Spraye allows you to renew a program in just a few simple steps and gives you 2 options for renewals.
Option 1: Send Renewal Estimates
Step 1: Select “Bulk Renewal” at the top of the "Estimates" page
Step 2: Select the program you want to renew
This will create a duplicate of the specified program
It will pull all price overrides from the current program
It will allow you to change any price overrides and also add/remove properties from the list
Step 3: Add any additional one-off services to the renewal (optional)
Step 4: Message to Customer (included in estimate email)
This message will be included in the email to the customer and the "Notes" section of the estimates that are created.
Step 5: Price overrides
A table will be displayed below the Customer Message that displays all of the properties from the original program with an input box for a price override for each service.
Step 6: Save All or Send All
The system will create an estimate for each property that includes the price overrides and sends if choosing “Send All”
Option 2: Renew Program Without Sending Estimates
Step 1: Go to the "Programs" page
Step 2: Find the program you want to renew
Click Copy on the right side of that program.
This will create a duplicate of the specified program
It will pull all price overrides from the current program
It will allow you to change any price overrides and also add/remove properties from the list
NOTE: Change any price overrides BEFORE saving.
Don't forget to change the name of the program (the "Copy" of the program will automatically name it the same thing with "- Copy" at the end it.
Step 3: Add any additional one-off services to the renewal (optional)
Step 6: Click Save
The system will assign that program and it's services to each of the properties.
If these are "One-time program invoicing" programs, it will create the program invoice. If they are "Invoiced at Job Completion" the invoices will be created as you complete the services.