We are an appliance repair company, and our typical service visit goes like this: The technician goes to an address, charges a service fee, and creates an estimate for parts and labor. If a follow-up is required, continue to step 2. Admin will schedule a follow-up using the "Duplicate Job" option. We return at a later date to complete the repair and collect payment. The problem is, in the duplicated job, the attachments and/or estimates are not carried over to the new job! So, our techs are unable to see the original attachments or estimates! This causes them to have to create new ones every time and/or call the office! We also provide quotes for various repair jobs, and occasionally, customers may take one to two weeks to respond before proceeding with the work. Additionally, we offer a 90-day warranty on our repairs, so it's not uncommon for us to receive recalls that require follow-up visits to address any concerns or ensure customer satisfaction. We desperately need to see is an option to copy or move attachments and estimates to a duplicate or follow-up job. We do not want to move the original job to the new follow-up date because we need to keep track of when the original service visit took place. Another solution may be to have a "Create a Follow-up" option which creates a job which is directly linked to the original job with all of the original information, attachments, and estimates. We enjoy everything else about Workiz, but having this feature would help us, and companies like ours who frequently create follow-ups, immensely. I've attached some images of what these additional options could potentially look like. Please contact me directly if needed to address any questions or concerns. Thank You! Luke, Super Care Appliance Repair
