BETTER ORGANIZATION IN MESSAGING
in progress
Guy Z
Request:
- Be able to pin techs and office staff/group chats to the Workiz Messaging page. OR have a section that separates staff from clientele!!
- Unread messages/emails stay up top until opened!!!!
- Invoices/Texts/Emails sent by office or techs SHOULD appear under CLIENT!!!!!!!!!!!!!!! NAME!!!!!!!!!!!!!!!!!!!!!!!!!!
Reason:
- They get lost in other client messaging/invoicing/emailing.... pain in the butt having to search for them.ss
- Again... they get lost in other messages........
- Refer to screenshot "MessagingIssues.png" - Ricky is on the messaging more than once... WHY?? you may ask.. because Ricky sent a client an invoice... instead of it showing under the client name it shows under the tech who sent it? WHAT THE FRICK?!?!?! The only way we are able to differentiate is when the Techs have a profile picture....? Come on... 😑🥴
Angie
I love the tagging feature for the calls and jobs. I wonder if something that that would help in the messages as well.
idan kadosh
in progress
idan kadosh
Merged in a post:
Messages
Howard
Please add more options besides unread, and archive. Ideally we could create our own categories. Priority would be a great one.
Matt
ability to assign the message to a team member
J
Jennifer
also, the ability to update MULTIPLE messages at once. Archiving two years worth of messages one by one by one in our inbox is very time consuming.
Chris Holmes
Agree and need to add a filter to view online bookings
Philip Ferreira
I think it would also be beneficial to have tags and/or categories. Look at something like front app.
Michael Ringler
Philip Ferreira: And to be able to trigger automations based on these tags would be an additional benefit
Acct
Yes, We agree at Soho Landscape that having more details on the Workflow for messages is key to our scaling the business
L
Lance Spence
agree. Overly complicated
David Trudeau
There's too much room for user error on this.
Guy Z
David Trudeau: thanks!
Load More
→