Memberships or Service Agreements

Resolved! Membership Count

What is the best way to run a report for a membership count

I am looking for a report or how to build a report that shows all my members with a current balance. When we create a membership or sell a membership on a job, we are supposed to call in from the office and collect a credit card to put on file for mo...

Discount on one category applies to Membership that doesn't have that category.

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...

Building Multiple Estimate Options on Expiring Memberships

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...

Memberships

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 ...

Resolved! HELP

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...

FIX THIS - Make "Deactivate" and "Dismiss" reversible for Recurring Services & Events

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...

Membership Suggestion / Fix for Developers

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...

FIX THIS - Pressing 'enter' on the keyboard while scheduling a Recurring Service Event

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...

Service Agreements, Memberships, & Equipment

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...

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Posts

Resolved! Membership Count

Memberships who owe a balance

Discount on one category applies to Membership that doesn't have that category.

Building Multiple Estimate Options on Expiring Memberships

Memberships

Resolved! HELP

FIX THIS - Make "Deactivate" and "Dismiss" reversible for Recurring Services & Events

Membership Suggestion / Fix for Developers

FIX THIS - Pressing 'enter' on the keyboard while scheduling a Recurring Service Event

Service Agreements, Memberships, & Equipment

Memberships

Recurring services

Changing the Auto Generated Invoice Date

Other Hvac Users in Treasure Valley Idaho?

We need your feedback on Recurring Visits in Servi...

Membership Count

HELP

Membership

Recurring Service Reminders

Membership Monthly Charges