Workiz
2025
Led the redesign of Workiz’s Job Side Pane, the primary decision surface for managing jobs across the CRM. Through user surveys and behavioral insights, I simplified the interface, removed unused elements, and improved information hierarchy to enable faster, context-driven job management.
At Workiz, the Job is the core entity of the CRM. Every workflow — scheduling, dispatching, communication, invoicing — revolves around it.
The Job Side Pane acts as a quick-view panel, allowing users to view job details, make fast decisions, update key fields, stay in context while navigating other pages (Schedule, Jobs list, Clients, etc.).
However, over time, the side pane became cluttered and overloaded with information that didn’t support quick decision-making.
Overcrowded layout
Unused or rarely used fields
Low information hierarchy
Cognitive overload for dispatchers and office managers
current page
Instead of asking “What can we show here?”
We asked: “What must a dispatcher see to make a decision in under 5 seconds?”
Removed Low-Value Sections
primary hierarchy: tabs
On top of having primary information, during user interviews, we discovered that users need to view custom fields and items added to the job
quick actions
