Feature Requests

I want to be able to customize a report to measure only certain job types done that week as well as select only certain statuses. EX i want to know know many commercial and residential jobs i do each week that are done or done pending approval. And i don't want to have to spent 20 minutes counting to do so. Thank you

Workiz does not currently support the use of custom statuses, so each company likely uses its own set of sub-statuses. Unfortunately, these sub-statuses cannot be added as a column in a custom report. This limitation makes it difficult to fully utilize custom reports and effectively filter jobs.

Instead of punching everything into the price book (cost wise), there should be a function that that you can just put the item cost and labor (at the bottom of an estimate) and figure out your profit margins. Again, NOT using the price book. Also, the estimates shouldn't be showing cost for the company to outline to the customer how much we make on the job. I think that's absurd. That should be a hidden field.

We should be able to have a report on clients... Example for usage: How many clients were created in (timeframe)? How many clients have more than 1 job with us? How many clients have a total of $1000 or more in jobs with us? all of this could be answered with a client report

I like to call my open quotes to follow up and see if they would like to move forward with the project. However, the estimate report does not list the phone number for the client. Can that column be added? Thanks.

Please add an option to select items in custom reports. This will help accountants analyze the correctness of filling out works

In reports - Payment - there is an option to export to Excel. We would like to have a summary row in these Excel.

We need to have the ability to pull reports for jobs, clients, leads, etc for longer then 1 year. The system has all the data as we can go into individual clients and see the details on jobs older then 1 year but we can only pull a report for jobs under a year.

Let users/ team the option to see the Hours logged in/out (without edit their hours)

Currently when someone performs an action on a job, if it has to do with job items or job details (i.e. changing the address, job type, or source) it just says updated job details in the activity report. Leaving us to guess who made a mistake... Same deal with the job items, when one is updated whether in price, cost, or margin, it just says updated or added certain item, not what change was actually made. If we could get a more in depth report on that, that would be amazing. As a side note, I would also prefer to see what reports were opened and looked at. As well as any settings, if they were looked at or changed.