Feature Requests

We’ve recently begun implementing the Service Plans feature to manage our company’s annual Maintenance Plans. However, we’ve encountered a workflow challenge related to the handling of plan start dates. Our Maintenance Plan structure is based on the actual first maintenance visit, not on the date the Service Plan is emailed or approved. Sometimes clients need to delay their plan start date after paying, and we must be able to adjust the start and end dates accordingly. The issue: Once a Service Plan is paid, Workiz locks the start and end dates. We are unable to modify them even when a client legitimately needs their plan to begin later. This prevents us from accurately scheduling their maintenance visits and managing their coverage period. Our request: Is it possible to enable a feature (either global or via feature flag) that allows us to edit the Service Plan start and end dates after payment has been completed? This functionality is essential for our workflow, as the plan start date must align with the client’s first maintenance visit—not the date they signed or paid. We appreciate any options, settings adjustments, or feature enablements that would allow greater flexibility with these dates.

When adding member discounts to service plans, it would be great if you could have more control over line item discounts, rather than a blanket. Different rates for product vs service, or even add-on services. We simply can't offer the same discounts on services as we can on products. I know I can do this in a workaround manual fashion, but it still would be a good improvement. Thanks.

Invoices cannot contain more than one service plan. Currently, if a customer is signing up for more than one service plan, that means each will be on it's own invoice. When they go to pay - there is no way for them to check all of the invoices and sign/pay them all at once. They can only sign and pay for each individually - not a great customer experience. Use case: We have an HVAC business and offer service plans. Many homes/businesses have more than one system, and each needs its own service plan. (Primary/first system, plus a plan for each additional system).

Customer profiles with multiple addresses make it difficult to distinguish which service plan belongs to which location. Ideally, a visible label or grouping on the service plan would be added so my tech can quickly identify plans by address/location.

A needed feature is to be able to generate a SERVICE PLAN and send to customer BUT NOT HAVE AN INVOICE CREATED until is is actually APPROVED by the customer. otherwise it shows an invoice for something that is not yet purchased. The ability to send off Service Plan signup link to multiple customers without having to do so in each customer. That would be so helpful to encourage enrollment for those customers that are not subscribed.

We recently changed all of our clients to this software, we had all of our monthly members sign up on the new plans. Did not think about automatic discounts on these service plans discounting installation jobs as well. I need to edit every membership and remove the auto discount but can not. Please make it to where we can edit service plans instead of deleting and re sending another plan to the client. Thank you.

We need the ability to edit the wording for Service Plans from the customer-facing perspective. Not every business uses service plans; in our case, it's a Membership Plan, but for others, it could be a Maintenance Plan. This includes the line item on the invoice, the ID Field, and the naming convention on the customer portal.

It would be great if we could edit the numbering in service plans, like we can for leads, estimates, invoices, and Jobs. In our case, we start each year fresh with the year prefix, for example, job 251001 or invoice 252001. We automatically know what we're looking at with a glance.

There is no way to update price for renewal. We need like 5% increte or so per year.

Choose what day the service plan bills on ie 1st of the month