Workiz
for LuumenAI
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
Operate Workiz from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Workiz toolbox
21 tools: 11 read, 10 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet ClientRetrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
- ReadGet Invoice or EstimateRetrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
- ReadGet Job or LeadRetrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
- ReadList Assigned TechniciansList one page of technicians assigned to a Workiz job or lead.
- ReadList Client NotesList one page of notes recorded on a Workiz client, ordered by creation date descending.
- ReadList ClientsList and search Workiz clients with balance, tag, created-date, and sort filters.
- ReadList Invoices or EstimatesList Workiz invoices or estimates with optional created or updated date filtering.
- ReadList Jobs or LeadsList one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.
- ReadList Workiz Reference DataList IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
- ReadList UsersList Workiz users and technicians for assignment and attribution workflows.
- ReadSearch Workiz RecordsSearch jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
- WriteAdd Client NoteAdd a text note to a Workiz client and optionally pin it. Approval by default
- WriteAssign TechnicianAssign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians. Approval by default
- WriteAssign TechniciansAssign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician. Approval by default
- WriteConvert Lead to JobIrreversibly convert an existing Workiz lead into a job and return the resulting job. Approval by default
- WriteCreate JobCreate a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them. Approval by default
- WriteCreate LeadCreate a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them. Approval by default
- WriteRemove TechnicianRemove a technician assignment from a Workiz job or lead. Approval by default
- WriteSet Primary TechnicianMake an already assigned technician the primary technician on a Workiz job or lead. Approval by default
- WriteUpdate JobUpdate only the selected fields of an existing Workiz job. Approval by default
- WriteUpdate LeadUpdate only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — add client note, assign technician, assign technicians, convert lead to job, and more — is shown as a plan and requires approval by default, including the 2 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Workiz — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Workiz to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.