What is Workiz?

Workiz is a comprehensive field service management software designed to help businesses streamline their operations. From dispatching and scheduling to reporting and invoicing, Workiz provides robust tools that enhance efficiency and productivity for service professionals. It supports a wide range of industries, including HVAC, plumbing, and electrical services.

Why Workiz Users Need ID Verification

Integrating ID verification into Workiz can provide several benefits:

• Ensure the legitimacy of new clients before engaging in service.
• Enhance the security and credibility of your service operations.
• Prevent fraudulent activities and protect your business.
• Improve customer trust by adding an extra layer of security.

Setting Up IdentityCheck with Workiz via Zapier

Integrating IdentityCheck into your Workiz workflow is a seamless process, thanks to Zapier. Follow these steps to set everything up:

1. Sign Up for Zapier and Create an Account: If you haven’t already, visit Zapier’s website and create an account.
2. Connect Workiz to Zapier: In your Zapier dashboard, search for the Workiz app and connect it using your Workiz account credentials.
3. Connect IdentityCheck to Zapier: Search for IdentityCheck in the available apps on Zapier and connect it using your IdentityCheck account details.
4. Create a New Zap: Once both accounts are connected, create a new Zap. Choose “Workiz” as your trigger app and select the appropriate trigger (e.g., New Client Added).
5. Set up the Action: For the action app, choose “IdentityCheck” and select the desired action (e.g., Verify ID). Map the necessary fields from Workiz to IdentityCheck.
6. Test and Activate: Test the Zap to ensure that the integration works correctly. Once confirmed, activate your Zap.

How to Use IdentityCheck within Workiz

After successfully integrating IdentityCheck into Workiz, using it is straightforward:

1. Automatic ID Verification: When a new client is added in Workiz, the Zap you created will automatically trigger the ID verification process in IdentityCheck.
2. Review Verification Results: You can check the verification results in the IdentityCheck dashboard or directly within Workiz if linked via Zapier.
3. Take Appropriate Action: Based on the verification results, decide whether to proceed with the service request or take necessary precautions.

By integrating IdentityCheck with Workiz through Zapier, you can significantly enhance the security and trustworthiness of your business, ensuring a smoother and safer operation for both your team and clients.