Office Protocols

Here you can read yours protocols of the office job, such handling a lead. 

Workiz Protocols

Leads Pipeline

Never had interaction with us

We create contact with the client = and must use a tag for what the progress is right now. 

Next Action – Keep calling the customer.

The customer didn’t answer, and needed to call again twice on the same day every 4 hours and twice the day after.

if now answer for more than a week, move to > “Customer rejected” and use “Never Answered” Tag.

We scheduled an estimate.

Need to follow up.

The client got an estimate from the office or the estimator. Need to follow up after a day > 2 days> 5 days.

  • You have to document in the Job note, why it’s not closed. If related to price. Need to update Tal.  

The client doesn’t meet our profit criteria or we can’t help him.

The client doesn’t want service. Add a tag: “with diff company” / “due to price” – of that due price so we need to let Tal know about that. 

General Rules

Jobs Pipeline

The client signed & paid the deposit (if needed), we scheduled the job, and we assigned a tech for the job.

  • If created more than a week ago, and hasn’t moved to Pending or In progress, you need to check why and update Tal.

Use Sub-Status

  • Waiting on Material – still need to get the needed material to start the job.


  • Need to Reschedule – if for some reason the office or the client needs to reschedule. The reason has to be documented in the “job notes”


  • Ready to Execute-  all the preparations are done, and we are ready to start the job on the scheduled day. 

Tech is on-site – The job started

Need to verify that the job met the clients satisfaction, the client had paid, and we asked for a review.

All the criteria before (Done pending approval) have been met. 

Next Action
#1 add a tag
“offer next year tune-up”

#2 – Call the clients as soon as possible and:

  • Ask for feedback.
  • If the client happy then:

  • Explain about a warranty for a year they got.
  •  Schedule a service call and tune-up for next year for $49. 
  • Let them know they can reschedule or cancel at any time.

Only after you schedule the service, you are allowed to take the tag off.  

Why the job has been canceled?  Have to note that and update Tal immediately.

General Rules


Workiz - Leads Reports

* The leads reports should be generate at the end of every month


Workiz Jobs Statistics


Rules & Notes

Workiz - Website Requests



Callrail Report


Rules & Notes