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Plan Templates - Customizable Service frequencies dependant on initial cleaning month

Feature Request

Id like to be able to customize the plan templates so that the service frequency for Semi/Tri annual plans is set to the correct months instead of exactly 6 or 4 months apart.

CONTEXT: if a sales rep sells a semi annual plan in June the secondary visit each year is automatically scheduled for December, but we do not operate in December so every year I need Semi annual plans scheduled in June to have their other visit in November and vise versa. This means other semi plans need to be March/August, April/Sep, May/Oct and then June/Nov.

I know there is a way when you are creating the plan with the customer to set up unique months that will be auto set each year but because we are using service plan templates anyway itd be nice to just press on the Semi-annual window cleaning template and it would generate the right service frequencies for the plan automatically without having to remember editing the months the next visit should fall on.

Additionally because we are now running into the problem where all our semi annual visits scheduled in April are marked as pending in Schedular for October but we need them in for September is there a way to select all the pending jobs for October and move them to September to book them in?

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Posted by Porter Hansen ·
Status: Completed2 comments

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Comments2

  • Noah Sanches

    Team•

    Sep 13

    Hi Porter! Yes so we support the ability within the Plan Templates themselves to skip certain months. We also allow more general settings within Settings → Service Plans to skip months no matter what by default. I recommend giving those a look. We are going to be adding more configuration to plan renewals soon. Right now, in the pending jobs, you have the ability to delay the upcoming service

    • Porter Hansen

      •

      Oct 1

      I just don’t think this would work how I need it too bc if I block off months Dec-Feb all my semi/tri annual contracts that fall on those dates (BC 4-6 months after initial service) accidentally would all be pushed to March at the same time and then mess up our Frequency moving forward. Instead id like to be able to schedule all customers serviced in say April, and somehow bulk move their pending jobs in October up to September. Is that possible?