Memberships or Service Agreements

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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
  • 1693 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
  • 2605 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
  • 1860 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
  • 2921 Views
  • 4 replies
  • 0 kudos

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.

lnorse5588 by New Contributor III
  • 2471 Views
  • 3 replies
  • 0 kudos

Can Tech A see forms completed by Tech B?

Our Technicians complete a (ST Forms) inspection form during each recurring service cleaning. Many times it is not the same technician performing the next recurring service. It is valuable for technicians to review past forms prior to performing the ...

ckellytac by ServiceTitan Certified Administrator
  • 1808 Views
  • 1 replies
  • 0 kudos