Would be really beneficial to be able to undismiss a recurring service
event. If one is mistakenly dismissed- the deferred revenue is realized.
Making the deferred revenue forever inaccurate on that membership.
Since we went live with our memberships we have noticed that they are
not being tracked correctly on Service Titan. Typically we will have a
technician who goes out to provide an estimate for work. Sometimes if
the job is small enough they will compl...
Is there a report that will tell me the membership cost vs sale. Profit
or loss of the membership for the duration. This could be helpful for
renewal pricing.
Is there a report or follow up or something we can set as a reminder for
our sales reps and technicians that a customer has an upcoming
maintenance coming up or to schedule one or that their agreement is
expiring and we need to contact them about ren...
I have noticed when we renew or sell a membership that comes with 2
visits (1 cooling & 1 heating) that ST only adds 1 of the visits. This
means when we go to schedule the service that visit is not able to be
selected in the recurring events section ...
Memberships should not be active until the invoice have been paid, this
also goes for recurring monthly membership that are on Auto Billing. It
should automatically be suspended/deactivated if a card is declined, and
an alert e-mail goes out to staff...
We have the option for a customer to upgrade membership A to membership
B at any point in time during the membership A contract term. We are
trying to create an "upgrade membership" task that technicians can add
to the invoice that reflects the price...
We have thousands of materials and/or services on recurring services
that we have to manually update if we change the price. The cost of time
doing this is outrageous for us, as well it does leave room for error
doing this manually. I would think the...
We have discount setup in memberships via Categories. Works just fine if
our techs manually add an item in that category to the customers
invoice. However, if the item is added via the recurring service
template (example a seasonal Heat Check), it do...
So we just were made aware from a member customer that our member
savings do no show on their invoice when using dynamic pricing. It does
with the conventional static pricing. This is a pretty big issue because
as you know if they don't see it, the d...
