Qualifiers
At the very bottom of the customer page, you should check for multiples of these qualifiers
Locations
Here you can trust the notes (with caution)
ESC
A BOGO purchased in ESC typically costs $189, resulting in each visit being recognized as this amount
$47.25
$108, -$108
If another CSR writes "already done" in the notes, you should double check for this visit
AC Tune Up - this is different from ESA Tune Up
If you see $108, -$108 on an invoice, the job was DONE during the use of this program
Service Titan
If a customer has purchased a BOGO membership, but paid for a tune up at the same time, how many visits is that customer owed?
Four additional visits
When in doubt, you should always navigate to this page - it can give you the most in depth information on a visit
Invoice
It may seem obvious, but before assuming visits need to be pushed due to an install, you should check for whether or not this occurred
Installation completed
When a visit under the Jobs header is "cancelled" it means a visit is most likely what?
Owed to the customer
If you see $108, -$108 on an invoice, the job was PURCHASED during the use of this program
ESC
A BOGO purchased in Service Titan typically costs $199, resulting in each visit being recognized as this amount
49.75
Just because a customer has this type of ESA doesn't mean they aren't owed a visit, as it may sound
Expired
The issue that results from erroneously dismissing is this - and requires extra steps to fix
Not enough visits
This is the formula used to determine an invoice template for a membership bought in Service Titan
Price of membership รท number of visits