Feature Requests

Call/Jobs/Leads/Clients/Phone Nothing is really synced Unless we enter a Lead/Job from the call log we are unable to add the call recording to the specific job/lead.

There should be a warning that pops up when someone is blocked at a specific time on their calendar

Please create an option for progress billing within the invoices. It’s important for most commercial and construction projects. Thank you!!!

It would be nice if our financing options and pricing were visible once estimate total is determined so the customer can see as soon as it’s built for more payment options instead of having them redirected to a third party for eligibility and pricing. Currently a deal is delayed for the customer to see what they would have to pay through financing due to them not having our specific financing option installed or an account not made yet. If it’s as simple as getting multiple price separation ratios by different amounts of months then the option of just making the estimate total divisible would be helpful with some verbiage explaining that this would be what their financing options would be if they do end up using our third party financing options.

It would be nice if customers can have financing options for jobs. Our previous software has that and we have a lot of customers that use it.

Have access to view all pictures uploaded in jobs from a tab in the client menu.

We currently use another phone company, and are switching to Workiz for our calls - it would be nice to have a 'Holiday Schedule' for the phone system, where we can predefine Holidays to transfer our calls to a 3rd party answering service.

We must be allowed to refund partial amounts of offline payments for accounting purposes. Restricting this option to only full refund amounts does not allow a company to keep accurate accounting records!

The service plans were recently reconfigured by Workiz. Now my description of plan can only be 160 characters. WHY?????? I cannot fit the full description in 160 characters. That is actually very short. Why would you change this????????

Ability to add multi-step automations/drip campaigns