jhuck
New Contributor II
since ‎12-31-2020
‎12-09-2024

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  • 5 Posts
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  • 6 Kudos given
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None of our employees work 9-5 shifts. Why is this the only default option? My techs work 7-4 my office works 8-5 and we work shifts 8-4. There needs to be flexibility.
It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...
We would like to give our customer the option of selecting to automatically renew their membership when they come up for expiration (and be able to autobill if renewed prior to the billing date)!
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