Memberships or Service Agreements

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Vote to bulk renew https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4664

Resolved! Memberships set up and management of multiple HVAC systems

Hi- we have multiple memberships for our clients and are struggling to set them up so that they are applied automatically when appropriate and how to do so with multiple systems. We had a work flow that was assigning the membership when an AC unit wa...

Membership Ongoing from 12 month

Hi! We are attempting to shift our membership agreements from 12 month limited agreements to on going monthly agreements. Is there a way to automatically change all existing memberships to on going monthly without going through each membership indivi...

Resolved! Any ideas on why revenue is not being recognized when cancelling a membership?

We are not dismissing events prior to cancelling memberships, however, the revenue is not being recognized or it's showing that we should refund the customer. Any ideas as to why?

Service After The Sale Membership

My company provides 2 years of seasonal tune-ups (at no charge) when purchasing an HVAC unit. Is the best way to accomplish to design a membership with a $0 cost? If no, what is the best way in ST to track & schedule? Thank you in advance.

Security Alarm RMR

Has anyone setup their alarm company's RMR billing on ST platform ..

Resolved! Bulk Edit Customer Recurring Serivces

I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new servic...

Mark Job as Membership Job When Recurring Event is Selected

Does anyone know if there is a configurable setting that would mark a job as a membership job when a membership recurring service event is linked to it?

Please create a Cap on Membership Discounts!

ServiceTitan, Please create a setting under the memberships that we would be able to have a discount cap.If you create a "discount/fee" in the price book currently, there is already a setting to do this. Not sure why it can't be done in the membershi...

Allow technicians to attach the primary payment method to a membership at time of sale

Hi Everyone! Please vote for this IDEA submitted by a business owner. Store Primary CC - easier access for office and techniciansProvide the ability to mark a payment as primary at time of entering in the payment option. Add a "Primary Payment" check...

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Resolved! Memberships set up and management of multiple HVAC systems

Membership Ongoing from 12 month

Resolved! Any ideas on why revenue is not being recognized when cancelling a membership?

Service After The Sale Membership

Security Alarm RMR

Resolved! Bulk Edit Customer Recurring Serivces

Mark Job as Membership Job When Recurring Event is Selected

Please create a Cap on Membership Discounts!

Allow technicians to attach the primary payment method to a membership at time of sale

Recurring services

Changing the Auto Generated Invoice Date

Other Hvac Users in Treasure Valley Idaho?

We need your feedback on Recurring Visits in Servi...

Membership Calculations

Membership Count

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Membership

Recurring Service Reminders

Membership Monthly Charges