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Feature Requests

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      • Quickbooks
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AUTO RENEW
What does AUTO RENEW mean? Apparently not AUTOMATICALLY RENEWING (continuing) an existing service plan. I have to reach out to each customer at the end of their service plan to get them to continue????? I thought Workiz was supposed to simplify my life...not make more work for me!
3
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complete

Allow the ability to attach files to Service Plans
PDFs, Images, and Custom Documents.
3
·

complete

Custom service plan
As a user, I would like to be able send a custom service plan based on my needs and not via templates.
5
·

complete

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