Field-service software · docs read 9 November 2026
Trial-stall checks for contractors on Workiz
A contractor's clients, leads, jobs, items, online bookings and automated reminders live in Workiz; most history imports go through Workiz support and API access needs the Developer API add-on. Below: what Workiz's own docs say about online booking and requests, customer reminders, webhooks and triggers, where a contractor's trial of your product stalls on Workiz, and which free check to run on your own numbers.
Checks to run with your Workiz data
Trial Stall Check
Which contractor trials will convert, and which are stuck at setup?
What to bring from Workiz
- Workiz can import Clients, Jobs, Leads, Invoices, Estimates and Items; it cannot import images and files, calls and messages, parent client relationships, additional properties, line items, service plans, job tags, client tags, tax rates, payment terms, additional contacts, client notes or assigned techs.[1]
- Imports need flat CSV or XLS/XLSX, one file per entity, submitted to technical support; depending on size it "may take up to 1–2 weeks". Clients can also be self-imported with the self-import tool.[1][2]
- API credentials need the Developer API add-on enabled from the Feature center; credentials live at profile icon > Settings > Integrations > Developer v2.[4]
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Online booking and requests in Workiz
- Online booking either requires approval (new bookings come in through the Message Center, where they can be added as a new job or lead) or automatically creates a new job added to the schedule as unassigned.[6]
- New bookings are not automatically assigned to techs; unassigned jobs show at the top of the Timeline or Timeline Week views, or by sorting the Tech column on the Jobs page.[6]
- Workiz matches online bookers to existing clients by email and phone number; different contact details create a new client profile.[6]
Where the numbers live
- Webhook triggers on leads and jobs (e.g. "When a job is created") post to your URL in real time, and the Developer page logs each request with Status, Method, Type, URL and Time for the last 14 days by default.[5]
Customer reminders in Workiz
- Job reminders need the Workiz Automations add-on from the Marketplace; then Automations > Reminders > "1 day notice / Client reminder" template, with text and/or email and timing such as 14 days or 30 minutes ahead.[7]
Webhooks and triggers in Workiz
- Webhooks are created at profile icon > Settings > Integrations > Developer > v2 tab > Create new > Webhook; "Webhooks only work with triggers for jobs, leads, invoices, and estimates."[5]
- An optional Auth key is sent as a Bearer token in the authorization header; webhooks can also be created in the Automation Center with the post webhook action.[5]
| Event or trigger | When it fires |
|---|---|
| When a job is created | Example trigger: new job record |
| Job status → Done | Example trigger event: job status changed to Done |
Getting requests and records out in Workiz
- Saved Custom Reports export from Actions > Export as > PDF or CSV.[8]
What a contractor can import and export in Workiz
- Workiz can import Clients, Jobs, Leads, Invoices, Estimates and Items; it cannot import images and files, calls and messages, parent client relationships, additional properties, line items, service plans, job tags, client tags, tax rates, payment terms, additional contacts, client notes or assigned techs.[1]
- Imports need flat CSV or XLS/XLSX, one file per entity, submitted to technical support; depending on size it "may take up to 1–2 weeks". Clients can also be self-imported with the self-import tool.[1][2]
- Client rows need First name, Last name, Service address and Email or Phone (one email only); duplicates are detected by existing email and phone, so imported counts may differ from file rows.[2]
- Items need Item name, Price, Item type (Product, Service, Hours or Expense) and Taxability ("true"/"false"); images must be public URLs; a price book is imported as items first, then item groups/flat rate items.[3]
- With the QuickBooks Online integration, importing jobs, estimates or invoices is not recommended (duplicate payment information), and items should come from connecting QuickBooks.[1][3]
What connecting another app takes in Workiz
- API credentials need the Developer API add-on enabled from the Feature center; credentials live at profile icon > Settings > Integrations > Developer v2.[4]
- v2 uses named API keys with optional expiration and per-resource permissions (Read or Read & Write) on Search, Jobs, Leads, Clients, Invoices, Estimates, Job Types, Ad groups, Custom fields, Tags, Availability, Users, Events, Timesheet and Time off.[4]
- A v2 key is only visible on creation; rotating a key immediately invalidates it, and on v1 Request New Credentials invalidates the old token and secret.[4]
Where a trial stalls on Workiz
History import waits on Workiz support
Except the client self-import tool, imports are a request to Workiz technical support that may take up to 1–2 weeks, and assigned techs, line items and client notes cannot be imported.[1][2]
Fix: Start the trial on clients plus live new jobs instead of waiting for a history import.
Import pauses the contractor's automations
Imports can fire automation rules (e.g. 500 done jobs = 500 texts), so Workiz temporarily turns impacted automations off, briefly affecting day-to-day reminders.[1]
Fix: Warn the contractor that reminders may pause during the import window.
Custom fields need support
"You will not be able to import custom fields using the self-import tool."[2]
Fix: Map custom data into standard fields or request an assisted import.
No client webhooks
Workiz webhooks only work with triggers for jobs, leads, invoices and estimates, so new clients cannot be pushed to your app by webhook.[5]
Fix: Poll the Clients API resource or watch job/lead triggers instead.
Key shown once, rotation breaks integrations
A v2 API key is not visible after leaving the page, and rotating it immediately invalidates the current key.[4]
Fix: Have the contractor paste the key straight into your app during the setup call.
Sources
Workiz's own documentation, read on 9 November 2026. Products change menus, plans and limits; if your account shows something different, your account wins.
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