Field Service
Dialfyne + Workiz
Connect your voice AI to Workiz for lead and job creation.
Conversation completed
Call details captured in Dialfyne
Outcome prepared
Caller requests service → AI calls workiz_create_job → creates lead/customer → creates job in Workiz → confirms details.
Workiz updated
The right record now has the context
One clean handoff
From conversation to system of record.
Connects your voice AI to Workiz for lead and job creation. The AI can create customers (leads) and jobs during calls, capturing name, phone, email, service address, job type, and scheduled datetime. It searches existing Workiz records by phone first to avoid duplicates.
What moves automatically
ConnectedControlled setup
Connect your Workiz account and map your job types, service areas, and default assignees in the Dialfyne dashboard.
Visible by design
Every sync stays attached to a real conversation and outcome, so your team can review the context.
Built for the next step
The integration moves the useful detail forward instead of dumping another block of unstructured notes.
Ready when you are
Put Workiz in the loop.
We’ll map the workflow with you and make sure the handoff fits how your team works.