Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

Customer Credit Tracking

Our customers pay FORWARD on agreements, which allows us to apply the money they've already paid, to any work done for them at that site in the future.

 

Example:

In May, they pay $100 to be a member for that year.

During the year, they have some work done. Because they are a member, we give them 15% off their bill, and also use 100% of the money they already paid, for the bill. If the work done costs more than $100, they still get 15% off, but have to pay out of pocket.

In Viewpoint there does not seem to be a way to create agreement invoices and get them paid, without "losing" that money. IE, it's not kept "as credit" for the customer.

I Think an option for "Recognize Revenue" of "Never" would be a great place to add this feature.

Seems like it could also be called "Keep funds as Credit for Customer" or something like that too.

What do you think?

  • Nathan Sutherland
  • Mar 11 2019
SM - Service Management
Company A-1 Plumbing
Job Title / Role Developer
I need it... 1 month
  • Attach files

Related Suggestion

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.