Good afternoon,Are there any plans to work on these features?Upload documents to a Service Agreement: I would like to attach a number of PDFs to some agreements, such as the signed copy of the contract.If a job is completed outside of the Service Agr...
Based on your feedback, the team is adding an audit trail to improve the visibility and traceability of the changes that are made to service agreement and visit data. Please review the self-guided prototype below and share your feedback directly in t...
Does anyone here offer “full” service agreements? Agreements that cover both the planned visits and any additional repairs / services that crop up throughout the year? If so, the team is seeking to understand how you set up and manage these types of ...
On some of our commercial service contracts, the customer provides us with a PO# to be used on every invoice through the contract term. It is the same PO# for the year. What is the best way to make sure these PO numbers populate automatically on the ...
In addition to the other improvements in the Spring 2024 Release, the team has published an updated default document template for Service AgreementsService Agreement - ST Default (Spring 2024)How to use the new document template: Navigate to Settings...
Based on your feedback, the team is adding the ability to itemize the exact list of required materials while creating the agreement. This will allow for the most accurate estimation of material costs possible, and will help to feed data to the purcha...
Right now we can only use {{Tenant.BusinessName}} which does not help us. Can we get some BU-specific merge tags please?
It would be nice to have the option to use either the location contact information or the customer contact information. For example - I have 1 customer with 25 locations. When I use the customer contact block within the template design tool it lists ...
The contacts within the Service Agreement "Step 2: Locations and Contacts" needs some attention.When selecting the Billing Contact, Schedule Contact, etc., you can only see the phone number or email address and not the memo field. The memo field need...
I would love to have the ability to select how far in advance automatic renewal can take place. We are on the construction/commercial side of the industry and many of our customers start their budgeting in July. If we had the ability to select automa...
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| 06-03-2024 01:39 PM | ||
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| 04-08-2024 02:19 PM | ||
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| 11-14-2023 08:56 PM |
