Slipping away filter
5
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The ability to run a management report where you can select a date. clients who have not had a document generated (ability to select apt., report or inv) after the selected date will appear on the list. This would then be used as a marketing tool to contact the clients to service. Would need to be CSV exportable.
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21 Jan, '25
VanessaHighlighted comment
additionally, would love an ability to generate reports on who has not had a certain treatment completed in a certain amount of time to see who has slipped in between the cracks (eg a client who hasn't had a pest control in over 12 months)