Add service plans to estimates and invoices as options
planned
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
planned
Talisa Rafferty
Alexander this is great.
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
under review
Mohamed
Me too. This would be huge. Especially in estimates as parts of a proposal with options.
A
AA Rodrigues
Yes 🙌 absolutely