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.
Memberships or Service Agreements
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Posts
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.
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 ...
Membership recurring service billing template/invoice
We have our recurring services set up where the "task" is auto populated in the billing template. Our issue is this: we have customers that have more than 1 system, some have up to 4 systems in total. So for example when I go into the customer who ha...
Membership Estimate Conversion to Memberships! (Not possible in office, only out in the field)
Howdy Titans! Here's my issue.We can email a customer an estimate for a membership but if that customer approves the membership estimate we cannot convert this estimate into an actual membership. It's so ridiculous! Can we get the good people at ST t...
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 ...
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 ...
Membership Location Selection
There is no fix for this issue (see below), but per CSM I have to post in the community for it to be product team reviewed instead of them forwarding my support email chain. The current options for membership locations linked to the recurring service...
Memberships
Hello Everyone! I am trying to find a better way to track our memberships. Currently we are using binders with our agreements in them, to keep up with who to call, and who we've already called. I have a few questions about tracking all memberships th...
Transferring memberships and other customer data from Service Fusion to Service Titan
When our company moved to Service Titan, the only customer data that transferred over to Titan was customer name, address, phone number - just the basics. None of the memberships, notes, invoices, images, etc. attached to Service Fusion got moved ove...
Labels
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Charge Members or Billing
43 -
Customer
1 -
Customer Memberships
99 -
Customer Portal-Memberships
1 -
Deferred Revenue
13 -
Enhancement Request
7 -
Estimates
1 -
Expiring Memberships
9 -
Feedback
5 -
Membership Add-Ons
7 -
Membership Audit Trails
2 -
Membership Discounts
15 -
Membership Reporting
20 -
Membership Setup
4 -
Membership Types
15 -
New here
1 -
Question
4 -
Recurring Service
24 -
Recurring Service Events
41 -
Renewals
18
Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 11-20-2024 12:09 PM | ||
| 09-25-2024 10:15 AM | ||
| 08-16-2024 07:37 AM | ||
| 07-02-2024 12:30 PM | ||
| 04-01-2024 11:30 AM |
