Feature Requests

Want to have the ability to have schedule remiders sent to clients with time windows instead of exact times so to prevent clients contacting us stating the reminder says we should be there on an exact time that our schedule is showing

I was almost positive that we previously had a setting available that allowed users to only view one job at a time, or at minimum only see their current job and the next scheduled job. This may have been a feature available in my previous system, but if this option is not currently available in Workiz, I believe it would be a valuable addition. For the time being, I believe I will need to place jobs under "Unassigned" until the plumber calls in and confirms they have completed their current job and are ready for the next assignment. The reason for this is that I have noticed the team tends to rush through jobs when they can see they are booked for the entire day or when they see a higher-paying job later on the schedule. If they are only able to view the current job, it would encourage them to slow down, focus on the customer in front of them, and fully complete the work without worrying about whether they have one more job or three more jobs waiting. Managing the overall schedule and ensuring every customer is taken care of is my responsibility as the company. However, having the system automatically display the next scheduled job once the current job is completed would save a significant amount of time on my end while still maintaining the workflow and accountability I am trying to create.

It seems like this is a pretty popular topic, but we need more ability to modify job start dates/end dates. Specifically, we have multi-week projects at times (that do not include weekend dates) - we need to be able to adjust as needed instead of having to create a different "job" every week. I understand tasks may be a workaround from what I've read but I don't see how that will fully resolve the problem because the job will still show on the calendar for the entire two or three weeks (whatever time frame) and for planning purposes we need it to NOT show on the dates we will not have a crew there.

The app calendar needs to be color coordinated as well to match the pc calendar.

It would be awesome to be able to glance at the calendar in any view and be able to see what techs are assigned to each job by the colors they represent. Versus now it just shows one color of the first tech assigned to the job. There are jobs where we have multiple techs assigned to and it would make it easier just to see multiple colors instead of having to click on the job and view it there.

Whether it’s your personal life or your business schedule, recurring events are the secret to staying organized and stress-free. ✨ For Business: Keep maintenance and service calls on track Save time by not re-entering the same jobs Build trust with customers by showing up consistently ✨ For Personal Life: Never forget birthdays, anniversaries, or important appointments Stay consistent with workouts, routines, and family time Create balance between work and home life Recurring events aren’t just reminders—they’re a system for success. ✔

The Problem: Currently, the booking system only displays slots as fixed timeframes (e.g., 8:00 AM - 9:00 AM), which sets the expectation that we will arrive to the job within that hour. The Impact: Our company policy uses a 3-hour arrival window. If we set the system to 3-hour timeframes, it restricts our entire day to just 3 bookable slots, which artificially limits our capacity and hurts our scheduling. Proposed Solution: Please add an option to select a single start time (e.g., 8:00 AM) accompanied by a customizable text note (e.g., "Please note: Your technician will arrive within a 3-hour window of this time"). This would allow us to maintain schedule density while setting accurate customer expectations.

Need to have a warning if a specific tech selected but already has another appointment at that time - to avoid double booking

Feature Request: Calendar Date Picker Currently, users have to click through the calendar one day at a time to reach a future or past date. This becomes frustrating and time-consuming, especially when scheduling jobs weeks or months away. I recommend adding a date picker/calendar selector that allows users to: • Click directly on a calendar and select any day. • Jump quickly to a different month or year using dropdown menus or arrows. • Type a date manually (for example: MM/DD/YYYY). • Search or jump to “Today” with one click. Example: Instead of clicking: June 22 → June 23 → June 24 → June 25 … until reaching July 15, the user could simply: 1. Click the date field. 2. Select July from a month dropdown. 3. Click July 15. This would: • Save time for users scheduling appointments. • Improve the overall user experience. • Reduce frustration and unnecessary clicks. • Make the software more efficient for businesses that schedule jobs far in advance. Please add a calendar date picker that allows users to jump directly to any specific day, month, or year instead of requiring users to click through dates one day at a time. This feature would significantly improve scheduling speed and usability. This is a common feature in scheduling software and would make the system much more user-friendly.

Sometimes we need to schedule a technician for an area not normally assigned, instead of going to the settings and adding that area to them, there should be an option to override with a password