We have a membership that entitles customers to two visits per year. we
were thinking of using the job completion survey to follow up and
schedule customers for their next visit (roughly 6 months out), but its
not realistic with the current template ...
We put a second appointment on hold, as mentioned above. We also have a
job type (Customer Follow Up) that we have marked as a non-opportunity
for technicians to either follow up on estimate questions or reach out
to customers without affecting their...