We have thousands of materials and/or services on recurring services that we have to manually update if we change the price. The cost of time doing this is outrageous for us, as well it does leave room for error doing this manually. I would think the...
We have discount setup in memberships via Categories. Works just fine if our techs manually add an item in that category to the customers invoice. However, if the item is added via the recurring service template (example a seasonal Heat Check), it do...
So we just were made aware from a member customer that our member savings do no show on their invoice when using dynamic pricing. It does with the conventional static pricing. This is a pretty big issue because as you know if they don't see it, the d...
Just wondering if there is a plumbing company out there using memberships ? Looking to pick your brain to see if this is something we want to start doing.
Looking to add 20% off parts for membership customers. Is there an easy way to do this? I was told I have to go into the Pricebook and add the discount for each item.
Our Technicians complete a (ST Forms) inspection form during each recurring service cleaning. Many times it is not the same technician performing the next recurring service. It is valuable for technicians to review past forms prior to performing the ...
We have our recurring services set up where the "task" is auto populated in the billing template. Our issue is this: we have customers that have more than 1 system, some have up to 4 systems in total. So for example when I go into the customer who ha...
Howdy Titans! Here's my issue.We can email a customer an estimate for a membership but if that customer approves the membership estimate we cannot convert this estimate into an actual membership. It's so ridiculous! Can we get the good people at ST t...
Hello,We are no longer offering some of our plans and have rolled out new plans. I am trying to figure out a way to make a seamless transition for our customers instead of cancelling their membership, cutting them a check and having them pay for the ...
For starters I am the membership manager for my company. This means that I am constantly trying to find new ways to promote our memberships. Recently I had the genius idea to build membership estimates for our new customers. However, there is no way ...
| Subject | Author | Posted |
|---|---|---|
| 12-19-2024 08:56 AM | ||
| 12-05-2024 01:00 PM | ||
| 12-05-2024 07:55 AM | ||
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM |
