A powerful field service management skill for Openclaw Skills that automates Workiz data handling, scheduling, and customer communication.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install workiz
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install workiz using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Workiz?
The Workiz skill for Openclaw Skills enables AI agents to seamlessly interact with one of the leading field service management platforms. It allows developers to programmatically manage clients, jobs, leads, and invoices without the overhead of manual authentication or credential management. By leveraging this skill, your agent can perform complex service professional tasks like tracking payments, managing work orders, and organizing team schedules.
This integration is built on the Membrane framework, ensuring that all network requests are secure and authenticated. It transforms your AI agent into a functional field service assistant capable of handling real-world operations for industries such as HVAC, plumbing, and electrical services, all while maintaining high standards of data integrity through structured Openclaw Skills protocols.
Workiz Use Cases
- Automating the creation and tracking of field service jobs and estimates.
- Managing customer communication by retrieving and sending messages or calls.
- Synchronizing financial records including invoices, payments, and credit memos.
- Streamlining team scheduling and task assignment for field technicians.
- Generating service reports and managing marketing campaigns directly via an AI agent.
How Workiz Works
- Initialize the environment by installing the Membrane CLI to facilitate communication between the agent and Workiz.
- Execute a login command to establish a secure tenant session tailored for specific agent types like Openclaw.
- Create a connection to the Workiz domain, which triggers the automated OAuth or API key handshake.
- Poll the connection status until it reaches a READY state, ensuring all client actions or inputs are satisfied.
- Search for specific functional actions using natural language intent discovery via the CLI.
- Run actions or execute direct proxy requests to the Workiz API with automatic header and token management.
Workiz Setup
Install the necessary CLI tools to get started with Openclaw Skills:
npm install -g @membranehq/cli@latest
Authenticate your agent session:
membrane login --tenant --clientName=openclaw
Establish the connection to Workiz:
membrane connection ensure "https://www.workiz.com/" --json
Workiz Data Schema & Taxonomy
The Workiz skill organizes data into several core entities accessible via Openclaw Skills. Below is the primary metadata taxonomy:
| Category | Primary Entities |
|---|---|
| CRM & Jobs | Client, Lead, Job, Note, Appointment |
| Financials | Invoice, Estimate, Payment, Credit Memo, Purchase Order |
| Operations | Schedule, Task, Work Order, Team, Vendor |
| Communication | Message, Call, Notification, Campaign |
| System | User, Integration, Template, Report, Settings |
Workiz Advanced Features
- Automatic Token Refresh: Never worry about expired credentials as the skill manages the full Auth lifecycle server-side.
- Natural Language Action Discovery: Use the intent-based search to find pre-built actions for complex field mapping and pagination.
- Direct API Proxy: Send custom requests to any Workiz endpoint using the
membrane requestcommand while maintaining secure auth injection. - Multi-Agent Optimization: Tailored tooling adjustments for different agent harnesses including Claude and Openclaw.
- Headless Environment Support: Full compatibility for servers and CI/CD pipelines through non-interactive login flows.
SKILL.md
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