Feature Requests

Have a map view on the mobile app for techs to see their calls and be able to route efficiently. Also have a map view when dispatchers are scheduling calls, so they can see each day and each tech what calls and where the calls are to see visually where to schedule it

I would love to see Workiz allow workflows to be attached directly to checklists. This could create a much smoother process for technicians by having the checklist drive the workflow, job status updates, and required reporting, instead of forcing users to jump between different parts of the app. For example, the checklist could guide the technician step by step through the full job flow: Dispatching > On the Way text > Arriving > Assessment > Before Photos > Estimate > Signature/Payment > Secondary Visit > Repair > Final Signature > After Photos As soon as the technician marks the arrival step, the checklist should automatically prompt the next reporting and action steps required to begin the assessment. This would help ensure the technician follows the proper process immediately after arrival, without needing to search through different sections of the app. Each checklist item could be linked to the related job function, so as the technician completes each step, the system would automatically sync the information into the job file. That means photos, notes, estimates, signatures, payments, and status updates would all be connected directly to the checklist workflow. This would allow most of the technician’s work to happen from one place, with the checklist acting as the main operational flow. As information is completed, the system could automatically move the job through statuses such as: Submitted > In Progress > Pending > Complete Once all required checklist items, reporting, and payments are completed, the system could automatically close the ticket. This would reduce app switching, improve consistency, ensure technicians do not miss required steps, and make the entire job process more efficient and easier to manage.

if we could also have a way to add commission rates for our technicians, as there is for an hourly pay that can Auto calculate that would be great! Something that we can put material cost into with their commission rate that calculates their pay to make payroll easy

Ability to open price book in mobile app. Add price book to sidebar menu. Often times we need to look up a price on the fly on the mobile instead of having to create a lead/job/estimate just to see a price.

Please make the app to show a horizontal view, so that it can be used with a tablet and keyboard. Wasted money on tablets and cases.

THESE KEY CHARACTERS SHOULD BE ADDED. PEOPLE WHO USE THE FRENCH KEYWORD WE DONT KNOW WHAT THEY ARE SAYING FOR EXAMPLE BRÛLÉ THE SYSTEM WRITES BRU00FBLER

There should be a separate inbox for the technician. There are times that a client will be trying to text the technician, but it goes to everyone. Because of that there are messages that get lost in the shuffle due to other incoming and outgoing messages. This would also prevent confusion for the customer.

on the mobile app for the techs it would help to see the jobs in different colors based on the status. It's confusing to them and not easily readable. Basically a different color for each phase of the job.

Please add the ability to track multiple techs hours on the mobile app FOR EXAMPLE: Foreman would be able to see all techs listed on a job and clock them in or out to manage the groups hours on said jobsite This may be a feature you can give permission to when setting up a team member such as an admin, lead, foreman, PM etc... Please and thank you

Hi there, when we work on the field and prepared to the customer invoice to get the proper structure, we need to delete items to add and you want to the proper place, can you add the drag feature to easier organize the order in the estimate and invoice.