Feature Requests

Direct & Immediate Communication Text messages have a 98% open rate compared to email’s ~20–30%. A text blast ensures critical updates, promotions, and reminders reach customers instantly and are actually seen. Increased Customer Engagement People respond to texts faster than emails or calls. A bulk SMS feature allows businesses to announce seasonal promotions, service discounts, reminders, or urgent updates (like same-day availability) in real time, driving faster responses and bookings. Revenue Growth Tool Targeted message blasts can quickly fill the schedule during slow periods, promote upsells (like roller or spring upgrades), and create repeat business through maintenance reminders—turning idle time into revenue opportunities. Operational Efficiency Instead of manually sending texts one by one, a mass message saves time and ensures consistent messaging. This improves workflow efficiency while reducing errors or missed outreach. Customer Retention & Loyalty Regular, value-driven texts (VIP offers, safety tips, reminders) help build stronger relationships with past customers, keeping the business top of mind when they need service again. Competitive Edge Most small service businesses still rely on calls or emails. Adding a text blast feature gives a modern, customer-preferred communication tool that sets the platform apart from competitors.

Workiz schedules currently require manual refresh on both dispatcher computers and tech iPads, which can lead to delays and missed updates. Just like Gmail automatically refreshes to show new emails, the Workiz schedule should auto-refresh in real time so any job updates, reschedules, or new assignments appear instantly without user action. This would improve communication, reduce errors, and create a smoother workflow across the office and field teams.

Both the app and the browser version should have a presentation mode for both Proposals and Estimates. We need to be able to go over the quote with the customer right on our device from a laptop, ipad, or phone. It should not show our cost, needs to be easy to zoom in and out, and easy to accept a signature as well as various forms of payment., then sign, and receive payment. Currently, if using the web version, the customer can see the cost.

Notify us when the system recognizes an address /phone so we dont create duplicate customers Sometimes someone calls and dont mention he is a return customer and we should be able to easily tell we have him in the system

Moving jobs around on the schedule, especially when you're trying to do it quickly, has become such a pain and way buggier than it ever has been before. Not that it used to be great, but now it's way worse. If you move jobs around too fast on the schedule, you get a barrage of green bars at the top that say "job updated." And supposedly that means that all the jobs you moved are where you left them. Until you refresh the page or move to another page and come back to the schedule...and then you realize that some of the jobs never moved at all. It's really annoying and I'm hoping that other people are having same issue and that we get as many upvotes on this as possible so they can do something about this. I suggest that they get rid of the green bar that says "Job updated" altogether. Clicking or confirming "yes" every time you move a job should be enough. There's no need for a second confirmation. OR do it the other way around and get rid of that annoying requirement to confirm "yes" every time you move a job and just keep the green "job updated" confirmation.

a feature that we can add a logo or business card in text messages

It would be very helpful if we could generate a report of sick and personal days our employees have taken. It's very difficult to go back and look at every day. Thank you!

We need to be able to back up all our client details including but not limited to; schedule with added tags, all client details (addresses, phone number, emails, job dates, tags, equipment call logs etc.), all invoice (active and closed), all estimates (open, won, archived, and declined), call logs, text message logs, sale reports, commission reports, employee information and records, and everything else that we have access to. Why is this not already an option? I do not mean exporting to excel, that does not give all the details.

be great if we could select a list of leads.... ie: all leads in contacted, and, then hit a button, draft a message (email or text), and then workiz would individually send each of these customers that message in their message thread.

On invoice page just below invoice date and sent. Can we add an invoice last opened date.. That way if we see an invoice not opened we can verify if customer has received it.