Jase1000
New Contributor III
since ‎06-29-2023
‎12-04-2024

User Statistics

  • 19 Posts
  • 1 Solutions
  • 0 Kudos given
  • 11 Kudos received

User Activity

Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically:How are you awarding/accumulating points?How many points is each dollar is worth?Are you awarding points only to customers who maintain a membershi...
Looking for information on how HVAC companies use/leverage task management when ordering parts. We are adding a warehouse/parts FTE and need to set up a process for communicating when parts are needed, when ordered, when in stock so job can be booked...
We have a customer who wants a service agreement for 10 months their business is seasonal and only operates 10 moths a year. Customer has 5 locations, each location will require biweekly service beginning April 1 through December 31. Customer only wa...
One of our service agreements has 44 locations, each location has 4 visits totaling 176 visits. I have only found two ways to book those visits: from the Service Agreement dashboard or from the "visits" under operations. Only one column can be filter...
Needs Up Votes, pleaseWe serve a community with a high number of rentals, Airbnbs, VRBO etc where the owner lives off site or out of town. We would like the office staff to send the invoice acknowledgements to property owner for a esignature and when...