Memberships or Service Agreements

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...

Add taxes on memberships

Good afternoon,Is there a way for me to make memberships automatically add taxes on the invoices for billing. When I try to bill memberships in a batch, I have to manually add taxes on each invoice.

Running a report on uncompleted memberships- NEED HELP

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...

Deferred Revenue on Ongoing/Monthly Memberships

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...

Transitioning from Annual to Monthly Memberships

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!...

Booking Recurring Services for Equipment

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!

Duration and Billing

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...

Ongoing- monthly memberships in ST- customer being charged with no card selected inside membership

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...

Membership - Recurring Service

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...

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