Feature Requests

I hope you're doing well! I would like to suggest a feature enhancement that would be very helpful for our team’s workflow and data privacy. Currently, when editing or viewing items in the system, the Unit Cost is visible to all users, including technicians. I would like to request a feature that allows us to restrict visibility of the "Unit Cost" field, so that only certain user roles (e.g., admins or managers) can view or edit it. This would help protect our cost structure and prevent sensitive pricing information from being visible to team members who don’t need access to that data. Let me know if this is possible to implement, and if so, I’d be happy to provide more details.

To be able to view the inventory from the app. That gives our technicians the ability to know if they should go to our shop or a supply house

It would be great if we could have endpoints for inventory management: GET current inventory list (Params: (All, ProductID, Location, Category), Number or records), Output: All fields including maybe average cost per product per location. POST inventory update (ProductID, Location, New Qty)

When a tech enters a cost on a product it automatically marks up part price to customer. Management controls markup margin. Tech has no control of pricing to customer.

WE WOULD LIKE TO HAVE THE OPTION OF FILTERING THE LOCATION OF THE INVENTORY AS IN THE EXAMPLE SINCE WE WANT TO AUDIT EACH TRUCK AND WE CAN'T AND IF WE WANT TO FILTER HOW MANY DRYER PARTS WE HAVE IN A SPECIFIC TRUCK WE CAN'T!

Use barcode or QR code systems for inventory tracking

It would be nice if we could print labels for our inventory. I have hundreds of items categorized and stored in bin locations. If we could print labels with part numbers and preferably with barcodes that would be a huge help

We need a way to cost average inventory for profit and loss statements. Currently when you change the cost of a item you are receiving, it also changes the cost of all in stock for that item

I would like to see the serial numbers that we've stored once they have been added to the job with the option for the client being able to see the serial numbers.

A backorder system is one of the most basic and essential inventory management features. Currently, Workiz does not allow users to allocate out-of-stock items to a job and automatically generate a purchase order (PO) for them. Instead, we are forced to manually create POs separately, adding unnecessary steps to the workflow. Why This is Needed: Prevents Order Delays – When scheduling a job, if a required part is out of stock, we should be able to allocate it to the job and trigger a purchase order automatically, ensuring timely restocking. Industry Standard – Every inventory-based system I’ve worked with has included some form of backorder allocation. This is a fundamental function, yet it is missing in Workiz. Reduces Manual Work – Having to manually check stock levels, then separately create a PO, increases the risk of missing critical items and slows down operations. More Useful Than AI Bots – While new AI automation features are constantly being rolled out, a core inventory management tool like backorders should take priority over automating mundane tasks. Proposed Solution: Allow users to add out-of-stock items to a job. Automatically generate a purchase order for these items. Keep the items allocated to the job while waiting for the purchase order to be fulfilled. This is a crucial feature that would drastically improve workflow efficiency. Can you provide insight into whether this is in development or planned for future updates?