Workiz API
Workiz is field service management software used by home service and trades businesses (HVAC, plumbing, locksmiths, junk removal, appliances, garage doors, and more) to run jobs end to end. An unofficial API lets you programmatically pull clients, leads, jobs, schedules, estimates, in
What is Workiz?
Workiz is a cloud platform for field service management that centralizes scheduling, dispatch, job execution, and billing for service teams. Companies use Workiz to manage clients and service addresses, book and dispatch jobs, create estimates and invoices, collect payments (Workiz Pay), track calls and SMS (Workiz Phone), and coordinate field operations with a mobile app.
Core product areas include:
- Scheduling & Dispatch (calendar, routing, technician assignment, ETA)
- CRM & Jobs (clients, service locations, work orders, job statuses)
- Estimates, Invoices & Payments (pricebook, taxes/discounts, Workiz Pay)
- Communications (Workiz Phone VoIP, call recording, SMS, templates)
- Field App & GPS (on-site updates, photos, signatures, time tracking)
- Online Booking & Lead Sources (web widgets, Google Local Services Ads, integrations)
- Inventory & Pricebook (service items, parts, bundles, taxes)
Common data entities:
- Clients and Contacts (names, phones, emails, billing preferences)
- Service Addresses/Locations
- Users/Technicians and Teams
- Leads, Jobs, and Recurring Jobs
- Schedules/Assignments and Status History
- Pricebook Items, Line Items, Taxes/Discounts
- Estimates, Invoices, Payments, Refunds
- Call Logs, Recordings, SMS Threads
- Attachments (photos, PDFs), Signatures, Notes
The Workiz Integration Challenge
Field service organizations rely on Workiz daily, but turning portal-based workflows into API-driven automation is non-trivial:
- Scheduling dependencies: Technician calendars, travel time, and job conflicts must be respected programmatically
- Role-based controls: Office staff vs. technician vs. owner permissions affect data visibility and allowed actions
- Communications data: Calls, recordings, and SMS threads live in separate views with distinct filters and retention
- Payment rigor: Captures, refunds, and reconciliation require secure handling and clear audit trails (Workiz Pay)
- Customization sprawl: Custom fields, statuses, templates, and pricebooks vary by tenant and must be normalized
- Lead sources: Online booking, phone leads, and ads integrations create heterogeneous intake data to reconcile
How Supergood Creates Workiz APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Workiz tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Workiz adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Workiz evolves.
Use Cases
Job & Client Sync
- Mirror clients, locations, and jobs into your internal CRM or data warehouse - Keep job metadata, statuses, and assignments current for analytics and SLAs - Unify contact details and service addresses for omnichannel communication
Scheduling & Dispatch Automation
- Create jobs from web forms or partner systems and auto-assign technicians - Update statuses (en route, on site, completed) from telematics or geofencing - Push schedule changes and send confirmations via SMS templates
Estimates and Invoices
- Generate estimates from your pricebook and convert to invoices on approval - Attach photos and signatures captured in the field - Reconcile invoices and payments with your accounting system (e.g., QuickBooks Online)
Calls, Messages, and Lead Intake
- Ingest call logs, recordings, and SMS threads to measure marketing ROI - Create leads or jobs automatically from missed calls or online booking requests - Trigger follow-ups and automations when messages go unanswered
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for high-volume job and invoice sync while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of clients, jobs, schedules, invoices, payments, and communications
Security
Encrypted transport, scoped tokens, and audit logging; respects Workiz role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., payment settlement, job status changes)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume job creation, dispatch updates, and invoice/payment processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/flow changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Scheduling & Dispatch, Clients & Jobs, Estimates & Invoices, Payments (Workiz Pay), and Communications (Workiz Phone/SMS), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize invoices, line items, taxes, and payments to match your ERP/accounting schema (e.g., QuickBooks Online) and deliver updates via webhooks or polling while complying with rate and permission constraints.
Yes. We support downloading artifacts and uploading attachments via signed uploads, with checksum validation and time-limited URLs.