Memberships or Service Agreements
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Tracking Sold Memberships

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...

DawnFinch by • New Contributor
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  • 4 replies
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Membership P&L

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.

lpalladi by • New Contributor III
  • 2640 Views
  • 3 replies
  • 0 kudos

Reminder for Memberships

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...

ladams76 by • New Contributor III
  • 4207 Views
  • 5 replies
  • 1 kudos

Missing Recurring Event

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

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...

bpharr by • New Contributor
  • 1947 Views
  • 2 replies
  • 8 kudos

Upgrading Membership Invoice Tasks

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...

Alyssa by • New Contributor III
  • 2976 Views
  • 3 replies
  • 0 kudos

Updating Pricing on Recurring Services

We have thousands of materials and/or services on recurring services that we have to manually update if we change the price. The cost of time doing this is outrageous for us, as well it does leave room for error doing this manually. I would think the...

NicoleMZ by • New Contributor II
  • 2126 Views
  • 1 replies
  • 1 kudos

Dynamic Pricing - Member savings

So we just were made aware from a member customer that our member savings do no show on their invoice when using dynamic pricing. It does with the conventional static pricing. This is a pretty big issue because as you know if they don't see it, the d...

tucker2 by • New Contributor II
  • 3365 Views
  • 4 replies
  • 0 kudos
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