Deliver verified crew handoffs
Connect
SPIRITT
WorkizWorkiz
Keep field work moving
SPIRITT carries Workiz requests into organized field work. Create jobs, reconcile technician assignments and keep customer context, dispatch changes and financial follow-up connected to the right owner.
What you can do with Workiz.
Requests become scheduled work
Create leads or jobs with verified client context, then carry approved lead conversions into persistent job records.
Crews with clear responsibility
Assign technicians, select a primary technician and reconcile the actual crew after changes.
Service context stays connected
Use notes, estimates, invoices and job details to build dispatch views and customer follow-up workflows.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for field dispatch operations with Workiz.
02
Connect Workiz
Connect your Workiz account and choose the account access your mission needs. Keep other connected apps scoped to the same work.
03
Delegate an outcome
Describe the result, the Workiz records to use, and the rules for changes or delivery. SPIRITT builds the workflow and follows the result through.
Hand over a mission.
Choose a mission. Make it yours.
Put Workiz to work.
Keep field work moving
Questions
Workiz, with SPIRITT.
01Can SPIRITT create Workiz jobs?+
Yes. It can create scheduled or unscheduled jobs and leads with existing or inline client matching, using valid account reference values.
02Can it convert leads into jobs?+
Yes, but conversion is irreversible and creates a persistent job. SPIRITT resolves the exact lead and checks approval before the transition.
03Can it coordinate multiple technicians?+
Yes, on accounts supporting multiple technicians. Batch assignment returns per-person outcomes, and the primary technician must already be assigned.
04Can it edit invoices or collect payment?+
The evidenced financial operations retrieve invoices and estimates. SPIRITT can reconcile and coordinate follow-up without claiming native invoice writes or payment collection.
05Can it change just part of a job?+
Yes. Job and lead updates patch selected fields while leaving unspecified fields unchanged. The workflow reads back the record after changes.
06Can it keep field instructions attached to customers?+
Yes. Client notes can be added and optionally pinned, with source context and the correct client identity verified first.