Book Workiz jobs from new leads

1. Turn on Leads under Add-ons in the Workiz Feature Center if it is off, then open the new lead.
2. Turn Scheduled on, pick the date, add the service address and service area, and assign a team member.
3. Check Schedule > Timeline for a free window first; Genius Scheduling suggests nearby slots, but only on the Pro and Ultimate plans.
4. Select Convert to job and choose whether to sync an estimate from the lead into the job.
5. Every lead takes a date, an address, a service area and a tech before it becomes a job, and leads from the evening sit untouched until someone opens Workiz.

Book every lead that came in since yesterday into the first free slot this week and assign it to Mike. Ask me about any lead without a job type.

1. 01

   Read the new leads

   Your agent calls list_leads for open leads created since yesterday. A lead that already has a team member assigned is left alone, because someone in the office is working it.

2. 02

   Reuse the client Workiz already made

   Workiz creates a client when a lead is submitted, so list_clients by the lead's phone number finds that record and the job goes on it. If two clients share the phone number, the agent stops and asks rather than guessing.

3. 03

   Find the first real opening

   get_schedule for the week shows the chosen tech's jobs and time off. The agent takes the first window long enough for the job type that overlaps nothing, inside the days you named.

4. 04

   Book and assign

   create_job uses the job type from the lead, which must match a Workiz job type exactly, and copies the lead description into the notes. A lead without a job type waits for your answer. After you approve the booking, assign_job puts the tech on it.

5. 05

   Tell you which leads to close

   The new job does not convert the lead itself, so the report lists the lead IDs to close in Leads. Using Convert to job on them afterwards would create a second job.

New leads since yesterday: 4
Booked: Priya Nair, Water heater install, Wed Oct 14 9:00-11:00, Mike R. (client from the lead)
Booked: Sam Lee, Drain cleaning, Wed Oct 14 13:00-14:00, Mike R.
Not booked: ld_8850 has no job type, which service is it?
Not booked: ld_8853 matches 2 clients by phone (Jo Park, J. Park)
Close in Leads: ld_8841, ld_8846

• Workiz treats a lead as a potential job, not a potential customer, and submitting a lead creates a client record with the same details.
• Workiz converts a lead only once it is scheduled, and scheduling requires a service address, a service area and an assigned team member.
• A Workiz lead automation with a delay fires only after the lead is scheduled; an unscheduled lead can trigger a rule only when it is set to Immediately.
• The Workiz pricing page lists Leads tracking on every plan, while Genius Leads and Genius Scheduling are Pro and Ultimate only.

create_job asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: Workiz Help: How to manage new leads · Workiz Help: Converting a lead into a job · Workiz Help: Creating automation rules for leads · Workiz pricing

curl https://cotlet.dev/api/v1/workiz/create_job \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"client_id":"cl_5521","job_type":"Water heater install","start":"2026-10-14T09:00:00-07:00","end":"2026-10-14T11:00:00-07:00","notes":"From lead ld_8841: tank leaking at the base."}'

{
  "job_id": "9e2b7d14-6c35-4a08-8f1d-3b5a0c7e92d6",
  "status": "Submitted",
  "job_type": "Water heater install",
  "client_id": "cl_5521",
  "start": "2026-10-16T09:00:00-07:00",
  "notes": "Gas line on the left wall."
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is workiz_create_job. Example data.

• Invoice completed Workiz jobs and send the invoices
• Log cash and check payments on Workiz jobs
• Reschedule or reassign a Workiz technician's jobs for a day
• Workiz API and MCP server: every tool
• All use cases