Missing Service Plan Features
under review
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Tony Fuentes
Two MAJOR "features" are missing from Service Plans. Features that seem common sense to roll out from the start. I really hope we don't have to wait too long for this.
1) When creating a ServicePlan, there is a field to add a description of the services offered in that plan, BUT in the mobile app that description field is NOT visible.
The problem with this is that the technician who is actually SELLING the service plan can't even see what is included in the service plan! How are they supposed to sell something without being able to see what they are selling?? Makes absolutely no sense.
2) This one is probably worse than the first one. The CUSTOMER can't see what each service plan offers!! If you send the customer a link to pay for their service plan, and they click on that link, it takes them to a payment page that offers ZERO description of what they are purchasing. What?? So as a customer, I'm just supposed to enter my credit card info and pay for something with nothing in writing that decribes what I'm getting?
Sorry if I'm being harsh. I just find it irritating that I am paying for a feature that isn't fully baked and now I'm forced to find tedious workarounds to make this make sense for both my technicians and customers.
Workiz, please fix this ASAP!
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Louis Fuentes
A needed feature is to be able to generate a SERVICE PLAN and send to customer BUT NOT HAVE AN INVOICE CREATED until is is actually APPROVED by the customer. otherwise it shows an invoice for something that is not yet purchased.
- The ability to send off Service Plan signup link to multiple customers without having to do so in each customer. That would be so helpful to encourage enrollment for those customers that are not subscribed.
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Diane Temmen
We also need the service plan (and following monthly payments) to begin when the first payment is received...NOT when the service plan was created. Some of our customers need to think about it and will not sign immediately. So the customer is making 2 payments in the first month.
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Diane Temmen
Prime Example: See our customer "Marilyn Starr". Service plan was created on 6/6/2024; Customer didn't sign until 7/10/2024. Another invoice was generated on 7/10/2024 @ 11pm and auto-paid. Now I have to refund a payment and have all the problems with a refund not processing correctly on the Workiz Payout; adjust QBO deposit; and have ANOTHER customer's account out-of-balance!
Maor Livne
Diane Temmen: Thanks for the bringing that Diane, I'll update regarding future updates on this.
Michael
On that note, itd be nice if:
- We could Create Separate sections on service plans- Contractor Obligations, Client Obligations, Terms of Service, with these sections being optional for whether or not technicians can edit it.
- Allow service plans to include multiple job types (service plans feel as though they were meant to be annual contracts, in which case sometimes more than one service can be within this. We thought originally that the "Billing Options" would allow us to have different frequency invoicing and work orders automatically occur, the verbiage was unclear originally that the purpose was to offer different payment intervals and nothing more.
- As per last paragraph, add the ability to check off a box making the billing options "AND" instead of "OR", allowing us to bill Monthly and Quarterly (different frequency services within the same service plan), and when you check that box, the payments are all added together to create the service plan total instead of them all being independent and just varying payment frequencies.
- Recurring work order functionality is lesser within serviceplan in comparison to the standard job reoccurring capabilities. Since this is intended to be a recurring service with recurring invoicing it would make sense that service plans should have the most customizable options for recurring work orders and invoices.
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AA Rodrigues
Michael yes 🙌 to all of this. Pay sooo much more to have this feature only for it to be so basic is really frustrating.
Maor Livne
Tony & Marc-André Lalonde, we just added the capability to see the service plans description via the mobile app.
Maor Livne
Hi Tony, appreciate your feedback!
Regarding your comments:
- We will cover that gap soon, it's a matter of a 1-1.5 months.
- As for the Service plan document, we added recently the service plan description in the service plan document. All relevant details also appear in the document. Can you please specify if anything else is missing?
Thanks!
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Tony Fuentes
Maor Livne: Thank you. Now we just need a way for the technician to present and sell the service plan in the field. Also, can you mention to the dev team that the plan description is a bit crowded. It would be best if we could format the text so that it is not so confusing. See screenshot.
Maor Livne
Thanks for the followup feedback Tony Fuentes. We'll check can be done in order to make that easier less crowded.
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Diane Temmen
Maor Livne: We have different terms and conditions for different plans. We still need to be able to attach documents or PREFERRABLY be able to update the description as it relates to each plan. We have 2 different divisions and one service plan just does not cover all the terms and conditions associated with each particular job. If we update the terms, we need to know what terms apply to each customer.
Maor Livne
Diane Temmen: we will add this capability soon. Stay tuned.
Maor Livne
under review
Marc-André Lalonde
Yes!Yes!Yes! The worst part is it is very easy to do in documents when customising the service plan invoice by adding the service plan descriptions as part of the options available to display.
And let me add a couple on top of this.
1-Once the service plan is sold to client, being able to modify visit dates to actually control when we want the client to be notified to contact us.(when specifically timed visits are required ex: spring & fall)
2- Have the option to select if payment is to be received at signature or will be invoiced only when visit is turned into a job and an invoice is generated.
This would give us the ability to automate recurring clients that simply want to pay when the job is done instead of 6 months in advance.
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Diane Temmen
Marc-André Lalonde: YES! YES! YES!!!!
Michael
Marc-André Lalonde: and different billing amounts or schedules based on season too would be nice. Many service frequencies and workloads are HUGELY altered by season. Ive offered to pay for this development, I hope they roll it out soon