Posts

Recurring Service Events

Hi, we currently have our Recurring Service Events (2 per year) set to Seasonal, which has them fall in a particular Month. Has anyone found a way to have them fall 6 Months & 12 Months after the date on which the Membership is sold? We've tried sele...

Reoccuring Inspection/Jobs

Hey everyone, We recently lost our Membership person and we are in the process of setting up monthly salt deliveries. What is the best way to set this up as a recurring appointment? I appreciate your feedback. This is the one area I am not well verse...

KristinS1 by ServiceTitan Certified Administrator
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  • 3 replies
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Customer Membership Type

Hi,Can you change an active membership type ? Like if we deactivated the membership type that customer has... Can we update/change that Membership Type? Or do we have to cancel that membership all together and make a new one?

Resolved! Commercial Memberships

Hi, so we currently do all Commercial Memberships customized to that individual company. Therefore, would I have to set up a new membership type for every single company? None of the two are the same.

Improvements to Memberships

I would like to propose the following recommendations to Memberships:1. Membership invoices should show the customer the start date and the expiration date. This is not currently a feature. 2. The cost of the add-ons should be shown to the customer. ...

5Star by New Contributor
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  • 0 replies
  • 4 kudos

Membership Billing

New feature that would be very help is that every time the credit card is hit for payment for the membership an invoice would be generated AND SENT TO THE EMAIL ON FILE. Is this possible to initiate on all active membership?