Convert Maintenance Plan Visit into Job on Tech App | Feature Requests

Convert Maintenance Plan Visit into Job on Tech App

planned

Elizabeth

It would be great to allow the techs to convert a maintenance plan visit into a job as these are usually sold on site for us. This way the visit would be accounted for immediately. If this is already in the settings instructions on getting this active would be greatly appreciated.

October 23, 2024

Maor Livne

marked this post as

planned

Hi everyone, I'm happy to share that the capability will be added in the near future.

Daniel Davidson

This would be awesome!! I've done several free inspections because we were called out for a maintenance, sold a membership, performed the maintenance we were called to do and couldn't apply it to the service plan. Probably should have charged for an individual trip but this would have made it easier to handle.