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...
Hi, we currently have our Recurring Service Events (2 per year) set to Seasonal, which has them fall in a particular Month. Has anyone found a way to have them fall 6 Months & 12 Months after the date on which the Membership is sold? We've tried sele...
How do we get the recurring service events, for suspended memberships, to NOT show up on the follow up page under recurring service events? Or is there a way to add the membership status to the chart that pulls up for your specific date range? When a...
I am trying to set up different customers with different recurring events. I was hoping to use tags to distinguish the different years (ie, your service is due one year from now, or two years from now, etc). I thought I saw in one discussion that Ser...
I wanted to know what processes everyone uses to efficiently surf through visits and dismiss them. It does not make sense to sort through all the recurring services, there are too many. I have been able to dismiss visits over a year old easily, but k...
Currently, if the recurring service "button" is not pressed when the job invoice is exported, the recurring service is not recognized, nor linked to that completed job. Does anyone know of a way to link recurring service events to a previous complete...
I am attempting to organize our commercial recurring services and need to set up tasked duration times but have some questions. How is everyone attaching their tasked duration times to each recurring service? The price book code we have set at zero s...
