Memberships or Service Agreements

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...

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...

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...

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 ...

Reminder Notification that Recurring Fee is going to be charged

Does anyone know how to set recurring reminders for service members that their membership payment is going to be charged on a certain date?

Is there a way to put a limit on Membership Savings?

Currently we discount 10% but we limit it to $500 on all individual jobs. There should be a way to limit the discount given on individual jobs. For example, if we sell 3 service tasks for $10,000 on one Job the discount given will be $1,000 when we s...

Why do estimates show potential savings and then not apply them if you sell the membership?

You create an estimate and it shows "Potential savings" as a selling point. You sell a membership (YAY!) so the customer can access the savings. Now, you have to recreate the estimate because the membership is new and doesn't apply to the estimate th...