Using Custom Fields for memberships

AlishiaC
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Has anyone had success using a Custom Field for a membership? 

If so, how are you applying this? 

 

1 ACCEPTED SOLUTION

baraica
Community Moderator
Community Moderator

Hey Alishia! I've seen many customers use custom fields to help with dispatching and reporting on membership visits. They want to capture things like service costs and number of visits. It would be easy to run reporting on it as well since we do have KPIs for custom fields in custom reports. 

Also, here is a refresh on the how to for custom fields on memberships. https://help.servicetitan.com/how-to/memberships-custom-fields

Engagement Manager
ServiceTitan Community Team

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1 REPLY 1

baraica
Community Moderator
Community Moderator

Hey Alishia! I've seen many customers use custom fields to help with dispatching and reporting on membership visits. They want to capture things like service costs and number of visits. It would be easy to run reporting on it as well since we do have KPIs for custom fields in custom reports. 

Also, here is a refresh on the how to for custom fields on memberships. https://help.servicetitan.com/how-to/memberships-custom-fields

Engagement Manager
ServiceTitan Community Team