Posts

10 month Service Agreement

We have a customer who wants a service agreement for 10 months their business is seasonal and only operates 10 moths a year. Customer has 5 locations, each location will require biweekly service beginning April 1 through December 31. Customer only wa...

Jase1000 by New Contributor III
  • 219 Views
  • 4 replies
  • 0 kudos

Creating Memberships

Wondering if I could could get some help starting a membership program which we want to implement asap. We have four divisions including HVAC, plumbing, electrical, and appliance repair and was hoping we could pick someones brain on how they started ...

James by New Contributor
  • 98 Views
  • 0 replies
  • 0 kudos

Adding Recurring Service at Sale

Hey folks,So, I'm experimenting with a few different things when it comes to memberships and these work-flows are helpful, but the first one does not appear to function at all. I have created an adder that is supposed to add a recurring service to th...

horne_mmccue_0-1711381084648.png

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
  • 348 Views
  • 4 replies
  • 0 kudos

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
  • 252 Views
  • 1 replies
  • 0 kudos

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
  • 188 Views
  • 1 replies
  • 2 kudos