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...
My team is working on service agreements for all of our customers. When we get to the final step "preview and download" nothing loads on the preview screen and when we select download, we get an error saying "failed to load pdf file". I have subseque...
Does anybody know where the service agreement template is pulling our company e-mail from??It's one of our emails, but not one on any of our Business units
As I edit the agreement adding in imagery and other fields, the page crashes. I find I need to click save draft after almost every little thing I add because if I don't the page will crash and I lose everything.
I haven't seen this asked so I apologize if it was; I have a handful of customers whose agreement needs to be billed quarterly. When setting up an agreement the only options are time of service, upfront, or monthly. How can I bill these quarterly?
On each maintenance inspection the only option is to put total material price on each inspection. We need to be able to itemize the items needed (filters, belts etc.) on each inspection. Please add this as soon as possible.
Setting contacts during Step 2: Locations and Contacts needs to have more information. It doesn't show the memo for the contact. It needs to pull from the customer record and the location record, not just the location record. Typically, the customer ...
I need a way to edit, for example, the Visit Name and Visit Window.
During the Service Agreement setup process, there is no way to edit or add a summary that populates on the proposal. There needs to be a way to add this for an individual agreement. Maybe it can pre-populate from the template, and then be edited afte...
When sorting your Service Agreements by Business Unit, the list incorrectly displays the Official Name instead of the internal Name. This makes it challenging the find the BU you are looking for.
