I canceled a membership at the customer's request. A few hours later he changed his mind and I made the agreement active again. Since we had logged notes under the recurring events, they remained under the agreement however they did not return on the...
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...
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
Have you heard of LadyTitans Powered By ServiceTitan?It's a FREE women's empowerment group for the trades open to all. This week June 14th at 10 am PST we are hosting our LadyTitans Lounge and will be discussing memberships. We know this is an import...
Is there a way to send a customer a copy of their maintenance agreement?
With the 'NEW' view, can someone tell me what happened to the 'Memberships' information when viewing Equipment? The Recurring Services no longer shows in the Membership column.
How do you find a deactivated recurring Service event, for a specific customer? (specifically a recurring service event will have memo notes that need to be accessed.)
As a CSR who works in the Follow-Ups tab on a daily basis, there are a few details about it that always bothered me. They are all very minor topics but the solutions seem within reason and possible. Those topics being:Recurring Service Events TabAny ...
We sell most of our memberships on a monthly recurring payment, where when we sign someone up, the first payment will usually be ran the following month.When entering them in Service Titan, the deferred revenue on the recurring service template will ...
There should be a way to automatically add recurring events to a customer account without having to sign them up for a membership. For example, any time an install task code is added to an invoice, any recurring events that would be associated with t...
