Does anyone add their filters on a Membership? We have customer that use special filters and they would rather pay for their Membership and pay for their filters upfront with the contract. It will not let you add material unless you add a tech but we...
Hey Hey! Does anyone know of a way to dismiss membership renewals so they are out of the expiring membership screen in the Follow Up's Tab? We are making sure to notate on the customer notes portion but we aren't seeing a way to completely dismiss th...
I have a LOT of customers who want to sign up for our annual maintenance plan, but they want to pay in bulk upfront instead of receiving the bills monthly.The only way around this I've found is to collect the payment, have it sit in the credits balan...
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...
| Subject | Author | Posted |
|---|---|---|
| 12-19-2024 08:56 AM | ||
| 12-05-2024 01:00 PM | ||
| 12-05-2024 07:55 AM | ||
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM |
