Memberships or Service Agreements

Posts

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
  • 1705 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
  • 2705 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
  • 2317 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
  • 1702 Views
  • 1 replies
  • 0 kudos

Membership Changeover - Monthly Members

Hello,We are no longer offering some of our plans and have rolled out new plans. I am trying to figure out a way to make a seamless transition for our customers instead of cancelling their membership, cutting them a check and having them pay for the ...

johnsond by New Contributor III
  • 5125 Views
  • 8 replies
  • 0 kudos

Resolved! New Estimate from Profile Page

For starters I am the membership manager for my company. This means that I am constantly trying to find new ways to promote our memberships. Recently I had the genius idea to build membership estimates for our new customers. However, there is no way ...

SARABIAN by New Contributor II
  • 7229 Views
  • 9 replies
  • 4 kudos