CSR: ⟳ connecting…
Job ID Office Date & WindowClientPhone AddressJob TypeCompany Contractor Status Task Open? Rebooked? K? Created
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Create New Job
Client
Job Details
Pick a service area + job type to filter
Address
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Optional
Update Status
🔍 Assign Contractor
🔁 Rebook Job
⏰ Reschedule Follow-up
After following up, pick the next date & time the office should check back on this job.
✅ Confirm Contractor Acceptance
🤖 Dispatch via WhatsApp
🤖 WhatsApp Dispatch in progress
📦 Archived Jobs
Archived jobs are hidden from the dashboard. Restore one to bring it back.
🔍 Duplicate Jobs
Scanning…
Keeps the earliest of each set; archives the rest
📥 Import Jobs from Workiz
Drop a Workiz export (.xlsx or .csv). Columns are read by header name, so order doesn't matter. We use: Client, Type, Scheduled, Phone, Status, Tech, Address, City, Source. Job # is ignored — new job numbers are issued. End time = start + 2h. Pending jobs get a follow-up due in the next hour.
📥 Click to choose your Workiz export (.xlsx / .csv)