Feature Requests

Need to receive video in the system. Many customers send videos so we can diagnose issues, but we currently need to do this outside Workiz, where there isn't a coordinated communication record in one system for that customer.

I would like to be able to close sometimes during the day for team activities then have the phone lines open again that same day. Right now I have to go in the call flow and change the hours multiple times to be able to close for an hour during the day.

Can not find this in our account

I get a lot of e-transfers for my work but Workiz doesn't have a good option for that. https://www.interac.ca/en/consumers/products/interac-e-transfer/

I want to be able to answer 2 calls same time. now its to long to do it.we need to press on few things to answer the second one. and when we answer the second one we hears the hold music from the first call. its should be like in cellphone. just press hold and its transfer to the second call. without to hear the music from the first call we lose customer like that if they call same time. and its not need to be like that.

When we add a marked-up drawings or floor plan as a PDF to a lead or job, the markups seem to not be visible on the mobile app viewing of that PDF. This is important that our techs are able to see this so they can follow the plan for a system install.

We would like the feature to allow our technicians to text clients on workiz using the masked number that they receive when we send them jobs, in some cases clients do not answer and having a text feature without showing the direct number would be extremely helpful to protect our client information but also for techs to be able to efficiently communicate using masked numbers to text and call clients.

I would like to either be able to alphabetize the Service Plans or have a Search option in the Service Plans manager

When leads are new, then get scheduled with a date... the system should automatically set it to "scheduled". Defeats the purpose of having automations when leads are 'scheduled'. We still have to remember to set them to "scheduled". 100% of our leads book until after we contact them.

The automation seems to trigger when you select the option to send... Not actually sending it. I've attached the button picture. I was going to send it and then decided to not & it still triggered the automation. I'm assuming it was because this button was hit instead of the actual sending action of the estimate.