Add service plans to estimates and invoices as options
planned
Marc Andre Lalonde-Lacombe
Don we need to talk we are always on the same page about everything workiz related.
M
Michael Kaloutas
idan kadosh another amazing feature. What is the eta?
Chad Hoffner
Yea this should be able to add to an invoice as an option. Also we run a lot of seasonal tune up promotions that convert into memberships. Need a way to make that job the first visit of the membership we offer. Would be a great feature if you could add at the bottom of invoices to join the membership and show the potential savings by joining. That way a customer sees it every time the pay an invoice.
Daniel Davidson
My goal is to include them on invoices so that when I sell a complete HVAC system replacement, I can add a couple years of a service plan to the invoice and it be billed as one transaction. This is ESPECIALLY useful when the client is financing so they don't have to finance the system replacement but then have to pay for the service plan as it's own separate transaction.
Daniel Davidson
I see this is planned, which is AWESOME! Do we know a timeline yet??
A
Alexander
Merged in a post:
Send service plans in a estimate form
Don Berry
Why are we not able to send a service plan in a estimate??? When we create a estimate we want to offer a service plan as an option along with an estimate
A
Alexander
marked this post as
planned
Talisa Rafferty
Alexander this is great.
Marc Andre Lalonde-Lacombe
Alexander im really excited about this what is the approximate eta ?
Brittney
Alexander and updates on this?
Daniel Davidson
Yes!!! Merge it into one transaction with other work performed.
T
Tim
This would be a great help as now we can't even ask or send anything unless client is already willing to purchase.
A
Alexander
marked this post as
under review
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