Posts

Memberships

Just wondering if there is a plumbing company out there using memberships ? Looking to pick your brain to see if this is something we want to start doing.

lnorse5588 by New Contributor III
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Can Tech A see forms completed by Tech B?

Our Technicians complete a (ST Forms) inspection form during each recurring service cleaning. Many times it is not the same technician performing the next recurring service. It is valuable for technicians to review past forms prior to performing the ...

ckellytac by ServiceTitan Certified Administrator
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Membership Changeover - Monthly Members

Hello,We are no longer offering some of our plans and have rolled out new plans. I am trying to figure out a way to make a seamless transition for our customers instead of cancelling their membership, cutting them a check and having them pay for the ...

johnsond by New Contributor III
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Resolved! New Estimate from Profile Page

For starters I am the membership manager for my company. This means that I am constantly trying to find new ways to promote our memberships. Recently I had the genius idea to build membership estimates for our new customers. However, there is no way ...

SARABIAN by New Contributor II
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  • 9 replies
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Membership Location Selection

There is no fix for this issue (see below), but per CSM I have to post in the community for it to be product team reviewed instead of them forwarding my support email chain. The current options for membership locations linked to the recurring service...

dwight_p by New Contributor
  • 795 Views
  • 1 replies
  • 3 kudos

Memberships

Hello Everyone! I am trying to find a better way to track our memberships. Currently we are using binders with our agreements in them, to keep up with who to call, and who we've already called. I have a few questions about tracking all memberships th...

DanaDane by New Contributor II
  • 1958 Views
  • 3 replies
  • 2 kudos