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...
I'm not sure about the rest of the country, but I know California has very specific laws regarding automatic renewal services. The customer MUST be notified before renewal takes place, to give them an adequate chance to cancel the renewal if they wis...
Memberships have always been my biggest challenge in ServiceTitan. I thought I finally had them figured out, but I'm finding myself discouraged and confused again. I've attached screenshots of an example that will hopefully help my question make sens...
We are trying to send all of our customers a new Annual Service Letter. Basically it signs them up for our Annual Services which translates as a Membership in Service Titan. I am wondering if there is a way through Service Titan to track who has been...
Is there a way to configure a membership to cover multiple (but not all) service locations for a customer without having to set a new one up for each individual location?
Help ... trying to find the best way to set up reoccurring maintenance ( storm drain cleaning ) for out commercial customers , and we are new to service titian , any help would be greatly apricated !!
We do not offer memberships to commercial customers. But by default, "Show Member Savings" is selected for all new customers. We all know there are different rules for commercial vs residential. We should have the ability to set different defaultsVOT...
I am trying to find away to track perpetual membership spiffs for our technicians. We pay at time of sale and also at renewal and anniversary (if it is perpetual). we are having to keep track manually of all renewals and anniversary commissions. Any ...
Hello,I've noticed some small flaws with Recurring Service Events in ServiceTitan over the past few months that have led to major issues with our record keeping and eaten up hours of my time to fix. I'm sharing here in the hopes that some of this fee...
