Catch unassigned Workiz jobs with Slack dispatch alerts
Every 30 minutes on weekdays, we scan today's Workiz board and post a Slack alert for any job with no technician or still sitting unscheduled.
Every 30 minutes between 7am and 5pm, Monday through Friday, check my Workiz dispatch board for jobs that are falling through the cracks, and alert my dispatch channel in Slack when there are any.
First, use the Workiz List Jobs operation to pull every job scheduled for today in my account's local time. The job list is paginated, so page through it until you have the whole day rather than just the first page. Then use the Workiz List Team Members operation to pull the technician roster, so you can resolve each job's assigned user to a real person's name and tell a genuinely unassigned job apart from one assigned to someone you have not looked up yet.
From that set, keep only the jobs that represent a real gap: any job on today's board with no technician assigned, and any job that is still sitting in an unscheduled status. Every other job is covered and should be ignored.
For each gap, work out how long it has been sitting unassigned by comparing the current time to the job's creation timestamp in Workiz, and express it in plain terms such as 45 minutes or 3 hours.
Sort the gaps by soonest scheduled start time so the most urgent one is at the top, then post a single Slack message to my dispatch channel using the Send a Message operation. List each job on its own line with the customer name, the job type, the scheduled start time, the service area, and how long it has been sitting unassigned. Keep it scannable, so a dispatcher reading it on a phone knows immediately which job to fix first.
If every job on the board is covered, post nothing at all. Do not send an all clear or a nothing to report message. The channel stays quiet on good days, so an alert always means something real needs attention.
Example output
What does this prompt do?
- Checks your Workiz job board every 30 minutes through the working day, from 7am to 5pm on weekdays.
- Finds every job scheduled for today that has no technician assigned or is still sitting unscheduled.
- Posts one Slack message to your dispatch channel with the customer, job type, start time, service area, and how long the job has been waiting, most urgent first.
- Stays completely silent when every job is covered, so an alert in the channel always means real work to do.
What do I need to use this?
- A Workiz account with the Developer add-on switched on in your Feature Center, so the workflow can read your job board.
- A Slack workspace and the channel your dispatchers actually watch.
- Today's jobs in Workiz with job type, start time, and service area filled in, so the alert has something useful to show.
How can I customize it?
- Change how often it runs and the hours it covers, for example every 15 minutes during your busy season.
- Adjust what counts as a gap, such as only flagging jobs that start within the next four hours, or limiting it to certain service areas.
- Send the alert somewhere else, like a different channel or a direct message to the dispatcher on duty.
FAQs
Will this fill my Slack channel with noise?
What counts as a job falling through the cracks?
Can I run it more often than every 30 minutes?
Does it change anything in Workiz?
What if we use Microsoft Teams instead of Slack?
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