Good afternoon,Are there any plans to work on these features?Upload documents to a Service Agreement: I would like to attach a number of PDFs to some agreements, such as the signed copy of the contract.If a job is completed outside of the Service Agr...
Based on your feedback, the team is adding an audit trail to improve the visibility and traceability of the changes that are made to service agreement and visit data. Please review the self-guided prototype below and share your feedback directly in t...
Based on your feedback, the team is adding the ability to itemize the exact list of required materials while creating the agreement. This will allow for the most accurate estimation of material costs possible, and will help to feed data to the purcha...
Right now we can only use {{Tenant.BusinessName}} which does not help us. Can we get some BU-specific merge tags please?
It would be nice to have the option to use either the location contact information or the customer contact information. For example - I have 1 customer with 25 locations. When I use the customer contact block within the template design tool it lists ...
The contacts within the Service Agreement "Step 2: Locations and Contacts" needs some attention.When selecting the Billing Contact, Schedule Contact, etc., you can only see the phone number or email address and not the memo field. The memo field need...
I would love to have the ability to select how far in advance automatic renewal can take place. We are on the construction/commercial side of the industry and many of our customers start their budgeting in July. If we had the ability to select automa...
I would love to see the ability for service agreements to break out the pricing by visit in additional to the total price at the bottom. Our customers currently can only see the total price at the bottom of the agreement, however, they also want to s...
We are exploring different approaches to allow you to create templates for your commonly used visits. Our aim is to make the process of building out visit schedules more repeatable and efficient for your teams.Please review the self-guided prototype ...
Hello All! We are developing user-level permissions for various Service Agreement related actions/pages, and would appreciate your feedback. Below is a list of possible permissions we are exploring, any feedback on these or necessary additions/change...
