We have thousands of materials and/or services on recurring services that we have to manually update if we change the price. The cost of time doing this is outrageous for us, as well it does leave room for error doing this manually. I would think the...
It would be a nice feature to have the customer's payment terms automatically set on their invoice when generating a Membership invoice. A lot of times commercial customers, which we have, have custom payment terms and it is tedious to manually have ...
Catching up on scheduling overdue maintenance appointments and what I like to do is send a "mass" email template from Outlook to the exported list of email addresses and then book from the replies that I get. I've always had amazing response this way...
There should be warning for when you accidentally schedule a Recurring Service outside the business hours. It is currently set to 12:00 AM on the recurring service page. Who would ever send a tech at that time?
There should be a more efficient way to get to a customer's Membership invoice, and if there is one, I would love if someone could share. When I click on the customer's Membership, and I am brought to that first summary page, it would be great if the...
It would be so helpful if once a membership was renewed, there was a status update that changed the membership from "expired" to read "renewed". This would also help us in our Marketing Pro campaigns when we want to send truly expired customers an em...
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...
