I don't know why we can't see client notes from the invoice page. We should have access to all of that information. I would save so much time.

When working in any screen that allows the clicking on a client if it opened in second window, Similar to jobs it would be very convenient when needing to work back and forth from one scree to another.

It is becoming increasingly important for us to have a way to communicate pertinent information about a client that shows up immediately when they call the office. This note should not be visible to the client. Example: if a specific client is a "forward directly to X" or "account past due" etc., this info is vital to know when we answer their call and not once we've dug around a little in their account. Maybe a ghost message at the beginning of the call when we answer this number? This is vital for our call team to ensure we engage accurately with all of our clients. Thank you.

Should be able to see all previous notes and work orders under a client without having to open each work order. This also speaks for images too.

Client tags should show visibly on the jobs where the job tags are so the team can be aware of them as well

Going into the client profile from a job by clicking the client name or “more” arrow.

Saves having to leave job, go to client, search client, now you’re on the client profile.

Easier for techs to navigate there to make estimates. Otherwise estimates will always sync to “that job”.

Saves time, streamlines estimates, improves phone app, reduces need for opening workiz in a phone browser, less data consumption.

See attached screenshots. These two places should link to the client profile, but they don't. Instead, you have to go and type the client's name in the search bar every time. This is a great annoyance to deal with many times per day when using WorkIZ. There are dozens of others.