Workiz integration consulting

Connect Workiz to the rest of your business.

Workiz runs calls, leads, scheduling, dispatch and invoicing for many locksmith, garage door, appliance repair and HVAC companies. We build the tools and connections around it, so leads from every source land in one place and the numbers add up without exports.

Keep it, then extend it

What Workiz does well, and where teams outgrow it.

Where Workiz shines
  • Phone and jobs side by side
  • Quick to dispatch
  • Keys you name and limit
Where teams hit the limits
  • Leads from lead sellers and adsLeads from directories, lead sellers and ads arrive in their own inboxes, and someone copies them in.
  • Tech pay is worked out by handCommission and parts splits for techs and subcontractors get calculated in a spreadsheet each week.
  • Marketing spend sits elsewhereSeeing cost per job by source means matching ad and lead seller bills to Workiz by hand.
What changes

The same week, with the connection.

Today
  • The dispatcher copies leads from ads and lead sellers into Workiz while the phone rings.
  • The owner works out each tech's pay and job splits on a calculator Sunday night.
  • The marketing manager can't tell which lead seller actually produces paying jobs.
With the connection
  • Leads from every source land in Workiz with a reply sent. The dispatcher calls them back in order.
  • Pay sheets arrive with jobs, parts and splits worked out. The owner checks them before payout.
  • Spend is matched to the jobs each source produced. The marketing manager decides which sources to keep.
What we build around it

Connecting Workiz to the rest of your work.

01

Leads from every source in one list

Leads from ads, lead sellers and web forms set up in Workiz within minutes, with a reply sent while the caller is still deciding.

02

Tech and subcontractor pay sheets

Completed jobs, parts and splits worked out per tech and sent for payroll or payout with a person checking first.

03

Cost per job by source

Ad and lead seller spend matched to the jobs they produced, so you see which sources pay off.

04

Emailed requests logged as jobs

Requests from property managers and partners read by AI and set up as draft jobs for dispatch to check.

05

Follow-up on open estimates

Estimates that haven't closed get a timely nudge and land on a call list.

06

Owner reports on schedule

Revenue, close rates and callbacks by tech and market combined in one weekly report.

How it starts

What happens after you reach out.

  1. 1

    A free call

    Tell us how you use Workiz today and what still happens by hand. If a ready-made app already does the job, we'll say so.

  2. 2

    We check access with your admin

    Before any quote, we confirm what your plan allows and agree what the connection may see and change.

  3. 3

    Your first connection goes live

    One workflow at a time, tested on sample data first. You own the code and the accounts it runs in.

You work directly with a senior builder from the first call to launch, not a hand-off to a junior team. How we work

Before we start

What we need from you.

  • Someone on your team with admin rights sets up our access. We walk them through it.
  • You choose what the connection can see and change, and you can switch it off at any time.
  • We build and test on sample data before touching live records.
  • Needs Workiz's developer add-on, turned on in your account.
Technical details for your IT team

Your team turns on the Developer API add-on in Workiz's Feature center, then creates a key under Settings, Integrations, Developer. Each key has a name, an expiry date and either full or limited access, and can be rotated or deleted at any time (see Workiz's guide to API credentials). We ask for a separate, limited key for each connection, so turning one off doesn't affect the others. Some records, like leads, need their own add-on in Workiz, so we confirm what your account has before quoting a build. Comparing tools? See our Jobber page.

FAQ

Common questions.

Do we have to replace Workiz?

No. Workiz stays your system for calls, jobs and invoicing. We build around it and connect what it doesn't reach.

What do we need to turn on in Workiz?

The Developer add-on in the Feature center, plus the Leads add-on if the connection should create leads. Your admin then creates a key for us.

Can you limit what the connection can do?

Yes. Workiz keys can be limited to certain access and set to expire, and we ask only for what each connection needs.

Are you a certified Workiz partner?

No. We're an independent integration consultant and development team. We build with Workiz's official developer tools and approved access, using the access your team grants, and we work alongside your Workiz admin or implementation partner rather than replacing them.

Sources
  1. Workiz Help Center: Accessing your Workiz API credentials
  2. Workiz: Developer API (2.0)
  3. Workiz: Developer API

Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.

Partner with Inkwell

Tell us how you use Workiz today.

A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.