Ability to turn off Prepay requirement for Service Plans, and an auto convert for Visits to Jobs which would allow for set weekly schedules such as every Monday at 10AM. Currently, I need to manually convert every visit to a job, however, that is excessive. It would be better to setup the Recurring job and have the Service plan linked to it to cover the billing aspect.
We service multiple locations on a weekly basis at the same time, however we bill on a monthly basis. Currently we have a recurring job in at $0 value to show on the schedule and assign techs to. Then we have a service plan setup to manage the billing. However, we have to select a certain number of visits which means we will always have a visit appear on our schedule once we make the plan active. If we could setup 365 visits for a year that auto convert to jobs without the manually aspect, that would be great. In the end, if we need to adjust a schedule one week, that is a normal action versus going through every visit that is there to create the job when it is truly recurring.