Feature Requests

So we can generate report and see the technician's role per job and their commission

Sales tax has to be paid based on when it actually got paid by the customer. There is no report that shows the sales tax collected in a given period regardless when the job/invoice was created, scheduled or completed etc. The sales report does not show "collected amounts." The sales tax report, if you check off paid only, can show you only paid amounts, but only for jobs "created, scheduled or closed" in the selected period, and not if it's a payment for something a year old. The easiest will be putting it by the payment report, which is cash basis, where you just have to add a column "sales tax paid." This should give you sales tax actually paid in the selected period.

The commissions report is a great tool for both management and technicians. However, technicians often easy to memorize clients' names and sometimes addresses. Including a column with the client's name in this report would greatly help technicians relate their figures to specific clients.

Seems like a major design flaw that I can’t set hourly rates and can only “track” commissions paid to employees.

In COMMISSION REPORTs, How can we get the customer name as one of the fields? the only attributes we get for the job is Job # and home address? Where is the name?

Would like 'TASKS' to be a menu option on the left hand menu to view all my tasks in one place rather than the Schedule. As my sales team uses Tasks as follow up reminders

At times we get invoices that were paid in the prior days/months that we forgot to input into workiz at the time that we received the payments. I am just wondering if there is a way to back date invoices and payments to a past date so that it can report more accurately to reflect our books.....We have a couple of payments made by clients that were deposited into our account in 2022....some of them we hadn't created an invoice for nor did we record the payment.... and for some we created an invoice in 2022 but didn't input the payment when they paid in 2022....Backdating invoices and payments to a prior date would be nice to have rather than only having a default date of when invoices and payments were input into Workiz....

We kindly request the addition of a new feature to the Reports-"Payments" section. This feature would allow us to filter payments by individual technicians, providing us with real-time information about the amounts and types of payments collected by each technician. The current situation has proven to be quite inconvenient, as our technicians submit payments to the office daily, and it is essential for us to have a clear understanding of the payment types they have collected from our customers. Your prompt attention to adding the requested filter would be greatly appreciated. Thank you.

The Invoices report has a column for amount. the amount is the invoice total. if you export the report there is a column that shows amount due. this should be visible on the report within Workiz. The total amount "Due from Invoices" is correct which is good

download the report by payment with details for do the comparison and have good control of the payment