Why this memo.
Workiz serves a specific home-services segment: 5-50 technician operators in HVAC, plumbing, garage-door, locksmith, and appliance-repair, often with multi-trade brands under one operation. Workiz Genius (their AI receptionist product) is competent for the average customer. Mid-market operators with multiple trades, multiple locations, and complex routing logic typically benefit from custom AI on top of Workiz, not just configuration of the off-the-shelf product.
The Workiz surface area we touch.
Workiz exposes a REST API with coverage of clients, jobs, dispatch, technicians, invoicing, and payments. OAuth2 authentication. Webhooks for job lifecycle events. The API is sufficient for the workflows below.
Workflow I: 24/7 AI receptionist into Workiz dispatch.
Same workflow as the ServiceTitan and FieldEdge versions, adapted to Workiz's job model. AI answers, qualifies, books, writes the job into Workiz with the correct service line, customer record, and notes. Multi-trade operators benefit doubly because the AI can correctly route the inbound to the right trade brand within the same Workiz instance.
Workflow II: Multi-trade routing coordination.
The Workiz-specific workflow. Operators running HVAC + plumbing + electrical (or HVAC + locksmith + garage-door) under one Workiz instance benefit from cross-trade dispatch optimization that Workiz's native dispatch doesn't surface. Custom AI reads the unified state, recommends the cross-trade-optimal route, lets the dispatcher accept or override.
Workflow III: Technician priming and membership conversion.
AI reads the customer + job history from Workiz, drafts the prime, pushes to technician mobile during truck-roll. Drives membership conversion at the kitchen table, the highest-multiple revenue stream for the operator.