Memberships or Service Agreements

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"Renewed" Status Update in Memberships

It would be so helpful if once a membership was renewed, there was a status update that changed the membership from "expired" to read "renewed". This would also help us in our Marketing Pro campaigns when we want to send truly expired customers an em...

hannahel by • New Contributor
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  • 3 replies
  • 1 kudos

Max discount for members

We want our member discount to max out at $500. How do we do that? Right now it's only a % and on a large job the member discount is much larger than we want. We did turn on the discounts and fees setting as recommended but I don't see how that conne...

jamied by • Contributor
  • 2598 Views
  • 4 replies
  • 4 kudos

Resolved! Zero Ticket Invoices - Recurring Services

Currently when we run a Recurring Service that is paid monthly (the visit is only twice a year) the Invoice shows as a Zero Dollar Job. Is this normal, or should there be a way to show that this service is actually being paid for through the Membersh...

brad_myc by • New Contributor II
  • 6087 Views
  • 7 replies
  • 0 kudos

Transfer of Memberships

Is it possible to transfer a membership and the associated deferred revenue to a new customer/location account. Scenario: We offer septic memberships and do startups of new systems for builders. The builder pays for the startup and a 1 year membershi...

amiller1 by • New Contributor
  • 4883 Views
  • 9 replies
  • 3 kudos

Membership Pricing

When looking at estimates, there is no way to see if Membership pricing has been applied to an estimate or invoice without looking in pricebook for a side by side, line by line comparison in another window. It would be great to see on the task or est...

seth_tes by • New Contributor II
  • 2959 Views
  • 2 replies
  • 1 kudos

Auto Maintenance Scheduling

Is there any way to set up an automatic scheduling for maintenance on a reoccurring schedule? Such as a biannual maintenance will auto schedule 6 months after the last maintenance. With reminders to the customer and notifications as to the time they ...

MrsIreneK by • New Contributor
  • 3725 Views
  • 4 replies
  • 3 kudos
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