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 ...
We have several variants to our contracts - we pre-bill all our contracts, with the exception of some residential customers, I can't locate how were are supposed to do this, everything is invoiced at time of service, that doesn't work for us. We have...
Our techs will often sell a membership while at a diagnostic appointment and perform the first of the recurring services while they are at the customer's home. Some of these would like the monthly payment option. We have always required a down paymen...
Do anyone else have a Complementary membership option?If so, what do you change to have the Billing Template total to show $0.00- this shows on the membership run screen-On ours it shows $-1.00 in that column when we want it to show $0.00Anyone know ...
We are moving to auto-renewal and billing of memberships. Would anyone be willing to share how they collect contract/authorization signatures for this both from the office and in the field? I'm thinking of using a pdf form that allows for e-signature...
I can't figure out why some of these items show a member price and some don't. We only discount service business units with the membership. This estimate is in the sales business unit. All the items have "allow discounts" checked in the pricebook. Th...
