Tracking Memberships
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11-17-2022 07:22 AM
We are trying to send all of our customers a new Annual Service Letter. Basically it signs them up for our Annual Services which translates as a Membership in Service Titan. I am wondering if there is a way through Service Titan to track who has been sent and who has returned the letter.
Thank you!
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Customer Memberships
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11-17-2022 10:48 AM
You could add a note to the location or the customer &/or create and add a tag for those you contact... &/or even a tag for those that declined or didn't respond
Scott Forbes
Custom Climate Concepts
Custom Climate Concepts
