Is there currently a way to edit existing Sale Tasks? I know you can set
up new sale tasks within the Membership type configuration screens but
I've yet to find a place to review and manage existing Sale Tasks.
There should be warning for when you accidentally schedule a Recurring
Service outside the business hours. It is currently set to 12:00 AM on
the recurring service page. Who would ever send a tech at that time?
I am attempting to organize our commercial recurring services and need
to set up tasked duration times but have some questions. How is everyone
attaching their tasked duration times to each recurring service? The
price book code we have set at zero s...
There should be a more efficient way to get to a customer's Membership
invoice, and if there is one, I would love if someone could share. When
I click on the customer's Membership, and I am brought to that first
summary page, it would be great if the...
Hi all,In Titan Advisor, I'm seeing the following is incomplete. We
don't use billing templates, I'm not clear on what ST wants me to do
here, especially since we don't use billing templates, but it looks like
until I have the feature below set up, I...
Hello I think we should be able to add a membership workflow to where we
are able to schedule the first tune-up for heating starting in September
and the first cooling tune-up starting in April. Currently, we can only
choose in how many months would ...
For memberships we have ran into the issue of the randomized membership
invoice # that Service Titan automatically makes for all of our
membership programs invoicing. We have to go and manually change invoice
number so they will not repeat for our Qu...
Please add a access link on the membership form to view and go to
location file. As of now, you can only go to the customer file and not
the location file. The location has all the information needed to build
or renew the membership so why not have q...
Expiring Memberships: We have to set each renewal one by one because we
have different renewal types and pricing for each of our customers
locations. There is no location address on the worksheet. You have to
view the membership to know which renewal...
It would be so helpful if once a membership was renewed, there was a
status update that changed the membership from "expired" to read
"renewed". This would also help us in our Marketing Pro campaigns when
we want to send truly expired customers an em...