How to Identify New Membership Sales

Good Morning All,I'm looking for the best way to identify memberships sold to new customers. I have linked our memberships to a potential member tag. but when I am still generating a report it is capturing every renewed membership and sold membership...

user_f54 by New Contributor II
  • 3 replies
  • 0 kudos

seasonal & recurring membership

We use memberships for several sites that require weekly visits during the busy season(summer). These same memberships really only need a biweekly visit during the winter. is anyone else accomplishing this in a straightforward way instead of making 2...

Logan by New Contributor
  • 3 replies
  • 0 kudos

Monthly Memberships and Deferred Revenue

Hello!We are new to monthly memberships and slowly shifting all our current fixed, annual members to monthly, ongoing. Something we are running into is this:customer pays 2 monthswe go out month 3 and perform their heating inspection and due to age/e...

reneem by ServiceTitan Certified Administrator
  • 3 replies
  • 1 kudos

Multi Dwelling Maintenance Contract

We have an account with multiple buildings (different addresses too) and multiple systems in each one of these buildings. A multi family apartment complex. Building A has about 25 units, building B has about 20 units, building C has about 30 units. B...

JBarrett1 by New Contributor III
  • 5 replies
  • 0 kudos

Renewal vs New Sale On Memberships

It would be nice if Service Titan would make it so a technician cannot "sell" a new membership if there is an existing one in the last 6 months even if it is expired. I wish it would make them "renew" the membership, not sell a new one. Otherwise it ...

Weldon02 by New Contributor II
  • 5 replies
  • 5 kudos

Import Credit Card Information

We imported our customers' memberships from Housecall Pro to ServiceTitan, if the customer were paying the memberships by card on Housecall Pro would the credit card information for the customer be imported to ServiceTitan? Or would we have to contac...

AD52 by New Contributor
  • 1 replies
  • 0 kudos