We have started using 5-Year membership options but although the membership shows 15 events (3 inspections a year), only 9 events (first 3 years) are on the recurring date list. Why? Will the 10th event populate after the 1st scheduled inspection is ...
We have several variants to our contracts - we pre-bill all our contracts, with the exception of some residential customers, I can't locate how were are supposed to do this, everything is invoiced at time of service, that doesn't work for us. We have...
Our techs will often sell a membership while at a diagnostic appointment and perform the first of the recurring services while they are at the customer's home. Some of these would like the monthly payment option. We have always required a down paymen...
Do anyone else have a Complementary membership option?If so, what do you change to have the Billing Template total to show $0.00- this shows on the membership run screen-On ours it shows $-1.00 in that column when we want it to show $0.00Anyone know ...
We are moving to auto-renewal and billing of memberships. Would anyone be willing to share how they collect contract/authorization signatures for this both from the office and in the field? I'm thinking of using a pdf form that allows for e-signature...
I can't figure out why some of these items show a member price and some don't. We only discount service business units with the membership. This estimate is in the sales business unit. All the items have "allow discounts" checked in the pricebook. Th...
I'm not sure about the rest of the country, but I know California has very specific laws regarding automatic renewal services. The customer MUST be notified before renewal takes place, to give them an adequate chance to cancel the renewal if they wis...
Memberships have always been my biggest challenge in ServiceTitan. I thought I finally had them figured out, but I'm finding myself discouraged and confused again. I've attached screenshots of an example that will hopefully help my question make sens...
We are trying to send all of our customers a new Annual Service Letter. Basically it signs them up for our Annual Services which translates as a Membership in Service Titan. I am wondering if there is a way through Service Titan to track who has been...
Is there a way to configure a membership to cover multiple (but not all) service locations for a customer without having to set a new one up for each individual location?
