Feature Requests

I currently have over 30 phone numbers in my CRM system, but only one number is used for messaging. I would like the ability to use different phone numbers for different clients when sending and receiving messages. Issue: When I receive an incoming message, the system does not show which of my numbers the client messaged. This makes it difficult to manage client communication effectively. Request: Please add a feature that allows me to see which specific number the client sent their message to. This will help ensure proper tracking, routing, and management of client communication across multiple phone numbers.

There are columns in the invoice list page that I don't use i.e. "invoice name" "subtotal" "tax" and "job no." If I could choose which columns I see, this would clear up space to show the full info in the columns I do use. For example, the "created" and "client" columns cut off more than half of the date and client name. Right now I have to manually move the column line over to see the date.

Please create option to discout items, not only whole invoice / estimate.

Quotient app makes the best interactive quotations out there. individual line items are all selectable , discountable , Templates are way nicer , Sign off pages are nicer , the API from quotient to Workiz is too vague after a quotient approved quote all you can get from quotient is a Job Creation , still involving double entry . Workiz needs to step up the proposal and quotes section of their app or integrated better with quotient .

Please make an option to text and email at the same time as well as separately! it should give the option for Both on the app and in the software

I’m looking for help with consolidating our open invoices so we can send clients a single, complete statement. Right now, we have open invoices split between Workiz and QuickBooks. Ideally, I’d like to have all open invoices in one system (either QuickBooks or Workiz) to avoid sending clients two separate statements. Could you please advise: •Is there a recommended way to transfer or sync open invoices between Workiz and QuickBooks? •Do we have any existing process or integration set up for this? OP Happy to discuss further or help test any solution.

It would be VERY helpful to be able to give jobs a name. Often I have techs do multiple jobs at a clients on the same day. If I could add a name that would appear on the mobile app it would be a huge help. Currently, the tech sees "Job #123". If they could see that and then "Replace Water Heater" as an example that would be so useful. I am confident this would be a very welcome addition for a lot of your clients

Service plans currently use the invoice template to generate the agreement. Why are the terms for invoices linked to the service agreement? Those terms are for invoices, not service agreements. If someone is paying for a service agreement and not for products or services rendered, they are paying in advance. Not for services that have been completed. This has caused us to lose service agreements due to the wording.

Add the ability to set a Parent Client on the setup screen when creating a new client. The fact that you have to go back and edit the Client Info page to assign a Parent after setup is a bit tedious and ends up getting forgotten.