Feature Requests

Have the ability to rearrange the price book by drag and drop

We would like to request the addition of a dedicated tool-tracking feature within Workiz to help us manage equipment assigned to our technicians and service vehicles more effectively. Currently, we are using the Inventory module as a workaround to track company tools. While it allows us to record some information, it is not designed for this purpose, and it limits our ability to manage tool assignments and movement accurately. Requested Enhancement: A Dedicated Tool Management Feature We are requesting a feature that allows us to: Assign tools to individual trucks or technicians Each tool would have its own record with details such as serial number, condition, date assigned, and responsible technician. Track tool transfers and temporary loans Ability to record when a tool is borrowed by another technician or truck. Track dates borrowed, expected return dates, and confirmation of return. Maintain a complete tool history Visibility into where a tool has been, who has used it, and any related notes (repairs, replacements, calibration, etc.). Improve accountability and reduce loss A structured tool-tracking system helps ensure technicians know what they are responsible for and reduces confusion when tools move between trucks. Why This Feature Matters Using Inventory to track tools is not an ideal or accurate method for our workflow. A dedicated tool-tracking module would improve accountability, reduce loss or misplacement, and give us stronger operational visibility. Many field-service businesses have similar needs, and this feature would be a significant value-add for companies managing equipment across multiple trucks and technicians. We appreciate your consideration and would be happy to provide additional examples or discuss specific use cases that would help in the development of this feature.

When you have to order multiple parts on a job it would be nice to be able to mark individual parts in stock or on order so we can easily see what we are still waiting on

We currently have technicians scheduled for multiple jobs per day, each requiring specific inventory. The warehouse team must manually review each job to determine what materials are needed for the following day and then stage items for each technician. To streamline this, the system should automatically generate a single consolidated materials list per technician per day. The list would combine all items required across that tech’s scheduled jobs, allowing the warehouse to view and prepare one complete list instead of checking each job individually. Example: If a technician has 10 jobs requiring a total of 20 items, the warehouse should see one list containing those 20 items. This feature would significantly reduce manual review time, improve staging accuracy, and help forecast inventory needs for future dates.

Would like to have an option for techs to debrief inventory to a job and move from there inventory to the specific job to track items we have installed. Something for us to see and not the customer.

Have Reports to Pull Inventory by location for inventory counts and total dollar value in each said location.

Use barcode or QR code systems for inventory tracking

Hello Workiz Support Team, We are using Workiz to manage quotes, installations, and inventory for our HVAC company (Celsius Climatisation Chauffage). We are facing a limitation with Item Groups / Flat Rate Items: We want to create Item Groups representing complete installations (e.g., “Moovair Meridian 15,000 BTU Installation”) with a fixed price for the customer, Our sub-items (materials and labor) are only meant to track internal costs and margin and should not affect the final customer price, Currently, Workiz Flat Rate calculates the total price solely based on sub-items and does not allow entering a fixed price at the parent group level, This prevents us from offering standard flat-rate pricing to clients while maintaining accurate internal cost tracking. We would like to know: Is there a native way to create an Item Group with a fixed customer price independent of the sub-item prices? If not, could this feature be considered as a future enhancement for companies needing flat-rate pricing with internal cost tracking? This feature is critical for us to: Standardize our flat-rate packages Bill a clear fixed price to clients Accurately track margins in the Job Cost Report Thank you for your guidance and support. Best regards, Julien Côté Celsius Climatisation Chauffage j.cote@celsiuscc.com

When you mark a PO received it allows you to add what is on PO to inventory locations

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