Feature Requests

We need a feature that puts the record of the marketing campaign in a different area then the text message box, this will help to keep the communications with the current clients clean and we can't miss an update if a client were to text us versus calling us. All automations should be put in a different category as we do not need to see that our automatic text message was sent. It just needs to be sent.

It would be nice to organize the automations by similarity (dragging and dropping them below/above similar automations). It would also be nice to have a "group" system for Automations, basically customizable categories that some automations would fall under (i.e. Follow-up emails, internal automations, service plan automations, etc.)

If a client messages in via text to our workiz number an automated reply will be sent to them saying they have reached us after hours.

With the recent addition of task tags, I'd like the option to use these tags as conditions in automations, same as client and job tags.

The ability to send out an automated SMS/Email to a tech and/or Customer when a Tag is added to the Job. Example #1 A Tag Called " CORE" is used to remind the tech to return the parts to the office when Parts have a Core Charge. Example #2 A Tag Called " COI needed" is used to message the management to get COI from insurance carrier. Example # 3 A Tag Called " Part-Direct to Customer" is used to message the customer of parts are heading there way.

Currently, the options to filter who gets marketing campaigns is extremely limited. There should be more options for filtering out who gets any given campaign based on client tag. Also, you should be able to add in more than one email or phone number to filter out.

We can text invoices, but we can not set up auto invoicing without an email. There should be a way to auto invoice via text message as well, for those clients that do not do email.

Would like customers to receive a call at X time on the day of their appointment with an ETA when they can expect their technician to arrive at their location.

I need automations to offer a reoccurring schedule! Example: if a job is in a pending status, send admin and tech a reminder every 2 days. Example: If an invoice is past due, send client an email every week. AND send admin a reminder every week to follow up with client. Right now, we can only set a single timestamp per automation (1 day after, 1 week after, 2 weeks after, etc.) Each of those counts as a separate automation, and when you multiply that across a dozen job or invoice statuses and reminders for client and team, a limit of only 30 adds up quickly. Furthermore, what happens after the final automation runs? The job essentially disappears unless someone manually reviews the job reports and follows up themselves. Recurring automations would help ensure jobs and overdue invoices continue to stay visible and actionable until their status is actually resolved. It would be much more efficient if we could create a recurring automation per workflow instead of needing multiple one-time automations.

Please have the invoice due date to be set on the date of invoice creation while keeping the options to change if necessary. Everytime an invoice is created, the due now date sometimes is two months ago or days ahead. It makes absolutely no sense to need to manually change that every single time. It seems to be a simple fix.