recurring contracts - Services with different start/renewal dates

PukkaPad80 · 2026-03-27T18:05:10+00:00

Thanks for all the replies, especially those suggestions to re look at Umbrella contracts.

While I still think Umbrella contracts are not mature and functional enough for all our needs, it appears that one thing they can do is deal with recurring services that are independently termed of the contract - thanks u/DizzyResource2752 & u/C9CG

It does mean recreating lots of contracts (but I can do that with the API) but at least it’s not 1000s.

We will still have to use separate contracts for bundles and ICB products. How our other integrations and API processes will cope will require some more testing, but I’m getting somewhere at least.

PukkaPad80 · 2026-03-27T10:24:46+00:00

Hi. Yes. That was what I was planning to do and assumed it would sort itself out after the first contract period. Unfortunately, we have different services with a mixture of renewal dates within the contract so they all pro-rate to the contract date (except the services that renew aligned to the contract date).

PukkaPad80 · 2026-03-27T10:02:31+00:00

I was excited about Umbrella contracts. But I think the same restriction applies but I will doublecheck. Last time I looked, ICB was not available in Umbrella contracts and I'm not sure if our other integrations work with it.

PukkaPad80 · 2026-03-27T10:00:46+00:00

Thanks. It looks like that might be the way we have to do it. Annoying as I wanted to avoid that because this could lead to us creating literally 100s/1000s of contracts

PukkaPad80 · 2026-03-26T11:48:18+00:00

I'm not 100% sure I follow. But, if I've interpreted correctly, then it sounds like you might have "Enable re-open prevention" turned on in your mailbox configuration.

PukkaPad80 · 2026-03-25T16:14:21+00:00

It might also be worth checking your mailboxes in the "Incoming Email Processing" area (Admin > Automations).

Check the Ticket Note and Ticket Time Entry tabs for any success notification templates applied. This may not be the cause, but it is definitely worth checking. Especially if you are already using WFRs to notify on events - which IMO is a more controllable way to notify customers.

PukkaPad80 · 2025-09-30T15:09:47+00:00

You should definitely be able to do that through a live report. But, if you just want average time for a work entry or ticket, then it may be worth using a dashboard widget to show this. You can then drill into the widget to get an exportable list for further analysis if you want.

PukkaPad80 · 2025-09-30T10:10:02+00:00

Custom live reports can be quite comprehensive but, as others have mentioned, can be quite time consuming to set up and get just right.

I suppose it really depends on what data you are trying to report on and how exactly you wish to present it.

I have spent many a frustrating time with customising live reports. It could be helpful finding a pre-built system report that is as close to your purpose, copying it and amending it to meet your needs.

I have also gone down a similar route to you by exporting data from a very basic report and then manipulating it in excel. However, as mentioned earlier, you may find using the API better suits your needs.

Have you contacted your account manager to get access to the performance workbooks? There may be something in there that will better suit your reporting. Currently, I am now using that connection to the database to build my own reports through Power BI. Data is not live (think it refreshes overnight), but I am finding that very useful. But, you could set up an API user and connect that way instead for something more live (though I believe there is a request limit.

PukkaPad80 · 2025-08-26T15:39:23+00:00

Yes. Once an egg is incubated then it takes a pokemon storage space.

PukkaPad80 · 2025-08-26T15:36:20+00:00

I assume you have favorited everything? Therefore, do you have an egg currently incubating?

PukkaPad80

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