Feature Requests

Square has an option in setting to turn on the "tip" option. They even allow you to default it to whatever % rate you want. Most customers tip 15% and don't think about it. That's a game changer.

I would like to automate sending a tech picture; to introduce tech to customer. Build trust and confidence with customers.

In equipment list be able to see location or serial # of unit on the list itself. This would help locate a particular unit in case customer has multiple units. It's a pain in the butt to have to open each equipment to locate which one we are looking for. We have many customers with like 20 or more icemakers. If we have to find a particular repair on a unit it is very hard to have to open each one up to see if it's the right one

Many people have asked for this to be added. I deem this necessary for planning out our day.

Would be nice to have a camera "button"/Link to be able to take pictures while having Job page open and then the pictures are directly attached to the job. Taking the picture, saving to device, and then uploading to Workiz job is time-consuming.

So we can generate report and see the technician's role per job and their commission

Why is this not an option to be unchecked permanently? We do not want to email our customers from this program.

Current format of receipt is too generic. It looks like a casually typed email. It contains no company information, no job details, does not even contain customers last name or property address. Receipt format needs to be updated, or there needs to be an option to mark an invoice "Paid" for the customer.

in the client portal, clients can view, pay, and approve estimates and invoices. it would be very professional if they could also view any payments made on invoices or estimates. We constantly get calls from customers who are confused about how much and how many payments they've made, they should be able to see it from the portal

Add a feature where we can set the estimate to expire after a chosen period of time. As it stands now a customer can approve an estimate and pay a deposit even a year later. The only way around this is to manually go back into the job and change the status of the estimate, this is very tedious and impractical For example: we want our estimates to be valid for only 30 days but once a client has the email link to the estimate unless we manually go back into the job and change the status of the estimate the customer can click to approve an estimate and pay a deposit even months later.