Memberships or Service Agreements

Posts

Discounts on Membership Invoices

The fact that you can't add another non-membership line item in a membership invoice (if you do "Sell Membership") is weird. But if you export the invoice and do an adjusted invoice you can... ?? Anyone else know a way around this? We can't change th...

mableryl by New Contributor
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Resolved! Recurring Service Reminders

Is there a way to be reminded of when a recurring service is due? Or see the upcoming ones.So when I have a recurring service for a location, I book a job for it.After the job is complete, is there a place where a “reminder” will show up for the next...

Membership Duration on Customer Invoice

How do we need to set up invoicing to show the Membership Duration on the customer facing invoice? Our previous operating system would show (Example: 3/4/2024 thru 3/3/2025) the membership duration. How do we get this to show up? I have just adjusted...

JF1296 by New Contributor II
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Aspire Equal Billing Contracts

We use 12 equal installments for lawn and snow services and are running into an issue. If our contract starts 4/01/24 and runs through 3/31/25 we occasionally have to perform services outside of those contract dates (ie Pre-emergent in March and Snow...

Managing Service Agreement Visits

One of our service agreements has 44 locations, each location has 4 visits totaling 176 visits. I have only found two ways to book those visits: from the Service Agreement dashboard or from the "visits" under operations. Only one column can be filter...

Jase1000 by New Contributor III
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Credit Card per Location

Suggestion to have the ability to add a credit card PER location verses having them listed under the main profile. We have multiple property management companies or private ownership with multiple locations and request to have a specific credit card ...

lorena by New Contributor II
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  • 4 replies
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Resolved! Clubs given with Installs

Does anyone else have their memberships given with a new install, how do you Show the Deferred Revenue on the membership invoice template if you are saying its "free" or "included" with the install?

lorcutt by New Contributor II
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  • 6 replies
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