Guess what? If you've been dismissing member visits and checking to "recognize revenue," you may wanna check your invoice because (if you are multi-trade like us) more than likely - IT'S THE WRONG BU!Learned today after dismissing a BUNCH of Heat che...
This was brought up last year on another post, but didn't have a workaround really talked about. We want to have a recurring service added for any time we book a maintenance visit for a client...but we can't automate it without a membership...and the...
We have a customer who wants a service agreement for 10 months their business is seasonal and only operates 10 moths a year. Customer has 5 locations, each location will require biweekly service beginning April 1 through December 31. Customer only wa...
What's the best report and filter to see how many active memberships there were at a given time in the past vs. now. Basically trying to accurately see how many active members there were at the beginning of the year.
Wondering if I could could get some help starting a membership program which we want to implement asap. We have four divisions including HVAC, plumbing, electrical, and appliance repair and was hoping we could pick someones brain on how they started ...
Please upvote this idea to add the last few visits and expiration date to the recurring service event page in followups. As it is now, you have to go back and forth between tabs to get this information when trying to book the visit. Adding the last f...
AllNot my specialty here. We offer a membership that provides a 10% discount on all services. We want to be able to cap the max discount for a single visit to the actual value of the membership.For now we have disabled the ability to show member savi...
Hey folks,So, I'm experimenting with a few different things when it comes to memberships and these work-flows are helpful, but the first one does not appear to function at all. I have created an adder that is supposed to add a recurring service to th...
We have our memberships based on the equipment in the home, ie furnace, air conditioner, generator, water heater whatever. If the homeowner wants their furnace covered, but not their air conditioner, they only sign up the furnace for the membership. ...
I recently went through and cleaned up all of our old recurring services. We had a number of customers that somehow got more than one on their profile over the years. I am finding that those customers that I have deleted the recurring services for no...
