How to pull report on Customers who have not scheduled their maintenance checks
Is there a way to filter customers who still need to schedule a maintenance check/ recurring service?
Posts
Resolved! Bulk Edit Customer Recurring Serivces
I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...
Mark Job as Membership Job When Recurring Event is Selected
Does anyone know if there is a configurable setting that would mark a job as a membership job when a membership recurring service event is linked to it?
canceling a membership, reactivating membership and loosing the recurring events
I canceled a membership at the customer's request. A few hours later he changed his mind and I made the agreement active again. Since we had logged notes under the recurring events, they remained under the agreement however they did not return on the...
Recurring Service Events- Deactivated
How do you find a deactivated recurring Service event, for a specific customer? (specifically a recurring service event will have memo notes that need to be accessed.)
Suggestion: Allow the boards in the Follow Up tabs to be customizable like the main dispatch board.
As a CSR who works in the Follow-Ups tab on a daily basis, there are a few details about it that always bothered me. They are all very minor topics but the solutions seem within reason and possible. Those topics being:Recurring Service Events TabAny ...
Automate Adding Recurring Events
There should be a way to automatically add recurring events to a customer account without having to sign them up for a membership. For example, any time an install task code is added to an invoice, any recurring events that would be associated with t...
Membership Recurring Events and Renewal Dates Don't Line Up
Our members bill annually and auto-renew. We offer 2 recurring services per membership year, seasonally (March and September). I want to avoid giving away free services if a renewal falls directly after a service is scheduled.For example: Memberships...
Resolved! reoccurring service events
I've noticed that when we are selling maintenance plans the reoccurring service events are actually doubling. This just started happening about 2 weeks ago. Our plans come with one AC tune up and One Heater tune up but it now says there are two each....
UNDISMISS A RECURRING SERVICE EVENT
Would be really beneficial to be able to undismiss a recurring service event. If one is mistakenly dismissed- the deferred revenue is realized. Making the deferred revenue forever inaccurate on that membership.
