Editing Visits From the Customer Profile
Go to the customer's profile and select the plan in need of editing.
Once in the Service Plan details, scroll down to the Maintenance Schedule. Hover over the row of the visit in need of editing and click the Edit Pencil Icon that appears.
To adjust the month or year that the visit is due select the correct month/year from the drop down and click SAVE. To mark the visit as complete, select the box next to Completed and click SAVE.
OR
To associate and existing invoice to the Service Plan visit, select the box next to "There is an invoice attached to this visit" and choose the correct invoice from the drop down. Click SAVE.
Editing Visits From the Service Plans Dashboard
Open the Service Plans Dashboard from My Apps.
Scroll down and click View All at the top right corner of the Unscheduled Visits queue.
Hover over the row of the visit that needs editing and click the Edit Pencil Icon that appears.
To adjust the month or year that the visit is due select the correct month/year from the drop down and click SAVE. To mark the visit as complete, select the box next to Completed.
OR
To associate and existing invoice to the Service Plan visit, select the box next to "There is an invoice attached to this visit" and choose the correct invoice from the drop down. Click SAVE.
For more information about Service Plans, please see Service Plans FAQs
Check out how Service Plans help your service business grow.