Feature Requests

WHen using Workiz' online booking tool, you can only use different job type options if you use tech availability. This put us between a Rock and a hard place. If we use the availability by tech option... we can use different job type options... but we have 2 techs per truck so the availability is completely wrong when shown to the customer. Our other option is to use availability by job slots, but this makes it so that we can't change job types. Job types are crucial for us because they help determine if we are setting up: an estimate vs job & if how much time needs to be alloted.

After business hours, we need an option to set an auto custom reply to incoming text messaging. Similar to how we have the ability to send a text after a missed call. This has been requested many times.

Bigger jobs require more than one visit. We'd like to be able to create multiple appointments under the same job and have a visual appointment history. In the current setup, we have to manually move the date each time, but that doesn't allow us to track when we were on site. We need more flexibility here.

We utilize Workiz for our operations and appreciate its capabilities. However, we've identified several areas where enhancements could significantly improve workflow efficiency and the client experience: Online Booking System: Increased Customization: The current Online Booking lacks the granular customization options available in the Booking Forms (e.g., custom fields/questions). Implementing similar flexibility would allow us to gather necessary information upfront and tailor the booking process more effectively. There's potential for more innovative checkout customizations here. Streamlined Price Book Integration: Price Book items intended for Online Booking currently require separate management within the Online Booking settings. Consolidating this so all Price Book management occurs solely within the main Price Book section would eliminate duplicate effort and reduce the risk of inconsistencies. Modernization & Intuition: We find the client-facing Online Booking process could be substantially improved in terms of detail, flow, and overall intuitiveness. As an example, Zenbooker's online booking system presents a modern, seamless experience that we feel would be a valuable direction for Workiz. Enhancing this crucial client touchpoint would better leverage Workiz's powerful backend capabilities and drive further automation. Booking Forms: Payment Integration: The Booking Forms are a strong feature, but their utility is limited by the absence of integrated payment processing. Enabling clients to submit payment directly upon form completion would be a major improvement. Client Portal Functionality: Comprehensive Enhancement: We strongly recommend developing a more robust Client Portal. Clients should have a dedicated login area providing self-service access to their account information, service history, registered assets (and the ability to book service related to those assets), a secure document repository, a messaging center for communication, and tools to update their contact details. This would empower clients and reduce administrative workload. We hope this feedback is helpful for future development priorities. Sincerely, Joshua Rape JORA

Jessica should have a place to learn about our company. Have link to our website and learn about our company. Also have a place where she can give generic price ranges on a services or repairs. Also give more detailed prices on trip charges for certain area's. Also have way to call out to the person on call when after hour repairs come in late at night.

We need the ability to book leads not jobs when using the booking link.

As of now, it doesn't work for us since we have different types of jobs and the system doesn't allow that. It's frustrating when clients use it and we have to call them and tell them that it doesn't work.

I would like to be able to create a master list of zip codes my business covers. This way when customer's use online booking, it would only allow them to schedule a service with an address that is actually within our coverage area.

Please connect to the Google Maps API so the address on the booking form can autofill.

Hour business is open from 9 am to 2 am next day, is no way to set this time on online booking. Please help