ScheduleBot

Workiz

Book more jobs directly into Workiz automatically

ScheduleBot captures every inbound lead, qualifies the customer, and books the job directly into your Workiz account before anyone on your team has to pick up the phone.

Instant response on every lead

ScheduleBot answers every call, form submission, and message in under 3 seconds, qualifying the customer and booking the job into Workiz before a competitor even sees the notification

Jobs sync directly into Workiz

Every lead ScheduleBot converts flows into Workiz as a complete job record with customer info, service type, and scheduling details already populated, ready for dispatch without any manual entry

More jobs from the leads you already get

Most contractors are leaving money on the table with slow or missed follow-up. ScheduleBot captures and books the leads already coming in, increasing your conversion rate without spending more on marketing

24/7 call answering

Workiz customers never miss a job because a call came in after hours or during a busy stretch. ScheduleBot answers every inbound call around the clock, qualifies the customer, and gets the job into your board automatically

Clean data across every job

ScheduleBot qualifies every lead before it hits Workiz, so job records arrive consistent, complete, and correctly categorized every time. Better data in means cleaner dispatching and fewer headaches downstream

Full lead source attribution

Every job is tagged with its source before it lands in Workiz, giving you visibility into which channels and campaigns are actually filling your board versus which ones need attention.

Inbound lead intake

ScheduleBot picks up every inbound lead the moment it arrives across all channels, responds immediately, and starts the qualification and booking flow without any manual involvement from your team.

AI call answering

Every inbound call is answered by ScheduleBot, qualified, and booked into Workiz without a CSR needing to pick up. Calls that come in outside business hours are handled the same way as calls during the day.

Automated follow-up sequences

If a lead does not book on first contact, ScheduleBot follows up automatically via call, SMS, and email until they convert or opt out, so no lead ever gets left behind.

Job type and service mapping

Each lead is mapped to the correct job type and service category in Workiz automatically so records land in the right place and dispatching stays clean from day one.

Real-time availability booking

ScheduleBot only books customers into times that are actually available based on your live Workiz schedule, preventing double-bookings and keeping your dispatch board accurate.

Customer record creation

New customers are created automatically in Workiz with full contact details, service history, and lead source attribution captured from the first interaction, no duplicate entries or missing fields.