MULTIPLE APPOINTMENTS OFF ONE JOB
complete
James Santerelli
How can this be complete when they didn't fix the problem?
Maor Livne
complete
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Ryan Keogh
Maor Livne - when using this method, do you recommend the job schedule details spanning the entire range? The issue with this is that when there's a multi-part project that takes 2 weeks, all of our jobs are overlapping because of the date range. But, the other issue is that the sales reports only read from the end date of the job. Any suggestions to use this with the calendar?
Maor Livne
Hi Ryan Keogh, regarding the missing start date in the sales report, thanks for the feedback, I'll see how can we add the start date in the near future. Regarding the other use case in the schedule, can you please elaborate what is the pain point that longer jobs overlap each other?
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Ryan Keogh
Maor Livne Thanks for the quick reply! Yes, so we're currently running into a few things and are trying to come up with a functional work-around for.
1) For a job to be reported on a sales report or on a pipeline report (how much work is scheduled to be completed this week or this month), this is indicative of the end date of a job. This means that we always want the schedule date on the Job to correlate to when the project is intended to be completed.
2) If using a full date range to encompass all visits for the specific job so that we can capture both the start date and the end date, i.e. a date range of 4/18 to 5/3, the project will just show as one long bar across the calendar view. The pain point here is that we have multiple multi-day or multi-week projects, so there just becomes a bunch of stacked horizontal rows with limited insight into what is happening on any given day.
3) This impacts our ability to have clarity of the daily schedule: when people are supposed to be in certain locations. It also makes it difficult to schedule additional work for a day because we lose insight to techs assigned, tags, and estimated job (or task) duration.
The screenshot below is a sample of what the view looks like.
Maor Livne
Thanks for the detailed feedback Ryan Keogh. Regarding the sales report - we will add in the near future a column of job start date for a better experience in the sales report.
As for the schedule part, I'll check how can we enhance the usability on that front.
Maor Livne
Hi ALISHA HARPER, we have a very robust tool which called job tasks that will help you manage and break down your jobs to tasks/appointments. Does it cover your need? Learn more here: https://help.workiz.com/hc/en-us/articles/18055848852625-How-to-use-the-Tasks-add-on-to-manage-complex-jobs
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Ryan Hawkins
This is our BIGGEST pain point with Workiz. Seems like it would be such a basic improvement and benefit MANY people. For the price we pay- the scheduling should be much better than just Start and End date.
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Danny Zach
Merged in a post:
Multiple Appointments or Visits
Stefan Reckson
We need to be able to create multiple site visits or new appointments on the same job, for instance, i rough in the gas line on Monday but can’t go back til afte the inspection to continue the job til a week later…
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Natasha Elwell
This is a duplicate request and the votes should be merged.
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Lorene Moore
This would be a great feature!! Please add it.
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Donald Fuller
ServiceM8 offers that with all of there plans
Michael
Did service plans solve this? we are just now onboarding but if it didnt Not sure how any lawncare company would ever make it work.
The Gutter Captain
AGREED! This is an incredibly basic feature that should be present in any decent CRM. Jobber was a far more elegant solution than WorkIZ. It didn't have an integrated phone system, but once it does, if workiz doesn't improve the basic functions and come up with a smoother more intuitive workflow, i'm definitely switching back to Jobber or over to Housecall pro or the like. I don't care if it costs more.
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