09-01-2023 02:11 PM
I am trying to set up a Service Agreement for quarterly HVAC Preventative Maintenance for 68 locations for one of our customers.
Is there any possibility of creating these in bulk or do we need to create 4 visits for each location manually?
If this isn't already a feature this might be a good addition...
09-08-2023 04:35 PM
@RyanGay thanks for bringing this up; there is room for us to optimize the UI for these XL agreements!
Would it be the same four visits for each of the 68 locations or are they different based on the equipment at each location?