Feature Requests

Options like spouse, tenet, prop management, owner, on site contact

We would like to request a feature enhancement that would significantly improve the efficiency and professionalism of our job documentation process. Currently, our technicians must complete certain job-related questionnaires and checklists on printed paper, then take photos and upload them manually to the job file. While this workaround functions, it creates unnecessary steps and results in documents that appear less professional when sent to our clients. To streamline our workflow and improve the customer experience, we are requesting the ability to create, attach, and complete digital forms directly within Workiz jobs. Requested Functionality: The ability to attach custom digital forms (checklists, questionnaires, inspections, etc.) to specific jobs. Technicians should be able to fill out and submit these forms digitally within the Workiz mobile app. Once completed, the form data should be easily shareable with clients—either as a PDF, embedded report, or formatted summary. Ideally, forms should be customizable so we can tailor questions to different job types and service needs. Why This Matters: Efficiency: Eliminates the need for printed paperwork, photos, and uploads. Accuracy: Ensures cleaner, more consistent documentation without handwritten forms. Professionalism: Allows us to send clients polished, structured digital reports rather than images of handwritten notes. Industry Standard: Many field service platforms offer integrated form or inspection tools, and having this capability would greatly enhance Workiz’s value for HVAC and service-based companies. This feature would make a meaningful difference in our day-to-day operations and the overall experience we provide our customers.

THE PROBLEM: Right now, Zapier only works with Jobs and Leads. That's it. We can't automate statuses, tags, tasks, payments, service plans, communications, or most other Workiz features. This forces us to either do things manually or build hacky workarounds. Currently Available: 5 triggers (New Job, New Lead, Job Status Change, Lead Status Change, Job Is Done) 2 actions (Create Job, Create Lead) WHAT'S MISSING: What We Need Exposed! OBJECTS Jobs, Leads, Clients, Estimates, Invoices, Payments, Tasks, Service Plans, Tags, Custom Fields, Calendar Events, Equipment, Service Areas, Communications TRIGGERS New/updated record for each object Status changed on any record Tag added or removed Custom field updated Payment created, failed, or refunded Service plan created, renewed, or canceled Task created, completed, or overdue Calendar event created or updated Inbound/outbound call, missed call, voicemail received SMS received or sent ACTIONS Create or update any record type Change status on any record Add or remove tags Update custom fields and notes Create tasks and calendar events Send SMS or initiate calls via Workiz Convert lead to job THE GAP Workiz has powerful features: service plans, tasks, price book, equipment tracking, reporting, commissions, and a full communication hub. None of these are exposed to Zapier. We can't trigger automations from: Service plan renewals or cancellations Equipment changes Report results Commission events Incoming calls or texts We can't use Zapier to: Update custom fields across all objects Add or remove tags on clients, invoices, or estimates Change statuses on anything except jobs and leads Log communication events to external systems REAL-WORLD USE CASES WE CAN'T BUILD PAYMENT WORKFLOWS When payment fails → update invoice to "Past Due" → tag client as "Payment Issue" → create "Collect Payment" task → notify accounting in Slack → log to QuickBooks REVIEW AND MARKETING FLOWS When job marked done → send to review platform → update CRM → trigger email sequence → set "Review Requested" field → log to Google Sheets SERVICE PLAN MANAGEMENT 30 days before renewal → create follow-up task → send email sequence via ActiveCampaign → update "Renewal Stage" field → log to CRM → alert sales team COMMUNICATION TRACKING When call is missed or voicemail received → create callback task → tag client → log to CRM → send internal Slack alert OPERATIONS AND PRIORITY RESPONSE When "Urgent" tag added → create high-priority task → assign to senior tech → send Slack alert → update external dashboard REPORTING AND KPIS When invoice paid → log to BI dashboard → update revenue sheet → send daily summary to leadership → track by source and service type THE ASK Make Workiz a complete Zapier app. Expose ALL major objects, triggers, and actions Let users automate across the entire platform, not just jobs and leads Enable the community to build advanced workflows that are too specific or niche to ever be built natively This unlocks Workiz's full potential without your team having to build every automation use case into the product.

Hi Workiz Team, I’d love to suggest an improvement for the Workiz calendar that would make day-to-day scheduling much easier for techs and admins: 🔄 Add Recurring Events to the Calendar Right now, if we need to block off regular times—like weekly meetings, lunch breaks, office hours, on-call rotations, or even predictable “no availability” windows—we have to manually create each event one by one. This takes extra time and increases the chances of mistakes or overlapping schedules. How Recurring Events Would Help • Save time: No more duplicating the same event every week or month. • Avoid scheduling conflicts: Keeps techs unavailable during the same repeating time blocks. • Better organization: Company meetings, weekly training, payroll days, or personal days can be kept consistent. • More accurate availability: Jessica and the online booking automatically know when a tech or the business isn’t open or available. • Perfect for multi-tech teams: Helps manage rotations, alternating weeks, and repeat patterns. Recommended Options It would be great if recurring events could include patterns like: • Daily • Weekly • Bi-weekly • Monthly • Specific weekdays (Mon/Wed/Fri, etc.) • “Repeat until” date • “Ends after X occurrences” Example Use Cases • Weekly company meeting every Tuesday at 9 AM • Technician lunch breaks from 12–1 PM every day • Every-other-week on-call technician rotation • Monthly office admin day • Blocking time for school drop-offs or other predictable personal commitments This feature would make the Workiz calendar far more powerful and would eliminate a lot of repetitive admin work. Thank you for considering this—recurring events would be a huge upgrade for all field service businesses!

We need a reason call was lost spot, Like lost to competitor, found someone sooner, svc not offered, rescheduled, or canceled instead of lost, issed has been solved, no answer at apt window,out of service area,training/testing, duplicate entry, Competitor closer/ sooner, dispatch fee.

Can we not add a spot an additional contact, like spouse or tenet. Also seperate the first and last name into seperate feilds.

There are a host of wish list items for automations here, but I haven't see this one. It would be invaluable to see who received an automation and when. Even a report generating this information would be very helpful.

Have the ability to rearrange the price book by drag and drop

I would like to add a "how did you hear about us" or "referred by:" section to my website form so I can easily share that form and track my referalls