When initially setting up OR editing a customer's service plan, a service visit can be marked as completed and attached to that completed invoice (if applicable)

Otherwise, scheduling incomplete service visits can be done from 2 spots

  1. On the recurring service plan dashboard
  2. In the customer profile 

Schedule from Recurring Service Plan Dashboard

1. Click the 'My Apps' icon in the navigation bar and select 'Service Agreements'

  • OR click directly on the Recurring Service Plans dashboard report

2. Scroll to the 'Due for service' report where all unscheduled service visits for the current month as well as the upcoming month will appear.

3. Click 'Schedule' to create a brand new invoice and schedule out that visit

  • Once you click 'Schedule', you will immediately be taken you to the new job details page 

4. Once on the job details page, click the circle 'Schedule' button to set a more specific time and date for the visit

The job details page...

  • ...will automatically include a line item for the service visit with a $0 amount (since your customer will have automatic charges to their card on file separate from the visits, or will have already paid for the plan).
  • ...is identical to every other job details page, meaning additional services can be included and paid for.

Schedule from the Customer's Profile

1. Click the 'Customers' icon in the navigation bar

2. Select the customer being scheduled

3. Click 'View' for the plan/address you'd like to schedule a service visit 

4. Click 'Schedule' next to the visit you'd like to schedule and dispatch

  • A new invoice will be created and immediately appear

5. Once on the job details page, click the circle 'Schedule' button to set a more specific time and date for the visit

The job details page...

  • ...will automatically include a line item for the service visit with a $0 amount (since your customer will have automatic charges to their card on file separate from the visits, or will have already paid for the plan).
  • ...is identical to every other job details page, meaning additional services can be included and paid for.

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