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Quote[/b] ]Do you have to assign the customer to each of the jobs in the series, or can you assign a customer to the whole series in one step?
After you create your job series that may include a (4 or 5 step program etc) you can then assign customers. So I think the proper way of answering your question is you can assign the customers to the whole series in one step. If you have further questions please let us know.
I have a ? about this. It looks like it will be very helpful but, is there a way not to add all these services to each customer? Its ok to do it once but when we change pricing it will take lots of time to change all these services for each customer. Oh to better explain I charge the same for each step.
The current version of Gopher available here has an option to specify a default price for each step as you add your customers. *Using this feature you can add a group of customers for whom you charge $30 per visit. *Then you can change that default price to $50 and add that set of customers. *And so on...