Workiz AI employee
A Superkind AI employee that creates jobs, schedules technicians, reviews documents, and checks inventory in Workiz. Message it in Teams or Outlook, it works in Workiz and reports back with the result. Sensitive actions such as recording payments or sending purchase orders wait for your approval.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a Workiz AI employee?
A Workiz AI employee connects to your Workiz account and completes the agreed actions there. It creates jobs, checks leads, coordinates technicians, reviews invoices, and monitors inventory. Superkind builds it with your company knowledge, rules, and processes.
Unlike Zapier or Make, there is nothing for you to configure. You describe the outcome, the AI employee picks the right Workiz actions, chains them with your other systems, and asks for your approval before sensitive steps.
Workiz is a platform for service businesses that brings together leads, jobs, dispatching, clients, estimates, invoices, payments, and inventory.
You ask in Teams
Describe what you need in Workiz in plain English.
Superkind picks the actions
Selects the right Workiz actions and chains them together.
Superkind works in Workiz
Checks data, creates jobs, and prepares documents. Your real data.
Superkind reports back
Delivers the finished result to Teams or Outlook.
What can you ask Superkind to do in Workiz?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Create a job in Workiz from this customer email and schedule it for next Tuesday.”
you, to @Superkind“Check the stock of every filter for job 4812 and list missing quantities by inventory location.”
you, to @Superkind“Review this invoice document and match its items, amount, and payment to the Workiz job.”
you, to @Superkind“Let me know here as soon as a Workiz purchase order is delayed, with vendor, job, and new delivery date.”
you, to @SuperkindHow does Superkind work with Workiz?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
We connect Workiz through the managed API access. We also connect Teams, Outlook, and the systems your business uses every day. Superkind configures access with the required permissions. Your AI employee is then available in Teams.
@Superkind create a plumbing job in Workiz from Weber’s request and schedule Lea for Tuesday at 10 AM.
On it. I am creating the job in Workiz and checking Lea’s availability.
2Tell Superkind what you need
Message your AI employee in Teams like a colleague. Ask it to create a job in Workiz or check unpaid invoices. Superkind understands the context and asks when details are missing. You do not need a workflow builder.
- Job #4812 created
- Technician Lea assigned
- Appointment: Tuesday 10 AM
Job #4812Waiting for your approvalSend appointment confirmation?3Superkind operates, you approve
Superkind reads the relevant Workiz records and completes the task. The result comes straight back to Teams. Changes to payments, purchase orders, or client messages wait for your approval. Every step in Workiz is logged.
What can Superkind do in Workiz?
Ask in plain English from Teams or Outlook. Superkind picks the right Workiz actions, runs the work, and reports back. No workflows to build.
Search jobs
Finds Workiz jobs by UUID, status, date range, job type, or assigned technician.
Get job details
Reads the client, service location, time slot, job type, status, and custom fields of a job.
Create job
Creates a Workiz job with client, service location, description, schedule, and job type.
Change job status
Moves a job to the agreed Workiz status, such as scheduled, on the way, or done.
Assign technician
Assigns an available technician from the team to a Workiz job.
Search leads
Finds Workiz leads by status, source, date range, contact details, or assigned person.
Get lead details
Reads the contact details, source, status, notes, and custom fields of a lead.
Analyse lead pipeline
Summarises open, active, and lost leads by source and assigned person.
Check lead history
Checks status changes, assignments, and the available context of a Workiz lead.
Convert lead
Converts a qualified Workiz lead into a job with the existing client data.
Search clients
Finds Workiz clients by name, company, phone number, email address, or tag.
Summarise client profile
Summarises a client’s contact details, service locations, job history, estimates, invoices, and payments.
Check client balance
Shows due and overdue amounts plus pending estimates in the Workiz client account.
Get service history
Lists a client’s past and scheduled Workiz jobs with job type and technician.
Check estimates
Lists Workiz estimates with status, line items, amount, client approval, and related job.
Prepare estimate
Creates a draft from job details, prices, and line items for review before sending.
Check invoices
Finds open, paid, and overdue Workiz invoices with balance and due date.
Create invoice
Creates an invoice from a Workiz job with line items, payment terms, and client details.
Record payment
Records a payment with amount and payment method against the related Workiz job.
Check inventory
Shows the stock of a Workiz inventory item by location, cost value, and sale value.
Find reorder items
Finds Workiz items whose stock has reached or fallen below the stored reorder point.
Analyse inventory movements
Summarises usage, stock changes, and returns for a Workiz item by inventory location.
Send purchase order
Sends a Workiz purchase order with vendor, line items, quantities, delivery address, and delivery date.
List team members
Lists Workiz team members with their role and available user details.
Check time off
Shows time off stored in Workiz for the full team or a specific person.
Summarise utilisation
Compares scheduled Workiz jobs, assignments, and time off for dispatching.
Superkind uses Workiz together with your other systems
Ask for outcomes across tools. The AI employee connects Workiz with communication, documents, spreadsheets, accounting, and CRM and delivers one finished result.
Superkind AI employees that work with Workiz
Every role brings its expertise and uses Workiz as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for Workiz.
Yes. Superkind connects Workiz through managed API access. Your team can then ask the AI employee in Microsoft Teams or Outlook to read Workiz data and perform agreed actions. It works with jobs, leads, team data, and payments. We configure further Workiz features according to the package enabled on your account and your use case.
A Workiz admin enables Developer API access in the Feature Center and provides the required credentials. Together, we define which areas and actions the AI employee may use. Superkind configures the connector, checks the connection, and tests a real process with you. You can then describe tasks directly in Teams or Outlook.
It can search Workiz jobs and leads, summarise details, check technicians and time off, convert leads into jobs, and record payments. It can also handle estimates, invoices, client balances, inventory, and purchase orders when those features are available in your Workiz account. During onboarding, we agree which actions may run independently.
No. You do not need to build triggers, zaps, or fixed step sequences. You write the result you need in Teams or Outlook. Superkind picks the right Workiz actions, connects data from DATEV, Excel, SharePoint, or HubSpot when required, and asks when information is missing. If your process changes, simply describe the new outcome.
Only with your approval. Superkind can prepare the Workiz payment or purchase order from the existing job data and show you every important detail in Teams. The sensitive action only runs after a responsible person approves it. The same principle applies to other changes with financial consequences. Your team defines who can approve and which limits apply.
Superkind is hosted in the EU and signs a GDPR data processing agreement with you. The AI employee receives only the minimum Workiz permissions it needs. Your data is not used to train models. Access and completed actions are logged so you can trace them. Permissions can be adjusted to your actual use case at any time.
Publicly offered Workiz plans generally sit in the low hundreds of euros per month, depending on features and team size. Zapier starts at about 20 euros and Make at about 10 euros per month, both plus setup and maintenance time. Superkind is priced per use case, a fraction of a full-time hire. What matters is which work it takes over completely.