Wondering what those of you who do salt and water deliveries are doing
for route balancing and scheduling. We currently have routes set up as
recurring services and use a route # tag to identify customers on a
specific route during the target time fr...
I am told by support that there is no way to run a report and see all
customers who have a saved payment method on file.Has anyone ever found
a way to find those customers? We are going to be updating on payment
terms and need to have new authorizati...
This makes so much sense on many levels. It would be very helpfull to
have past due balances auto tag as "delinquent" until the invoice is
paid and then the tag auto removes. Techs dont notice if a customer has
a past due balance in the field but a t...
This has been a big hassle for us. We have resorted to Deleting all
memberships that are not active because of this. Canceling or suspending
them only stops the billing to the customer it has no effect on the
recurring services. If someone has a solu...
This looks great! Who do I reach out to for help on setting up
configurable payroll. We have it turned on but my CSR team is not able
to figure out how to make it work. We use what i think is a pretty
simple program where a tech earns hourly plus com...
@AHennagerThanks for the reply. I was not aware that setting things
weekly is what triggered the "day of week" setting. I will discuss this
with my CSM and see if we can change everyone in the system to daily.I
think making the change to daily will r...