02-04-2020 10:59 AM
02-25-2020 01:21 PM
Unfortunately no, and there seems to be no solution in the works. We are actually looking at other software solutions, because it seems like copying and pasting a renewal contract should be a basic feature of any contractor software. ServiceTitan should have warned us when we switched from ongoing memberships to fixed memberships that the recurring service seasonal months would not copy to a renewal contract. We are left with three horrible choices - 1. switch software, 2. Fix the recurring services every year (and hope for a ST fix) or 3. Set up 4 new ongoing membership types and renew existing memberships into the new ongoing memberships and go back to everyone trying to figure out which inspections were paid for or due to the customer under the contract (i.e do they have to pay before scheduling spring maintenance?).
02-25-2020 12:38 PM
We are having the same problem. Have you found a solution to this?
Thanks!
Kirsten
02-05-2020 10:43 AM
That's one of the reasons why we use auto-renewing memberships, we kept getting duplicate memberships and it caused some issues. So we did this and now everything is fine.