Posts

Authorization for auto-renewal billing

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...

Nancy by New Contributor III
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  • 1 replies
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Resolved! Member Savings on Estimates

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...

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JessicaSmith by ServiceTitan Certified Administrator
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  • 8 replies
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Membership Billing Templates

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...

Residential 1 System Billing Template.png Residential 1 System Invoice.png
rmarchman by New Contributor III
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  • 4 replies
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Tracking Memberships

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...

RandiCline by New Contributor II
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  • 1 replies
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Resolved! re occurring maintenance

Help ... trying to find the best way to set up reoccurring maintenance ( storm drain cleaning ) for out commercial customers , and we are new to service titian , any help would be greatly apricated !!

rgoit67 by New Contributor III
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  • 3 replies
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Resolved! membership tech commisions

I am trying to find away to track perpetual membership spiffs for our technicians. We pay at time of sale and also at renewal and anniversary (if it is perpetual). we are having to keep track manually of all renewals and anniversary commissions. Any ...

intersta by New Contributor II
  • 3128 Views
  • 6 replies
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Issues with Recurring Service Events

Hello,I've noticed some small flaws with Recurring Service Events in ServiceTitan over the past few months that have led to major issues with our record keeping and eaten up hours of my time to fix. I'm sharing here in the hopes that some of this fee...

haleyg94 by New Contributor
  • 2370 Views
  • 3 replies
  • 5 kudos