đź’ˇ Workiz Feature Suggestion: Dual Contact Profiles with Toggle + Text Automation Option
Andre Marshall
I’d love to see an update that lets us add two contacts under one customer profile — like a husband and wife, or a homeowner and tenant — and then:
âś… Toggle each contact on/off for notifications or scheduling
âś… Choose whether both receive text messages through automations (reminders, estimates, receipts, follow-ups, etc.)
đź”§ Real-Life Scenarios:
Homeowners: Husband schedules service, but wife wants to receive appointment reminders too.
Property managers: Manager approves work, but tenant should get job updates and arrival texts.
Business clients: Office manager and facilities manager both need notifications but at different stages.
Elderly parents: Adult children coordinate repairs but want to keep parents updated.
âś… Pros:
Better communication with both decision-makers.
Reduces missed appointments or “I didn’t get the text” confusion.
Keeps the job history and notes under one clean profile.
Improves professionalism and transparency with households and property managers.
⚠️ Cons (and how Workiz could handle them):
Potential double-texting if both are toggled on — solved with a “send to both” option.
Need a clear visual toggle in the contact section to avoid confusion.
Could increase message volume — but worth it for fewer miscommunications.
This small improvement would be a huge win for field service pros who often work with multi-contact households or properties.
Darren Miller
I just posted a similar one. I didnt see this one but this one is phrased even better. This one NEEDS to happen.