Feature Requests

Many people have asked for this to be added. I deem this necessary for planning out our day.

We are a one person company and only use the month view. It would be wonderful if we could schedule an entire day off and see it marked off on the monthly calendar instead of the timeline view (which we don't use). It seems like that should be an option and should most definitely show up on the calendar.

Thank you

Jobs should not by default require a schedule date. If an estimate is one, it is nice to make sure all the parts are in stock first. Maybe a new status and toggle the ability to schedule, just like you can do with a lead…

When you have multiple techs on a job, having it show for each of them on the calendar

Please create a task option on the mobile app.

Imagine if we could enter an address without booking an appointment, and have Workiz list the three appointments currently on the schedule that are the shortest distance from that address. This would be extremely simple to implement on the tech side, it's literally distance comparing an entered address vs the addresses on file with active appointments. The routing feature absolutely begs for this to be a thing. Why can we see their routes so nicely lined up, but can't check a new appointment against those routes without manually entering and comparing address distance from existent jobs or just trying to eyeball it. Simple to implement, hugely beneficial.

All of my crew leaders can see everybody's tasks in the schedule. Even ones that dont concern them. Can we please fix this problem?

Just like with done or closed jobs, I would the ability to leave done tasks on the calendar to have a “visual history” of when we went to a clients house. Of course the tasks feature is just a work around for not being able to schedule multiple visits on the same job

I don’t like that closed/done jobs or leads come off the calendar. I would like an option to have them stay, maybe put an outline around them of a different color to distinguish them from open jobs. this way we can have a visual representation of where my techs were last week etc