How can we get the revenue from a membership job count towards a
technicians completed revenue, even though the invoice has a $0 amount?
There is an issue with the fact that the techs are not getting credit
for a membership call on their revenue numb...
Why can we NOT put a sold estimate on an existing job???!! Makes no
sense why we have to book a new job.Example: we are at a customers house
and the customer wants to accept an estimate from a previous visit. If
we sell the estimate, you can not book...
thanks @LBabayan We were able to see how DR Memberships were working.
But then had to find a work around for Probono work and stuch by
creating an adjustment invoice instead of just adding a task to the
Agreed, but they are working on it for sure. We need to be able to
control it and have more visibility into the portal. This is an area
that definitely needs improvement, hoping the new beta on it will come
out soon! I believe it might be partnered w...