Feature Requests

We sent invoices to a customer whose email address was invalid, and we didn't know until we used our Gmail account, which returned it as undeliverable. There is no way to know that with workiz.

My job for Carretta 5/29 and 6/2. My schedule was already full, so I scheduled 2 separate days for 1 Job. I want it to lead to One WorkOrder, One Invoice. The way it works now, is when I enter 5/29 as start day and 6/2 and the end day, the job covers other jobs and the weekend in between the two dates.

I’d like to raise a concern regarding user scheduling and availability in the platform. At the moment, there is no proper way to set individual technician availability or recurring days off. Not every technician works standard company hours, and relying on manually adding time-off entries or creating “fake jobs” to block schedules is not a viable or scalable solution. This creates unnecessary friction for dispatching, increases the risk of scheduling errors, and slows down daily operations. I strongly believe this is a core feature that should be prioritized over secondary developments. A proper solution should include: Recurring weekly availability per technician Ability to set recurring days off Clear distinction between company hours and technician availability These are fundamental scheduling tools for any field service software and are essential for efficient operations.

Under each respective Client, the ability to add "Client Type" and select from the options (which are added under Settings just like "Job Types." Examples: Client Type - Insurance Property Management Attorney Plumbing Contractor General Contractor Municipality Architect School Restaurant Hotel This would help sort Clients for marketing, data, etc.

Why is it possible to have 2 of the same clients with the exact same information in the clients list? This should never happen. Either a phone number or a name should have to be unique.

The ability to send out an automated SMS/Email to a tech and/or Customer when a Tag is added to the Job. Example #1 A Tag Called " CORE" is used to remind the tech to return the parts to the office when Parts have a Core Charge. Example #2 A Tag Called " COI needed" is used to message the management to get COI from insurance carrier. Example # 3 A Tag Called " Part-Direct to Customer" is used to message the customer of parts are heading there way.

Billing Terms / Past Due Client Automation The system when selected billing terms such as Net 30, Net 45, Net 60, etc. When an invoice passes its due date, the client should automatically receive a “Past Due” tag that is visible on the booking side of the system and mobile app The booking/customer profile should also clearly show how many days past due the invoice is, without requiring a manual report run Example: Past Due — 12 Days There should also be an optional setting: Block New Bookings After X Days Past Due If enabled, the system should automatically prevent the client from booking new jobs once they are past due by the selected number of days. Example settings: Block bookings after 7 days past due Block bookings after 15 days past due Block bookings after 30 days past due The booking block should automatically turn off as soon as all outstanding invoices are fully paid.

The outbound invoice email address should be able to be different than the "Default" Email Address under the Account. Multiple email addresses should exist (i.e., info@, invoice@, etc.).

The ability to give custom links to click on and present links to another site, allow for tracking numbers to go to asscoiated site and open open tracking page, and/or to have a calendar date populated in the filed.

Under each respective Job, the ability to add "Property Type" and select from the options (which are added under Settings just like "Job Types"). Examples: Property Type - Single-Family Home Multi-Family Land Commercial Industrial Agricultural Municipal etc. This would help sort Properties for marketing, data, etc.