# Workiz Jobs The Workiz Jobs page shows your business's Workiz jobs a week at a time: who the customer is, when the job is, who is on it, what it costs, and which conversation booked it. From a job you can move it to another time, cancel it, change its status, or assign a technician. Each change goes to Workiz straight away, through the same checks your AI agents use when they book. ## What you'll need - **Workiz connected** in **Settings (the gear icon) → Integrations → Workiz**. See [Workiz](/help/integrations/workiz). The page appears in the menu only once Workiz is connected. - **View Workiz Jobs** (`workiz:jobs:read`) to see the page. The Member, Manager and Viewer roles carry it. - **Reschedule, Cancel & Assign Workiz Jobs** (`workiz:jobs:manage`) to change a job. The Member and Manager roles carry it; Viewers can only read. Tenant admins always have both. A workspace whose roles were created before October 27, 2026 gets the two permissions on its default roles when a Karmaflow.ai administrator runs the roles update. Until then, a tenant admin can tick them on **Settings (the gear icon) → Access & security → Roles & Permissions**. ## Open the jobs for a week 1. Open **CRM → Daily work → Workiz Jobs**. 2. The page opens on this week (Monday to Sunday, in your business's time zone), one column per day. 3. Use **‹** and **›** to move a week back or forward, and **This week** to come back. 4. Switch between **Week** and **List** at the top right. The list shows the same jobs as a table: when, client, address, job type, status, team and total. When you open a week, Karmaflow.ai asks Workiz for that week's jobs before showing them, unless it already did in the last 15 minutes. **Refresh** asks again straight away (at most once a minute). If Workiz cannot be reached, an amber line says so and the page shows the last copy it has. A job with the **AI** badge was booked by one of your AI agents. ### Narrow the week - **All statuses**: show one status only, such as *Submitted* or *Canceled*. - **Booked by anyone**: switch to **Booked by your AI agents** or **Created in Workiz**. - **Search**: a customer's name, the address, words from the notes, or the job type. ## What a job shows Select a job to open it. | Section | What it holds | |---|---| | Header | The customer, the Workiz job number, the status (and its reason), the time, and **Open in Workiz** | | Last change | The last change made through Karmaflow.ai: what changed, who made it (a person's name, or the agent and its conversation), and when. If the job has changed in Workiz since, the line says so | | Job | Address, job type, source, team, tags and the job's notes | | Client | Name, phone, email and the Workiz client number | | Money | Line items, total and amount due, and the job's invoices with what has been collected | | Conversations | The chat, call or text conversation that booked the job, and the one that moved it, each linked | Amounts appear only when **Currency of Workiz amounts** is set on the Workiz settings page; without it they are withheld rather than shown with a guessed currency. Invoices appear when the workspace uses the Workiz **v2** API with invoice access (see [Workiz](/help/integrations/workiz)), or when a Workiz Automation sends them to Karmaflow.ai. While a change is on its way to Workiz, the header reads *waiting for Workiz to confirm*. Open the job again after half a minute and Karmaflow.ai reads it from Workiz, so the line clears even though Workiz sends no webhook for the change. Opening a job also reads it from Workiz whenever Karmaflow.ai's copy is more than five minutes old, so a change the office made in Workiz shows up there. ## Move a job 1. Open the job and select **Move**. 2. Pick the **New day**. The times shown are the ones your agents would offer for a job of this length: inside your bookable hours, after your advance notice, and with room in the slot (the job itself does not count against its own time). 3. Select a time. 4. Select **Move the job**. A green line confirms the new time and says whether the customer was emailed it (for example, *No customer email was sent: there is no email on the job.*). Your office gets the usual rescheduled-booking alert, which says the job was moved from the Workiz Jobs page and by whom. If the time was taken in the meantime, the page says so and nothing changes. Pick another time. ## Cancel a job or change its status 1. Open the job and select **Cancel or status**. 2. Choose the **Status**. It starts on *Canceled*. 3. Choose the **Reason (sub-status)**. For *Canceled*, the list holds the reasons your own Workiz jobs already use, most used first. If your Workiz account requires a reason, you must choose one. 4. Select **Cancel the job** (or **Set to …** for another status) and confirm. Workiz has no delete, so a cancelled job stays in your Workiz list as *Canceled*. A job that is *Done*, *Canceled* or *Done pending approval* cannot be moved, and a *Done* or *Canceled* job cannot be reassigned; its status can still be changed (for example, *Done pending approval* to *Done*). ## Assign a technician 1. Open the job and select **Assign**. 2. Choose the **Technician**. The list is your active Workiz team, from the last time Karmaflow.ai read it. 3. Select **Assign**. Workiz assigns by name. If two active team members share a name, the page refuses and asks you to assign in Workiz, so the job does not go to the wrong person. ## Troubleshooting **Workiz Jobs is not in the CRM menu.** Workiz is not connected yet, or your role lacks **View Workiz Jobs**. Ask a tenant admin. **A job I just changed in Workiz shows the old details.** Workiz sends new jobs to Karmaflow.ai as they happen (see [Workiz](/help/integrations/workiz)), but not every later change: a status change never arrives by webhook. Open the job itself, which reads it from Workiz when Karmaflow.ai's copy is more than five minutes old, or select **Refresh** on the week. **A technician is missing from Assign.** The team list is read from Workiz by the background connection check (section 5 of the Workiz settings page sets how often). A new team member appears after the next check. **Cancel says a reason is needed but the list is empty.** Your Workiz account requires a reason, and none of your jobs uses one yet. Cancel the job in Workiz once with a reason; it will then be offered here. ## Related - [Workiz](/help/integrations/workiz): connect Workiz and choose the API version. - [Workiz: What Your Agents Can Do](/help/integrations/workiz-agents): the same actions, done by your agents. - [Counting the jobs your agents book in Workiz](/help/integrations/workiz-bookings): how agent bookings are counted.