We offer a membership where the customer will receive a AC checkup and Furnace checkup each year. We offer many tiers of this program so they can receive discount pricing. How can we run report in Service Titan to view which customers have not yet co...
We’ve been using Fixed/Upfront duration & billing and when the customer pays up front, the money goes into our deferred account. We have two recurring events. When we do each one, half the upfront payment is recognized, and this is reflected on the i...
Hello, our company is starting the process of transitioning from an annual membership plan to going monthly. I was hoping to hear testimonies from anyone or any company that has done this and how the process went. I basically want to pick your brain!...
It would be life changing if there was a way for the computer to automatically book the recurring services for a piece of equipment to eliminate the time it takes on the back end!
Why can we not change the Duration/Billing after a membership is sold and set up? You can change everything else in a membership is sold except that.... We have customers that were set up as auto renewals and changed their mind before it renews or it...
We are in the process of moving our billing to Service Titan.We were under the impression that if a technician sells a membership out in the field, we have to edit the membership in the customers account and select the payment method INSIDE the membe...
Please upvote this idea here:https://community.servicetitan.com/t5/Ideas/bd-p/ideasRecurring ServiceWould be nice if we could have a limited # of visits on duration type and still have the option to have the continuous pushout without adding an extra...
Hello,The potential member saving should not be a feature to non members and let me exhaling why. If we sell a 3000 job, and apply a discount of $100 it will show (all hypothetical btw) $3000 -$100 with a "potential mem" savings of $189. Customer see...
It would be a nice feature to have the customer's payment terms automatically set on their invoice when generating a Membership invoice. A lot of times commercial customers, which we have, have custom payment terms and it is tedious to manually have ...
We have started using 5-Year membership options but although the membership shows 15 events (3 inspections a year), only 9 events (first 3 years) are on the recurring date list. Why? Will the 10th event populate after the 1st scheduled inspection is ...
| Subject | Author | Posted |
|---|---|---|
| 09-25-2024 10:15 AM | ||
| 08-16-2024 07:37 AM | ||
| 07-02-2024 12:30 PM | ||
| 04-01-2024 11:30 AM | ||
| 04-01-2024 07:29 AM |
