Workiz
Field service management and phone system for service pros
Polygrade integrates with Workiz, a field service management platform. Workiz pairs field service management with a built-in phone system, popular with smaller local service businesses like locksmiths and appliance repair shops that need call handling and dispatch in one tool. Polygrade's triage decides what reaches it, then reads job status back to drive automated updates.
Workiz pairs field service management with a built-in phone system, popular with smaller local service businesses like locksmiths and appliance repair shops that need call handling and dispatch in one tool. Polygrade sits in front of Workiz and decides what actually needs to reach it, a work order only gets created after triage has already ruled out a no-truck-roll resolution.
What Polygrade does with Workiz
Polygrade engages the homeowner over SMS to collect model and serial numbers, photos, and symptom detail, then recommends repair, replacement, or call avoidance, before Workiz is involved at all. Where a truck roll is warranted, Polygrade passes Workiz an enriched job: a predicted job code and the parts the technician is likely to need.
Before Workiz ever sees a work order, Polygrade has already engaged the homeowner over SMS, collecting model and serial numbers, photos, and symptom detail, with 80 to 83 percent of homeowners responding. That triage is what decides whether a job reaches Workiz at all: 7.9 percent of submitted claims are resolved without a truck roll.
As the job moves through Workiz, call logs, job bookings, and technician dispatch records, Polygrade reads status back to drive automated homeowner and contractor updates over SMS, and validates the resulting invoice against the authorization record before payment releases.
How the Workiz connection works
Workiz’s API covers job and scheduling data, which is what Polygrade reads and writes against.
Where Workiz doesn’t expose a field Polygrade needs, a Forward Deployed Engineer builds the mapping during deployment. Triage, authorization, and payment can each go live against Workiz independently of one another.
What stays in Workiz
Call handling and the local business’s day-to-day dispatch board stay inside Workiz.
What changes is how much of a dispatcher’s day is spent on jobs that never needed a technician. Polygrade resolves those before Workiz sees them, so the jobs that do reach Workiz are the ones that actually warranted a truck roll.
Data handling and security
The connection to Workiz runs on a company-specific Polygrade instance, one client’s job data and customer records are never accessible to another. Polygrade is SOC 2 compliant, with both Type I and Type II audits complete.
Every triage recommendation carries a confidence level and the inputs behind it, and is logged. Recommendations outside your configured thresholds route to a person before a job ever reaches Workiz.
Deploying the integration
A dedicated Forward Deployed Engineer builds and maintains the Workiz connection alongside your team, mapping job codes and dispatch fields to how Workiz is configured for your operation.
Frequently asked questions about Polygrade and Workiz
Does Polygrade replace Workiz?
No. Workiz keeps handling scheduling and dispatch execution; Polygrade decides upstream what should reach it and enriches the job before it does.
How does Polygrade connect to Workiz?
Workiz’s API covers job and scheduling data, which is what Polygrade reads and writes against. Where no interface exists, a Forward Deployed Engineer builds the connector during deployment.
Does Polygrade reduce truck rolls sent to Workiz?
Yes. Triage resolves 7.9 percent of submitted claims without dispatch, so fewer unnecessary jobs reach Workiz in the first place.
