Feature Requests

I'm requesting a feature that allows overpayments on jobs to be properly allocated, instead of being left unassigned. Currently, if a client pays more than the total job amount—whether due to a simple oversight or an intentional tip—we have no way to designate where that extra amount should go unless the payment was made by debit or credit card. Tips can be recorded and appear on invoices when paid by card, but there’s no way to record a tip when payment is made via cash, bank transfer, cheque, or any non-card method. This creates challenges when clients want to leave a tip by other means and makes accurate tracking and technician payouts difficult. It also creates confusion when reconciling overpayments not meant as tips—for example, when a client accidentally overpays via e-transfer and we need to either refund or credit the difference. Proposed Solution: When a payment is entered that exceeds the job total, the system should prompt the user to allocate the surplus amount. Suggested options: a) Tip for assigned tech(s) b) Credit on the client’s account c) Other (e.g., company revenue or internal allocation) If "Tip" is selected, the system should generate a line item on the invoice or payment record showing the amount as a tip, with the option to specify the technician(s) it applies to. Ideally, this would also be reportable/exportable to support payroll and internal accounting. This would help ensure transparency, proper tracking, and more accurate recordkeeping across all payment types. Sam.

We need a report that will track sales by category.(ie. carpet cleaning, tile cleaning, etc)

We need to be able to label certain services as an upsell. Then be able to track all upsales.

These CRM’s are loaded with data. But it’s to hard to get the data needed from the software. Currently having to manually input into a Google sheet. To get clean numbers. I created a Google sheet in 20 minutes that can generate me a full report on service calls ran, tech who ran them, progress status, date, job #, paid status, total revenue, uncollected revenue, avg ticket, job ran to completed % per tech and company wide. Workiz has all of this data already. If i have two techs or a lead and a helper on a call it can’t figure out who the lead would be for this call and now creates its own report for those two employees. Report needs to be clean and easy to find and be customizable which is my growing issue with Workiz. I don’t know why we don’t have access to edit adjust the software to our needs more especially considering Workiz is more of a learn it yourself software. Highly unlikely i continue this software after September without more flexibility being added. We spend 10k a year for this software to be “almost there” and it seems the only consistent updated is everything AI related.

need better reporting. all the data exists. need a better way to sort the data in a useful format

There needs to be a rework done on the reports system. All data should be able to be sifted through, not just a few data points (including job & client tags) Need to be able to sift through "and" & "or" when categorizing with multiple data qualifiers Need to be able to delete or transfer old data categories when no longer used. (I still have old job sources that I no longer use to bring in jobs in the way when I try to see reporting)

It would be nice if we had an option to track bonuses we pay our technicians throughout throughout the year that are not job related. for example a tech got a good review and we want to pay him a bonus, but job was done 2 weeks ago and he been paid for it - we need the ability to add a line item on his report BONUS with a custom amount

Running a service business can be challenging even in the best of times. Workiz does a great job of handling the day to day flow for our businesses but it is seriously lacking in the reporting that can be done with all the data we enter into the system. There are some very important Key Performance Indicators that our businesses need to know and use to operate at full capacity. Key Performance Indicators (KPIs) are numbers you can use to make smarter business decisions. With KPIs, you can flag areas of growth potential, fix issues before they become problems, and generally gain a greater level of insight into your business. Adding these reports would surely increase revenues and customer service levels across multiple types of businesses, not just my own. Average Job Time by Order Group The average job time by order group takes the total man-hours for each job, for each type of work you do (cleaning, restoration, car lockouts, house calls, etc.) and averages the total for the time period. It can be broken down by employees as well, so you can compare each employee to the company average. Average Invoice: Workiz does a great job at displaying data for Job Source categories, but we need the ability to look at the average invoice for a specific service category. Our techs use this number to check the upell trends they are currently riding. Repeat Rate: Take the number of residential clients you have serviced in the last two years (C), then find how many of them used you more than once (R). (R/C) x 100 = Repeat Rate % Sales Pipeline: Your sales pipeline shows you how many new leads, opportunities, and invoices you have received and converted in a given period. If you work sales opportunities over multiple touches and through different stages, then your sales pipeline will show you what percentage of leads convert to opportunities and how many of those opportunities convert into sales. If Workiz was to add a Kaban style board for our leads. Well, I would be in heaven! Last Service Date: We need a way to be able to pull a report that lets us know how long its been since we have serviced the customer. For those of us in the cleaning, yard care, and other repeatable service industries this could be huge! On Hold Jobs / Jobs without a date: This may be more of a “me” issue but sometimes we have rugs to return to a customer after the cleaning has been completed. It is a job and should be listed as such in the system so we can look in and see which returns need to be scheduled. Being able to list a job without a date would be great for us. I know this post is long-winded but we are very happy with the Workiz platform and the development team. You guys and girls keep churning out new features and refuse to let the software go stale. So kudos to you! However, I feel adding some or all of these features would just make the platform that much better for our service companies.

It is absolutely mission critical to be able to track technician KPI's. This allows us to know where the deficiencies are and where to apply proper training. This allows management and technicians to track progress over time and keep an eye on trend analysis. It also helps the Techs to look for and create self-improvement opportunities and breed a competitive culture amongst themselves. Some obvious ones are, Closing Percentage (how many jobs were run versus work sold), Conversion Rate (how many non-service plan members were seen versus how many service plans were sold), Average Ticket (average retail price of all jobs sold), Total Number of Service Plans Sold, Total amount of Discounts given on Sold Jobs. There should also be a way to mark certain jobs as "non-opportunities" to help provide the most accurate numbers possible (which should be controlled by the office). These should be able to be seen on a daily, weekly, monthly, quarterly, and annual basis. You should also be able to see last year, last quarter, last month, last week, and yesterday's numbers, as well as inputting a specific date range. There should also be CSR KPI's such as Booking percentage, etc. I'm hoping some other users will chime in with any KPI's I'm missing but these are super important and should be easily accessible to the office and to the technician's themselves.