Do you sell multi system memberships or sell a single system membership
with add-ons? Presently we do the later. We sell with a cooling and a
separate heating recurrence. The issue - the add on system task workflow
can only add one task to one recurr...
For membership billing, if you set the preferred payment method to
online payments would it send an invoice to the customer to make the
payment online on the next billing date?
Hey Community Members, I am wondering how other companies structure
their memberships in Service Titan? Do your memberships differ from tune
ups? How are you tracking your deferred revenue? How are you balancing
getting to aged equipment and young tu...
Our bill shows that each office user is an "Enterprise Plus Office
User". This has me thinking, are there other levels/types of office
users other than this? My concern is that we are paying for office user
accounts that may not need such an elevated...
We would like to give our customer the option of selecting to
automatically renew their membership when they come up for expiration
(and be able to autobill if renewed prior to the billing date)!
Is there a way to change the membership bill date when the customer has
had an ongoing membership that has been billed on a specific date
monthly for a while? This issue has come up before but we have always
answered "No we can't change the date." I ...
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...
When a membership is sold how can I ger the membership to attached to
what equipment is covered? Example I have a customer that bought a
membership for 2 units how can the customers profile reflect the two
different memberships?
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...
