We've got about 40 commercial HVAC clients on annual maintenance agreements and I'm trying to figure out the cleanest way to handle this in FieldPulse without creating a mess.
Right now we're creating recurring work orders for each quarterly visit, but that means 4 separate WOs per customer per year and no real visibility into "this customer is under contract" vs "this is a one-off."
Also billing is a pain. Some customers prepay the year, some pay quarterly, some we invoice after each visit. FieldPulse doesn't seem to have a "service agreement" object so I'm hacking it with tags and custom fields.
What's actually working for people? Am I missing something obvious or is this just not what the tool was built for?
