Field service / trades (US/CA) · EBROTECH integration profile
AI integration for Workiz — automate without switching
Your Workiz plus AI agents on top, without switching: answer, quote, dispatch and chase.
In short: EBROTECH connects AI to Workiz without migrating: Workiz stays your jobs and dispatch source of truth, and on top we add a 24/7 voice AI agent that catches missed calls and creates jobs, plus automatic quote follow-up via its documented REST API. We do not replace Workiz.
What is Workiz and what is it for?
Workiz is the field service management software used by service businesses across the US and Canada for scheduling, dispatch and invoicing. EBROTECH does not replace it. We put AI agents on top of the Workiz you already run to catch the calls and chase the quotes it leaves to you.
What it's used for
- Keep Workiz as your source of truth for jobs and dispatch
- Answer the call you miss while on a job with a voice AI agent
- Chase sent quotes until the customer decides
- Automate review requests after each completed job
What frustrates Workiz users?
- The phone rings while the crew is on a job, so the lead books another company
- Quotes get sent and then nobody follows up
- After-hours enquiries go cold overnight
- Reviews would win work but rarely get asked for
What changes when AI works for you
30%
of lost appointments recovered with reminders
24/7
AI picks up the phone when you can't
5x
more Google reviews in 60 days
0
missed calls left unanswered
Typical results in the businesses we work with. We measure it with you from day 1.
What does EBROTECH automate on top of Workiz?
Workiz stays your source of truth. We add the layer it doesn't do on its own: answering, reminding, chasing and winning back customers with AI agents.
24/7 voice AI agent that catches the missed call and creates the job in Workiz
Automatic quote follow-up by SMS, email and WhatsApp
Instant reply to web and inbound enquiries
Google review requests on autopilot after each job
How does AI connect with Workiz?
Workiz has a real, documented REST API with token-based authentication, so a direct connection is realistic. We confirm the exact endpoints and permissions your plan exposes in discovery, and we do not promise what we cannot read.
What the connector does NOT do
- It does NOT replace Workiz. It only connects on top.
- It does NOT touch sensitive data without your approval.
- It does NOT migrate your data to another system (migration is Tier 3).
Workiz API: can you connect AI?
Workiz exposes a REST API, so the AI layer reads and writes (contacts, appointments, invoices) directly — no data migration. We confirm the exact endpoints and scopes for your version in discovery.
Are you the maker of Workiz?
We build Workiz's official API and MCP server in weeks, under your brand or white-label, so AI agents can recommend and use your product before they can only do it with your competitors'.
How we work with vendorsCloud connection with Workiz
Workiz runs in the cloud, so the connection is cloud-to-cloud over its API: the AI layer and Workiz talk in real time without anything installed. Your data stays in Workiz.
Workiz + ChatGPT, Claude, Gemini, Perplexity, Codex & MCP
Each AI tool does something different around Workiz: ChatGPT (OpenAI) and Gemini (Google) draft and summarise text, Claude AI (Anthropic) reasons over complex cases, Perplexity searches and verifies facts on the fly, and Codex or GitHub Copilot help write the connector code. None of them, on their own, acts on your data — they don't read a contact, book an appointment or chase an invoice. EBROTECH builds the connector with Claude Code and OpenAI models, exposed as an MCP server where it fits, so those AI agents do act on top of Workiz, safely and with your approval.
How to connect Workiz with AI in 3 steps?
- 1
15-minute discovery
We confirm the endpoints your Workiz plan exposes and what to automate first: missed calls or sent quotes.
- 2
Connect the connector
We connect the AI layer to Workiz over its REST API, mapping jobs and dispatch without migrating data.
- 3
Automations live
Voice AI job creation, quote follow-up and review requests run by themselves on top of Workiz.
When NOT to connect with Workiz?
If you run Jobber, Housecall Pro, ServiceTitan or Commusoft instead, see that profile. Workiz suits US/CA field-service businesses; larger US contractors often fit ServiceTitan better.
Frequently asked questions about Workiz
Do I have to move off Workiz?
No. Workiz stays your system. We build the AI agents on top and migrate nothing.
Can you connect AI to Workiz directly?
Yes. Workiz publishes a documented REST API with token authentication, so a direct connection is realistic. We confirm the scopes your plan allows in discovery.
Can the AI create jobs in Workiz automatically?
That is the goal. The voice AI takes the call and pushes the new job into Workiz so your dispatcher does not have to. We scope the write access in discovery.
What do you automate first on top of Workiz?
Whatever recovers the most work, usually catching missed calls and chasing the quotes you have already sent. The rest is phased in.
Keep exploring
Do you use Workiz?
We'll tell you which AI automations make sense for your case and how long setup takes — without changing your software.