Renewals

Renewals 1: Generate a Renewal Batch

 

Video Content Duration: 3 minutes 30 seconds

Please be sure to understand what renewals are, and consider these prerequisites before you run your renewals batch in order to glean the best data. 

  • Batch Name and Saved Criteria Filters
  • Job and Service Date Criteria & Status
  • Service Resource Allocation
  • Optional Renewal Criteria
  • Exclude Customers
  • Assign Values
  • Values to Copy