Create a new Workiz job when a same-day soft-washing/pressure-washing lead comes in

domain: workiz.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Enable the Developer API add-on from the Workiz Feature Center/Marketplace, then generate an API token and API secret from Settings > Integrations > Developer.
  2. Build a POST request to the job-create endpoint under the https://api.workiz.com/api/v1/ base URL, authenticating with the token/secret pair.
  3. Populate the job payload with client contact fields, job address fields, JobType, JobDateTime, and JobNotes (e.g. 'soft-wash roof + siding, mold treatment').
  4. Send the request and parse the JSON response for the new job's identifier and confirmation status.
  5. Follow up with a GET call on the jobs endpoint to confirm the job appears correctly in dispatch before assigning a crew.

Known gotchas

Related routes

Pull and update job status on Workiz for a multi-day commercial pressure-washing project so office dispatch stays in sync with crew progress
workiz.com · 5 steps · unrated
Request and record a deposit on a Jobber quote before scheduling a large commercial soft-washing job
getjobber.com · 5 steps · unrated

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