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Resolved! Customer PO# on Service Agreement Invoices

On some of our commercial service contracts, the customer provides us with a PO# to be used on every invoice through the contract term. It is the same PO# for the year. What is the best way to make sure these PO numbers populate automatically on the ...

dhelms by • New Contributor III
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  • 3 replies
  • 1 kudos

Service Agreement Location contact information

It would be nice to have the option to use either the location contact information or the customer contact information. For example - I have 1 customer with 25 locations. When I use the customer contact block within the template design tool it lists ...

kurquhart by • New Contributor II
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  • 0 replies
  • 1 kudos

Service Agreement Contacts

The contacts within the Service Agreement "Step 2: Locations and Contacts" needs some attention.When selecting the Billing Contact, Schedule Contact, etc., you can only see the phone number or email address and not the memo field. The memo field need...

dhelms by • New Contributor III
  • 355 Views
  • 2 replies
  • 3 kudos

Renewals and pricing increases

I would love to have the ability to select how far in advance automatic renewal can take place. We are on the construction/commercial side of the industry and many of our customers start their budgeting in July. If we had the ability to select automa...

kurquhart by • New Contributor II
  • 396 Views
  • 2 replies
  • 1 kudos

Service Agreement Visit Pricing Option

I would love to see the ability for service agreements to break out the pricing by visit in additional to the total price at the bottom. Our customers currently can only see the total price at the bottom of the agreement, however, they also want to s...

kurquhart by • New Contributor II
  • 314 Views
  • 2 replies
  • 1 kudos

PDF's failing to load

My team is working on service agreements for all of our customers. When we get to the final step "preview and download" nothing loads on the preview screen and when we select download, we get an error saying "failed to load pdf file". I have subseque...

kurquhart by • New Contributor II
  • 278 Views
  • 1 replies
  • 0 kudos

New Visit Template Approach - Feedback Needed!

We are exploring different approaches to allow you to create templates for your commonly used visits. Our aim is to make the process of building out visit schedules more repeatable and efficient for your teams.Please review the self-guided prototype ...

esmith by • Contributor
  • 474 Views
  • 2 replies
  • 3 kudos
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