Feature Requests

We have clients with multiple phone numbers and points of contact. It's currently not easy, especially for our technicians in the field, to keep track of and easily utilize multiple phone numbers which for us is a necessity.

I would love to see checklists for techs on jobs, this would be extremely helpful for the tech to remember to do the tasks required for the job, such as completing the job the right way, asking for a review, placing 5-arounds, ect. I used this in other crms and it gets rid of 3rd party apps and paper checklists that get thrown away. Using a feature like this in workiz would greatly speed up our on-site process and keep the accountability factor.

It would be really helpful to see all communication with a customer in one place. When someone calls or messages a customer, everyone needs to see the interaction with them. Currently, the call log shows calls only, and messages shows only texts and emails.

Will be nice to add option to send text custom message or email to specific client by date / schedule. Can be integrated on job page. Will help to follow up with customer in more personal way.

need better reporting. all the data exists. need a better way to sort the data in a useful format

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

We have all sort of customers, some recurring some with different billing rates. it will be great if we can implement a certain type of discount/price for each tier automatically... that can probably be done trough the custom field...

I know the client can pay with a check as an ACH online but most the time we collect checks on the job sites. I then have to enter them into Workiz, go to Qkbks, change from undeposited funds to the correct bank & process the check through them. Would be great if I could process those client payments through Workiz & stop me having to do double entries. Extra work is not helping my efficiency.

Add service plans to estimates and invoices as options. I would love to always put a service plan as an option on all my invoices.

It would be great to allow the techs to convert a maintenance plan visit into a job as these are usually sold on site for us. This way the visit would be accounted for immediately. If this is already in the settings instructions on getting this active would be greatly appreciated.