Memberships or Service Agreements

Membership terms and conditions

Hello Everyone!We are a garage door company and are new to memberships. I was wondering if anyone has customers sign a terms and conditions agreement? And if anyone cared to share what they included in their agreement. We would like cover ourselves f...

Resolved! Recurring Membership or Preventive Maintenance Service text message reminders

Does any know if Service Titan offers this feature to reminder of our customers ahead of time for their Membership renewal reminders or preventive maintenance service is due reminder? This will help to keep ourselves organized and more sales.

Reconciling Maintenance Liability Acct in QB

We reconcile our QB maintenance liability account monthly, however the way ST sends the whole lump sum of the two visits into that account is causing us a considerable amount of extra work. We need there to be two line items in the liab acct so we ca...

Resolved! Keeping up-to-date with recurring service event dismissals

I wanted to know what processes everyone uses to efficiently surf through visits and dismiss them. It does not make sense to sort through all the recurring services, there are too many. I have been able to dismiss visits over a year old easily, but k...

Resolved! Sending Forms to Customers to Fill out and send back

I think it would be very helpful if we were able send forms to customers for them to fill out. For example you have an upcoming install and you need some information for them. you can send a form through email, or even text for them to fill out and t...

Resolved! Cancelling Membership with New Refund Button

We have customers who paid for a membership and eventually need to cancel. To process a refund we click the edit pencil in the membership> select cancel>click save. This prompts the question " Do you want to refund customer X amount?". When selecting...

Membership Cancellation Confirmation Notice

It would nice if there was an option to click a button once a membership is cancelled to send out a pre-done email to the customer confirming the cancellation of their membership.

Resolved! Using Custom Fields for memberships

Has anyone had success using a Custom Field for a membership? If so, how are you applying this?

Linking a recurring service event to a previously completed job

Currently, if the recurring service "button" is not pressed when the job invoice is exported, the recurring service is not recognized, nor linked to that completed job. Does anyone know of a way to link recurring service events to a previous complete...

Increasing Membership Pricing

We are a Water Softener company, and our customers have the option to "Rent" a system from us for a monthly fee. We are wanting to raise that by $1 for EVERYONE that has a membership. How could we do that?

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Posts

Membership terms and conditions

Resolved! Recurring Membership or Preventive Maintenance Service text message reminders

Reconciling Maintenance Liability Acct in QB

Resolved! Keeping up-to-date with recurring service event dismissals

Resolved! Sending Forms to Customers to Fill out and send back

Resolved! Cancelling Membership with New Refund Button

Membership Cancellation Confirmation Notice

Resolved! Using Custom Fields for memberships

Linking a recurring service event to a previously completed job

Increasing Membership Pricing

EFTs for payments on memberships

Join Our LadyTitans Lounge as we will be discussin...

Improvements to Memberships

Tasked duration hours on recurring services

Membership Invoicing Autogenerated Invoice # Issue...

Service agreement feature not showing?

Tracking Membership Renewals with Reports

Any ideas on why revenue is not being recognized w...

Memberships set up and management of multiple HVAC...

Bulk Edit Customer Recurring Serivces