Feature Requests

Within Workiz, you classify a potential job as a "LEAD"...but most businesses would classify a "LEAD" as a potential customer, NOT a potential job. Once they are already a customer, I just need to be able to send them another estimate for a new job as a returning customer, and many of our customers have multiple addresses and NEED TO BE ABLE TO ADD A SERVICE ADDRESS to each ESTIMATE. Not create a lead for the sole purpose of being able to add a service address. It adds an extra step that is absolutely unneeded. It takes time, time that I do not want to have to take for an unnecessary step. If they are a new or potential customer, then yes, create the lead to help with follow through of the different steps & follow up. But as for current customers....I just need to have the ability to add a service address to the estimate. It is boggling that I can add a service address to the job everywhere, EXCEPT when I just need an estimate?!?!

It would be great to be able to switch templates when sending estimates and invoices. Why have the option to make additional templates if you can't send them.

We need the ability to have the customer approve multiple estimates with a sales proposal. The function is built in on the Workiz platform on the employee or manager side but the customer can only approve one option.

The option to select a particular address needs to be added in the estimates tab. The only go around we have found is to make an unscheduled job and this creates so many more issues and does not give an accurate number of the actual outstanding jobs. This will keep all our commercial and rental properties more organized.

After "X" days any estimate not approved will auto decline. This prevents issues with customers coming back weeks later and then wanting the estimated price. Pricing from most supply houses can not be held more than 30 days as they vary.

We need to have the ability to set estimates to automatically expire. Specifically, estimates for same-day service during business hours vs. weekend / holiday service. Our service company charges different rates during normal business hours, after-hours, weekends & holidays. Problem: Clients request immediate service during business hours but they wait to approve the estimate until after business hours. Then clients expect immediate service at the lower rates. Our current solution is for the dispatcher to set a manual timer and then delete the pending estimate when we no longer have sufficient time in the work day to complete the job. After this step is performed, the client usually calls back in confusion because they cannot see the estimate anymore. This is bad for our dispatcher, the customer gets upset and the process negatively effects return business. Solution: To prevent such confusion, we request an option to make estimates expire automatically. Having the expiration time / date clearly listed or highlighted on the estimate would also be helpful. Our dispatchers could work with either expiration "x minutes / hours / days" from sent or expires on a set time & date.

Currently on the bottom of the estimate you have accept or decline. Would like the option of decline removed. Decline is an end to the process. Request a revision would keep the lines of communication open and if the don't want the service would allow us to further question then on why and if it is something we could adjust or answer for them.

To be able to move an estimate that is signed to a job # of my choosing

Please make the estimate and invoice names searchable on the standalone estimate and invoice screens. We often give names to the estimates and converted invoices from those estimate. Because we work for construction companies often we do estimates long before they are converted to jobs. It would save so much time for us to be able to seach for the estimate name instead of the estimate number. Some of my contractor customers request many estimates for new build construction long before the ever are copied to jobs.