Submit Your Suggestions for Vista

For the last ten years or so we've run a "Membership Service" for our clients (using antiquated software).

For a certain cost per month, they get X percentage off every bill, priority service, a free home inspection once per year, and all the money they put into the membership can be used on any future service calls.

Here's how it works:

• Client signs up for $X per month. (or $XX per year)
• As time passes their "credit" with us grows as they make deposits (/payments).
• When they need service, they call us, we go out, inspect, quote, and show them the credit they have along with the % off their bill.

It honestly is a good program for everyone involved.

But here's the question:

How do you do something like this in Viewpoint?

Viewpoint has "Agreements" that expire and have an "Agreement Price" (total value of agreement). We don't need those things for a membership

So how would a person go about setting up a SUBSCRIPTION STYLE plan? IE, $$ per month (or per year), and be able to see the "credit" that has been paid by the client? AND to see that credit DEDUCTED from a bill for some WO in the future?

That's why I'm voting for something like "SM Memberships".

OR if Viewpoint could do a "Subscription Style" Agreement (and give us the ability to apply the fees paid to the next Bill), that would work quite well.

Viewpoint?

*Edit* - Could an admin move this into the "Service Management" category?