Handwrite + Workiz
Send handwritten cards in Handwrite when jobs are done in Workiz
When a job is completed in Workiz, make your appreciation personal with a thoughtful touch through Handwrite. This workflow sends a handwritten card using Handwrite once the task in Workiz is marked as done. It saves you time by automating this process, possessing the perfect balance between efficiency and personal touch. Always let your team or clients know that you value their hard work and their business.
When a job is completed in Workiz, make your appreciation personal with a thoughtful touch through Handwrite. This workflow sends a handwritten card using Handwrite once the task in Workiz is marked as done. It saves you time by automating this process, possessing the perfect balance between efficiency and personal touch. Always let your team or clients know that you value their hard work and their business.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Send Handwritten Card
Sends a handwritten card to a recipient of your choosing. Perfect for intros and follow-ups!
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- 14 day trial for premium features & apps
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
MessageRequired
Sent By
Recipient First Name
Recipient Last Name
Recipient Company
Recipient Address Line 1Required
Recipient Address Line 2
Recipient CityRequired
Recipient StateRequired
Recipient ZipRequired
Choose A CardRequired
Choose A HandwritingRequired
