Hi all, I recently created a test service agreement for a customer and
marked it as activated to see what it would look like completed. My plan
was to deactivate the service agreement afterwards, but now it looks
like the agreement has been permanent...
Hello, we are new to the community and are trying to find solutions to
our commercial hvac quarterly maintenance services. All of our locations
have multiple units and our tech need to inspect and report on each one.
Ideally we would like to have for...
I am just wondering if there are any @electricians or electrical
contractors here who offer memberships? If so what types of things do
you include in the membership and what type of pricing do you offer? Any
advice is appreciated!
In the update, there was a change in membership settings. You now set
the deferred revenue division when adding the recurring service. The
only options are to "Divide Evenly (100%)" or manually... the problem is
that it does not recognize when you ha...
How do people deal with additional systems when setting up memberships?
Our setup team is recommending making additional system an “add on” but
it doesn’t seem as though an add on can have time allocated to it. Our
residential memberships can have 7-...
I may be missing something with Service Agreements, but I find the final
work product presented to the customer cumbersome, overwhelming and
difficult to read. Example: One of our customers has 7 locations with 3
pieces of equipment per location. Eac...
Our team is launching our membership program and is finally ironing out
the details. One of the components we'd like to over to customers is a
compounding credit for each year in the program. For example, after each
year of being a member - they rece...
Hello friends! Looking for some advice on best membership processes...
We started up a new maintenance plan a few months ago. It is $11 per
month with no initiation fee and includes a 10% discount ons ervice.
Here are some of the issues we are runnin...