Feature Requests

Options like spouse, tenet, prop management, owner, on site contact

Can we not add a spot an additional contact, like spouse or tenet. Also seperate the first and last name into seperate feilds.

Notify us when the system recognizes an address /phone so we dont create duplicate customers Sometimes someone calls and dont mention he is a return customer and we should be able to easily tell we have him in the system

Have the ability to search for clients by address. Ie, woodmont st. Shows all clients with those words in the search

Add the ability to set a Parent Client on the setup screen when creating a new client. The fact that you have to go back and edit the Client Info page to assign a Parent after setup is a bit tedious and ends up getting forgotten.

My techs are out in the field, attempting to collect payments from tenants and warranty companies (instead of landlords and warranty companies) because they have no way of knowing who the parent company is or who to collect payment from. Some kind of indicator would be useful.

“When we enter a client’s name, it would be great if the client and all their tags show up right when we create a job for them. Sometimes you end up assigning a job to a client who’s actually blocked, and you only realize it on-site. This would help avoid that confusion.” ⸻

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: ✅ Toggle each contact on/off for notifications or scheduling ✅ Choose whether both receive text messages through automations (reminders, estimates, receipts, follow-ups, etc.) 🔧 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. ✅ 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.

Seriously. Sometimes all I need is a name & email. I have to put in number that is not relevant to that person to add them.

the parent customer shows all estimates but just by number. instead of saying sub client could it show sub clients name to identify easier