Do you sell multi system memberships or sell a single system membership with add-ons? Presently we do the later. We sell with a cooling and a separate heating recurrence. The issue - the add on system task workflow can only add one task to one recurr...
Our bill shows that each office user is an "Enterprise Plus Office User". This has me thinking, are there other levels/types of office users other than this? My concern is that we are paying for office user accounts that may not need such an elevated...
When a membership is sold how can I ger the membership to attached to what equipment is covered? Example I have a customer that bought a membership for 2 units how can the customers profile reflect the two different memberships?
Is there currently a way to edit existing Sale Tasks? I know you can set up new sale tasks within the Membership type configuration screens but I've yet to find a place to review and manage existing Sale Tasks.
