I’d like to submit a feature request based on a workflow issue we are experiencing with Service Plans.

Our current process is:

-We create a service plan and add the items to the plan.

-The client approves the plan and pays the amount.

-Workiz creates a placeholder visit in the schedule.

-We manually convert that placeholder into a job.

The issue is that when the visit is converted into a job, the job does not include the items or notes that were on the service plan. Those details only appear on the invoice, not on the job itself. That creates a problem for our technicians, because they need to see the actual items to be installed or used, along with the scope of work, directly on the job.

Right now, the technician has to rely on other sources or we have to manually rebuild the job after conversion, which is inefficient and error-prone.

I’d like to request an improvement so technicians can somehow see service plan items and technician notes automatically transfer into the job when a scheduled visit is converted.

This would make Service Plans much more practical for field use and would help ensure technicians always have the correct scope of work in front of them.

Thank you for considering this request.

AquaRemedy CA