Sarah 24/7 + Workiz
Sarah catches the calls Workiz shops miss and turns them into booked jobs.
Works with Sarah 24/7
How the Workiz + Sarah 24/7 AI receptionist pairing works
Workiz keeps locksmiths, junk removal crews, appliance techs, and other field teams organized with scheduling, dispatch, and invoicing. But when the whole crew is on jobs, calls ring out — and in these trades a missed call is usually a job someone else wins. Sarah answers every one, day or night, and books it.
The connection works today through connected-calendar booking, contact push through GoHighLevel, or a Zapier or Make bridge that carries Sarah’s call outcomes toward your Workiz workflow. If your intake needs something specific, custom wiring is part of white-glove onboarding — we set the whole path up with you, on request.
- Every call answered live while the crew stays on jobs
- Qualified callers booked straight onto your connected calendar
- Lead details forwarded through your GoHighLevel or Zapier bridge
What Workiz sees after the phone rings
A no-heat call comes in at 9:40pm. Sarah answers on the first ring, works through your triage questions — no heat or low heat, thermostat state, whether anyone in the house is vulnerable — quotes your after-hours diagnostic fee, and writes a job with the right job type and arrival window. Your on-call tech opens the app in the morning to a board that is already correct, not to seven voicemails and a guess about who called first.
What lands in Workiz: a dispatchable job — through your calendar, your CRM or an automation step, since Workiz has no native connector.
Setting it up
- Connect the account. We authorise the connection during onboarding — you approve it once, and no credentials live with your front desk.
- Map job types and windows. Your job types, durations, arrival windows and which crews take what. Sarah books only into what dispatch can actually service.
- Set the triage rules. Which symptoms are emergencies, what wakes the on-call phone, what waits until morning, and what your after-hours rate is.
- Run a live test call. We call your line, book a test job, and you watch it appear on the board before a single customer hears her.
Setup is done by us, not left to you in a builder. Typical time to live: days, not weeks.
Workiz questions
Is this a native integration?+–
Not yet. Sarah works alongside Workiz today through connected-calendar booking, contact and job push via GoHighLevel or a Zapier or Make bridge, and custom wiring during white-glove onboarding on request. You get a working setup without building anything yourself.
Why does answering speed matter so much in my trade?+–
Emergency-driven callers — lockouts, broken appliances, urgent hauls — rarely leave voicemail; they call the next listing. Sarah answers on the first rings, qualifies the job, and books it while the caller is still on the line, which is exactly when the decision happens.
Can Sarah text people who hang up before she answers?+–
Yes. Missed-call text-back is core Sarah behavior: anyone who hangs up gets an immediate text opening the conversation, and Sarah keeps following up until they book or say no. That alone recovers callers who would otherwise vanish.
Related tools
Put Sarah in front of Workiz
Leave your number — we’ll demo the exact flow on a live call.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime