We have the option for a customer to upgrade membership A to membership
B at any point in time during the membership A contract term. We are
trying to create an "upgrade membership" task that technicians can add
to the invoice that reflects the price...
When hovering over the jobs on the dispatch board, a description box
will appear. The jobs toward the top have a description box that gets
cut off, not allowing us to see the type of job, tags, business unit,
etc.
I wanted to know what processes everyone uses to efficiently surf
through visits and dismiss them. It does not make sense to sort through
all the recurring services, there are too many. I have been able to
dismiss visits over a year old easily, but k...
Currently, if the recurring service "button" is not pressed when the job
invoice is exported, the recurring service is not recognized, nor linked
to that completed job. Does anyone know of a way to link recurring
service events to a previous complete...
Sure, no problem.We wrap the water heater flush in with an annual
plumbing inspection, which includes water testing, checking plumbing
fixtures throughout the house, checking hoses and shut-off valves, and
checking drains and visible piping. Other me...
Hi @lnorse5588, we have a membership type that includes both HVAC and
plumbing maintenance/ benefits. We also have plumbing-only membership
for customers who request it.
In this case, we just use a pdf of our service agreement (which has
coverage and pricing listed) in DocuSign. You can have an estimate,
brochure, and whatever you like all in one document/email. DocuSign lets
you place required spaces for the custome...
