Automate Adding Recurring Events

[pdionisi]

There should be a way to automatically add recurring events to a customer account without having to sign them up for a membership.  For example, any time an install task code is added to an invoice, any recurring events that would be associated with the product being installed should automatically be applied to the account.  

For us, if we install a reverse osmosis system, the install task code should automatically apply the recurring service event for a continuous yearly filter change to the account.  

So far, you have to manually add a recurring event EVERY SINGLE TIME.  Huge time waster 

[Erin]

You should be able to create a Recurring Service type. independent from Memberships! You just create the recurring service type and fill in all the parameters for number of visits, an invoice template for the service, etc. Add it on the location profile under the recurring services section. It allows you to schedule the service and claim/unclaim it on the job screen with the appropriate service items carrying over to the invoice.

[smailloux]

I also would like to add a cleaning as a reoccurring service every time we sell a whole house system! without adding it as a membership or a call on hold.  It would be nice to have it automatically go on a list to call the following year for a follow up sale / service

[Erin]

We do this for HVAC! When we sell a system, a free membership is attached as a task with the courtesy inspection and cleaning as the recurring service types. You can, however, setup recurring service types, independent from Memberships. You just create the recurring service type and fill in all the parameters for number of visits, an invoice template for the service, etc. Add it on the location profile under the recurring services section for the customer. It allows you to schedule the service and claim/unclaim it on the job screen.

[codyelli]

I have one work around for you. Depending on how your job types are set up. You would be able to add a default service to the job type that can be a "free" Membership that is a free renewal as well. That would allow you to knock two birds out with one stone. However that would only be possible if you have a specific job type for that install. Other option is have an add on task for when someone sells your reverse osmosis system that is the "Membership" so you can always have your recurring services.

[charringtonPSB]

We are in maid cleaning and feel this pain point as well! Just want to have a weekly cleaning, with the same crew, on their schedule automatically.