# Workiz and Volty

> Customers with a broken garage door ask on WhatsApp for a same-day slot from Workiz schedules, and Volty tells others by email what an invoice still owes.

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 Volty · Free trial

Updated 2 Nov 2026

## 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 Workiz · Garage door techs · open today 2 pm, 4:30 pm

Volty

Sorry 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 pm · 4:30 pm

2pm please, 37 Hawthorne Dr

Volty Booked: 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

9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p

Opener install · Kowalski · Lockout · Benson · Spring · 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.

Connects with

Workiz developer API, built by our team

Volty reads

Clients, tech schedules, jobs, invoices, estimates

Volty can change

Book a job, Off at first

Setup

Credentials from the account owner

Category

Field service & construction

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 Workiz · Job 5521 · Invoice $640 · Paid $200 · Due $440

Volty Hi 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

- When · 9 am · Volty's morning run
- Step 1 · Finds estimates sent 3 days ago · No approval yet
- Step 2 · Asks if they have questions · Template you approved
- Step 3 · Books the job on a yes · Or hands it to dispatch

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.

- 01 · Owner shares API credentials · The Workiz account owner provides API credentials for the connection.
- 02 · Agree clients, jobs and invoices · We list the Workiz records Volty reads and the bookings it may make.
- 03 · Approve in Volty · A Volty admin approves the connection once before any chat uses it.
- 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 client · Reads
- Read same-day openings · Reads
- Read invoice balance · Reads
- Book Workiz job · Changes

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.

## Related integrations

- Service Fusion Field service & construction
- ServiceMonster Field service & construction
- Skimmer Field service & construction
- QuickBooks Accounting & ERP
- Google Calendar Calendar & booking

All integrations

## Start your free trial

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## Not convinced? Hear more from our CEO and Volty

The Leonard and Volty Show · 8 October 2026

### Meta now charges for WhatsApp replies

The Leonard and Volty Show · 1 October 2026

### Too busy to hire?

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### From $500 chatbot jobs to agentic AI

The Leonard and Volty Show · 10 September 2026

### Your AI is a new employee

The Leonard and Volty Show · 4 September 2026

### Trust in the AI world

The Leonard and Volty Show · 29 August 2026

### Does the AI model matter?

The Leonard and Volty Show · 19 August 2026

### What are AI agents?

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

## Links

- [Field service & construction](https://voltade.com/integrations?category=field-service)
- [Service FusionField service & construction](https://voltade.com/integrations/service-fusion)
- [ServiceMonsterField service & construction](https://voltade.com/integrations/servicemonster)
- [SkimmerField service & construction](https://voltade.com/integrations/skimmer)
- [QuickBooksAccounting & ERP](https://voltade.com/integrations/quickbooks)
- [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar)
- [All integrations](https://voltade.com/integrations)
