Feature Requests

The new update is a little bright and painful to look at

I would like to submit a feature request regarding roles and permissions within the system. There are situations where we send a technician out for a potential warranty call or a standard service visit. In these cases, it is important for the technician to have access to the customer’s history, including any pending estimates, previously completed work, and any job site photos associated with that customer. Currently, the only way to grant this access is by enabling the setting that allows users to view other users’ jobs. However, this also provides visibility into other technicians’ schedules, which is not necessary for their role and may create avoidable conflicts or distractions. It would be highly beneficial to have more granular control over permissions by separating these into individual toggles. For example: * A permission to view full customer history (including estimates, past work, and photos) * A permission to view messages * A separate permission to view schedules This would allow technicians to access the information they need to perform their work effectively, without exposing unrelated scheduling details of other team members. Thank you for considering this request.

It would be great if in the messages tab, we could filter by certain dates. i have to scroll for so long just to look up a message that could have been a month old.

Would like to have a feature that shows prior jobs and current jobs scheduled on a heat map showing what areas of the country we get most of the business in. This is a feature that determines where we need to focus more efforts or areas we can bring in to expand areas. Having the ability to filter it by Past 30 Day, Past 90 Days, Past 6 Months, Past Year, All Time would be the best. This should be displayed on the main dashboard. Also if we had the ability to give job counts as we zoom in that would be even more beneficial.

Hello, I’m finding it difficult to write long messages in the current text input field due to its small size. Would it be possible to make it larger or allow it to expand dynamically? This would greatly improve usability for longer responses. Thank you for your assistance!

It would be nice to be able to barcode scan with the cell phone for data entry, adding serial numbers and MPN's is a pain.

Hi there. It would be great if we could see all job site photos from the click of a tab within the mobile app or the Web app. You could click on the tab and see which photos and also see which job that they were associated with. Maybe it could be created under one of these tabs in the attached photo. Maybe like adding another tab under invoices and estimates.

We should be able to edit the order, color, & words of both client & job tags

We need the ability to reorganize custom fields inside the Custom Fields section without having to delete and recreate them. Right now, once fields or dropdown options are created, it is too rigid to manage. As our business changes, we need to be able to clean up the order so the form stays organized and easy for the team to use. Requested improvements: Allow drag-and-drop reordering of custom fields within a group Allow drag-and-drop reordering of dropdown options inside a custom field Keep the updated order reflected everywhere the field is used Why this matters: Keeps forms clean and easier to fill out Lets us prioritize the most important options first Reduces mistakes and confusion for office staff Saves time since we should not have to recreate fields just to change the order This would make Custom Fields much easier to manage as businesses grow and refine their workflow.

There are large differences between IOS optimization and Android Optimization Please allow ALL users for all software types to have the same experience & PLEASE get the WORKIZ app for IPAD fixed so it can show horizontally on a keyboard mount!