ApproveEdit
Illustrative example

Some of what we build on Workiz

Calls to jobs

We log service calls as draft jobs and suggest a technician, and your dispatcher confirms the slot.

Estimates from visits

We draft estimates from site visit notes and photos for your team to review.

Invoices on sign off

We draft the invoice when a job is signed off, ready for your office to send.

Arrival texts

Customers get a text with the technician’s expected arrival time.

Missed call follow up

When a call is missed, we text the caller back with a way to book a time.

Review requests

Every customer gets a review request after the job is complete.

How we connect to Workiz

Each account allows different access, so we confirm yours in the workflow map and design around it.

Official API

On plans that include API access, approved updates post straight to Workiz.

Reports and exports

Where the API is closed or limited, scheduled reports and exports supply the data, and we queue each change for your team to enter.

Approved automation

Where neither works, we use browser automation that your team approves step by step.

Some tools we connect to Workiz

Questions about Workiz and AI

Can you connect AI to Workiz?

We start with the official API on plans that include API access, then use scheduled reports and exports, and use browser automation your team approves only where neither works.

Can AI book jobs from phone calls?

Yes. Calls become draft jobs and your dispatcher confirms the slot.

Does my team still approve changes?

Yes. Anything that writes to Workiz, reaches a customer or moves money waits for your team’s approval until you decide a step can run on its own.

Do we need to change how we use Workiz?

No. We build around the way your team already works.

Let’s tailor Workiz to the way your team works.

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