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?
Hello,I am trying to figure out how to send a link to the customer to
add a payment to a membership. Both initially and a way to update an
expired or closed account payment method. Does anyone know if this is a
possibility?
Hello, We have Commercial Property Management Companies (many) that
manage multiple locations.This is the scenario:Management Company A, has
location 1 & 2. Management Company A pays for all service work for both
locations.However Location 1 & 2 are ...
Until a recent update, we had been able to sort expiring memberships by
the membership type in the follow-up tab. Now that the names of them
have been changed, it just results in an error when I try to sort them.
It also doesn't help if I export the ...
We are getting ready to roll out a membership program which will be
including an annual whole home plumbing inspection (among some other
benefits.) Something that we're finding difficult to cleanly integrate
into our inspection form is for when we ar...
Hello Everyone!We are a garage door company and are new to memberships.
I was wondering if anyone has customers sign a terms and conditions
agreement? And if anyone cared to share what they included in their
agreement. We would like cover ourselves f...
Does any know if Service Titan offers this feature to reminder of our
customers ahead of time for their Membership renewal reminders or
preventive maintenance service is due reminder? This will help to keep
ourselves organized and more sales.
We reconcile our QB maintenance liability account monthly, however the
way ST sends the whole lump sum of the two visits into that account is
causing us a considerable amount of extra work. We need there to be two
line items in the liab acct so we ca...
I wanted to know what processes everyone uses to efficiently surf
through visits and dismiss them. It does not make sense to sort through
all the recurring services, there are too many. I have been able to
dismiss visits over a year old easily, but k...
