Feature Requests

Currently, when I go to create a purchase order out Job Items, any individual parts that make up a flat rate group item do not appear in the list of items to add to the purchase order. I can go add the items individually but having the list of job items on the right is very convenient.

Getting the PO's to sync to QB would be great. We have to manually enter them all into QB right now - which is a lot of duplicate and manual entry.

Could we get an option in the drop down on Estimates that would allow us to quickly create a PO with the items listed on the Estimate? We would also like to be able to view the Part Number for items so we could order them correctly, and use it as a Picking List for items we might already have in Inventory.

Hi Workiz Team, I’m reaching out with a feature request that would greatly improve how we manage project finances in our CRM system. We would like the ability to track internal costs and payouts directly within each invoice, or at least link them in some way. Specifically, we’re looking for a way to: • See how much money was collected from the customer, • Track how much we paid to the vendor or subcontractor who performed the work, • And calculate our net profit per job — ideally in the same place or a linked view. This would help us manage job-level profitability without needing to rely on external spreadsheets. Please let me know if this is possible or if there’s a workaround we can implement for now. Thanks so much for your support!

We need a place to put manufacturer part numbers that we put in the pricebook to show up on pos when send them to the vendors and not to the customers. this is very problematic and creates a slow response from vendors to get the orders processed.

When is the ability for automatic inventory adjustments after marking PO’s as received? This seems like really low hanging fruit. I have no interest in using the PO or inventory features without this. Having to go back to inventory and add the numbers is time consuming and isn’t scalable.

Currently we can only have10 characters for our PO. Needing that expanded to at least 12 for our longer POS

Ability to add tax rates to the bottom of purchase orders (just like we can currently do on estimates) as we currently pay GST of 5% on all purchases from our Canadian suppliers.