Integration

    Workiz and Volty

    Garage door, locksmith and HVAC companies on Workiz let customers grab a same-day slot on WhatsApp and check what is left on an invoice after the deposit.

    Talk to VoltyFree trial

    Updated

    Snapped spring, car stuck inside

    Samantha needs someone today. Darnell's afternoon has two gaps.

    SR

    Samantha Ruiz

    WhatsApp · Customer

    My garage door spring just snapped and my car is stuck inside. Can someone come today?
    Checked WorkizGarage door techs · open today 2 pm, 4:30 pm
    VoltySorry to hear that, Samantha. A spring replacement visit starts at $89 for the service call. We can be there at:

    Today · Mon Nov 2

    2:00 pm4:30 pm
    2pm please, 37 Hawthorne Dr
    VoltyBooked: today at 2 pm at 37 Hawthorne Dr. Your tech is Darnell, and he'll message here when he's on the way.

    Google Calendar

    Darnell's day

    Mon 2

    9a10a11a12p1p2p3p4p
    Opener install · KowalskiLockout · BensonSpring · Ruiz

    What Volty does with Workiz

    Workiz is field service management software for locksmiths, garage door, appliance and HVAC companies, built around quick same-day calls. Our team links it to Volty through Workiz's developer API. A homeowner whose garage spring just snapped picks from today's open slots and learns who the tech is, and a customer who paid a deposit hears what is left on the invoice.

    • Same-day slots

      Today's gaps in a tech's day are offered while the customer is still on the chat.

    • Balance after the deposit

      Invoice total, payments applied and the amount still due, from the job.

    • Unapproved estimates

      Three days without a yes, and the customer hears from you on WhatsApp.

    • The customer picks the time

      Volty books in Workiz only after the customer chooses a slot and gives the address.

    A technician kneeling at an outdoor AC unit beside a house, tools laid out on a tarp, while seven people chat on a deck behind him.
    Mid-repair on one AC unit, while the next warm-air call books itself a 2 pm slot.

    $440 left on the AC repair

    Robert paid a deposit last week. Job 5521 shows the rest.

    RK

    Robert Kim

    Gmail · Customer

    Hi, I paid a deposit for the AC repair last week. What's left on the invoice?
    Checked WorkizJob 5521 · Invoice $640 · Paid $200 · Due $440
    VoltyHi Robert, the invoice for the AC repair is $640 and your $200 deposit is applied, so $440 is still due. The payment link is in the invoice email from October 27.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Day-three estimate nudge

    1. When

      9 am

      Volty's morning run

    2. Step 1

      Finds estimates sent 3 days ago

      No approval yet

    3. Step 2

      Asks if they have questions

      Template you approved

    4. Step 3

      Books the job on a yes

      Or hands it to dispatch

    A smiling woman opening her front door to a technician in a cap and uniform carrying a tool bag across the porch.
    Samantha already knows Darnell's name before he knocks.

    How Volty connects to Workiz

    Workiz publishes developer API documentation. Our team builds the Volty connection from it, with credentials your account owner provides.

    1. 01

      Owner shares API credentials

      The Workiz account owner provides API credentials for the connection.

    2. 02

      Agree clients, jobs and invoices

      We list the Workiz records Volty reads and the bookings it may make.

    3. 03

      Approve in Volty

      A Volty admin approves the connection once before any chat uses it.

    4. 04

      Set booking rules

      Booking starts Off. Once on, the customer confirms the slot, or staff approve it.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Match clientReads
    • Read same-day openingsReads
    • Read invoice balanceReads
    • Book Workiz jobChanges

    Reading tools can be turned on straight away. Anything that changes Workiz starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    How does Volty reach my Workiz account?

    Workiz documents a developer API, and our team builds the Volty connection from it with credentials your account owner provides. We agree which jobs, leads and clients Volty may read, and which changes it may propose, before an admin approves the connection in Volty.

    Can a customer book a same-day repair through Volty?

    Yes, once you switch booking on. Volty reads today's open slots on your techs' Workiz schedules and offers them as buttons. The customer picks one and gives the address, and only then does Volty book the job. Booking starts Off, and Check with staff makes each one wait for dispatch.

    Does Volty quote prices for a repair?

    Only prices you give it. Many Workiz shops share a service call fee and leave the rest to the tech on site. Volty says what you told it to say and does not invent a total for parts or labor.

    How much does it cost to connect Workiz with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026