Need the process streamlined. We have to first send the client an estimate of the plan. After they approve it, we have to send an invoice. If they pay by credit card or ACH, we have to delete the payment, or they will get a double billing. The program will not initiate them into the plan just because they paid the original invoice. So, we have to go to the client screen and re-invoice them after re-creating a new service plan, which is where the double billing happens and is why you have to delete the first payment. Then go back, create a job and change status from submitted to done. This is done if you're tracking commissions of selling the plans based upon them being paid for first.

It would be much simpler to have them pay from the original estimate and have them entered directly into the plan.

Or from the second sent paid invoice, enter the customer directly into the plan they paid for.

At the very least, we could assign a service plan to the customer after they paid, if under client actions, we could manually assign them a service plan and apply the payment to the plan.

By default, the plans are set to space the inspections in the future. In the case of 2 inspections per year, the 1st one is 6 months away & the second is 12 months away. This can be altered but is just another cumbersome step. Most of our clients take a service plan but want the first inspection soon after the plan begins.

Many times, the client will call to schedule an inspection, and we can't immediately find the inspection listed on the schedule, because it may be 6 months away. We then initiate a service call separately. This results with showing we didn't complete the inspections and sometimes a confused 2nd inspection is performed 6 months down the road when it appears in the calendar.