I highly recommend setting up membership audit reports asap to review
recurring services, preferred payments and /payment types, start and end
dates, and learning how to connect equipment to the memberships.
Hi,Here's a couple ideas.create a Lead tech: name tag and apply it to
the job. create a customer field box for jobs, used for entering the
name of the lead tech.
Hi Miranda, I have an idea that you may have considered, but thought I'd
throw it out there. I don't know how you'd automate without a membership
so as a workaround make a specific named membership that connects the
recurring services to populate the...
