Recurring Service Events and Past Due Balances (feature request)
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04-29-2022 09:53 AM
When scheduling recurring service events from the follow up tab, it would be amazing to be able to see if the customer has a current past due balance (i.e. card hasn't been going through for the monthly draft) without clicking into the billing account. It would also be nice if we could exclude these customers from the audience on the automated SMS scheduling.
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Follow Ups
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05-05-2022 04:47 PM
100000% yes
Randi Thompson
Bill Joplin's Air Conditioning & Heating
Bill Joplin's Air Conditioning & Heating
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04-29-2022 12:28 PM
That's a great idea! I'd love the ability to add and remove columns on the follow up screen the same way you can in reporting.
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
