Memberships or Service Agreements

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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.

Jase1000 by New Contributor III
  • 1891 Views
  • 4 replies
  • 0 kudos

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...

ACooper by ServiceTitan Certified Administrator
  • 2297 Views
  • 3 replies
  • 1 kudos

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...

jpbeyer by New Contributor II
  • 1196 Views
  • 1 replies
  • 3 kudos

Replacement Credit Tracking with Memberships

Is there a way that service titan can track replacement credits on a membership if we gave a $100 credit towards a replacement each year a customer was a part of our membership? We are also interested in giving a credit towards an accessory that woul...

tedelman by New Contributor II
  • 1162 Views
  • 1 replies
  • 0 kudos

membership report

What is the best report to pull to see how many active memberships we have. I did pull one but its a little confusing and not sure its accurate

lkind by New Contributor II
  • 2448 Views
  • 5 replies
  • 0 kudos