I think it would be very helpful if we were able send forms to customers for them to fill out. For example you have an upcoming install and you need some information for them. you can send a form through email, or even text for them to fill out and t...
We have customers who paid for a membership and eventually need to cancel. To process a refund we click the edit pencil in the membership> select cancel>click save. This prompts the question " Do you want to refund customer X amount?". When selecting...
It would nice if there was an option to click a button once a membership is cancelled to send out a pre-done email to the customer confirming the cancellation of their membership.
Has anyone had success using a Custom Field for a membership? If so, how are you applying this?
Currently, if the recurring service "button" is not pressed when the job invoice is exported, the recurring service is not recognized, nor linked to that completed job. Does anyone know of a way to link recurring service events to a previous complete...
We are a Water Softener company, and our customers have the option to "Rent" a system from us for a monthly fee. We are wanting to raise that by $1 for EVERYONE that has a membership. How could we do that?
Is there currently a way to edit existing Sale Tasks? I know you can set up new sale tasks within the Membership type configuration screens but I've yet to find a place to review and manage existing Sale Tasks.
There should be warning for when you accidentally schedule a Recurring Service outside the business hours. It is currently set to 12:00 AM on the recurring service page. Who would ever send a tech at that time?
I am attempting to organize our commercial recurring services and need to set up tasked duration times but have some questions. How is everyone attaching their tasked duration times to each recurring service? The price book code we have set at zero s...
There should be a more efficient way to get to a customer's Membership invoice, and if there is one, I would love if someone could share. When I click on the customer's Membership, and I am brought to that first summary page, it would be great if the...
| Subject | Author | Posted |
|---|---|---|
| 04-09-2025 11:00 AM | ||
| 04-01-2025 10:29 AM | ||
| 03-17-2025 12:48 PM | ||
| 03-06-2025 10:01 AM | ||
| 02-18-2025 03:47 PM |
