Articles tagged lifecycle

An agreement's term ends. What happens next determines whether you keep the customer or lose them. Here's the renewal cycle, customer notification, and how to renew with changes.

Closing locks an invoice as final; voiding cancels it as if it never happened. They're not the same and they sync differently to QuickBooks. Here's the lifecycle, when to use each, and the rare case for reactivation.

The full chain a customer travels through Suprata — from the moment the phone rings to a paid, synced, reviewed job. The 10-foot view of how every feature snaps together.

How a piece of equipment moves through its life in your system: received into inventory, assigned to a job or installed at a customer site, serviced over time, billed for, and eventually retired — with full history retai...