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.
Memberships or Service Agreements
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Posts
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...
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...
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...
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...
Membership Discounts not working via Recurring Service Invoice Template
We have discount setup in memberships via Categories. Works just fine if our techs manually add an item in that category to the customers invoice. However, if the item is added via the recurring service template (example a seasonal Heat Check), it do...
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...
Memberships
Just wondering if there is a plumbing company out there using memberships ? Looking to pick your brain to see if this is something we want to start doing.
Resolved! Discounts on parts
Looking to add 20% off parts for membership customers. Is there an easy way to do this? I was told I have to go into the Pricebook and add the discount for each item.
Labels
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Charge Members or Billing
45 -
Customer
1 -
Customer Memberships
102 -
Customer Portal-Memberships
1 -
Deferred Revenue
14 -
Enhancement Request
7 -
Estimates
1 -
Expiring Memberships
9 -
Feedback
5 -
Membership Add-Ons
7 -
Membership Audit Trails
3 -
Membership Discounts
15 -
Membership Reporting
20 -
Membership Setup
4 -
Membership Types
17 -
New here
1 -
Question
4 -
Recurring Service
26 -
Recurring Service Events
44 -
Renewals
20
Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 03-17-2025 12:48 PM | ||
| 03-06-2025 10:01 AM | ||
| 02-18-2025 03:47 PM | ||
| 01-29-2025 10:10 AM | ||
| 12-05-2024 01:00 PM |
