We have several different memberships for different types of services we provide. For example, we have a membership for plumbing that applies to things like toilets and showers. Then we have a membership for hvac, that applies for things like air con...
From our list of expiring memberships in the Follow Up page, we see how to build in bulk membership renewal estimates that are the same membership type as the customer's expring membership. We would like to automatically generate renewal estimates wi...
We had to enter our memberships manually. We are now in the process of creating estimates to send to our customers. Our customers are renewing their memberships, but when we convert the estimates to sold, we get a brand new membership. We are having ...
When a CSR sells a membership from the office on the location page, it auto generates an invoice (Not taking into account renewal task it takes the first time enrollment task) Therefore not renewing the membership its starting a new one.I tried setti...
Please add a pop-up when we click "Deactivate" on a Recurring Service, and "Dismiss" on a Recurring Service Event warning us that it cannot be undone. Both of these are too easy to click accidentally. Also, customers often change their minds. It is v...
Can we please get an update that includes the option to 'select all' or be able to CTRL + click on all equipment items when adding to memberships. It's annoying to have to click into the add equipment box for each equipment item, especially when deal...
Something new....Now I have noticed when I am booking a Maintenance from the 'Recurring Service Event' (because that is our workflow), whenever I press 'enter' on the keyboard it will book the job. This has never happened before, I'm guessing it's fr...
In our field, we often have customers who have equipment that gets sold with their home, and the new homeowner may continue to have their equipment serviced by us. We offer Memberships for the servicing of the equipment and since there is a "transfer...
Memberships are not my strong point, but I know enough to get done what needs done...usually. I have a client that for some reason has a membership with a 2 year duration, but it should only be 1 year. I tried to edit the "From" and "To" date and eve...
Why is it that you can move an invoice from its Location or its Bill To address but the membership once sold will not move? I do not want to Have to Cancel & Re-Sell a membership just because it was purchased under a "builder" and not the homeowner. ...
